March 21 Dividend and Portfolio Review

Starting the second quarter of the year, and the 4th month. Hard to believe how times flies when the stock market is going up. It is starting to warm up outside and my portfolio is about to heat up also.

Ticker Dividend
KR $32.40
V $4.17
VLO $71.54
SBUX $31.50
HBI $34.65
CVX $59.34
XOM $146.10
MSFT $34.46
WBA $41.14
NEE $19.64
MAIN $28.92
O $12.59
LYB $59.85
DUK $89.75
Flo $32.17
R $50.40
USHYX $68.67
BAC $56.52
FDUS $86.80
FDUS $19.60
MRCC $42.41
PEG $230.81
Dividend $1,253.43

As you can see this month was a great month and it was the highest ever. Compared to last March this month was 24.9 percent higher. My current yearly dividends are 14.9 percent higher than the first quarter last year. Nothing to complain about except I want more money and I know the solution to that problem. Buy great stocks.

Delving into the stats I was paid 22 times by 21 companies. My portfolio is growing by leaps and bounds. This month it my portfolio went up by $17,400. That is just a little shy of what my military retirement brings in a year. My total portfolio value just fell shy of $300,000. So it will pass that real soon. The last portfolio update I did was with my Merrill Edge account but since then I added my non dividend stocks into my tracker. It took 7.5 months or so for my Merrill edge account to add $50,000 in value. My net worth crossed the half a million mark this month. I have updated to the next level I want to achieve. I love to update these as it shows I am moving forward.

Total portfolio value $296,405.78
Forward annual dividend $10,393.04
Trailing 12 months of Dividends $9413.16 Expected dividend 2021 $9797.92
Net worth as of March $503,169.05
Sells
Bought FLO, KDP, DHI, NEE. Those were my main buys this month.
Dividend raises O, MGIC
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $35,700 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.

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?

End of the year net worth 2019

Well we are here time to update my net worth for the end of the year. I track my net worth to see how i am doing. I dont know what the end result will be but cashflow from dividends will be a major driver and that is all that matters.

You can see from when i started tracking it in 2016 it  has Risen  62.5 percent.  This year it has risen an astounding 23.2 percent, and quarter over quarter it has risen 7.3 percent.

Do you track your net worth? Let me know in the comments below.

Q3 2019 Net Worth

As we enter the last Quarter of 2019 its time to look at my net worth and how I have  done. My net worth is tied to stock market and i am OK with that because the main thing i want is dividends anything else is secondary.

 

Since i started My Net worth has increased 51.4 percent since last Quarter it has increased 2.73 percent. Slow and steady wins the race. Do you calculate your net worth?

Q2 19 Net Worth Report

Well its time to look at my Net worth as we end June and head into the second half of the year. From my perspective it looks great and continues to move upward which is what i want. of course if its moving downward that means my stocks are falling and I am  adding more.

Form when I started there is a 47 percent increase in my net wort. Quarter over Quarter is a 2.06 percent increase these small increases add up over the long haul.

Do you track your net worth? Has it gone up or down?

 

2019 Q1 Net Worth

Its time to examine my net worth. I  Like to do this Quarterly instead of monthly no specific reason  for doing it that way. So i finally transferred my money out of my Morgan Stanley into my Merrill edge account so that is done. The biggest driver will be my stocks  defining my Net Worth as i have very little income coming in so there will not be much change in cash at the banks. I try to keep some extra just in case i need to make a purchase.

My net worth has risen 44% since i started tracking it in 2016 since the end of 2018 it is up 9.4 percent. Slow smart investments help out here.

 

Have you examined your net worth? Has it risen or fallen?

2018 End of Year Net Worth

As we begin 2019 it is time to look at my net worth for the end of the year. Markets had been choppy then started dropping down.

I have never had a quarter that was negative. Well till the 4th quarter of 18. But that is ok because in the long run I’m still collecting dividends and from where I first started I’m still positive.

Being down is ok because i know it will go back up. Being down in this market allowed me to re-balance my TSP so hopefully i get some better gains in the coming years or there might be more re-balancing in the future. Other than that a nice short and sweet update.

3rd quarter 2018 Net Worth

Well we are here three complete quarters and it is time tolook at my net worth. I do it quarterly and not monthly.

As you can see the progression is very nice. I transferred $4,800. from my USAA high yield mutual fund to Merill edge to my navy federal and while it shows on here as still in it is now in my merrill edge account and will reflect next quarterly update. From the start of my tracking my net worth it has increased 39 percent. The QOQ is 2.59 percent.

Hope your net worth went up.

Mid Year Net worth 2018

Well it is time to look at my mid year net worth. the hope is that it increases every quarter the reality is that i know some quarters it will go down. So far ive been been blessed and its gone up every quarter. that wont happen every quarter but in those it does well I am thankful for.

I have included the first quarter i tracked it along with the last quarter. Hard to believe it has gone up just shy of 100,000 in just a year and a half.

Because I am  going through a brokerage transfer it is split out between share builder and Merrill Edge next quarter those will be combined as my transfer is almost all complete. Later on this year i will transfer in the Morgan Stanley to my account also.

Do you do net worth updates? How has it been doing? Let me know.

Q1 Networth

As we end one quarter and start another quarter. we look and see how my networth has progressed QOQ.

As you can see from the start to this quarter has been excellant of course that was helped by getting some stocks as gifts this quarter or i would have seen a drop or close to it. totally impressed with this and im hoping my additions to my stock portfolio pay dividends. (See what i did there?).

Till next Quarter hope your networth increases bountifully