Monday, July 3, 2017
June Review / July Preview, 2017
On the work front I got to travel a little bit, and it is likely I will be required to do so again soon. The projects I support like to do visits and tests in the summer months. Traveling for work is not always ideal, but looking on the bright side, I rack up points, and all my required expenses are covered for those days - so I save some of my money.
This past month I did not make any new investments. I have the cash on hand, but I did not see any stocks I wanted to purchase, also there is my whole housing situation.
Last month I brought in a total of $294.87 in dividends ($101.16 taxable, $61.80 Roth, and $131.91 IRA). This is an increase from last year ($116.44 total) by 153%. The IRA money does it again, destroying a prior month.
In terms of dividend increases, I realized four this month from Pepsico (PEP), Unilever (UL), Johnson and Johnson (JNJ), and Exxon Mobile (XOM). Raises were between 2% to more than 8%. Thus far for 2017, I have realized 29 dividend increases!
Next month I will realize one raise, Realty Income (O). The increase is approximately 0.2% - the 4th from O this year.
At the moment we only have low interest auto loans, in terms of realized debt. This past month I covered my net-worth, which be very much in flux in the coming months. This month we anticipate closing on a house, which will set us back a little bit [about a metric ton], but allow for a longer term building of wealth. Owning our house has been a long time coming, and it is the smarter long term financial move. However, it did impact stock purchases as I have held back potential Roth IRA and taxable purchases in case the cash is needed in the short term. I will likely make the Roth move in July, but sit on the other cash until at least August.
Next month should produce around $71 in dividends, which is a 8% YOY decrease, which is attributable to Kraft-Heinz (KHC) switching its payout month.
My portfolio page is currently up to date.
Hope everyone has a great July, get some sun and some fireworks!
- Dividend Gremlin
- Long all stock tickers mentioned