July 22 Dividend and Portfolio Review

July is done and gone. Looks like after being down the markets came back big the last 3 days of the month. But no matter what my dividends hit the account. My July dividend delivered results.

Ticker Dividend
KO $42.68
PPL $38.93
MO $302.86
MPW $30.46
AQN $43.15
KDP $30.56
USHYX $70.59
NRZ $165.15
ONL $0.50
Amount $724.88

Mo really delivered. What can I say these results speak for themselves. PPL cut its dividend then raised it this last quarter. If they can deliver 10 percent dividend raises for the next couple of years that position will grow. I’m just excited about what this will look like in OCT when I have 2 semi annual dividends pay.

This months dividend is 9.7 percent higher than last July. On a year over year the dividend so far is 20 percent higher. One of my goals is to try to keep it around 20 percent or higher.

My purchases this month were MGIC and RILY those were my main purchases. No stock sales this month. GOOG did a split so I own a lot more shares of it. DUK, WBA, and R raised their dividend. No cuts this month.

My portfolio gained back some of the losses from this year by gaining around 8 percent. Looking at my top 10 KR fell out and was replaced by BAC. I am now back to 13 stocks over $10,000 dollars. Once I dreamed of getting 1 stock to $10,000 to have that many over that is like wow. Almost like a kid in a candy store. AAPL is my largest position by far at over $50,000 just by itself hopefully the can continue to grow even if not at the pace it has the last couple of years. Even at its large size I still add to it from time to time.

Looking forward to August I should receive about $780.00 in dividends which is less than last year but I had 2 stocks pay a supplemental dividend which won’t be paying this year.

Total portfolio value $375,402.72
Forward annual dividend $11,853.87
Trailing 12 months of Dividends $12,701.51 Expected dividend as of 2022 $12,167.91
Net worth as of MAR 22 $538,682.58
Sells
Bought MGIC, RILY. Those were my main buys this month.
Dividend raises. DUK, WBA, R.
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.

April 22 Dividend and Portfolio Review

Another month finished and another month I get to report my dividends and read all of yours. I enjoy sharing my dividend journey with you.

April was a month that saw the markets go up and down but ended the month down. Down markets are good for those in the accumulation stages as your cash can buy more stocks. I love buying more stocks.

Ticker Dividend
PPL $31.88
KO $38.28
MGIC $25.26
MPW $30.04
MAIN $32.09
KDP $29.81
AQN $40.26
SPKKY $84.87
USHYX $67.85
CHRYY $58.00
NRZ $163.51
MO $279.48
ONL $0.50
Total $881.83

Another month another great haul of dividends. I sold Main and bought Goog, and R along with smaller purchases of other stocks. I sold NRZ in my taxable and bought it back in my Roth.

My portfolio dropped a bit at the end of April. But that’s okay because money i add will buy more stocks. Just some spot swap in my top 10 no newcomers. I currently have 33 dividend paying assets. I am looking forward to what May brings.

Total portfolio value $369,222.73
Forward annual dividend $11,399.98
Trailing 12 months of Dividends $10,393.38 Expected dividend as of 2022 $11,928.63
Net worth as of MAR 22 $600,434.42
Sells Main, NRZ
Bought GOOG, NRZ, R, MO, WBAand DHI. Those were my main buys this month.
Dividend raises.
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 $48,800. 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.

October Dividend and Portfolio Review

We are into the third quarter and October is finished all the dividends have been received. This is the best part of the month, calculating my dividends and reading yours.

Starting with the portfolio, my portfolio made nice gains after finishing down last month. BAC has moved up to the number 7 position and pushing MO to number 8 XOM is 9 and T is 10. The top spot belongs to AAPL. ABBV with a nice dividend raise moved into the number 2 dividend spot jumping PEG, with this raise ABBV now will pay me over $1,000.00 a year joining MO as the only to payers to do this. Next two closest are a mutual Fund USHYX and XOM. The top 10 stocks make up 60.52 percent of my portfolio. This months dividend increases added $174.04 to my account. I would have to invest $5100 at 3.41% to get that.

Ticker Dividend
KO $30.66
PPL $51.88
IRM $30.93
MO $262.38
SPKky $85.54
MPW $28.28
O $12.67
KDP $24.94
MAIN $30.68
AQN $38.56
Ushyx $85.45
CHRYY $48.72
NRZ $125.88. Total $856.57

What a month to start the final quarter of 2021. Watching this grow brick by brick is awesome. This month was 17.85 percent higher than last OCT. Through the same time frame last year I am 27.56 percent higher. I have already passed lasts years dividend total.

Over the next few years I am going to be moving my REITS and BDC over to my Roth, so the Roth income will climb and the taxable might go down some, but overall they both combined should climb generously.

Total portfolio value $341,357.41
Forward annual dividend $11,656.19
Trailing 12 months of Dividends $11,066.85 Expected dividend as of 2021 $11,053.54
Net worth as of Sept $536,983.98
Sells IRM
Bought NRZ, KDP, MO, KR, and DHI. Those were my main buys this month.
Dividend raises V, RILY, ABBV, XOM.
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 $42,500 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.

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.

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