OCT 22 Dividend and Portfolio Review

Oct is in the books 10 months down and 2 to go and the dividends keep rolling in no matter what the market does.

Ticker Dividend
KO $42.68
PPL $39.15
MO $326.90
MPW $33.07
KDP $34.60
AQN $44.28
ONL $0.50
SPKky $69.47
Ushyx $92.62
CHRYY $59.64
RITM $167.12
Total $910.03

As you can see I pulled in $910.03 dollars I’m extremely excited about this. Next September will be real close to $1,000.00. This is progressing nicely and building a nice portfolio that covers my bills now and in the future.

My portfolio value rose by over $30,000.00, it is still less than when the year began but gains like that I love. I also like lower prices so I can buy more stocks also.

3 dividend raises were V, XOM, and ABBV. XOM has been on a tear and it has really risen this year.

Top 10 had lots of changes this month ABBV swapped places for the the second spot with PEG, BAC rentered the 10th spot pushing SBUX out. MO moved from 8 to 6 spot. MSFt fell from 6 to 7 spot. CVX moved from 9 to 8 and USHYX fell from 7 to 9. Top 10 makes up the majority of my portfolio that’s ok though.

Bought WBA, KR, DHI, NXST, DUK. Wide range of buys this month

This OCt dividend income was 6.24 percent higher that last OcT. Year over year so far is 10.81 percent I would like it higher but I will take it. Looking forward to November my dividend income will drop as to special dividends being paid out last year. I should bring in about $801

Total portfolio value $363,539.47
Forward annual dividend $12,351.89
Trailing 12 months of Dividends $12,496.81 Expected dividend as of 2022 $12,248.77
Net worth as of SEP 22 $522,485.55
Sells
Bought WBA, KR, DHI, NXST, DUK. Wide range of buys this month
Dividend raises. V, XOM, ABBV.
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 $55,000.00 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.

July 22 Dividend and Portfolio Review

July is done and gone. Looks like after being down the markets came back big the last 3 days of the month. But no matter what my dividends hit the account. My July dividend delivered results.

Ticker Dividend
KO $42.68
PPL $38.93
MO $302.86
MPW $30.46
AQN $43.15
KDP $30.56
USHYX $70.59
NRZ $165.15
ONL $0.50
Amount $724.88

Mo really delivered. What can I say these results speak for themselves. PPL cut its dividend then raised it this last quarter. If they can deliver 10 percent dividend raises for the next couple of years that position will grow. I’m just excited about what this will look like in OCT when I have 2 semi annual dividends pay.

This months dividend is 9.7 percent higher than last July. On a year over year the dividend so far is 20 percent higher. One of my goals is to try to keep it around 20 percent or higher.

My purchases this month were MGIC and RILY those were my main purchases. No stock sales this month. GOOG did a split so I own a lot more shares of it. DUK, WBA, and R raised their dividend. No cuts this month.

My portfolio gained back some of the losses from this year by gaining around 8 percent. Looking at my top 10 KR fell out and was replaced by BAC. I am now back to 13 stocks over $10,000 dollars. Once I dreamed of getting 1 stock to $10,000 to have that many over that is like wow. Almost like a kid in a candy store. AAPL is my largest position by far at over $50,000 just by itself hopefully the can continue to grow even if not at the pace it has the last couple of years. Even at its large size I still add to it from time to time.

Looking forward to August I should receive about $780.00 in dividends which is less than last year but I had 2 stocks pay a supplemental dividend which won’t be paying this year.

Total portfolio value $375,402.72
Forward annual dividend $11,853.87
Trailing 12 months of Dividends $12,701.51 Expected dividend as of 2022 $12,167.91
Net worth as of MAR 22 $538,682.58
Sells
Bought MGIC, RILY. Those were my main buys this month.
Dividend raises. DUK, WBA, R.
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.

Discovering Dividends

Income Replacing Dividend Portfolio

Simple Dividend Growth

An average guy building dividend income

Impersonal Finances

It's not personal

Our Life Financial

Building Wealth One Day At A Time

Teachers Talk Money

Helping teachers master their money

REIT Dude

A blog about becoming financially independent through REIT investing.

World Stock Markets Analysis - Investor Trip

Digest global markets, retirement investing, global ETFs, and currency trading news and analysis.

renegade7x

Natalia's space

Divcome

Investing • FIRE

The Small Investor

Investing Strategies and Wealth Building for the Small Investor

MoneyBabe

personal finance for millennial women

Catching Up To FIRE

The possibilities of Financial Independence and Retiring Early

Fiscal Voyage

Investing while Traveling the World

Angry Retail Banker

An Insider's Take On Retail Banking

FI By The Common Guy

Journey To Financial Independence & Beyond

Trucking For Dividends

My goal is to build a dividend portfolio that will pay enough monthly income to cover my living expenses.

Dividend Compounder

Accumulating Wealth, Slowly But Surely

Divvy Dad

Fueling FIRE with Dividends

$10 a Day Dividends

Journey of investing in dividend stocks for passive income

Divs4Jesus

Dividend Income One Investment At A Time

Accidental Fire

Financial Independence | Early Retirement | Outdoor Adventure | Satire

LABOUR TO LEISURE

INVEST IN YOURSELF

Broke Investor

My Journey to Financial Independence

The Millennial Investor

New Money Style with Old Money Habits

My Dividend Dynasty

Minimalist Lifestyle, Dividend Growth Investing, and a Journey to Financial Freedom

SeedSown

Sowing for Growth and Encouragement

Engineering Dividends

dividend investing, engineer style

Dividend Dozer

Building a Forever Income Stream

Project 2035

Our journey to financial independence

loonietotooniecom.wordpress.com/

Financial literacy made easy for everyone

Dividend Portfolio

A Portfolio For The Small Investor