August 2022 Dividend and Portfolio Review

Another month down and another report to give. I love writing these and reading yours. It looked like for a bit the market was going to surge higher but has ended the month on a down note. That is ok because lower prices mean more shares. More shares means more dividends as long as there is no cuts.

Ticker Dividend
APPL $80.91
OMF $157.70
ABBV $272.82
DHI $18.90
USHYX $66.60
Rily $123.00
NXST $2.70
SBUX $61.25
Total $783.88

Not a lot of dividend paying companies but the amount packs a punch. Next year will be over $800.00 and I’m stocked. Friday August 26 my forward dividends hit over $12,000 again. Don’t plan on any sells so it should grow at a nice clip.

This month was lower than last year because of a special dividend a -32.39 percent lower. Without the special dividend it would be a 1.79 percent increase.

Portfolio review my portfolio value fell by 2.67 percent. Dividend raise was only 1 MO which added over $55.00 to my forward dividends. My top 10 was fairly steady with the 2 swaps being GOOG moved up to the 3 spot and ABBV falling to the 4 spot USHYX moved up to the 7 spot and dropped MO to the 8 spot. Still 13 stocks above $10,000. I once dreamed of getting 1 stock above $10,000 now to have that many seems surreal. Next year it could be even more and continue to climb as I add to positions. My number 2 spot is occupied by PEG which my mom inherited from my grandma and then gave it to me. When she gave it to me it had 408 shares. This was in 2019 it now has 475 shares. The value when she gave it to me was around $19,500 it is now worth around $30,000. Without adding anything except the reinvested dividends it has grown nicely.

Nothing to complaign about really my portfolio will grow again I just have to keep adding to it. One of these months we will have a month like November 2020 and the portfolio will explode upward again.

As I look forward to September I should get around $1350.00 in dividends.

Total portfolio value $365,365.41
Forward annual dividend $12,011.83
Trailing 12 months of Dividends $12,325.86 Expected dividend as of 2022 $11,822.75
Net worth as of MAR 22 $538,682.58
Sells
Bought MRCC, AMZN, OMF, KR. Those were my main buys this month.
Dividend raises. MO.
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 $52,700.00 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.

MAY 22 Dividend and Portfolio Review

Another month down and we are entering June. Where does time go? Last week the market snapped a long losing streak but still ended up down for the month. But you know what? My dividends come rolling in wether the market is up or down.

Ticker Dividend
APPL $80.10
ABBV $264.76
SBUX $58.31
USHYX $76.27
OMF $152.95
DHI $18.68
RILY $114.00
NXST $0.90
Dividends $765.97

Sold T before the cut and was concerned I wouldn’t be able to beat last year but I did barely so this is a win win for me. I love the way this is growing.

My portfolio value was up about a bit over last month but down still from the beginning of the year. CVX, XOM, and MO were big gainers in my top 10. I currently have 13 stocks over $10,000. I remember when MO was the closest one and it was something I looked forward to now MO is my 5th highest and hanging on by a thread. My newest over $10,000 club member is VLO. It made a huge push to get up there. On the outside looking in is SBUX, which could rejoin the $10,000 club with some good growth this month.

This months dividends was 1.17 percent higher than last May. YOY it is 18.95 percent higher than last year. I would like that to hit higher but with some of my sells it won’t be easy. But I positioned myself for good dividend growth next year and beyond.

Had 3 dividend raises AQN, FLO, and LYB with LYB giving us a $5.20 special dividend. That will help my June income. The regular dividends increased by $31.20. To get that dividend I would have to add $1019.6 dollars to get that equivalent.

Total portfolio value $377,925.83
Forward annual dividend $11,557.13
Trailing 12 months of Dividends $12,407.58 Expected dividend as of 2022 $11,381..23
Net worth as of MAR 22 $600,434.42
Sells
Bought RILY, TGT, SBUX, BAC, and AAPL. 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 $49,000.00 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.

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