Well February is done and March is upon us. Time to see how I did this month. Share the laughs and the cries and the good news and the horrible news. It’s is always fun sharing my portfolio review with you guys and I enjoy reading lots of yours. Did my portfolio close above $15,000 for the month and did it close above $450,000 for the month those are lingering questions that need answering
Look at that total inching up every month. ABBV led the way it is really growing in dividend and its total growth. This will be over $900 next year and May. Even the smallest which is DHI is nothing to sneeze at. The growth of that stock has been tremendous.
The good news is that the portfolio closed the month above $450,000.00. Hopefully it can keep growing. On February 13th I my PADI increased past $15,000. On Feb 29th RILY cut its dividend dropping me under $15,000. My total dividend raises are in the negative for the year.
This month is 15.78 percent higher than last February. For the first 2 months I am 15.94 percent higher than last year.
Not much changed in the top 10 this was a day late but I still did copied it no position changes which this is the first time in a long time that happened. This figure represents 62.27 percent of the total value of my portfolio. Slightly higher than last months 62.17 percent.
Purchases for the month included ONL, FDUS, RILY, SBUX, KR, PPL, R, NEE, FLO, OMF. Lots of purchases. No sells this month.
CVX, PPL, PEG, KO, and NEE all raised their dividend which had added $148.00 to my forward dividend. This is probably the month where I have the most raises.
While the dividend cut was disappointed and my PADI is below last month total going forward I will be ok. Was hoping to get close to $700 in dividend increases this year. Will have to try for that next year.
Total portfolio value $456925.75. Forward annual dividend $14,808.14
Trailing 12 months of Dividends $14,676.07. Expected dividend as of 2023 $10,597.5
Net worth as of December 23 $670,340.08
Sells
Bought ONL, FDUS, RILY, SBUX, KR, PPL, R, NEE, FLO, OMF. Dividend cuts none. Dividend raises CVX, PEG, KO, PPL, and NEE.
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 $73,570.74 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
My life of investing and hobbies 