This month I added shares to seven positions in my accounts.
Last month I brought in a total of $134.44 in dividends ($112.77 taxable, $11.08 Roth, and $10.7 in my IRA). This is an increase from last year ($102.81 total) by 30%.
In terms of dividend increases, I realized 6 dividend increases from the Canadian Imperial Bank of Commerce (CM), Coca Cola (KO), Realty Income (O), TD Bank (TD), WalMart (WMT), and Kimberly Clark (KMB). The increases range from 0.2% to 7%. This brings my total raises to 23 for 2020.
Next month I will realize 4 dividend increases from the Apple (AAPL), Royal Bank of Canada (RY), Kinder Morgan (KMI), and General Dynamics (GD). The increases range from about 3% to 10%.
In addition, I have received one dividend halt/pause/suspension from the Gap (GPS) and Dunkin Brands (DNKN). These are not a huge positions for me, and I will hold, but it is annoying. DNKN should especially be able to return to form once this crisis is over. Total lost forward 12 month income stands at: $27.74 (approx. 1.58% of taxable income)
NOTE: I only count increases when realized, because until that money is delivered any statements or declarations are simply conjecture.
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 $350 in dividends, which is a 8% YOY increase.
My portfolio page is currently up to date.
Hope everyone has a May that is better than April.
- Dividend Gremlin
- Long all stock tickers