Feb 23 Dividend and Portfolio Review

February is done and March is beginning. The stock market is down but my dividends keep rolling in. The market can be up and down but it’s nice to know my dividends are reliable. They come in no matter what the market does.

Ticker Dividend
APPL $81.85
ABBV $291.85
DHI $23.00
OMF $180.00
USHYX $99.84
SBUX $66.25
NXST $6.75
Total dividend $749.54

Smaller month but the dividends pack a punch. This month is down YOY compared to last year. It is down 15.12 percent. For the first 2 months I am down 3.83 percent. Next quarter will rise again as this is the last quarter where T shows up as past dividends paid for last year. Sold some others to move into my Roth. Currently outside of one mutual fund I have no other monthly payers.

My PADI increased by $274.15. Most of that was due to $179.54 in raised dividends. This is one of my better months for dividend raises. Total dividend raises so far for this year is $287.33. Dividend raises were received by PEG, OMF, NXST, KO, PPL, and FDUS.

On Feb 21 my PADI went oved $13,000.00. It took a little over 7 months. We will see how long the next $1000.00 dollars take. My portfolio value fell this month.

You can see the top 10 above the total value of the top 10 is $232,505.12. My top 10 makes up 61.09 percent of my portfolio. Up from Januarys 60.73. The only position switch was ABBV and PEG.

22 years of investing. The results are worth it. If you have not taken that step and started do it. Don’t put it off.

Total portfolio value $380,560.73
Forward annual dividend $13,043.03
Trailing 12 months of Dividends $12,472.10 Expected dividend as of 2023 $12,768.88
Net worth as of Dec 22 $560,747.99
Sells none
Bought LYB, NXST, FLO.
Dividend raises PEG, OMF, NXST, KO, PPL, and FDUS.
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $58,100 in lifetime dividends.
As I wrap this months report up I’m very pleased with everything. This shows that no matter what you can do the same as I have done and the earlier you start the better off you will be. Just constant buying good quality stocks that raise their value and raise their dividends.


Author: dividendsandhobbies

A Christian first and foremost. I love to invest fish grow a garden etc.

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