Friday, February 27, 2015
February Review / March Preview 2015
Last month I brought in a total of $62.47 in dividends ($23.77 taxable, $38.70 Roth). This is an overall increase over last year ($57.14) by 9.33%. The addition of AAPL and three dividend increases accounted for the majority of the growth. The dividend increases were realized in my Kinder Morgan (KMI), AT&T (T), and Realty Income (O) holdings. Most notably O gave a back to back raise coming off last month's, can't deny how awesome that is!
On top of those increases I added 12 shares of Chubb Corp. (CB) to my Roth account using a free trade. In addition, I picked up 4 shares of Microsoft (MSFT) and 1 share of Coke (KO). All in all, that should add approximately $32.50 to my annual haul. Not too shabby.
"What's your prediction for the fight?"
"Pain." [death stare]
- Clubber Lang interview from Rocky III
Its tax season, which means ouch. I owe every year, but it is preferable so that money can be put to use generating income throughout the year. I finally have all the sheets needed to complete my annual taxes (thanks REITs...). This also means that spending on stocks will take a hit. In addition, I have some personal traveling happening, adding to the mess.
Outside of that, let's continue with the other bad news. That is one of my larger holdings, Pengrowth Energy (PGH), is going to experience a dividend cut from $0.04 to $0.02 per share monthly in $CAN. Ouch, there will be an entry specifically on this and my decision regarding that position.
This will make March likely be a quiet Loyal3 month with a few shares of whatever looks good being picked up (KO and MSFT looking the best). Good news, one dividend increase is expected for Waste Management (WM). Though it is not the biggest increase at 2.66%, it is still appreciated.
Hope everyone else has a great, err better, March.
- Long all stocks mentioned.