June 22 Dividend and Portfolio Review

Half the year is done. I would say the market goes up and the market goes down but it seems the market is going down. But that’s ok I can buy more shares of stocks I want.

Ticker Dividends
KR $47.46
V $6.44
VLO $80.36
MSFT $41.04
CVX $122.12
XOM $162.23
WBA $64.46
LYB $72.59
LYB $317.20
NEE $32.30
DUK $100.47
R $59.74
FLO $40.24
USHYX $70.04
BAC $67.83
FDUS $36.36
FDUS $7.07
PEG $254.49
MRCC $48.45
Total $1,630.89

Great month for dividends as it was a record haul. It was greatly helped by the LYB special dividend. Dividend growth has been amazing and should continue to spur growth each year. I think within the next 3-4 years I’ll be pushing over $1000.00 a year in dividend growth just itself which will be remarkable.

This month was 30.45 percent higher than last June. This quarter was 17.63 percent higher than last year’s Quarter. Year over year I am 21 percent higher than last year.

Dividend raises from TGT, PPL, KR, and BAC accounted for an extra $78.16 dollars a year to my dividends. TGT, and KR had some killer dividend growth this year.

My net worth fell from $600,000 to $538,000 which is a negative 10.2 percent similar drop to 2020 and my networth recovered nicely from that so hopefully the same results will occur.

As far as the portfolio goes yes it did drop and I’m down for the year but I’m buying more dividends with each purchase so it’s a win-win situation. The top 10 saw MO drop from 6 to 8 position and XOM rose to the 6 position. KR fell from the 10 spot and was replaced by DUK. The top 10 spots make up 58 percent of my portfolio.

Total portfolio value $346,794.15
Forward annual dividend $11,739.03
Trailing 12 months of Dividends $12,637.2 Expected dividend as of 2022 $12,746.14
Net worth as of MAR 22 $538,682.58
Sells
Bought RILY, LYB, BAC, MO. Aug Those were my main buys this month.
Dividend raises. BAC
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $51,500.00 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.

Feb 22 Dividend and Portfolio Review

February has ended that means we are 2/12 of the way done with the year. Bring a shorter month means it ended faster and the report can get out sooner.

Ticker Dividend
T $214.05
APPL $76.30
ABBV $256.59
MAIN $32.09
O $13.24
OMF $152.95
USHYX $71.00
DHI $15.98
SBUX $50.96
Total dividend $883.16

As you can see this was a great month. T won’t be on the next time as I sold it with no regrets. 9 dividend payouts ABBV is a monster and should continue to grow at a nice pace. This will be my last payout from O till I rebuy it in my Roth. I used the proceeds to buy a share of Goog. With them announcing a 20-1 split I’d like to up my amount a bit so some plans have changed. I am still a dividend growth invested and will continue to be.

This was a good month for dividend raises as I received 5 of them the bad side is 1 cut to PPL.

AAPL, PEG, GOOG, MSFT, USHYX, MO, XOM, BAC, CVX, and KR are my top 10 stocks all over 10k in each one. A few years ago my goal was to just get stocks to 10K now with that obliterated I keep adding. 11 stocks over 10K and another 1 knocking on the door. Most of the top 10 is down a little which allows me to add and collect more dividends. Even though my portfolio value dropped again I know it will rise again and higher than my previously highest close. Time is on my side.

Total portfolio value $364,535.48
Forward annual dividend $11,713.38
Trailing 12 months of Dividends $11,888.76 Expected dividend as of 2022 $9504.12
Net worth as of DEC 21 $583,000.49
Sells O
Bought NEE, WBA, GOOG, AAPL, BAC, CHRYY and XOM. Those were my main buys this month.
Dividend raises OMF, PEG, KO, MPW, and NEE. Cuts PPL.
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $46,400.00 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.

January 22 Dividend And Portfolio recap

Welcome back as a new year is under way and month 1 is complete. I am going to run down my dividends, and an over view of my portfolio. The best part of dividend investing is watching my dividends come in.

Ticker Dividend
PPL $51.88
MO $271.38
MPW $28.67
MAIN $31.95
O $13.24
AQN $39.75
KDP $29.81
NRZ $162.13
USHYX $72.05
Total dividend $700.86

A great month to start the year. MPW, AQN and part of NRZ are in my Roth. I plan to move the rest of NRZ over to the Roth in the coming years. I plan on moving MAIN and O into my Roth over the next few years also. Last Jan I started in the negative this year was a 23 percent increase.

I sold T and bought DHI, RILY, OMF, SBUX, ABBV, AAPL. It was a tough decision but had to be made. My goal in this move is to get better dividends and growth over the long run.

As far as my Top 10 stocks the bottom of it was ever changing SBUX was in there but the recent drop and rise from CVX pushed them in the top 10 to replace T. My portfolio value fell a little, the dividends dropped but I think long term this portfolio will be built to withstand major drops. with the loss of T my portfolio number of stocks stands at 36 stocks which includes 1 mutual fund and one non dividend payer

Total portfolio value $366,688.26
Forward annual dividend $11,623.25
Trailing 12 months of Dividends $11,634.69 Expected dividend as of 2022 11,500.79
Net worth as of DEC 21 $583,000.49
Sells T
Bought DHI, RILY, SBUX, AAPL, AABV, PPL, FLO. Those were my main buys this month.
Dividend raises CVX
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $45,000 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.

Dividend and Portfolio Review Nov 21

November has come to an end and how do I say this but we are in the last month of 2021 that’s right December 21 is here but we are going to talk about November.

November is done and the dividends are tallied up no matter what happens to the stock market the dividends roll in. Even though my total portfolio was down at the end of the month these dividends kept coming in and they are good.

Ticker Dividend
T $214.05
OMF $72.80
APPL $75.31
ABBV $233.97
MAIN $30.83
O $12.67
RILY $42.00
RILY $126.00
USHYX $74.65
SBUX $37.24
HBI $36.45
Total $955.97

As you can see this November was a strong dividend month pushing ever so close to the comma club. RILY paid a supplemental dividend. Apple is on fire keeps hitting new highs in my portfolio. As I’m in my upper mid 40s I still like a good mix of growth and income stocks so my current portfolio fits me well. I will continue to add to both as I get money to add.

HBI for the second quarter in a row paid in the middle month. I don’t know if this will continue going forward or not. DHI which usually pays in the middle of the quarter looks like at the end of the year pays out in Dec.

This month was 55.09 percent higher than last year. My overall dividends year to date are 29.72 percent higher than last year. With the expected cut from T next year it will be harder to keep that growth but if I can keep it above 10 percent I’ll be happy. Dividend raises this year resulted in $799.25 extra dollars into my account over the next year. This was my highest ever and shows dividends are back. Based on my dividend portfolio I would have to invest over $22,000 to get that.

Total portfolio value $340,407.05
Forward annual dividend $11,711.04
Trailing 12 months of Dividends $11,406.46 Expected dividend as of 2021 $11,091.55
Net worth as of Sept $536,983.98
Sells
Bought KDP, DHI. Those were my main buys this month.
Dividend raises DHI, O, and MAIN.
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $43,000 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.

April Dividend and Portfolio Review

4 months down now and things are starting to warm up. When I look at my portfolio and look at the gains it is making it brings a smile to my face. Earlier this month my total Portfolio went over $300,000 and has continued to skyrocket upwards. Dividends are on fire also.

Ticker Dividend
PPL $51.88
KO $30.66
IRM $30.93
MGIC $24.56
MPW $22.96
MAIN $29.08
O $12.62
KDP $18.45
AQN $26.68
SPKKY $86.57
USHYX $69.31
CHRYY $35.15
NRZ $100.70
MO $240.40
Total $779.95

As you can see this was a great dividend month. Edged out last October by a smidgen. I think the 30th was my highest payday ever with MO and NRZ both paying out that day. YOY this month was 42.71 percent higher than last April. For the total dividend YOY I am at 21.43 percent higher.

Interesting portfolio facts, when OMF raised its dividend, the dividend rank jumped from 20 to 13. MO is now my highest payer at over $1000.00 a year. Top ten facts 9 of my top ten pay dividends. 9 of my top 10 are over $10,000 dollar value. 9 are stocks and 1 is a mutual fund. This months dividend raises added $123.67 to my yearly total. The dividend raises were led by OMF which had a monster dividend raise. Total dividend raises this year is already $360.87 I should hit $400 easily.

Total portfolio value $312,269.72
Forward annual dividend $10,629.57
Trailing 12 months of Dividends $9646.6 Expected dividend 2021 $9688.29
Net worth as of March $503,169.05
Sells
Bought MO, DHI, . Those were my main buys this month.
Dividend raises OMF, APPL, CVX
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $36,557.19 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.

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?

4 Recent Dividend Raises

image Every so often after i have invested in a company they reward me with a raise. sometimes those raises or small and other times they are better. but they are raises none the less. When i think about complaining about a raise being small i just have to remember it could have been cut. I have experienced dividend cuts in the past and  I will in the future just have to take that one raise or cut at a time and see if i am getting a good bang for my buck.

First raise was PPL

Shares of PPL Corp. PPL, +0.59% edged up 0.3% in premarket trading Friday, after the utility reported a fourth-quarter profit that beat expectations but revenue that missed, and announced a 1/4-cent dividend increase. Net income fell to $364 million, or 48 cents a share, from $415 million, or 57 cents a share, in the year-ago period. Excluding non-recurring items, adjusted earnings per share rose to 57 cents from 52 cents, above the FactSet consensus of 53 cents. Revenue increased to $1.95 billion from $1.94 billion, but was below the FactSet consensus of $2.05 billion. The company expects 2020 EPS of $2.40 to $2.60, which surrounds the FactSet consensus of $2.52, while lowering its 2021 guidance range to $2.40 to $2.60 from $2.50 to $2.80. PPL increased its quarterly dividend to 41.50 cents a share from 41.25 cents, with the new dividend payable April 1 to shareholders of record on March 10. Based on Thursday’s closing price of $36.28, the new annual dividend rate implies a dividend yield of 4.58%, compared with the yield for the SPDR Utilities Select Sector ETF XLU, -0.18% of 2.73% and the S&P 500’s SPX, -1.05% implied yield of 1.79%. PPL’s stock has gained 7.9% over the past three months while the utilities ETF has climbed 11.6% and the S&P 500 has gained 9.0%. Read the rest here.

This dividend increase is a 0.6% increase.  I own 84 shares of PPL  so this raise will add $0.84 cents a year to my dividends.

The next raise is MPW and it is  the second raise in the last 6 months from MPW

BIRMINGHAM, Ala.–(BUSINESS WIRE)– Medical Properties Trust, Inc. (the “Company” or “MPT”) (NYSE: MPW) announced today that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock to be paid on April 9, 2020, to stockholders of record on March 12, 2020. Read more here.

This is a nice raise and 4 percent to boot. I don’t own a lot but i will take any raise i can get. I own 40 shares of MPW and this  gives me $1.60  a year extra.

The third stock that raised was PEG.

The Board of Directors of Public Service Enterprise Group today declared a quarterly common stock dividend for the first quarter of 2020 of $0.49 per share payable on March 31, 2020 to shareholders of record on March 10, 2020. This action represents a $0.02 per share, or 4.3% increase in the company’s quarterly common stock dividend and brings the indicative annual dividend rate to $1.96 per share. Read more here.

I currently own 435.728 shares of PEG and this raise gives me $34.85 to my dividends.  This is one of the dividends i look forward to seeing every year.

The 4th stock was KO

ATLANTA–(BUSINESS WIRE)– The Board of Directors of The Coca-Cola Company today approved the company’s 58th consecutive annual dividend increase, raising the quarterly dividend 2.5 percent from 40 cents to 41 cents per common share. Read more here.

Since i own 38 shares of KO this gives me $1.52 extra a year.

I love getting raises. combined these raises raised my annual dividend by $38.81. while that might not seem like much it adds up over time and over time this will grow and grow.

 

2020 raises

KO $1.52

PEG $34.85

MPW $1.60

PPL $0.84

CVX $9.60

VLO $15.04

O $1.93

T $14.11

D $2.34

O $.2322

IRM  $1.29

ABBV $33.88

Total for the year so far $117.42

Have you had any raises yet?

The portfolio page has been updated with these changes which you can see here.

CVX Dividend Raise

image Another dividend raise. This time CVX, i love it when i give a company some of my money and they reward me for that trust, and this is one of those times.

Chevron Corp. CVX, -3.82% said late Wednesday its board of directors has authorized a dividend increase of more than 8% to $1.29 a share. The dividend is payable March 10 to shareholders of record as of Feb. 18. Shares of Chevron were flat in the extended session after ending the regular trading day down 0.7%. Chevron and Exxon Mobil Corp. XOM, -4.12% are slated to report fourth-quarter earnings before the bell on Friday amid concerns for reduced demand for oil. Read more Here.

Lots to love about this raise. Lots  to love about any company that gives me money when i trust them with my money.  These raises  will eventually help put me on pace  to be able to pay every bill  and the ones i inherit, when i take over the house. I own 24 shares of CVX so that gives me a raise of $9.60 a year. I am making good progress, last year when the CVX raise was anounced it put me at around $25.00 dollars in raises this year i am way ahead of that.

This is also the 200th post since I have started posting which is another milestone.

 

2020 raises

CVX $9.60

VLO $15.04

O $1.93

T $14.11

D $2.34

O $.2322

IRM  $1.29

ABBV $33.88

Total for the year so far $78.43

Have you had any raises yet?

The portfolio page has been updated with these changes which you can see here.

2 Dividend Raises

SAN DIEGO, Jan. 14, 2020 /PRNewswire/ — Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company(R) , today announced its Board of Directors has declared an increase in the company’s common stock monthly cash dividend to $0.2325 per share from $0.2275 per share. The dividend is payable on February 14, 2020 to shareholders of record as of February 3, 2020. This is the 105(th) dividend increase since Realty Income’s listing on the NYSE in 1994. The ex-dividend date for February’s dividend is January 31, 2020. The new monthly dividend represents an annualized dividend amount of $2.79 per share as compared to the current annualized dividend amount of $2.73 per share. Read the rest here.

Represents 3.1% Growth as Compared to February 2019. another raise from O and i will take it. Slowly but surely is the motto and this fits. I own 38.7035 so this will add $1.93 a year to my dividends

 

SAN ANTONIO, Jan. 23, 2020 (GLOBE NEWSWIRE) — The Board of Directors of Valero Energy Corporation (NYSE: VLO, “Valero”) has approved an increase in the company’s regular quarterly cash dividend on common stock from $0.90 per share to $0.98 per share, effective with the quarterly dividend the Board has declared to be payable on March 4, 2020, to holders of record at the close of business on February 12, 2020. The increase in the dividend raises the annualized cash dividend rate on Valero’s common stock to $3.92 per share. reads the rest here.

What an increase. I own 47 shares so this adds $15.04 a year to my dividends what is not to like about this?

Combined these  2 raises gave me an additional $16.97 a year.

 

 

 

 

2020 raises

VLO $15.04

O $1.93

T $14.11

D $2.34

O $.2322

IRM  $1.29

ABBV $33.88

Total for the year so far $68.83

Have you had any raises yet?

The portfolio page has been updated with these changes which you can see here.

3 Dividend Increases.

Those raises are stating to come in and heat up for next year. While small percantage wise these raises combined added a nice little chunk when combined together

First one is Realty Income which announced on DEC 11th

Realty Income Corporation O recently announced its 104th common stock monthly dividend hike, since the company’s NYSE listing in 1994. The company will now pay 22.75 cents per share compared with the 22.70 cents paid earlier.

The increased dividend will be paid on Jan 15, to shareholders on record as of Jan 2, 2020. The latest dividend rate marks an annualized amount of $2.73 per share versus the prior rate of $2.724 per share. Based on the company’s share price of $75.61 on Dec 10, it results in a dividend yield of around 3.61%. Read the rest here.

This raise adds $.2322 to my dividends

The second raise was Dominion or D it is the first raise i got from them

RICHMOND, Va.Dec. 13, 2019 The board of directors of Dominion Energy (NYSE: D) today established a 2020 dividend of $3.76 per share of common stock, up from $3.67 per share in 2019, or a 2.5 percent increase. Subject to board declaration in January, the first quarterly dividend of 94 cents per share will be payable in March 2020. The expected 2020 dividend increase would mark the 17th consecutive year in which the annual dividend rate rose from the previous year’s rate Read the rest here.

Another small dividend raise but ill take it. Since i own 26 shares of D this raise will add 2.34 a year to my dividends.

Now the 3rd raise i recently received was T and like clockwork they delivered.

AT&T Inc. T, -0.23% said Friday its board has agreed to increase its quarterly dividend by 2% to 52 cents a share. The new dividend is payable Feb. 3 to shareholders of record as of Jan. 10. The company said it has begun retiring shares after entering a $4 billion accelerated share repurchase program and plans to retire about $100 million worth in the first quarter of 2020. AT&T is also on track to hit its 2019 net debt-to-adjusted EBITDA ratio target in the 2.5 times range and expects its leverage ratio to range from 2.0 times to 2.25 times by the end of 2022. Shares were slightly lower Friday, but have gained 34% in 2019, while the S&P 500 SPX, +0.01% has gained 26%. Read the rest of the article here.

since i own 352.93 shares this adds 14.11 to my dividends. These raises combined added $16.6894 to my dividends. What is not to like about that? Looks like we are going to get next year started fast and furious with these raises taking affect.

 

 

 

 

 

 

 

2020 raises

T $14.11

D $2.34

O $.2322

IRM  $1.29

ABBV $33.88

Total for the year so far $51.86

Have you had any raises yet?

The portfolio page has been updated with these changes which you can see here.

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