November is done. One more month to go in 2022. The markets rise and fall but my dividends come in every month. Like clock work.
While November wasn’t a record month it was down a little because of special dividends paid last November. I am still on pace for my highest year ever in dividends.
Small amount of stocks but they pack a big punch. This is a decrease over last year because RILY paid a special dividend. It works out to a -15.06 percent from last November. Total dividends year to date is up 8.38 percent I would like to keep my dividends growing better than 15 percent moving forward will take some work but I’m sure I can do it.
My total portfolio value rose 5.5 percent to close a month at its highest ever. Not many changes in the top 10 except 1 position switch. MSFT and MO swapped spots from the 6-7 positions. My top 10 make up 61 percent of my portfolio. I would like it to be around 50 percent but that snowball takes over and bam it goes. When I first started investing it was hard to imagine any stock getting to $10,000 dollars now I have 14 stocks over $10,000, useless tidbit but it’s interesting to me.
This month I sold MRCC, and AQN both were in my Roth. Purchased in the Roth AMZN, FDUS. Purchases in the taxable account was KR, KO, MGIC.
Only 1 dividend raise in NOVEMBER, DHI. I’m expecting my Dec dividends to come in around $1450.00
Total portfolio value $383,578.70
Forward annual dividend $12,365.81
Trailing 12 months of Dividends $12,353.60 Expected dividend as of 2022 $12,021.89
Net worth as of SEP 22 $522,485.55
Sells MRCC, AQN
Bought KR, AMZN, FDUS
Dividend raises. DHI
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $55,840.00in 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.