Today it happened. I went over $300,000 total portfolio value. This is the first time tracking the total portfolio, so we will see how long it takes to hit the next $100,000 and if I end the month over I’ll update the monthly review. But even just ending a day like this is a great feeling. My portfolio is moving up.
Another month down. This year is flying and the dividends are coming in. Dividend increases coming in at a nice pace.
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 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.
I show this Sector balance to see where I am at. I am not worried about numbers or anything as that just it those numbers can change or drop depending on if that sector is up or down.
You can definitely see that most of them went up with the exception of a few and not much differance in percentage wise on most of them. i cant wait to see what the mid year 2020 brings us.
On my tracker i have all my stocks that pay dividends and with Fridays raise it gave me over $200,000 dividend paying stocks and mutual funds.
This is all my paying dividend stocks and one mutual fund. 2 years ago in December my main account which was in share builder at the time went $100,000 and that one is now pushing $200,000 it does have some non dividend paying Stocks in it.
Have you had any good news lately? Let me know in the comments.
June is past and we are streaming into the second half of the year. For the midyear review we are going to look at how balanced or unbalanced my portfolio is. This does include mutual funds or ETFs which i have 1.
As you can see a big difference not only in total amount but some of the sectors. I was gifted a lot of stock about $33,000 from my mom so that is where the main difference comes from. Selling of UVE a financial stock and adding it to T is the what makes up the differences between Financial and Telecoms. While I would like consumer goods to get out in front that wont happen over night and i will continue to add good companies at good to great prices as i see fit.
How is your portfolio balance?