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
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.

End of the year net worth 2019

Well we are here time to update my net worth for the end of the year. I track my net worth to see how i am doing. I dont know what the end result will be but cashflow from dividends will be a major driver and that is all that matters.

You can see from when i started tracking it in 2016 it  has Risen  62.5 percent.  This year it has risen an astounding 23.2 percent, and quarter over quarter it has risen 7.3 percent.

Do you track your net worth? Let me know in the comments below.

Q3 2019 Net Worth

As we enter the last Quarter of 2019 its time to look at my net worth and how I have  done. My net worth is tied to stock market and i am OK with that because the main thing i want is dividends anything else is secondary.


Since i started My Net worth has increased 51.4 percent since last Quarter it has increased 2.73 percent. Slow and steady wins the race. Do you calculate your net worth?

Q2 19 Net Worth Report

Well its time to look at my Net worth as we end June and head into the second half of the year. From my perspective it looks great and continues to move upward which is what i want. of course if its moving downward that means my stocks are falling and I am  adding more.

Form when I started there is a 47 percent increase in my net wort. Quarter over Quarter is a 2.06 percent increase these small increases add up over the long haul.

Do you track your net worth? Has it gone up or down?


2019 Q1 Net Worth

Its time to examine my net worth. I  Like to do this Quarterly instead of monthly no specific reason  for doing it that way. So i finally transferred my money out of my Morgan Stanley into my Merrill edge account so that is done. The biggest driver will be my stocks  defining my Net Worth as i have very little income coming in so there will not be much change in cash at the banks. I try to keep some extra just in case i need to make a purchase.

My net worth has risen 44% since i started tracking it in 2016 since the end of 2018 it is up 9.4 percent. Slow smart investments help out here.


Have you examined your net worth? Has it risen or fallen?

3rd quarter 2018 Net Worth

Well we are here three complete quarters and it is time tolook at my net worth. I do it quarterly and not monthly.

As you can see the progression is very nice. I transferred $4,800. from my USAA high yield mutual fund to Merill edge to my navy federal and while it shows on here as still in it is now in my merrill edge account and will reflect next quarterly update. From the start of my tracking my net worth it has increased 39 percent. The QOQ is 2.59 percent.

Hope your net worth went up.

Mid Year Net worth 2018

Well it is time to look at my mid year net worth. the hope is that it increases every quarter the reality is that i know some quarters it will go down. So far ive been been blessed and its gone up every quarter. that wont happen every quarter but in those it does well I am thankful for.

I have included the first quarter i tracked it along with the last quarter. Hard to believe it has gone up just shy of 100,000 in just a year and a half.

Because I am  going through a brokerage transfer it is split out between share builder and Merrill Edge next quarter those will be combined as my transfer is almost all complete. Later on this year i will transfer in the Morgan Stanley to my account also.

Do you do net worth updates? How has it been doing? Let me know.

Q1 Networth

As we end one quarter and start another quarter. we look and see how my networth has progressed QOQ.

As you can see from the start to this quarter has been excellant of course that was helped by getting some stocks as gifts this quarter or i would have seen a drop or close to it. totally impressed with this and im hoping my additions to my stock portfolio pay dividends. (See what i did there?).

Till next Quarter hope your networth increases bountifully

Quarter 4 Net Worth

Always great to see every Quarter how much ive made or how much of lost. with the recent bull run its been easy to go up the hard part will be if we hit a small downturn to see what happens. I only do this quarterly as i dont make much and i would have minimal  jumps month to month with some months maybe dropping if my truck broke down or a major bill came up.  December was a great month. went over 100,000 in my stock account but also continued my networth climbing higher.


As you can see this was an exceptional month. Wait till the Dividend report hits. I added a seldom used bank that which pushed me over 300,000 that is a big milestone in and of itself. with bank number 2 added its a 5.75 percent increase, without it would have been 4.08 percent. the next major milestone is 400,000 net worth no telling how soon that will get here.

Any milestones lately?

2017 Q3 net worth

I track my net worth every Quarter and so far every quarter has been up which is what we want. I am blessed to have it go up so far every quarter if we hit a rough patch that will not be possible. So i will take it for now.

As you can see the growth my YOY is 11.05 percent. My QOQ is 2.64 percent nothing to sneeze at but its a great increase none the less as my dividends keep growing hopefully that will grow a little bit also.

How is your net worth?