Q2 2023 Review / Q3 2023 Preview

Phone it in Gremlin here to welcome you all to another quarterly review. I was thinking of writing something fun, but its been a long 3 months, so lets skip that mostly. Suffice it to say my job has switched things up lately for the better, but the side effect has been more things to do - not that there's a compliant. Anyways, lets see how the fund stowage is going shall we?

Q2 2023:

Over the last quarter I added shares of my employer, Avnet (AVT), Ames National Corp (ATLO), Interpublic Group (IPG), National Retail Properties (NNN), Bank OZK (OZK), and Union Pacific (UNP) in my taxable account.

I also added to IPG, Arrow Financial (AROW), Leggett and Platt (LEG), and ATLO. In addition, moved my First National of Long Island (FLIC) shares in my IRA to my Roth.

Last quarter I brought in a total of $1,781.55 in dividends ($1115.81 taxable, $470.92 Roth, and $194.82 in my IRA).  In total my accounts beat their respective 2021 months by 146% for January, 14% for February, and 15% for March. 

In terms of dividend increases, I realized 15 raises from American Express (AXP), Cisco (CSCO), General Dynamics (GD), Pepsi (PEP), WalMart (WMT), Realty Income (O), John Deere (DE), Kimberly Clark (KMB), Apple (AAPL), Evercore (EVR), Johnson and Johnson (JNJ), Raytheon (RTX), Sonoco (SON), Ameriprise Financial (AMP), and Discover Financial (DFS). The increases range from just about .02% to more than 15%. This brings my total raises to 38 on the year.

Next quarter I will realize at least 11 dividend increases from Bank of Montreal (BMO), Scotia Bank (BNS), Cardinal Health (CAH), Canadian Imperial Bank (CM), Kroger (KR), LEG, O, Royal Bank of Canada (RY), Target (TGT), Unilever (UL), and Portland General Electric (POR). The increases range from 0.2% to around 12%.

In addition, I added about $30 in profits from options (covered call selling).

NOTE: I only count increases when realized, because until that money is delivered any statements or declarations are simply conjecture.

Q3 2023:

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, since I do not count my home as an asset until I own it outright. Side note here, our total assets not including our house basically have equalized the total debt (if we count the house that's positive net worth, which is nice).

The buys shall continue until financial independence improves - with monthly rolling buys of course.

My portfolio page is currently up to date.

Stay cool this summer, its like a million degrees outside and humid.

- Dividend Gremlin
- Long all stock tickers mentioned