September 23 Dividend and Portfolio Review

Fall is here the leaves are dropping but my dividends are rising. Cooler Temps but those dividends came in sizzling this month. More dividends than I have ever received.

Best month ever. Over $1800.00. 7 payers over $100. FDUS payed a special which helps out tremendously. This month was 29.12 percent higher than last year. Quarterly was higher by 24.64 percent. Year over year to date is higher by 12.48 percent.

This month I purchased SBUX, KR, MSFT, KDP, FLO, NEE, NXST. I sold WBA. Due to the sale my PADI decreased by about $21.00. Portfolio value dropped from last month and net worth dropped by $4000.00.

In the top 10 ABBV and PEG swapped everything else stayed the same except they lost value lol. Top 10 makes up 63.23 percent of portfolio. Higher than last months 62.65 percent.

9 months completed in 2023. If my calculation are correct I could almost hit $14,000 dividends delivered across my accounts.

Total portfolio value $410,429.68. Forward annual dividend $14,024.32
Trailing 12 months of Dividends $13,693.82 Expected dividend as of 2023 $13,944.38
Net worth as of June 23 $627,847.21
Sells WBA
Bought SBUX, KR, MSFT, KDP, FLO, NEE, NXST Dividend cuts none Dividend raises KDP, MSFT and SBUX.
Future goals
Future portfolio value of $500,000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $67,800.00 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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