That said none of this will slow the financial freedom snowball. After all, it is not just financial freedom for myself, but also for my family. So, despite everything going on in the world, how did my investing do this month?
This month I added shares to 10 positions and sold off two positions in my accounts.
Last month I brought in a total of $324.20 in dividends ($99.29 taxable, $109.61 Roth, and $115.3 in my IRA). This is an increase from last year ($323.36 total) by 0.25%.
In terms of dividend increases, I realized 5 dividend increases from Apple (AAPL), Royal Bank of Canada (RY), Ameriprise Financial (AMP), Kinder Morgan (KMI), and General Dynamics (GD). The increases range from 3% to 10%. This brings my total raises to 28 for 2020.
Next month I will realize 2 dividend increases from Pepsico (PEP) and Johnson & Johnson (JNJ). The increases are 7 and 6.5%, respectively.
My fund has absorbed the following cuts or suspensions this year: Disney (DIS) [sold], Dunkin Brands (DNKN) [sold], the Gap (GPS) [hold for now], Kontoor Brands (KTB) [hold for now], 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.
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 $510 in dividends, which is a 16% YOY increase.
My portfolio page is currently up to date.
Hope everyone has a June that is better than May.
- Dividend Gremlin
- Long all stock tickers