March 21 Dividend and Portfolio Review

Starting the second quarter of the year, and the 4th month. Hard to believe how times flies when the stock market is going up. It is starting to warm up outside and my portfolio is about to heat up also.

Ticker Dividend
KR $32.40
V $4.17
VLO $71.54
SBUX $31.50
HBI $34.65
CVX $59.34
XOM $146.10
MSFT $34.46
WBA $41.14
NEE $19.64
MAIN $28.92
O $12.59
LYB $59.85
DUK $89.75
Flo $32.17
R $50.40
USHYX $68.67
BAC $56.52
FDUS $86.80
FDUS $19.60
MRCC $42.41
PEG $230.81
Dividend $1,253.43

As you can see this month was a great month and it was the highest ever. Compared to last March this month was 24.9 percent higher. My current yearly dividends are 14.9 percent higher than the first quarter last year. Nothing to complain about except I want more money and I know the solution to that problem. Buy great stocks.

Delving into the stats I was paid 22 times by 21 companies. My portfolio is growing by leaps and bounds. This month it my portfolio went up by $17,400. That is just a little shy of what my military retirement brings in a year. My total portfolio value just fell shy of $300,000. So it will pass that real soon. The last portfolio update I did was with my Merrill Edge account but since then I added my non dividend stocks into my tracker. It took 7.5 months or so for my Merrill edge account to add $50,000 in value. My net worth crossed the half a million mark this month. I have updated to the next level I want to achieve. I love to update these as it shows I am moving forward.

Total portfolio value $296,405.78
Forward annual dividend $10,393.04
Trailing 12 months of Dividends $9413.16 Expected dividend 2021 $9797.92
Net worth as of March $503,169.05
Sells
Bought FLO, KDP, DHI, NEE. Those were my main buys this month.
Dividend raises O, MGIC
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $35,700 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.

February 21 Dividend and Portfolio Review

Another month down. This year is flying and the dividends are coming in. Dividend increases coming in at a nice pace.

Ticker Dividend
T. $214.05
APPL. $69.84
ABBV. $215.89
MAIN. $28.75
O. $12.59
CFFN. $31.73
USHYX $56.24
Amount $629.09

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 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 $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.

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?

March Dividend Income

This won’t be as fancy as my regular posts as I need to catch up. But March was an awesome month for dividends for me. I had a couple of dividend cuts of around $1,200 most of them were from my higher dividend stocks.

KR $19.20
VLO $48.02
LYB $48.30
CVX $30.96
XOM $131.86
HBI $23.70
DAL $28.98
MSFT $31.04
WBA $22.88
Flo $19.17
MAIN $23.00
O $9.00
DUK $65.21
D $26.32
R $35.84
USHYX $58.19
BAC $49.14
FDUS $64.74
MRCC $38.85
V $0.90
MRCC $26.92
PEG $213.51

Total $1,015.73

March 2019 total was $699.49. The YOY increase is 42.1 percent. Buys and dividend increases were the main drivers. I added a lot more buys this month as markets were good for adding. Hope your portfolio did good.

April 2019 Dividends

image Awesome April has come and gone and left us with some dividends to count And counting we will do. as we need to figure out how much dividends we got. The best thing about dividends are they come in no matter if the market is up or down.

 

Busy month for buying and 1 sell and a trim off of GOOG which you can read about  here  .

An Awesome total of $502.68, three straight months over $500.00 What is not to like about this? You can compare last years results on the page and also see what percentage each dividend was.

As you can see i was paid 16 times by 16 companies. That comes out to $31.41 per company.

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 $413.58 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in $16.75 a day.  This is a 19.61 percent increase over last April. Total for year now I have brought in $2157.91 which brings our total per day $17.98.  Total lifetime tracked dividends is $18921.19. Definitely seeing the results each month. The 12 month estimated dividend stands at $6,473.73 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, 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 $502.68 brought in this month and a total of $2157.91 I am 29.56 percent of my Bronze level goal of $7300. I put a some dent in it but i was hoping to be closer to  35 percent there is still lots of time and I am hoping by the end of June to be at 50 percent or higher we will see. My 12 month out  Prospective dividend dropped from $6978.31 to 6930.04

I will be making some changes to my Portfolio, not all at once but over time to streamline it into a poertfolio 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 i through April 30, 2019 i have a 9.52 percent S&p 500 TR is 10.83 percent increase. Increase from Jan 1st -April 30 15.66 percent S&p 500 TR is 17.12 percent for the month of March it is 2.69 percent to 4.05 percent to the S&P 500 TR

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

October Dividend Income Report

monopoly_go

Another month has passed the weather has turned cooler the leaves for the most part in my yard are off the trees. Mr Market has been very volatile, which has given some good buying oppurtunities which you can see here and here. as you can see thats lots of buys in case you had missed the 2 posts. The buying will slow down as i build upp cash positions but will continue to make buys.  Continue reading “October Dividend Income Report”

August Dividend Report

image My favorite time of the month is here when we start reading peoples dividend reports and see how great you guys did and compute mine so we can see how I did. This month is no exception September is here Pumpkin spice coffee is already at SBUX and is probably best thrown in the trash after you order it but none the less another month is in the books.

August was the first full month that my sharebuilder account had been transferred over to Merrill Edge. So now while its hard to say its now a  Merrill Edge account.

Along with my bigger purchase of KDP earlier in the month which I wrote about I alo purchased a smaller amount of VOD on August 20th for 5 shares with a price of $22.97 for a total of $114.85, commission free. This buy adds $8.75 to my forward dividends. Small buys count  also and I want every dollar to count so we are. smaller buys we will  describe here unless i make a few of them throughout a week.

Continue reading “August Dividend Report”

June 18 dividend report.

yall-got-any-more-of-them-dividends We are  cruising through the year and just hit the 7th month of the year. I looked at my list checked it twice to see who was naughty or nice? OOO wait wrong month for that but i did have to check my list twice and in a minute you will know why. This month was so close but no cigar. still a brutalizing record which really helps.

Just a quick recap of some things pertaining to my account. I finally got a partial transfer of my account into Merrill edge one June 26th. Took long enough but im glad its started. i will write more on this later as lots more info on the transfer.

Continue reading “June 18 dividend report.”

April 18 Dividend Report

monopoly_go

Yes its the most favoritest time of the month where every reads and is waiting everyones dividend report and we surly do get a little sad when someone misses one. I do these to keep myself on track and to show everyone how far i have come. I enjoy doing these and putting them out every month.

As we like tracking we also like knowing when we have highs and lows. Selling could cause a low from a past year. this month was  first time a non ending quarter month hit $400 so we are excited about that.

Showing is this months dividends scroll down and you can see the comparisons to last year.   I had 13 companies pay me this month. I shut off dividend reinvestment half way through because of an impeding transfer that I am still waiting on. Hopefully everything gets transferred smoothly so i will take a small hit because of partial  shares but as soon as i start buying again that should not be a problem to much.

This month represents a 60 percent increase over April of 2017 still getting some nice size increases but as the account grows those will slide down. the increase is due to buys and dividend reinvestment. Ironic that 420 was recieved and april has 420 in it lol.

Its also the 5th month in a row over $300.00.  If i were to go to my Durango Joes coffee shop at 2.97 a cup times 30 is 89.01. That leaves me with a nice $331.15 to put towards my bills. but alas we will collect what we did not reinvest and save it to drop into a stock once my transfer gets complete. this months $420.25 comes out to $14.00 a day im earning this month.   This brings my accumaleted dividends for this year to $1760.86, this comes out daily to $14.67 a day average for the year. Which puts me on schedule for bringing in this year, $5282.00. My 12 month rolling prospective dividend cumulative is $5659.58 which comes out to $440 a month average.

How was your dividend haul? did you do better than expected? Let me know in the comments below.

Disclaimer: Long all stocks shown or mentioned.