Category Archives: Monthly Dividend Income

A summary of all dividend income produced by my accounts during the month and how it was used.

Monthly Dividend Income: October 2014

My favorite post to write each month. :) This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is October’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and taxable brokerage and selectively reinvest dividends, combining them with fresh capital every month or two, in the Loyal3 account. Note: I recently made the switch to dripping all dividends in my taxable account but due to a broker error, the change didn’t end up taking effect until the beginning of November. Mostly my fault, as I didn’t monitor my portfolio too closely over the month of October.

Roth IRA

Coca-Cola (KO): $4.40-reinvested into .105 shares @ $41.91 per share.

Realty Income (O): $2.89-reinvested into .067 shares @ $42.89 per share.

General Electric (GE): $5.91-reinvested into .233 shares @ $25.38 per share.

Loyal3

Coca-Cola (KO): $8.08

Dr. Pepper Snapple (DPS): $1.38

Taxable Brokerage

Altria (MO): $3.64

Phillip Morris (PM): $22.00

Realty Income (O): $19.96

General Electric (GE): $1.76

October Total: $70.02. As expected, October was a lighter month for dividend income but still managed to increase the amount over last October from $23.99. With two months left in 2014, I’ve now received $696.43 in dividend income and estimated forward 12 month dividends now stands at $1,131.29.

 

Full Disclosure: I am long all stocks mentioned. This post is not intended to be a buy or sell recommendation for any stock mentioned and is for entertainment/educational uses only.

How was your October for dividend income (or portfolio gains for any growth investors)? Share below with a comment and thanks for reading!

Monthly Dividend Income: September 2014

My favorite post to write each month. :) This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is September’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and taxable brokerage and selectively reinvest dividends, combining them with fresh capital every month or two, in the Loyal3 account. Note: I only recently made the switch to dripping all dividends in my taxable account so that change won’t take effect until mid-September.

Roth IRA

Aflac (AFL): $8.19-reinvested into .133 shares @ $61.50 per share.

Visa (V): $2.81-reinvested into .013 shares @ $214.91 per share.

Chevron (CVX): $11.06-reinvested into .087 shares @ $126.82 per share.

Realty Income (O): $2.88-reinvested into .065 shares @ $44.19 per share.

Royal Dutch Shell Class B (RDSB): $13.16-reinvested into .166 shares @ $79.40 per share.

Loyal3

Target (TGT): $8.50

McDonalds (MCD): $4.67

Taxable Brokerage

Wal-Mart (WMT): $0.96

IBM (IBM): $9.90

Chevron (CVX): $5.35

Target (TGT): $1.04

Realty Income (O): $19.92

BP (BP): $9.95

September Total: $98.39. Getting soooo close to breaking that $100 mark! 😉 I thought I might reach it this month, but fell just short. At my current dividend income rate, I can now consistently cover my car insurance and cell phone bell each month which feels pretty awesome. With recent additions to my small McDonald’s position I should be hitting $100 for the first time in December when all these companies payout again.

 

Full Disclosure: I am long all stocks mentioned. This post is not intended to be a buy or sell recommendation for any stock mentioned and is for entertainment/educational uses only.

How was your September for dividend income (or portfolio gains for any growth investors)? Share below with a comment and thanks for reading!

Monthly Dividend Income: August 2014

My favorite post to write each month. :) This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is August’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and taxable brokerage and selectively reinvest dividends, combining them with fresh capital every month or two, in the Loyal3 account. Note: I only recently made the switch to dripping all dividends in my taxable account so that change won’t take effect until mid-September.

Roth IRA

AT&T (T): $12.44-reinvested into .348 shares @ $35.65 per share.

Deere (DE): $13.80-reinvested into .162 shares @ $85.04 per share.

Realty Income: $2.86-reinvested into .064 shares @ $44.69 per share.

Kinder Morgan Inc. (KMI): $14.35-reinvested into .347 shares @$41.36 per share.

Apple (AAPL): $6.79-reinvested into .07 shares @ $96.32 per share.

Loyal3

No dividends this month.

Taxable Brokerage

AT&T: $18.86

Realty Income (O): $19.92

August Total: $89.02. 🙂 Nice increase from May’s total of $74.46 and a huge increase year over year from 2013 when I only made $18.47 in August. Amazing how quickly dividends can start adding up with regular stock purchases.

 

Full Disclosure: I am long all stocks mentioned. This post is not intended to be a buy or sell recommendation for any stock mentioned and is for entertainment/educational uses only.

How was your August for dividend income (or portfolio gains for any growth investors)? Share below with a comment and thanks for reading!

Monthly Dividend Income: July 2014

My favorite post to write each month. 🙂 This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is July’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and selectively reinvest dividends, combining them with fresh capital every month or two, in my other accounts.

Roth IRA

Coca-Cola (KO): $4.37-reinvested into .103 shares @ $42.25 per share.

Realty Income (O): $2.85-reinvested into .062 shares @ $45.49 per share.

General Electric (GE): $5.86-reinvested into .226 shares @ $25.88 per share.

Loyal3

Coca-Cola (KO): $7.31

Taxable Brokerage

Altria (MO): $3.36

Phillip Morris (PM): $5.64

Realty Income (O): $19.92

General Electric (GE): $1.76

July Total: $51.07. As expected July came in a little light compared to previous months. With seven months down I’ve now earned $439.00 so far this year.

 

Full Disclosure: I am long KO, O, GE, MO, and PM. This post is not intended to be a buy or sell recommendation for any stock mentioned and is for entertainment/educational uses only.

How was your July for dividend income (or portfolio gains for any growth investors)? Share below with a comment and thanks for reading!

Monthly Dividend Income: June 2014

My favorite post to write each month. 🙂 This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is June’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and selectively reinvest dividends, combining them with fresh capital every month or two, in my other accounts.

Roth IRA

Aflac (AFL): $8.14-reinvested into .132 shares @ $61.33 per share.

Visa (V): $2.80-reinvested into .013 shares @ $211.80 per share.

Chevron (CVX): $10.97-reinvested into .087 shares @ $124.77 per share.

Realty Income (O): $2.84-reinvested into .065 shares @ $43.67 per share.

Royal Dutch Shell Class B and Class A (RDSB and RDSA): $13.51-reinvested into .171 shares of RDSA @ $78.90 per share.

Loyal3

Target (TGT): $5.55

McDonald’s (MCD): $2.51

Taxable Brokerage

Wal-Mart (WMT): $0.96

Chevron (CVX): $5.35

IBM (IBM): $9.90

Target (TGT): $0.86

Realty Income (O): $19.89

BP (BP): $9.95

June Total: $93.23. Getting so close to that $100 mark! Maybe in September when all these companies pay out again. 😉 At the half-way mark of the year I’ve now earned $387.93 for the year.

 

Full Disclosure: I am long WMT, CVX, IBM, TGT, O, BP, AFL, V, RDSB, RDSA, and MCD. This post is not intended to be a buy or sell recommendation for any stock mentioned and is for entertainment/educational uses only.

How was your June for dividend income (or portfolio gains for any growth investors)? Share below with a comment and thanks for reading!

Monthly Dividend Income: May 2014

My favorite post to write each month. 🙂 This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

I share these figures along with monthly income/expenses to not only track my progress towards financial independence but also to hopefully show others that it is possible to get started with dividend growth investing with a low income. The hardest part is weathering the first few years of small dividend payments and allow the compounding snowball to get rolling.

Here is May’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and selectively reinvest dividends, combining them with fresh capital every month or two, in my other accounts.

Roth IRA

AT&T (T): $12.28-reinvested into .344 shares @ $35.67 per share.

Apple (AAPL): $6.75-reinvested into .011 shares @ $592.23 per share.

Realty Income (O): $2.82-reinvested into .065 shares @ $43.01 per share.

Kinder Morgan Inc.: $13.86-reinvested into .415 shares @ $33.36 per share.

Loyal3

No dividends this month.

Taxable Brokerage

AT&T (T): $18.86

Realty Income (O): $19.89

May Total: $74.46. A new monthly high! 🙂 Just by a couple bucks, beating March’s numbers. With 5 months down I’ve now received $294.70 for the year. I can probably now safely say I won’t be hitting my goal of $1000 in dividends this year but with projected annual dividends approaching 1k, I should be able to reach that figure for sure next year. Oh, well, as long as I am making progress. 😉

 

Full Disclosure: I am long T, AAPL, O, and KMI. This post is not intended to be a buy or sell recommendation on any stock mentioned and is designed to be used for educational/entertainment purposes only. Only you are responsible for your investing and I always encourage you to conduct your own research prior to investing. Please see mydisclaimer page for more information.

How was your May for dividend income (or portfolio gains for any growth investors)? Do you have any dividend income goals you are trying to reach this year?

Monthly Dividend Income: April 2014

My favorite post to write each month. 🙂 This is when I get to share all my dividend income for the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

Here is April’s dividend income from my 3 stock investment accounts: Roth IRA, Loyal3, and Taxable Brokerage. I automatically reinvest all dividends in my Roth and selectively reinvest dividends in my other accounts.

Roth IRA

Coca-Cola (KO): $4.33-reinvested into .111 shares @ $38.79 per share.

Realty Income (O): $2.81-reinvested into .067 shares @ $41.67 per share.

General Electric (GE): $5.81-reinvested into .217 shares @ $26.77 per share.

Loyal3

Coca-Cola (KO): $4.56

Taxable Brokerage

Wal-Mart (WMT): $0.96

Altria (MO): $3.36

Philip Morris (PM): $5.64

Realty Income (O): $19.89

General Electric (GE): $1.76

April Total: $49.12. Not nearly as much as last month but still a huge improvement over the $5.85 I received last April. With 1/3 of the year down I’ve received $220.24 which puts me behind in reaching my goal of $1000 this year. I guess I underestimated how much I was going to be able to increase my dividend total this year, huh? 😉 Oh, well, as long as I am making progress.

 

Full Disclosure: I am long KO, O, GE, WMT, MO, and PM. This post is not intended to be a buy or sell recommendation on any stock mentioned and is designed to be used for educational/entertainment purposes only. Only you are responsible for your investing and I always encourage you to conduct your own research prior to investing. Please see my disclaimer page for more information.

How was your April for dividend income? Do you have any dividend income goals you are trying to reach this year?

 

Monthly Dividend Income: March 2014

My favorite post to write each month. 🙂 This when I get to share all my dividend income from the previous month. These dividends are what I’ll eventually use to live off of when I become financially independent.

Here is March’s dividend income from my 3 stock investment accounts: Brokerage, Roth IRA, and Loyal3. I collect all dividends in my taxable brokerage account as cash and manually reinvest them along with new contributions each month either in the same account or into my Loyal3 account. All dividends are automatically reinvested in the Roth.

Dividends Received

Brokerage: $46.59

BP (BP): $9.69

Chevron (CVX): $5.00

International Business Machines (IBM): $8.55

Powershares Financial Preferred ETF (PGF): $2.63

Realty Income (O): $19.86

Target (TGT): $0.86

Roth IRA: $25.72

Chevron (CVX): $10.16-reinvested into .088 shares @ $114.42 per share.

Realty Income (O): $2.79-reinvested into .065 shares @ $42.41 per share.

Royal Dutch Shell Class B (RDSB): $12.60-reinvested into .177 shares of Royal Dutch Shell Class A (RDSA) @ $71.09 per share. This comes out to $12.58 so not all of it was reinvested as RDSB cannot be dripped back into its own shares, only the class A version. An almost equal amount of RDSA is purchased commission free if you choose to reinvest RDSB dividends. Not sure how they come up with the amount, both times I’ve received dividends from this stock its been within 2 cents, one way or the other. These fractional class A shares will also produce dividends which can be dripped into class A shares as well. Weird huh? 😉

Royal Dutch Shell Class A (RDSA): $0.17-reinvested into .002 shares @ $71.09 per share.

Loyal3: $0.36

Target (TGT): $0.36-used as part of purchase in McDonald’s (MCD). Loyal3 dividends are collected in a cash account and applied toward your next purchase automatically when you use a debit/credit card.

March Total: $72.67. March was officially “Big Oil” month for me with all of my oil majors-CVX, BP, and both RDS’s returning cash to shareholders. About a 10 buck increase overall from February which puts me at 171.12 for dividend income year to date which is 17.1% of my 2014 goal of $1000.

 

Full Disclosure: I am long CVX, IBM, TGT, O, BP, PGF, RDSB, RDSA, and MCD. This post is not intended to be a buy or sell recommendation on any stock mentioned and is designed for educational/entertainment purposes only. Only you are responsible for your investing and I always encourage you to conduct your own research prior to investing. Please see my disclaimer page.

How was your March for dividend income? Do you have any dividend income goals you are trying to reach this year?

Monthly Dividend Income: February 2014

Each month I plan on sharing all of my income received from dividends. These dividends are what I’ll eventually use to live off of when I become financially independent.

Here is February’s dividend income from my 3 stock investment accounts: Brokerage, Roth IRA, and Loyal3. I collect all dividends in my taxable brokerage account as cash and manually reinvest them along with new contributions each month either in the same account or into my Loyal3 account. All dividends are automatically reinvested into the same stocks in my Roth.

Dividends Received

Brokerage: $41.35

AT&T (T): $18.86

Realty Income (O): $19.86

Powershares Financial Preferred (PGF): $2.63

Roth IRA: $21.12

AT&T (T): $12.11-reinvested into .374 shares @ $32.37 per share.

Apple (AAPL): $6.23-reinvested into .011 shares @ 540.21 per share.

Realty Income (O): $2.78-reinvested into .066 shares @ $41.70 per share.

Loyal3: $0. No dividends yet as this is still a fairly new account that I just opened in January.

February Total: $62.47. This was a good month as I received dividends from AT&T, one of my larger holdings and I got a nice increase from Realty Income as I purchased more shares in January. This brings my 2014 year to date total at $98.45 or 9.8% of my goal of $1000 in dividend income for the year. Although 1000 seems like an unreachable goal based off of these first few months, I remain confident I’ll be able to reach it (or at least come very close 😉 ). My dividend income should start increasing in the coming months as I start getting dividends from all my new KO purchases and once I get back to investing half of my take home pay once I get all my apartment money saved up.

 

Full Disclosure: I am long T, O, PGF, and AAPL. This post is not intended to be a buy or sell recommendation on any stock mentioned and is designed for educational purposes only. Only you are responsible for your investing and I always encourage you to conduct your own research prior to investing. Good luck!

How was your February for dividend income? Do you have any dividend income goals you are trying to reach this year?

Monthly Dividend Income: January 2014

Each month I plan on sharing all of my income received from dividends. As I started the blog in February, I’m playing catch-up right now as I would like to share all of my investing activities from this year.

Here is January’s dividend income from my 3 stock investment accounts: Brokerage, Roth IRA, and Loyal3. I collect all dividends received in my taxable brokerage account as cash and manually reinvest them along with new contributions each month either in the same account or into my Loyal3 account (gotta love those free commissions 🙂 ). All dividends are automatically reinvested into the same stock in my Roth.

Dividends Received

Brokerage: $27.45

Wal-Mart (WMT): $0.94

Altria Group (MO): $3.36

Phillip Morris International (PM): $5.64

Realty Income (O): $13.12

General Electric (GE): $1.76

Powershares Financial Preferred (PGF): $2.63

Roth IRA: $8.53

Realty Income (O): $2.77-reinvested into .071 shares @ 38.82 per share.

General Electric (GE): $5.76-reinvested into .23 shares @ 25.05 per share.

Loyal3: $0. This account was started in January so no dividends yet.

January Total: $35.98. I’d say it was a pretty good month overall. Much better than the $0 in dividends I received in January last year as I began my journey towards financial independence ;). This amount puts me at 3.5% of my goal of $1000 in dividend income in 2014 complete so I’ll definitely have to make more in the coming months to reach that goal.

 

Full Disclosure: I am long WMT, MO, PM, O, GE, and PGF. This post is not intended to be a recommendation to buy these stocks and is for educational uses only. Only you are responsible for your investing and I always encourage you to conduct your own research. Good luck!

How did you do in January for dividend income? Do you have any goals as to how much income from dividends you want to receive this year? Leave a comment below and continue the conversation.