The summer is half way over and is flying by. Between vacation to Hawai’i and a milder summer, I have barely noticed. I’m hoping to get back caught up with all my posts soon.
Below is a summary of my activity for the month:
New Purchases: $7,352.67 (NET)
$2600 of UL
$550 of DE
$600 of BDX
$250 of MCD
$150 of V
40 CLX – $3673.20
76 VZ – $3917.55 (I didn’t get a chance to post this one)
Posts about new purchases can all be found by following the “Buys” label here.
58 shares of LO @ $62.11/share (proceeds of 3602.38)
10.41 shares of FDO @ $75.46/share (proceeds of 785.70)
I mentioned these sells in an article here.
I had a MAT put that expired worthless so I got to keep the entire $242 premium. I then turned around after some weakness in MAT shares and sold 2 more January 2015 dated puts with premium totals of $510. I’m now keeping a smaller balance and securing a lot of these trades by holding stock in that same account.
My total profit for the year is $1402.00.
I’ve updated all of these trades on my Options tab and you can find these trades on my options label.
July – 405.39
KO – 67.79
MO – 79.29
PM – 110.07
FDO – 3.23
MDT – 29.31
BBVA – 55.22
TD – 60.48
I earned $405.39 in dividends for the month. This is an increase of 79% from the same month last year. My total year-to-date dividend income is $5262.58. This is 52.6% toward my goal of $10,000 in dividends for the year.
I’ve updated my dividend income on my Dividends tab.
Forward 12-month Dividends:
My expected forward 12-month dividend income has increased to $10,883.57 ($10, 681.01 + $202.56 from Motif) from $10,709.90, a 1.6% increase since last month. I am behind on my goal of 14,000 by year’s end. In order to reach my goal of $14k by the end of the year, I’d need to purchase $89,040 worth of stock at an average yield of 3.5%. This goal is looking like it won’t happen.
You can find all of my monthly dividend information from the Dividends page.
The following 4 companies in my portfolio increased their dividends this month.
I’ve now had 26 companies increase dividends so far this year.
These increases can also be found on my Dividend Increases label.
I completed the Yakezie challenge bringing my Alexa Ranking well under 200k and actually under 100k before I went on vacation. It has crept back up a little now. I haven’t had a chance to post about this but you can find my original post in January when I joined the challenge here.
These goals can be found on the Goals tab.
Things are now settled at my new office and I’m looking forward to a better second half of the year.
My Condo rental has re-leased at the same rent , $1000/month for another year. All 3 properties are now leased for at least 9 more months now. I didn’t have a chance to post about this but I decided it was better to keep the current tenants than try for a $50 raise in rent.
I posted my most recent electric bill that used up all my credit I had and then some. I’ve got a new bill that I’ll post about shortly.
You can find my latest electric bill and any other solar updates here.
All of my other real estate posts will be found on my real estate label.
I’m now at $725k, up from $687k. This is a $38,000 increase in one month. The majority of this came from a much higher value from my primary residence on Zillow. The new value is close to what I’m now being taxed on so I believe it’s pretty accurate. Prices continue to climb fast here in this quickly growing city.
You can find the details of this on my Net Worth page.
I posted an article that was well received titled Dividend Yield vs Dividend Growth. I also included a handy spreadsheet for comparing companies with dividend yields and growth rates over time.
I also made a quick post from Hawai’i with a shot of a beautiful sunset that I took. You can find that here. I’ll be posting a detailed account of my trip soon so look for that.
My expected dividends for August are $1123 which would be a lot higher than July and quite a bit higher than August of last year.
I am on track with my goal of 10k in dividend income. The forward goal of 14k may be next to impossible at this point. I’d rather add quality companies with a little lower dividend yield versus just adding higher yielders to meet it.
I’m still using Motif Investing and plan another Dow 30 purchase as well as adding more to T soon. You can find a review I wrote by following that link.