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.

Advertisement

Author: dividendsandhobbies

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

One thought on “Feb 23 Dividend and Portfolio Review”

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Discovering Dividends

Income Replacing Dividend Portfolio

Simple Dividend Growth

An average guy building dividend income

Impersonal Finances

It's not personal

Our Life Financial

Building Wealth One Day At A Time

Teachers Talk Money

Helping teachers master their money

REIT Dude

A blog about becoming financially independent through REIT investing.

World Stock Markets Analysis - Investor Trip

Digest global markets, retirement investing, global ETFs, and currency trading news and analysis.

renegade7x

Natalia's space

Divcome

Investing • FIRE

The Small Investor

Investing Strategies and Wealth Building for the Small Investor

MoneyBabe

personal finance for millennial women

Catching Up To FIRE

The possibilities of Financial Independence and Retiring Early

Love Nature

Just another Astra Starter Templates site

Angry Retail Banker

An Insider's Take On Retail Banking

FI By The Common Guy

Journey To Financial Independence & Beyond

Trucking For Dividends

My goal is to build a dividend portfolio that will pay enough monthly income to cover my living expenses.

Dividend Compounder

Accumulating Wealth, Slowly But Surely

Divvy Dad

Fueling FIRE with Dividends

$10 a Day Dividends

Journey of investing in dividend stocks for passive income

Divs4Jesus

Dividend Income One Investment At A Time

Accidental Fire

Financial Independence | Early Retirement | Outdoor Adventure | Satire

LABOUR TO LEISURE

INVEST IN YOURSELF

Broke Investor

My Journey to Financial Independence

The Millennial Investor

New Money Style with Old Money Habits

My Dividend Dynasty

Minimalist Lifestyle, Dividend Growth Investing, and a Journey to Financial Freedom

SeedSown

Sowing for Growth and Encouragement

Engineering Dividends

dividend investing, engineer style

Dividend Dozer

Building a Forever Income Stream

Project 2035

Our journey to financial independence

loonietotooniecom.wordpress.com/

Financial literacy made easy for everyone

Dividend Portfolio

A Portfolio For The Small Investor

%d bloggers like this: