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.

March 22 Dividend and Portfolio Report

Here we are end of month 3 and quarter 1 of 2022. The market has continued to be up and down but I like that as I buy when I have cash so it doesn’t matter if the market is up or down. Even with the market being down in the last day of the month my Portfolio Value closed at a record high.

When I wasn’t working I bought some reits and BDC and was content with them in my taxable. Then I got a job and opened a Roth. The plan was to just sell each individual stock and move the money into the Roth then buy back that stock or something in the Roth. Well GOOG announced a split so I hurried that plan along and am currently selling them and buying GOOG and other dividend stocks though I did move some of one into the Roth. After next month I will only have 1 more to sell but it will be going into the Roth. But it will be sold at different times to put into the Roth.

My Networth crossed over the $600,000 mark. My Portfolio is closing in on $400,000 mark, sooner or later I will hit it. Over all I’m very pleased, building this up stock by stock.

Ticker Dividend
KR $47.46
V $6.43
VLO $80.36
CVX $122.12
XOM $156.07
MSFT $39.09
WBA $48.71
NEE $29.75
MAIN $32.09
LYB $64.41
DUK $100.47
Flo $37.05
R $52.20
USHYX $66.29
RILY $102.00
BAC $66.36
FDUS $100.80
FDUS $47.60
MAIN $11.19
PEG $252.56
MRCC $47.35
Total dividend $1,510.36

First time going over $1500.00 a month. FDUS will drop as that is reduced and transferred 101 shares to the Roth. My portfolio will be more tax effective going forward RILY usually pays in the middle month but this quarter pays in the last month. This month is 20.4 percent higher than last March. Q1 22 is 26 percent higher than Q1 21.

Total portfolio value $384,334.82
Forward annual dividend $11,529.51
Trailing 12 months of Dividends $12,145.51 Expected dividend as of 2022 $12,377.92
Net worth as of MAR 22 $600,434.42
Sells FDUS
Bought FDUS, SBUX, GOOG, WBA, KO. 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 $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.

December 21 Dividend and Portfolio review

Wow as we close out 2021 and enter 2022 it is time to look at my dividends and portfolio over the last year.

Last year I started the year with a net worth of $469,714.13 and finished with $583,000.49. An incredible run for year almost $120,000 dollar gain that is 24.11 percent increase from last year.

Last year my total portfolio value ended at $269,969.82 this year it ended at $370,530.36 which is a 37.24 percent increase.

Ticker Dividends
KR $41.37
V $6.42
LYB $64.41
VLO $80.36
MSFT $38.40
CVX $72.36
XOM $156.07
WBA $47.75
KO $30.66
O $13.21
Main $30.97
NEE $25.41
DHI $8.10
DUK $91.61
FLO $34.68
FDUS $100.80
FDUS $14.00
R $52.20
USHYX $60.96
Main $14.82
PEG $236.72
MRCC $46.31
BAC $65.94
Total dividend $1,333.53

As you can see my dividends came in at a hefty number and a small 7.61 percent increase over last year. For the quarter I hauled in $3,146.07 which is a 21.83 percent increase. YOY was a 26.70 percent gain in dividends. The big increase in dividends was helped by almost $800 dollars in dividend increases. I won’t get that in 2022 but I want to put myself in position to get that amount again in the near future.

Looking at my portfolio I have 36 stocks and 1 mutual fund. Of those 13 of them are over $10,000.00 dollars in value. I have 2 stocks that pay over $1000.00 a year. Another stock PEG will join that group with its dividend raise in FEB. then it will be awhile before any other stock joins that club. With these results I am very pleased. I never imagined the gains I would be getting I don’t expect a repeat of this year but high single digit gains in portfolio value and net worth are most likely scenarios going forward. Consistently is the key.

Total portfolio value $370,530.36
Forward annual dividend $12,072.41
Trailing 12 months of Dividends $11,500.79 Expected dividend as of 2021 $11,500.79
Net worth as of DEC 21 $583,000.49
Sells HBI
Bought MO, CVX, RILY, DHI, KR, DUK, PPL KO. 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 $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.

September Dividend and Portfolio Review

Summer has ended the third quarter is over and I am ready to see how many dividends I have collected this month. The one thing we should all notice even though the market is down those dividends keep rolling in.

Ticker Amount
KR $38.22
V $5.47
VLO $73.50
LYB $64.41
MSFT $34.62
CVX $68.34
XOM $154.29
WBA $47.29
MGIC $27.36
NEE $25.41
O $12.65
MAIN $29.80
DUK $91.61
FLO $34.37
R $52.20
USHYX $74.91
BAC $65.94
FDUS $89.60
FDUS $28.00
MRCC $45.21
PEG $234.76
Dividend $1,297.96

What a month. This marks the second straight month over $1,000. This is exciting. Dollar by dollar this was built and it is starting to really grow. The $1297.96 is the highest amount I’ve ever received. This was without HBI which paid last month.

This month was 15.1 percent higher than last September. This quarter is 38.8 percent higher than last year. Year over year is 28.64 percent higher. My portfolio value dropped by but my Net worth went up so all is good as those dividends came in and will keep coming in.

Total portfolio value $323,470.89
Forward annual dividend $11,396.67
Trailing 12 months of Dividends $10,937.05 Expected dividend as of 2021 $11,139.62
Net worth as of Sept $536,983.98
Sells
Bought ABBV and RILY. Those were my main buys this month.
Dividend raises MSFT, O, SBUX
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 $40,300.10 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.

June Dividend and Portfolio Review

June is done and in the history books. What a month it was. I will look at my dividends Portfolio and Net worth, and give you a synopsis of everything.

Ticker Dividends
KR $32.40
VLO $71.54
HBI $36.45
V $5.14
CVX $68.34
XOM $148.20
MSFT $34.54
WBA $41.14
MAIN $29.37
O $12.62
NEE $25.41
DUK $89.75
R $50.40
LYB $64.41
USHYX $64.14
FLO $34.37
BAC $56.52
FDUS $86.80
FDUS $22.40
PEG $232.77
MRCC $43.46
Total $1,250.17

What a great month for dividends. You can see this is firing on all cylinders. Twenty companies 21 payouts. This month is 18 percent higher than last June. Quarterly is up 30 percent. Total brought in so far this year is $5236.66 which is 23 percent higher than last year at this time. If I can keep the yearly above 25 percent I would be ecstatic.

My net worth I figure up quarterly and this last quarter it fell just shy of rising by about $30,000 dollars the main drivers of this are my portfolio and TSP which is now over $90,000. Since I started tracking this at the end of Q3 2016 my Net worth has grown 107 percent. Since last quarter it has grown 5.5 percent.

My overall portfolio has risen nicely the last quarter the value is over $316,000 dollars right now hitting that mark was great in early April. Top ten stocks have not changed much as they are the same all over $10,000. Except for a couple of position switches.

Total portfolio value $316,985.35
Forward annual dividend $10,895.80
Trailing 12 months of Dividends $10,064.06 Expected dividend as of 2021 $10473.32
Net worth as of March $531,103.33
Sells
Bought AQN, OMF, KR. Those were my main buys this month.
Dividend raises KR, BAC, O.
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 $37,300 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.

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.

Dec 2020 and Portfolio Review

Happy New Year. While we are marching into 2021 we are going to examine what we brought in this month and over the past year. While 2020 wasn’t a banner year for some it was a great year for others. Not focusing on the problems helps keep life in perspective. I am looking for a great 2021

We are going to start this section looking at our forward dividends getting to $10,000 would be a goal wether it happened this year or next well NRZ after cutting its dividend earlier in the year has given 3 raises the last one on Dec 17 put me over $10,000 dollars in forward dividends the next major milestone will be $15,000 but I am looking forward to getting to $11,000.

Total portfolio value has been doing good we are marching forward $300,000. Right now it stands at $269,960.82. This is a 2.37% increase from last month.

Quarterly net worth is done and figured out and wow what more could I ask for? The total came out to $469,714.13 which is a 10.95 percent increase over last quarter. Since I started tracking at the end of quarter 3 2016 my net worth has grown by 83 percent.

Now for what every came here to read about dividends. This month was a great month that saw us end the year right. And when I say right I mean right. I brought in $1239.20. The most every in a month. Also as far as quartet income it came in over $2500. Consistent buying brings results and this write up shows it.

Ticker Dividends
KR $30.24
HBI $34.65
CFFN $48.52
LYB $59.85
CVX $59.34
XOM $143.21
VLO $71.54
Main $28.39
MSFT $34.37
WBA $41.14
FLO $23.76
O $11.86
KO $29.11
DUK $89.75
FDUS $49.80
FDUS $6.64
R $50.40
USHYX $70.95
BAC $55.80
MRCC $40.25
MRCC $36.27
PEG $219.19
V $4.17
Total $1,239.20

Total portfolio value $269,969.82
Forward annual dividend $10,112.91
Expected dividend 2020 $9076.55
Net worth as of December $469,714.13
No sells
Bought MRCC, FLO, AQN. Those were my main buys this month.
Dividend raises O, NRZ
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $500,000
As you can see I went over $10,000 dollar in forward annual dividends.
This month I went over $33,000.00 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.

Have you had any raises? How was your dividends this month? Any records set?

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?

JUNE 2020 Dividend Report

This meme always seems appropriate for this month. June is always my largest month of the quarter and this month is no exception.

KR $20.64
VLO $54.88
HBI $26.70
CVX $37.41
XOM $134.35
MSFT $31.14
WBA $31.11
MAIN $25.88
O $11.35
LYB $56.70
DUK $67.10
FLO $23.36
R $50.40
D $35.72
USHYX $65.80
MGIC $9.30
BAC $52.38
FDUS $49.80
MRCC $31.50
MRCC $22.73
PEG $215.81
V $1.80
Total $1,055.86

Not a bad month considering 2 companies with dividend cuts were FdUS and MRCC and MGIC. Companies that had been giving raises but didn’t were XOM BAC and R and LYB. Received dividend raises from Duk, WBA and KR. hopefully get some good raises once they start raising the dividend again in March bought quite a few companies in this group. All considering the YOY was 25.7 percent compared to the $839.59 I received last June. Hope your month was good

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.

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