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.

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.