Meanwhile the stock market, economy, Covid, and world in general remain a mess. Even the most informed people really only have rough guesses as to how this will continues. For this reason I generally think we will see another solid market correction, from which it will take a decade to recover. Anyways, how did my stock fund do?
July:
This month I added shares to 3 positions in my accounts.
Last month I brought in a total of $150.28 in dividends ($117.16 taxable, $11.80 Roth, and $21.32 in my IRA). This is an increase from last year ($133.34 total) by 12.7%.
In terms of dividend increases, I realized 3 dividend increases from Cardinal Health (CAH), Medtronic PLC (MDT), and Realty Income (O). The increases range from 0.2% to 7%. This brings my total raises to 33 for 2020.
Next month I will realize 0 dividend increases, but in September I will realize 6 dividend increases from Hershey's (HSY), Kroger (KR), National Retail Properties (NNN), Target (TGT), Smuckers (SJM), Walgreens (WBA), and Essential Utilities (WTRG). The increases range from 1% to 7%.
My fund has absorbed the following cuts or suspensions this year: Disney (DIS) [sold], Dunkin Brands (DNKN) [sold], the Gap (GPS) [sold], YUM China (YUMC) [sold], Kontoor Brands (KTB) [sold], WestRock (WRK) [hold], and Welltower (WELL) [hold].
NOTE: I only count increases when realized, because until that money is delivered any statements or declarations are simply conjecture.
August:
The mortgage continues and I am putting extra cash towards the principal monthly - not a huge number, but every little bit counts. Our debts currently outstrip our assets, because I consider our house a liability and NOT an asset.
I will continue to make rolling purchases going forward.
Next month should produce around $347 in dividends, which is a 2% YOY increase.
My portfolio page is currently up to date.
Hope everyone has a warm but cool August.
- Dividend Gremlin
- Long all stock tickers, minus those sold
July:
This month I added shares to 3 positions in my accounts.
Last month I brought in a total of $150.28 in dividends ($117.16 taxable, $11.80 Roth, and $21.32 in my IRA). This is an increase from last year ($133.34 total) by 12.7%.
In terms of dividend increases, I realized 3 dividend increases from Cardinal Health (CAH), Medtronic PLC (MDT), and Realty Income (O). The increases range from 0.2% to 7%. This brings my total raises to 33 for 2020.
Next month I will realize 0 dividend increases, but in September I will realize 6 dividend increases from Hershey's (HSY), Kroger (KR), National Retail Properties (NNN), Target (TGT), Smuckers (SJM), Walgreens (WBA), and Essential Utilities (WTRG). The increases range from 1% to 7%.
My fund has absorbed the following cuts or suspensions this year: Disney (DIS) [sold], Dunkin Brands (DNKN) [sold], the Gap (GPS) [sold], YUM China (YUMC) [sold], Kontoor Brands (KTB) [sold], WestRock (WRK) [hold], and Welltower (WELL) [hold].
NOTE: I only count increases when realized, because until that money is delivered any statements or declarations are simply conjecture.
August:
The mortgage continues and I am putting extra cash towards the principal monthly - not a huge number, but every little bit counts. Our debts currently outstrip our assets, because I consider our house a liability and NOT an asset.
I will continue to make rolling purchases going forward.
Next month should produce around $347 in dividends, which is a 2% YOY increase.
My portfolio page is currently up to date.
Hope everyone has a warm but cool August.
- Dividend Gremlin
- Long all stock tickers, minus those sold
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