February 21 Dividend and Portfolio Review

Another month down. This year is flying and the dividends are coming in. Dividend increases coming in at a nice pace.

Ticker Dividend
T. $214.05
APPL. $69.84
ABBV. $215.89
MAIN. $28.75
O. $12.59
CFFN. $31.73
USHYX $56.24
Amount $629.09

As you can see this was a great month growing dividends. SBUX put off their dividend till next month or it would have been higher. This month was 23.3 percent higher than last years dividend. Year over year total right now is 9.01 percent. Very happy considering last month was negative. This will be my last dividend for CFFN as I sold it off for OMF. Portfolio value is up 2.9 percent since the start of the year

I am moving forward and will soon have to update some of my future goals. Don’t know when but I imagine sometime this year at the way things are going. Even if I reach them next year it’s ok.

Total portfolio value $278,932.04
Forward annual dividend $10,324.11
Trailing 12 months of Dividends $9176.46 Expected dividend 2021 $7176.30
Net worth as of December $469,714.13
Sells CFFN, BRK.B
Bought OMF, NEE, KR, and NRZ, ABBV. Those were my main buys this month.
Dividend raises KO, MPW, NEE FDUS, PEG
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $500,000
This month I went over $34,500 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.

How was your month? Let me know in the comments.

Jan 21 Dividend Review

The New Year is here and we are moving right along. January is almost in the record books and the dividends have been tallied.

January was a great month but due to the dividend cut from NRZ and selling APTS I ended up a little short of last years dividend. That’s ok as my portfolio is now better positioned for the long haul. Even with the drop down at the end of January my total portfolio value was higher than last month.

Ticker Dividend
IRM $30.93
PPL $51.88
MPW $19.98
MO $240.40
MAIN $28.57
O $11.89
KDP $16.35
USHYX $46.20
NRZ $94.70
AQN $26.06
Dividend $566.96

Total portfolio value $270,886.64
Forward annual dividend $10,161.89
Trailing 12 months of Dividends $9056.35 Expected dividend 2020 $6803.52
Net worth as of December $469,714.13
No sells
Bought MRCC, MPW, BAC, KO, and SBUX. Those were my main buys this month.
Dividend raises none
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $500,000
This month I went over $33,800.00 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.

How was your month? Let me know in the comments.

Dec 2020 and Portfolio Review

Happy New Year. While we are marching into 2021 we are going to examine what we brought in this month and over the past year. While 2020 wasn’t a banner year for some it was a great year for others. Not focusing on the problems helps keep life in perspective. I am looking for a great 2021

We are going to start this section looking at our forward dividends getting to $10,000 would be a goal wether it happened this year or next well NRZ after cutting its dividend earlier in the year has given 3 raises the last one on Dec 17 put me over $10,000 dollars in forward dividends the next major milestone will be $15,000 but I am looking forward to getting to $11,000.

Total portfolio value has been doing good we are marching forward $300,000. Right now it stands at $269,960.82. This is a 2.37% increase from last month.

Quarterly net worth is done and figured out and wow what more could I ask for? The total came out to $469,714.13 which is a 10.95 percent increase over last quarter. Since I started tracking at the end of quarter 3 2016 my net worth has grown by 83 percent.

Now for what every came here to read about dividends. This month was a great month that saw us end the year right. And when I say right I mean right. I brought in $1239.20. The most every in a month. Also as far as quartet income it came in over $2500. Consistent buying brings results and this write up shows it.

Ticker Dividends
KR $30.24
HBI $34.65
CFFN $48.52
LYB $59.85
CVX $59.34
XOM $143.21
VLO $71.54
Main $28.39
MSFT $34.37
WBA $41.14
FLO $23.76
O $11.86
KO $29.11
DUK $89.75
FDUS $49.80
FDUS $6.64
R $50.40
USHYX $70.95
BAC $55.80
MRCC $40.25
MRCC $36.27
PEG $219.19
V $4.17
Total $1,239.20

Total portfolio value $269,969.82
Forward annual dividend $10,112.91
Expected dividend 2020 $9076.55
Net worth as of December $469,714.13
No sells
Bought MRCC, FLO, AQN. Those were my main buys this month.
Dividend raises O, NRZ
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $500,000
As you can see I went over $10,000 dollar in forward annual dividends.
This month I went over $33,000.00 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.

Have you had any raises? How was your dividends this month? Any records set?

September Dividend Review

Love this meme for this month, it never gets old. We have completed three quarters of the year and are gearing up for a great 4th quarter to end the year strong but first we have to see how I did this month.

As with any month I want to break down and show what I got

Ticker Dividend
HBI $34.65
KR $24.48
VLO $54.88
LYB $59.85
CVX $50.31
XOM $140.01
MSFT $31.23
MGIC $20.46
FLO $23.56
WBA $37.87
DUK $80.90
MAIN $27.42
O $11.37
R $50.40
D $40.42
BAC $54.18
FDUS $49.80
USHYX $42.92
MRCC $37.25
PEG $217.96
V $2.70
MRCC $35.04
Total $1,127.66

Well there you have it my September dividends and it was a nice haul. What we have is 4 straight quarter ending months with over $1000,00 dollars. This month was a 29 percent increase over last June’s $870.88. Barring a barrage of dividend cuts December should be a great month.

Total portfolio value $235,548.19
Forward annual dividend $9759.65
Expected dividend 2020 8,658.96
Net worth as of Sep $423,363.33
Sold D
Bought DUK APPL Cvx. Those were my main buys this month.
Dividend raises MSFt NRZ and O
Future goals
Future portfolio value of $300,00.00
Forward annual dividends of $10,000.00
Future net worth $500,000
As you can see I am very close to 10,000.00 dollar in forward annual dividends. As long as there is no dividend cuts it should be doable by early next year or earlier.
This month I went over $30,000 lifetime dividends.
As I wrap this months report up I’m very pleased with everything.

Have you had any raises? How was your dividends this month? Any records set?

August 2020 Dividend report

This report catches myself up on dividend reports it is great to get caught up. My portfolio I keep at Merrill Edge really caught fire this month surging past $200,000 Dollars this doesn’t include the stock I have at equinity or my dividend paying mutual fund It was at the end of 2017 my account was at sharebuilder and it went over $100,000. So. Little over 2.5 years later we have the next $100,000, how crazy is that? I doubt it doubles that quickly. I also track my dividend Stocks and it topped out recently at $229,000 these both are incredible numbers. My Goal is to add my non dividend stocks to my main tracker eventually so I can see it all combined.

T $203.24
GIS $28.91
APPL $68.01
ABBV $111.06
MAIN $27.25
O $11.37
CFFN $31.73
SBUX $21.32
USHYX $65.30
Total $568.19

As you can see another solid month. I sold out of GIS and added a little to T, ABBV, SBUX and APPL. In 10 years APPL could be my largest dividend payer by a long shot. The YOY from last years $487.03 is 16.6 percent higher. I hope your August was great

July 2020 Dividend Report

July came and went. Went on my yearly camping trip up in the mountains of Colorado

KO $25.01
PPL $48.97
IRM $30.93
MO $200.32
MAIN $27.07
APTS $31.73
O $11.37
MPW $15.93
KDP $14.70
USHYX $67.52
NRZ $45.15
APTS $18.38
AQN $12.14
Total $549.22

NRZ had a dividend raise and moved back to this month it really help this month out but it is not back to where it was. Additions to existing stocks and some dividend increases helped this month out. Added to PPL KO taxable APTS which is the first one listed. MO was the big dividend weight this month. This month had a YOY of 17.6 compared to last years dividend of $466.95. Hope you all had a good month.

JUNE 2020 Dividend Report

This meme always seems appropriate for this month. June is always my largest month of the quarter and this month is no exception.

KR $20.64
VLO $54.88
HBI $26.70
CVX $37.41
XOM $134.35
MSFT $31.14
WBA $31.11
MAIN $25.88
O $11.35
LYB $56.70
DUK $67.10
FLO $23.36
R $50.40
D $35.72
USHYX $65.80
MGIC $9.30
BAC $52.38
FDUS $49.80
MRCC $31.50
MRCC $22.73
PEG $215.81
V $1.80
Total $1,055.86

Not a bad month considering 2 companies with dividend cuts were FdUS and MRCC and MGIC. Companies that had been giving raises but didn’t were XOM BAC and R and LYB. Received dividend raises from Duk, WBA and KR. hopefully get some good raises once they start raising the dividend again in March bought quite a few companies in this group. All considering the YOY was 25.7 percent compared to the $839.59 I received last June. Hope your month was good

MAY 2020 Dividend Report

Once again May will be a simple report as I am catching up. I am up around where I was 2 years ago and climbing.

GIS $28.91
T $187.07
APPL $67.01
ABBV $99.14
CFFN $31.48
MAIN $25.69
NRZ $22.58
O $9.72
SBUX $16.81
USHYX $45.50
Total $533.91

Nothing to complain about this month except NRZ is a one time payment here and returned to its regular month. T ABBV and APPL were the big ones this month I have been adding to T, ABBV and SBUX and O. YoY increase was Over 12 percent compared to last years $473.49. Hope your dividends were good.

April 2020 Dividend report

Getting caught up on these I like using the library computers as I can do so much more on them but I have to take what I can take. April was one of my biggest months for dividend cuts as I hold NRZ in April they deferred the payment to May which helped that month and hurt this month even more. APTS was one of the other cuts I had this month

PPL $34.86
KO $17.22
IRM $26.60
MPW $10.80
SPKKY $66.48
MAIN $24.86
APTS $24.41
O $9.02
KDP $14.70
USHYX $59.99
CHRYY $29.37
MO $190.65
APTS $26.62
AQN $10.93

Total $546.51

Even with NRZ and Apts dividend cut I must have added a lot because I ended up with more money YoY which I will take any day of the week and twice on Sunday. $502.68 was last years dividend so I am pleasantly pleased with this 8.7 percent increase. Been adding a little here and there to MO KO and my Taxable APTS which is the lower one this month. Hope you all had a great month

February 2020 Dividend Review

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We are 2 months into the year and the market was marching and initially threw off any bad news that was heading its way then we hit the last week of February and The corona virus  finally started affecting the markets.  I think these things are overblown and the media makes more of it than they should. Some say why catch a falling knife other people I here say they wont invest till this is over. I will continue to buy a little here and a little there just like always and let the market work itself out.

This month saw me hit new high in my portfolio Value only to come crashing down but i am OK with that, because my money is buying  more stock and my dividends that are reinvested will do the same thing as long as the market is down.

My total for the month of is $509.98 If i were to go to my Durango Joes coffee shop at 2.97 a cup times 29 is $86.13.  That would  leave me with a nice $423.85 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in $17.58 a day.  This is a 1.97 percent decrease over last February. Total for year now I have brought in $1097.14 which drops our total per day  to $18.28.  Total lifetime tracked dividends is $25348.35.  The 12 month estimated dividend stands at $6582.84 based on this month, through the end of 2020. You can see the results after time a mix of dividend reinvestment and adding on my own has helped this tremendously. This month would pay most of my bills. Looking at the chart you can see what percentage of  dividend was from each company this month. You can look at past dividends here.

With $509.98 brought in this month and a total of $1097.14 I am 11.42  percent of my Bronze level goal of $9600.00.   My 12 month out  Prospective dividend rose from $8,782.52 to $8,963.54.

I have been making some changes to my Portfolio,  to streamline it into a portfolio that is driven by dividend increases. The portfolio will be better in the long run because of this. The portfolio page has been updated here.

For those that like total return I am  gonna start including it in here, I myself just care about the dividends but some like the total return

Since June 18 when i first moved my money  through Feb 29, 2020 I have a 11.18% S&p 500 TR is 13.04%  increase. Increase for Feb 1st-Feb 29th i have a -9.03% the S&P 500 is -8.23%. Increase from Jan 1st -Feb 29 -10.19%  S&p 500 TR is -8.27%

How was your month? Let me know in the comments below.