Q4 2023:
Over
the last quarter I added shares of my employer, Ames National (ATLO), Black Hills Corp (BKH), Bank OZK (OZK), Townebank (TOWN), and New Jersey Resources (NJR) in my
taxable account. I also added to Arrow Finanical (AROW), Interpublic Group (IPG), Flowers Foods (FLO), Realty Income, and ATLO in my
retirement accounts. I also sold EMR in my retirement account. Their recent history of raises was not cutting it and I diversified the money out.
Last quarter I brought in a total of
$1,549.46 in dividends ($810.22 taxable, $495.87 Roth, and $243.37 in my
IRA). In closing 2023, the dividend count was 18% higher than last
year.
In
terms of dividend increases, I realized 12 raises from Leggett and Platt (LEG), McDonald's (MCD), Microsoft (MSFT), MSC Industrial Direct (MSM),
Realty Income (O), Starbucks (SBUX), VZ, Broadcom
(AVGO), John Deere (DE), Matthews International (MATW), and Exxon Mobile
(XOM). The
increases range from 0.2% to around 15% This brings my total raises
to 66 on the year, 8 less than last year's final total.
Next
half I will realize
14 dividend increases from Archer Daniels Midland (ADM), Amgen (AMGN), Scotia Bank (BNS), CIBC (CM),
DE, Eastman Chemical
(EMN), Norwood Financial (NWFL), O, OZK, Royal Bank of Canada (RY), Toronto
Dominion Bank (TD), Waste Management (WM), Abbott Labs (ABT), and CVS. The
increases range from 0.2% to around 10%.
NOTE:
I only count increases when realized, because until that money is
delivered any statements or declarations are simply conjecture.
1st half 2024:
The usual mortgage and other debts continue, and house maintenance, which is always a bummer. That said, I am finally in the positive net worth and its super nice.
The buys shall continue until financial independence improves - with monthly rolling buys of course.
My portfolio page is currently up to date.
2023:
- Invest a total of $9000 across all accounts. Challenge met.
- Receive $3800 in taxable dividends. Missed, had 3500.
- Get in slightly better shape, eat better - so lose a few lbs, workout weekly, and more salads. I'll call this a tie.
2024:
I only have a few goals for next year, but here they are:
- Invest a total of $9000 across all accounts.
- Receive $4000 in taxable dividends.
- Get back to 2020 shape (not college shape but much closer to it than now).
Hope everyone has a great January, a better 2024, and a Happy New Year!
- Dividend Gremlin
- Long all stock tickers mentioned