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.

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.

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.

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?

MAY 2020 Dividend Report

Once again May will be a simple report as I am catching up. I am up around where I was 2 years ago and climbing.

GIS $28.91
T $187.07
APPL $67.01
ABBV $99.14
CFFN $31.48
MAIN $25.69
NRZ $22.58
O $9.72
SBUX $16.81
USHYX $45.50
Total $533.91

Nothing to complain about this month except NRZ is a one time payment here and returned to its regular month. T ABBV and APPL were the big ones this month I have been adding to T, ABBV and SBUX and O. YoY increase was Over 12 percent compared to last years $473.49. Hope your dividends were good.

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.

Oct 19 Dividend Review

monopoly_go

Less than 2 months left in the year.  We have our sights set on finishing out the year strong and finishing this out. As i looked around the blogosphere and commented on a comment i came to conclusion that once you start getting a nice dividend its like having a part time job without that much work. Review and buy a few stocks and walla next thing you know you have a nice little bit of dividends coming in.

Yes we are done with October and onto November. While it is warm during the day it is cold  at night. $659.82 is what i bought in this month and it makes this the best non quarter ending month ever for me On the monopoly board you go  around the board and collect money except this money is not fake. It is the real deal and the results i have show it. . As the markets turn one day up and the next day down one thing that is basically constant is the dividends hitting my dividend account. One of the goals is to be able to live off the dividends. While i could right now combined with my military retirement and disability, i am not settling and going forward and going to see how much dividend income i can accumulate before I officially call it quits and start using the dividend income. As you can see I was paid 13 times by 13 companies. That comes out to $41.47 per company. 3 new stock and 3 sells throughout the year for this month.  Buys and re investments have helped bring this up. 

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 $567.75 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in 21.28 a day.  This is a 53.50% increase over last September. Total for year now I have brought in $5955.67 which brings our total per day $19.59.  Total lifetime tracked dividends is $22,718.95. Definitely seeing the results each month. The 12 month estimated dividend stands at $7146.80 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 with a little left over, 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 $659.82 brought in this month and a total of $5955.67 I am 81.58 percent of my Bronze level goal of $7300.   I still expect to make my goal this year. My 12 month out  Prospective dividend rose from $7600.12 to $7666.06

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 October 31st, 2019 I have a 15.67%  S&p 500 TR is 15.43%  increase. Increase from Jan 1st -October 31st 22.92%  S&p 500 TR is 23.16%  for the month of October it is 3.14% to 2.17%  to the S&P 500 TR.

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

July 2019 Dividend Review

monopoly_go

Jumping July dividends are in the books and we are pleased to show them to you. I love sharing my dividends with you and love reading yours. My goal in this adventure is to get enough to pay all expenses when i take over the house from my MOM we have the house split 50/50 right now.

I have been going through selling some stocks to make my portfolio better which in the long run will benefit me better right now as i generally consider myself a buy and hold guy i do not want to fall in love with a stock where i lose lots of money.  I do not consider buying them a mistake its just that changes in what a want to do with my portfolio and those no longer apply. You can read about the buying and selling here.

As you can see I was paid 12 times by 12 companies. That comes out to $38.91 per company. 6 new stocks.  Buys and re investments have helped make up the difference. $466.95 was a nice haul for the first month of the quarter.

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 $374.88 to put towards my bills.   I am going to eventually put it all back in the stock market, I brought in 15.06 a day.  This is a 27.57 percent increase over last July. Total for year now I have brought in $3937.94 which brings our total per day $18.57.  Total lifetime tracked dividends is $20701.22. Definitely seeing the results each month. The 12 month estimated dividend stands at $6750.75 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 with a little left over, 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 $466.95 brought in this month and a total of $3937.94 I am 53.94  percent of my Bronze level goal of $7300.  This quarter it will probably drop a little before surging back in Quarter 4, I still expect to make my goal this year. My 12 month out  Prospective dividend rose from $6941.98 to 7262.14

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.

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 July 31st, 2019 i have a 9.81%  S&p 500 TR is 12.69%  increase. Increase from Jan 1st -July  31st 16.69%  S&p 500 TR is 20.24%  for the month of July it is 1.57% to 1.44%  to the S&P 500 TR.

 

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