July Dividend Review

July is already over and we have some dividends to report

July was a great month in terms of dividend received. Not much more I could ask for

Ticker Dividend
KO $30.66
PPL $51.88
IRM $30.93
MO $250.72
MPW $26.60
AQN $35.83
MAIN $29.51
KDP $23.06
O $12.65
USHYX $68.03
NRZ $100.70
Amount $660.57

As you can see I brought in $660.57 last month. $MO became my first stock that will deliver over $1000 in dividends next year. I Sold MPW in my taxable and bought back in my Roth so all the dividends from MPW will be delivered in my Roth next Quarter. Over the next few years I will be selling my Reits and BDC and putting them in my Roth.

Last month was 20.27 percent higher than the year before. Total for the year is 22.9 percent higher than dividends at this time. In July I went over $11,000.00 in forward dividends. Over $400.00 of that is due to dividend increases I doubt I will get that much next year but in the future again it will be possible as I keep adding to my dividends. Exciting times for sure.

Total portfolio value $324,889.03
Forward annual dividend $11,000.22
Trailing 12 months of Dividends $10,064.66 Expected dividend as of 2021 $10,109.54
Net worth as of March $531,103.33
Sells MPW
Bought AQN, MPW, MRCC, WBA, VLO, KDP, Those were my main buys this month.
Dividend raises DUK, R, WBA
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 $39,200.00 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.

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.

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.

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.

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

JAN 2020 Dividend Review

monopoly_go

Monopoly was always fun collecting money, what would be better than that? Hmmmm. wait dividend investing is because its real money and real money always is better than fake money especially when you are beating inflation. We are looking forward to a great year and to greatly increase our dividends in the upcoming years. It is with great enjoyment that i enjoy reading all of your dividend reports also, as i enjoy putting this one out.

My total for the month of is $587.16 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 $495.09 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in $18.94  a day.  This is a 34.53 percent increase over last January. Total for year now I have brought in $587.16 which brings our total per day  to $18.94.  Total lifetime tracked dividends is $24,838.37.  The 12 month estimated dividend stands at $7034.04 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.  AQN and APTS in the red is in my Roth and you can see that it accounts for 2.2 percent of my income for the month. You can look at the past dividends page which has now been updated Past Dividends.

With $587.16 brought in this month and a total of $587.16 I am 6.1  percent of my Bronze level goal of $9600.00.   My 12 month out  Prospective dividend rose from $8,170.44 to $8,782.52.

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 Jan 31, 2020 I have a 22.29% S&p 500 TR is 24.08%  increase. Increase from Jan 1st -Jan 31 -1.28%  S&p 500 TR is -0.04%.

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.

Oct 19 Dividend Review

monopoly_go

Less than 2 months left in the year.  We have our sights set on finishing out the year strong and finishing this out. As i looked around the blogosphere and commented on a comment i came to conclusion that once you start getting a nice dividend its like having a part time job without that much work. Review and buy a few stocks and walla next thing you know you have a nice little bit of dividends coming in.

Yes we are done with October and onto November. While it is warm during the day it is cold  at night. $659.82 is what i bought in this month and it makes this the best non quarter ending month ever for me On the monopoly board you go  around the board and collect money except this money is not fake. It is the real deal and the results i have show it. . 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 13 times by 13 companies. That comes out to $41.47 per company. 3 new stock and 3 sells throughout the year for this month.  Buys and re investments have helped bring this 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 $567.75 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in 21.28 a day.  This is a 53.50% increase over last September. Total for year now I have brought in $5955.67 which brings our total per day $19.59.  Total lifetime tracked dividends is $22,718.95. Definitely seeing the results each month. The 12 month estimated dividend stands at $7146.80 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 $659.82 brought in this month and a total of $5955.67 I am 81.58 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 $7600.12 to $7666.06

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 October 31st, 2019 I have a 15.67%  S&p 500 TR is 15.43%  increase. Increase from Jan 1st -October 31st 22.92%  S&p 500 TR is 23.16%  for the month of October it is 3.14% to 2.17%  to the S&P 500 TR.

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

July 2019 Dividend Review

monopoly_go

Jumping July dividends are in the books and we are pleased to show them to you. I love sharing my dividends with you and love reading yours. My goal in this adventure is to get enough to pay all expenses when i take over the house from my MOM we have the house split 50/50 right now.

I have been going through selling some stocks to make my portfolio better which in the long run will benefit me better right now as i generally consider myself a buy and hold guy i do not want to fall in love with a stock where i lose lots of money.  I do not consider buying them a mistake its just that changes in what a want to do with my portfolio and those no longer apply. You can read about the buying and selling here.

As you can see I was paid 12 times by 12 companies. That comes out to $38.91 per company. 6 new stocks.  Buys and re investments have helped make up the difference. $466.95 was a nice haul for the first month of the quarter.

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 $374.88 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in 15.06 a day.  This is a 27.57 percent increase over last July. Total for year now I have brought in $3937.94 which brings our total per day $18.57.  Total lifetime tracked dividends is $20701.22. Definitely seeing the results each month. The 12 month estimated dividend stands at $6750.75 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 $466.95 brought in this month and a total of $3937.94 I am 53.94  percent of my Bronze level goal of $7300.  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 $6941.98 to 7262.14

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.

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 July 31st, 2019 i have a 9.81%  S&p 500 TR is 12.69%  increase. Increase from Jan 1st -July  31st 16.69%  S&p 500 TR is 20.24%  for the month of July it is 1.57% to 1.44%  to the S&P 500 TR.

 

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

Buys and sells June 19

Another busy month this month has been, reshaping my portfolio into a better one that will  be better at dividend growth through dividend raises. now lets get started.

buys

  1. On June 6th i bought 10 shares of NRZ at $15.59 for a total of $155.89. This purchase will add $20.00 to my yearly dividends.
  2. On June 7th I bought 4 shares of DUK at $87.27 for a total of $349.09. This purchase will add $14.84 to my yearly dividends.
  3. On June 7th I bought 10 shares of NRZ at $15.18 for a total of $151.75. This purchase will add $20.00 to my yearly dividends.
  4. On June 12th I bought 15 shares of HBI at $16.01 for a total of $240.09. This purchase will add $9.00 to my yearly dividends.
  5. On June 14th I bought 6 shares of NRZ at $15.50 for a total of $92.98. This purchase will add $12.00 to my yearly dividends.
  6. On June 14th I bought 6 shares of R at $55.96 for a total of $335.76. This purchase will add $12.96 to my yearly dividends.
  7. On June 17th I bought 4 shares of DAL at $55.68 for a total of $222.70. This purchase will add $5.60 to my yearly dividends.
  8. On June 17th I bought 1 shares of LYB at $85.90 for a total of $85.90. This purchase will add $4.20 to my yearly dividends.
  9. On June 18th I bought 3 shares of MO at $50.25 for a total of $150.75. This purchase will add $9.60 to my yearly dividends.
  10. On June 19th I bought 6 shares of KR at $23.70 for a total of $142.17. This purchase will add $3.36 to my yearly dividends.
  11. On June 20th I bought 7 shares of NRZ at $15.65 for a total of $109.52. This purchase will add $14.00 to my yearly dividends.
  12. On June 20th I bought 10 shares of BAC at $28.09 for a total of $280.86. This purchase will add $6.00 to my yearly dividends.
  13. On June 20th I bought 6 shares of DAL at $55.95 for a total of $335.70. This purchase will add $8.40 to my yearly dividends.
  14. On June 21st I bought 5 shares of MO at $49.59 for a total of $247.96. This purchase will add $16.00 to my yearly dividends.
  15. On June 21st I bought 4 shares of D at $77.10 for a total of $308.42. This purchase will add $14.68 to my yearly dividends.
  16. On June 24th I bought 10 shares of KDP at $29.93 for a total of $299.34. This purchase will add $6.00 to my yearly dividends.
  17. On June 25th I bought 10 shares of ABBV at $66.54 for a total of $798.48. This purchase will add $42.80 to my yearly dividends.
  18. On June 26th I bought 10 shares of GIS at $48.91 for a total of $489.13. This purchase will add $19.60 to my yearly dividends.
  19. On June 26th I bought 5 shares of MO at $47.91 for a total of $239.54. This purchase will add $16.00 to my yearly dividends.
  20. On June 27th I bought 3 shares of MO at $47.66 for a total of $142.97. This purchase will add $9.60 to my yearly dividends.
  21. On June 27th I bought 6 shares of KR at $21.36 for a total of $128.13. This purchase will add $3.84 to my yearly dividends.

 

 

This month again was a lot of buying i made 20 buys which came to a total of $5035.23. total dividends added was 268.48

Sells

On June 6th I sold all my walmart shares for $2,108.83 including a 4 cent transaction fee. On 6/20 i sold out of AZZ for a total $1,237.61 including a 3 cent transaction fee. WMT set me back  $42.40. and AZZ set me back 19.04.

So a grand total of $207.04 was added to my dividends this month. Have you had any buys? Any sells? Dividend Portfolio page has been updated here. Let me know in the comments.