Dec 19 Dividend Review

yall-got-any-more-of-them-dividends Do you? Because I sure do and I have a good report to give.  As we close 2019 its important to look back at what we accomplished what we didn’t accomplish and what we plan to accomplish.

I believe we had an excellent year as far as buys and got a lot bigger and better dividend payers that will grow the dividend good.

As far as our 2019 goals we we invested in quality stocks, we did not get as much dividends as far as dividend growth as we would have liked and we are waiting in anticipation to see if we hit our Bronze goal of $7300 in dividend for the year?

Well we finally did it to a tune of $1,085.56 first comma i have received also this month  I blew my Va compensation away which is $879.36 this is the first month i have had more dividends than my VA compensation. This month based on a 24 hour day i bought in $1.45 an hour not bad things keep looking up.

If i were to go to my Durango Joes coffee shop at 2.97 a cup times 31 is $92.07.  That would  leave me with a nice $993.49 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in $35.01  a day.  This is a 56.06 percent increase over last December. Total for year now I have brought in $7487.93 which brings our total per day  to $20.51.  Total lifetime tracked dividends is $24,251.21. Definitely seeing the results each month. The 12 month estimated dividend stands at $8,170.44 based on this month, through the end of 2019. 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 all of my bills with a little left over, but when I inherit the house I will have more so I want to be able to cover most of those also. Looking at the chart you can see what percentage of  dividend was from each company this month.  The MRCC in the red is in my Roth and you can see that it accounts for 1.9 percent of my income for the month. You can look at the past dividends page which has now been updated Past Dividends.

With $1,085.56 brought in this month and a total of $7487.93 I am over 100 percent of my Bronze level goal of $7300.   My 12 month out  Prospective dividend fell from $8185.67 to $8,170.44

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 DEC 31, 2019 I have a 23.73%  S&p 500 TR is 23.23%  increase. Increase from Jan 1st -DEC 31 31.48%  S&p 500 TR is 31.49%  for the month of December it is 3.31% to 3.02%  to the S&P 500 TR.

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

December 19 Buys

As 2019 closes and 2020 we report our buys and sells from our portfolio

  1. On 12/2/19 I purchased 2 shares of SBUX at a price of $84.48 for a total of $168.97. This will add $3.28 to my dividend total.
  2. On 12/2/19 I purchased 2 shares of DAL at a price of $56.95 for a total of $113.91. This will add $3.22 to my dividend total.
  3. On 12/3/19 I purchased 3 shares of DAL at a price of $55.13 for a total of $165.39. This will add $4.83 to my dividend total.
  4. On 12/3/19 I purchased 3 shares of WBA at a price of $57.98 for a total of $115.95. This will add $5.49 to my dividend total.
  5.  On 12/5/19 I purchased 10 shares of KR at a price of $26.52 for a total of $265.15. This will add $6.40 to my dividend total.
  6. On 12/10/19 I purchased 3 shares of KO at a price of $53.88 for a total of $161.65. This will $4.80 add to my dividend total.
  7. On 12/11/19 I purchased 5 shares of CVX at a price of $116.84 for a total of $584.20. This will add $23.80 to my dividend total.
  8. On 12/11/19 I purchased 12 shares of KR at a price of $27.66 for a total of $331.96. This will add $7.68 to my dividend total.
  9. On 12/11/19 I purchased 4 shares of WBA at a price of $58.02 for a total of $232.09. This will add $7.32 to my dividend total.
  10. On 12/13/19 I purchased 6 shares of KDP at a price of $28.72 for a total of $172.32. This will add $3.60 to my dividend total.
  11. On 12/13/19 I purchased 3 shares of R at a price of $52.37 for a total of $157.11. This will add $6.72 to my dividend total.
  12. On 12/13/19 I purchased 8 shares of HBI at a price of $14.63 for a total of $117.08. This will add $4.80 to my dividend total.
  13. On 12/13/19 I purchased 3 shares of ABBV at a price of $87.44 for a total of $262.34. This will add $14.16 to my dividend total.
  14. On 12/16/19 I purchased 2 shares of DUK at a price of $89.71 for a total of $179.42. This will add $7.76 to my dividend total.
  15. On 12/17/19 I purchased 2 shares of WBA at a price of $57.06 for a total of $114.13. This will add $3.66 to my dividend total.
  16. On 12/1719 I purchased 2 shares of ABBV at a price of $89.23 for a total of $178.46. This will add $9.44 to my dividend total.
  17. On 12/17/19 I purchased 5 shares of KDP at a price of $28.50 for a total of $142.55. This will add $3.00 to my dividend total.
  18. On 12/18/19 I purchased 3 shares of R at a price of $52.37 for a total of $157.11. This will add $6.72 to my dividend total.
  19. On 12/24/19 I purchased 2 shares of XOM at a price of $69.97 for a total of $139.95. This will add $6.96 to my dividend total.
  20. On 12/24/19 I purchased 2 shares of D at a price of $81.18 for a total of $162.36. This will add $7.34 to my dividend total.
  21. On 12/27/19 I purchased 3 shares of DAL at a price of $59.05 for a total of $177.15. This will add $4.83 to my dividend total.
  22. On 12/30/19 I purchased 3 shares of DAL at a price of $58.30 for a total of $174.92. This will add $4.83 to my dividend total.
  23. On 12/30/19 I purchased 7 shares of HBI at a price of $14.81 for a total of $103.71. This will add $4.20 to my dividend total.

 

On 12/04/19 i bought 1 share of visa in my retirement account for $181.08 which also adds $1.20 to my dividends

I sold 318 shares of ford for $2891.93 the partial share sold later for $7.61 My income lost $191.28

These buys added $154.84 for the taxable I used 4377.88 help by the sell of F which was sold off in 2 batches. a total of $156.04 between the 2 accounts. 24 buys and 1 sell busy month  I had a negative month of $35.24 but thats ok it will go up over the year and thats all that matters.

 

What were you buying in Dec? Let me know in the comments.

November Buys

November may have been cold but the stock buys were hot. Here are some of my best ideas.

  1. On 11/04/2019 I bought 1 share of SBUX at $82.39 for a total of $82.39. This purchase will add $1.64 to my forward dividends.
  2. On 11/04/2019 I bought 10 shares of CFFN at $14.39 for a total of $143.90. This purchase will add $3.40 to my forward dividends.
  3. On 11/05/2019 I bought 3 shares of KO at $52.34 for a total of $157.04. This purchase will add $4.80 to my forward dividends.
  4. On 11/06/2019 I bought 102.041 shares of USHYX at $7.84 for a total of $800.00. This purchase will add $47.95 to my forward dividends.
  5. On 11/08/2019 I bought 3 shares of DUK at $89.64 for a total of $268.91. This purchase will add $11.34 to my forward dividends.
  6. On 11/11/2019 I bought 2 shares of D at $79.73 for a total of $159.47. This purchase will add $7.34 to my forward dividends.
  7. On 11/14/2019 I bought 115 shares of CFFN at $14.23 for a total of $1,635.94. This purchase will add $39.41 to my forward dividends.
  8. On 11/14/2019 I bought 4 shares of DUK at $88.37 for a total of $353.48. This purchase will add $15.12 to my forward dividends.
  9. On 11/18/2019 I bought 6 shares of LYB at $94.68 for a total of $568.09. This purchase will add $25.20 to my forward dividends.
  10. On 11/18/2019 I bought 1 share of CVX at $119.22 for a total of $119.22. This purchase will add $4.76 to my forward dividends.
  11. On 11/19/2019 I bought 3 shares of DUK at $87.04 for a total of $261.12. This purchase will add $11.34  to my forward dividends.
  12. On 11/20/2019 I bought 6 shares of VLO at $95.41 for a total of $572.48. This purchase will add $21.60 to my forward dividends.
  13. On 11/20/2019 I bought 10 shares of DAL at $56.06 for a total of $560.65. This purchase will add $16.01 to my forward dividends.
  14. On 11/20/2019 I bought 100 shares of CFFN at $14.32 for a total of $1,432.00. This purchase will add $34.00 to my forward dividends.
  15. On 11/21/2019 I bought 4 shares of R at $49.92 for a total of $199.66. This purchase will add $8.96 to my forward dividends.
  16. On 11/21/2019 I bought 4 shares of GIS at $52.55 for a total of $210.19. This purchase will add $7.84 to my forward dividends.
  17. On 11/22/2019 I bought 2 shares of D at $82.58 for a total of $165.16. This purchase will add $7.34 to my forward dividends.
  18. On 11/26/2019 I bought 3 shares of WBA at $59.98 for a total of $179.93. This purchase will add $5.49 to my forward dividends.
  19. On 11/27/2019 I bought 3 shares of DAL at $56.95 for a total of $170.84. This purchase will add $4.83 to my forward dividends.
  20. On 11/27/2019 I bought 2 shares of KO at $53.83 for a total of $107.65. This purchase will add $3.20 to my forward dividends.
  21. On 11/29/2019 I bought 3 shares of GIS at $53.12 for a total of $159.35. This purchase will add $5.88 to my forward dividends.
  22. On 11/29/2019 I bought 2 shares of LYB at 93.25 for a total of $186.51. This purchase will add $8.40 to my forward dividends.

These dividends in my taxable account tallied up to $295.85. I added $8493.98 in buys to this account.

Now I recently opened a Roth also at MerrillEdge so i have started funding that. Since I just work part time put what i can in the account when i accumulate some money.

  1. On 11/06/2019 I bought 20 shares of APTS at $12.99 for a total of $259.78. This purchase will add $21.00 to my forward dividends.
  2. On 11/08/2019 I bought 60 shares of MRCC at $10.93 for a total of $655.80. This purchase will add $84.00 to my forward dividends.
  3. On 11/14/2019 I bought 1 share of V at $179.09 for a total of $179.09. This purchase will add $1.20 to my forward dividends.
  4. On 11/19/2019 I bought 50 shares of AQN at $13.91 for a total of $695.33. This purchase will add $28.00 to my forward dividends.
  5. On 11/22/2019 I bought 1 share of V at $178.67 for a total of $178.67. This purchase will add $1.20 to my forward dividends.

I plan on the Roth being a pure drip account. These purchases added $135.4. In the Roth I added $1968.67 in buys.

Combined i added $10,462.65 and added to my dividends $431.25.A great month as far as money spent and dividends added. Have you bought anything lately? Let me know in the comments.

September 2019 Dividend Review.

yall-got-any-more-of-them-dividendsYes we are done with September and onto October. While it is still hot during the day it is cooling down at night and feels great in the morning.  That is what we did was we went around the monopoly board and collected money except this money is not fake. it is the real deal and the results i have show it. Of course there are a few disappointments but that was to be expected with some of the dividend cuts and selling. As the markets turn one day up and the next day down one thing that is basically constant is the dividends hitting my dividend account. One of the goals is to be able to live off the dividends. While i could right now combined with my military retirement and disability, i am not settling and going forward and going to see how much dividend income i can accumulate before I officially call it quits and start using the dividend income.

As you can see I was paid 21 times by 21 companies. That comes out to $41.47 per company. 6 new stock and 3 sells throughout the year for this month.  Buys and re investments have helped bring this up. $870.88 is my new record and this record will continue to grow and grow and grow.

If i were to go to my Durango Joes coffee shop at 2.97 a cup times 30 is $89.01.  That would  leave me with a nice $781.78 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in 29.02 a day or $1.20 an hour on a 24 hour day this is the second month getting over $1.00.  This is a 36.40% increase over last September. Total for year now I have brought in $5295.85 which brings our total per day $19.39.  Total lifetime tracked dividends is $22,059. 85. Definitely seeing the results each month. The 12 month estimated dividend stands at $7061.13 based on this month, through the end of 2019. 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 3 of my bills with a little left over, but when I inherit the house I will have more so I want to be able to cover most of those also. Looking at the chart you can see what percentage of  dividend was from each company this month.  You can look at the past dividends page which has now been updated Past Dividends.

With $870.88 brought in this month and a total of $5295.85 I am 72.54  percent of my Bronze level goal of $7300.   I still expect to make my goal this year. My 12 month out  Prospective dividend rose from $7490.12 to $7600.12

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 September 30th, 2019 I have a 12.15%  S&p 500 TR is 12.98%  increase. Increase from Jan 1st -September 30th 19.18%  S&p 500 TR is 20.55%  for the month of August it is 4.44% to 1.87%  to the S&P 500 TR.

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

July 2019 Buys and Sells

Well July is a about to close and its time to look at what i bought and sold. It is always tough selling as i like all my stocks but sometimes tough decisions to get leaner has to come. I still have some id like to sell but most likely will hold off for now.

  1. 7/1/2019 bought 4 shares of D at $76.64 for a total of $306.56. This will add $14.68 to my yearly dividends.
  2. 7/2/2019 bought 5 shares of R at $56.46 for a total of $282.30. This will add $11.12 to my yearly dividends.
  3. 7/3/2019 bought 4 shares of ABBV at $74.22 for a total of $296.88. This will add $17.12 to my yearly dividends.
  4. 7/3/2019 bought 6 shares of NRZ at $15.33 for a total of $91.97. This will add $12.00 to my yearly dividends.
  5. 7/5/2019 bought 101 shares of SPKKY at $13.18 for a total of $1,331.18. This will add $58.27 to my yearly dividends.
  6. 7/5/2019 bought 3 shares of ABBV at $72.63 for a total of $217.88. This will add $12.84  to my yearly dividends.
  7. 7/8/2019 bought 4 shares of ABBV at $71.27 for a total of $285.07. This will add $17.12  to my yearly dividends.
  8. 7/8/2019 bought 3 shares of DUK at $89.35 for a total of $268.05. This will add $11.01  to my yearly dividends.
  9. 7/8/2019 bought 2 shares of MO at $48.38 for a total of $96.75. This will add $6.40 to my yearly dividends.
  10. 7/10/2019 bought 8 shares of KR at $21.43 for a total of $171.44. This will add $5.12 to my yearly dividends.
  11. 7/10/2019 bought 7 shares of NRZ at $15.26 for a total of $106.82. This will add $14.00 to my yearly dividends.
  12. 7/11/2019 bought 5 shares of IRM at $30.04 for a total of $150.18. This will add $12.20  to my yearly dividends.
  13. 7/16/2019 bought 4 shares of KR at $22.00 for a total of $88.00. This will add $2.56 to my yearly dividends.
  14. 7/16/2019 bought 102 shares of NRZ at $15.41 for a total of $1,571.62. This will add $204.00 to my yearly dividends.
  15. 7/17/2019 bought 3 shares of WBA at $54.60 for a total of $163.80. This will add $5.49 to my yearly dividends.
  16. 7/22/2019 bought 12 shares of MO at $49.58 for a total of $594.96. This will add $38.40  to my yearly dividends.
  17. 7/25/2019 bought 6 shares of LYB at $85.15 for a total of $510.92. This will add $25.20  to my yearly dividends.
  18. 7/29/2019 bought 8 shares of PPL at $29.88 for a total of $239.03. This will add $13.12 to my yearly dividends.

 

I had 18 buys this month for a total of $480.73.

For the sells i sold on July 3rd out of my VOD position selling 138 shares at $16.51 for a total of $2279.07 which includes a fee of $.05 this set me back $139.38. On July 10th i sold CIM  and put the shares into NRZ I sold 101 shares at $19.12 for a total of $1931.2 this set me back $202.00. Total from both sales set me back $341.38.

Total additions to my yearly dividends was $139.35

The portfolio page is updated here

DUK Dividend Raise

CHARLOTTE, N.C., July 8, 2019 /PRNewswire/ — Duke Energy today declared a quarterly cash dividend on its common stock of $0.945 per share, an increase of $0.0175 per share. This dividend is payable on Sept. 16, 2019, to shareholders of record at the close of business Aug. 16, 2019.

Another dividend raise and this will  continue a nice streak of dividend raises. who does not love a dividend raise? This raise is 1.9 percent from the previous amount.

Since i own 57 shares of DUK this will add $3.99 a year.  I am still well short of my goal of $270 dollars in dividend raises this year but am ahead of last year by a few dollars at this point. I have added to other positions which will position me nicely for some hopefully good dividend raises next year.

Every raise i gets puts me closer to the goal of having everything paid for by dividends, when this happens i will be financially free

 

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

DUK $3.99

BAC  $38.32

KR $6.88

O $.228

LYB $2.00

FLO $4.00

Main $6.48 2nd raise

APTS $.35

AAPL $12.90

XOM $27.4

O $.228 3rd raise

MAIN $6.48

KO $1.20

PEG $33.77

WMT $.80

PPL  $.50

CVX $1.96

O $2.052  2nd raise

T $13.45

O .228

ABBV $7.04

IRM $1.034

2019 total increases $164.7

Have you had any raises lately?

June 19 Dividends

yall-got-any-more-of-them-dividends Well its time to report my dividend recieved for the Jolting June dividends. The bad news is I did not hit $700.00. Guess you will have to wait to see the good news.

If you have read this far you know now the good news is that i completely jumped the $700 figure and landed at $839.59, which now stands an impressive record month.

Busy month for buying and selling which you can read about here.

As you can see i was paid 24 times by 23 companies. That comes out to $34.98 per company. 6 new stocks  helped with this month. Then other buys and re investments have helped make up the difference.

If i were to go to my Durango Joes coffee shop at 2.97 a cup times 30 is $89.1.  That would  leave me with a nice $750.49 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in $27.98 a day.  This is a 20.08 percent increase over last June. Total for year now I have brought in $3470.99 which brings our total per day $19.17.  Total lifetime tracked dividends is $20234.27. Definitely seeing the results each month. The 12 month estimated dividend stands at $6941.98 based on this month, through the end of 2019. 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 3 of my bills with a little left over, but when i inherit the house i will have more so i want to be able to cover most of those also. Looking at the chart you can see what percentage of  dividend was from each company this month.  You can look at the past dividends page which has now been updated Past Dividends.

With $839.59 brought in this month and a total of $3470.99 I am 47.54 percent of my Bronze level goal of $7300. This month put  some dent in it I was hoping to be at 47 percent percent by this month and i was. This quarter it will probably drop a little before surging back in Quarter 4, I still expect to make my goal this year. My 12 month out  Prospective dividend rose from $6822.34 to 6941.98

I will be making some changes to my Portfolio, not all at once but over time to streamline it into a portfolio that is driven by dividend increases. This will take time and will have some sells and hard decisions. but in the end i will have a better portfolio.

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 April 30, 2019 i have a 8.11%  S&p 500 TR is 11.10%  increase. Increase from Jan 1st -June  30 14.88%  S&p 500 TR is 18.54%  for the month of June it is 6.11% to 7.05%  to the S&P 500 TR.

Also on a side note this month was my first month earning over $1.00. I earned$1.16 on 24 hour pay scale. Onward $2.00.

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