All About Interest

One man's journey to financial independence.

2017 – A Year in Dividends

by 17 Comments

First of all, Happy New Year to everyone.  I hope everyone had a wonderful 2017.  With the markets on a tear, everyone’s portfolio should have some fat gains.  However, these are unrealized capital gains and it just makes it that much harder to buy income with these inflated prices.

*i’m writing this from a netbook so I apologize if it’s not formatted as neatly as usual.

Here’s December’s dividends and a look at the entire year of dividends:

JNJ* – 67.44
NSC – 61.95
OMI* – 64.38
RDS.B* – 251.89
ESV – 14.02
UL – 43.04
TEVA* – 69.95
WBA – 52.00
XOM – 78.12
SBUX – 21.56
V* – 34.99
AMGN – 19.92
TGT – 86.09
UL – 57.96
KO – 33.40
BP – 85.50
GILD – 48.55
BDX – 36.03
VOO – 54.88
HSY – 48.02
CRI – 9.33
HBI – 16.72
* indicates position held in multiple accounts

December total – 1255.74.

What can i say, it was a sold month.  Here’s a look at how I did monthly and quarterly for 2017:

Jan ’17 323 Q1’17 1628
Feb ’17 233 Q2’17 2304
Mar ’17 1072 Q3’17 2021
Apr ’17 696 Q4’17 2215
May ’17 427 Q1’18
June ’17 1181 Q2’18
July ’17 395 Q3’18
Aug ’17 294 Q4’18
Sept ’17 1332 Q1’19
Oct ’17 640 Q2’19
Nov ’17 320 Q3’19
Dec ’17 1255 Q4’19

Over the long-term, I want to see that quarterly income is going up.  The second quarter is an outlier as I have a once yearly dividend from Novartis of about $280 and I also had a twice yearly dividend from DEO.  This was over $340 which caused the higher second quarter dividends.  As my dividend portfolio gets larger, I expect this to smooth out and one or two stocks shouldn’t cause this to happen.

Overall a solid year with total dividends of $8,168.

My forward dividend income is currently well over $10k.  My forward income increases haven’t kept pace with overall portfolio gains.  This is evident by a much lower overall portfolio yield of 2.8%.  This is partly due to the big run the market has had and also due to the fact I’m buying more high growth stocks like Visa lately that have lower yields but higher growth.

Dividend goals for 2018:

My 2017 goal was 8k total, I’m shooting for a 40% increase or $11,320 for the year. This will be achieved from putting new capital to work, reinvesting dividends and dividend increases.

My forward dividend goal by the end of 2018 is $13,000 and a total forward passive income of $26,000 with the gap filled in by real estate income.

It feels good to finally be back on track again after a little time off.  There’s been lots of changes lately and I’ll update you guys on what’s going on more soon.

Cheers

AAI

 

Comments

    • Hi Dividendgeek,

      Well , I’m not quite averaging 1k a month yet (12k foward dividends) but I’m getting close. I hope to hit that mark sometimes this spring.

      Thanks for stopping by!

      Reply

    • PCI,

      Thanks bud. I have a real estate tab that breaks it down, I’m planning on buying at least two rentals this year before rates start creeping too much higher. I’m hoping to have 13k in forward dividends and 13k in real estate.

      Thanks for stopping by!

      Reply

    • Thanks Fiscal Voyage,

      Well I haven’t hit that mark yet but that’s the goal. I sure hope I get there.

      I appreciate the support!

      Cheers!

      Reply

  4. Good to see you’re back and congratulations on achieving your goals! All the best in 2018 and I hope to read more from you about your investing endeavors and also your options trades.

    This year, I’m hoping to expand my options trading and, hopefully, collect 40% more in premium income. We’ll see how it goes, especially with this tricky market.

    Take care and all the best for 2018!

    Reply

    • FerdiS,

      Thanks Ferdi. It’s been tough to write a lot with all the changes including moving and having a little one. I hope to be able to provide more updates in 2018 than I did in 2017.

      Options can be very lucrative but also carry some risk. I try to mitigate some of this risk by mostly just selling puts on companies I want to own anyways. Worst case I have to purchase shares at a price lower than market prices when I sold the put. Best case I keep the juicy premiums. I’ve been killing it with in the money V puts, I’ll keep going as long as this market cooperates.

      Thank you and I wish you the best also in 2018!

      Reply

    • Thanks Money Hungry,

      Thanks! I don’t think I’ve seen you around here before. Welcome and I hope you stop back by.

      edit: I tried leaving you a comment at your blog and was “blocked as a suspected bot”. You may want to look into your settings.

      Take care!

      Reply

    • DD,

      Thanks DD. I have more payers in the M/J/S/D months so the income is skewed just a little. I’m closing in on a $1,000/month average though.

      Thanks for stopping by!

      Reply

    • Hi Cameron,

      Thanks, I appreciate the support! I’m glad you enjoy the content I have, I hope to write more this year.

      I’ll check out your site, best wishes for 2018!

      Reply

  9. Awesome stuff Brent. Over $8k for 2017 and $10k+ expected for 2018. We might even actually see some big dividend growth this year too thanks to the tax cuts. I know I wasn’t expecting to see a 15% increase from MMM or APD yesterday, but sure enough that’s what they gave. Can’t wait to see you hit that $13k mark. You’ll fly past that $1k per month level which in my opinion is a huge milestone.
    JC recently posted…One Raise at a Time | The First of ManyMy Profile

    Reply

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