2023 September Dividends

 This is a late post for September dividends. This month I received $2799 in     dividends.

Stock	2020	2021	2022	2023
WFC	1.9	4.68	7.38	8.85
ADM	7.56	7.92	8.87	10.19
MMM	44.09	56.36	80.33	91.82
HD	2.07	5.94	51.57	69.59
FLO	11.2	12.07	13.08	14.13
BBL	3.3	12.43	12.14	6.07
GILD	24.48	32.2	35.22	37.96
AVGO	16.25	32.67	69.42	98.72
v	7.51	8.02	9.47	11.43
SO	22.94	23.9	26.97	28.58
WMT	9.23	9.47	10.36	10.67
JNJ	15.47	18.47	36.29	39.01
MSFT	8.25	9.08	10.14	11.2
TGT	22.74	30.18	36.86	38.31
CVX	34.17	37.29	41.18	44.96
MMM	2.94	2.98	10.72	11.21
O	6.22	6.36	7.47	8.35
BBL	70.67	256	256.24	117.14
AVGO	6.5	7.2	12.7	19.38
BTG	7	7	7.21	7.57
DFS	92.75	105.95	129.44	154.61
AFL	10.37	12.29	18.29	20.11
KR	4.37	5.13	6.46	7.37
WFC	9.55	19.22	29.35	35.17
AVGO	17.14	23.652	33.64	40.5425
PEP	11.69	13.0248	17.17	19.395
SCHD	0	0	0	87.64
UNP	47.08	51.36	65	66.68
TROW	46.48	57.24	72.79	79.82
VIMAX	53.34	87.63	0	0
VTMGX	12.53	22.98	0	0
VSCPX	127.66	107.09	282.9	317.69
VMCPX	135.81	129.84	305.6	299.8
GILD	30.14	35.39	40	42.725
LMT	53.24	65.28	90.57	108.85
RDSB	19.06	29.22	31.09	42.75
BCS	0	11.73	11.44	15.49
D	21.92	14.81	16.22	16.95
KTB	0	2.86	3.43	3.7425
VFC	25.68	26.38	27.84	0
FLO	18.17	19.25	20.86	22.55
PRU	22.06	23.31	25.65	28.17
ED	38.64	39.54	41.82	44.3175
HSY	24.6	27.69	32.44	37.97
AGNC	6.17	6.35	7.46	8.63
TGT	17.66	23.44	28.63	30
UL	47.68	51.53	46.27	52.39
LYB	9.53	10.85	24.84	34.44
UPS	11.11	11.27	17.24	19.02
AMGN	40.55	44.93	51.15	58.0625
JNJ	51.55	54.58	59.68	64.6375
HON	22.61	23.45	25.29	27.135
VIIIX	0	0	80.52	110.88
VMCIX	0	0	177.48	217.29
	1353.63	1737.4868	2564.18	2799.9675

Year 2023:

• Total Dividends: $2799.9675
• Top Dividend Payers: DFS, VMCIX, VIIIX

Observations:

• The dividend income further increased to $2799.9675, showcasing continued growth in the portfolio.
• DFS remained the top contributor, while VMCIX and VIIIX emerged as significant dividend providers in 2023.
• General Trends and Patterns:
• Consistent Growth: The portfolio exhibited consistent growth in dividends over the years, reflecting a robust investment strategy.
• Diversification: The portfolio is well-diversified across various sectors, ensuring a balanced income stream from different industries.
• Top Performers: DFS stood out as a consistent top performer, providing substantial dividends throughout the years. Additionally, VIIIX and VMCIX demonstrated significant growth in 2023.
• Portfolio Resilience: Despite market fluctuations, the portfolio displayed resilience, with dividends steadily increasing each year.

Yearly September 

Dividend Goal: 

1. Progress Towards Goal:

   • The Year-to-Date (YTD) dividend for 2023 is $11,797.44, indicating that you have received this amount in dividends up to the current period.
   • You are aiming for a total dividend of $17,000.00 for the entire year.

2. Remaining to Achieve Goal:

   • To achieve your goal of $17,000.00 in dividends for the year, you need an additional: $17,000.00 (Goal) - $11,797.44 (YTD Dividend) = $5,202.56

3. Assessment and Action:

   • You have received approximately 69.40% ($11,797.44 / $17,000.00 * 100) of your goal dividend until now.

 

All Thanks to Chatgpt

2023 March Dividend Report

 Month 3 is in books and this is Quarter End ,so this month will be a bigger one for me .

 This Month i received $2,664 in dividends and compared to 2022 This is like 30% increase in dividends.  This is due to rebalance in my ETF and MFs.

From the table below you can there was a huge decrease in BBL ,but still overall dividend income increased due to VMCPX/VSCPX/VMCIX and also from AVGO/HD,I have been building those position since last year.

	2021	2022	2023	Difference
V	8.01	9.43	11.4	1.97
SO	22.94	25.04	27.48	2.44
JNJ	16.48	33.62	36.77	3.15
CVX	35.46	40.52	44.55	4.03
TGT	22.74	30.41	37.36	6.95
MSFT	9.06	10.09	11.17	1.08
MMM	2.96	9.02	11.05	2.03
O	6.24	6.79	7.87	1.08
BTG	7	7.19	7.44	0.25
BBL	129.78	207.63	131.78	-75.85
TROW	55.78	70.31	78.05	7.74
UNP	47.08	58.39	65	6.61
AVGO	7.2	8.44	18.4	9.96
WFC	2.01	5.9	7.48	1.58
ADM	7.83	8.72	10.07	1.35
MMM	55.51	69.37	88.42	19.05
BBL	6.06	10.04	6.65	-3.39
WFC	5.87	14.81	18.19	3.38
WFC	3.72	9.4	11.54	2.14
KR	4.37	5.18	6.53	1.35
AFL	12.22	18.05	19.86	1.81
DFS	79.22	91.1	111.705	20.605
DFS	13.63	15.73	19.29	3.56
AMGN	44.6	50.33	56.99	6.66
JNJ	51.55	55.28	60.47	5.19
AGNC	6.17	7.04	8.03	0.99
LMT	0	16.93	25.16	8.23
FLO	11.3	12.27	13.29	1.02
HD	2.29	24.12	63.85	39.73
HON	23.36	25.03	26.86	1.83
UPS	11.22	16.97	18.67	1.7
PRU	23.06	25.05	27.365	2.315
TGT	17.66	23.62	29.2	5.58
LYB	9.88	12.45	30.01	17.56
HSY	24.6	27.97	32.73	4.76
ED	39.15	41.1	43.56	2.46
KTB	2.85	3.35	3.67	0.32
FLO	18.17	19.57	21.1925	1.6225
D	14.69	15.95	16.54	0.59
VFC	26.22	27.29	17.24	-10.05
VTMGX	20.11	11.01	0	-11.01
VMCIX	70	121.9	193.95	72.05
VIIIX	0	148.93	186.4	37.47
UL	52.2	50.85	49.55	-1.3
VMCPX	131.45	151.66	290.84	139.18
VSCPX	102.27	103.78	319.56	215.78
LMT	64.18	71.46	78.33	6.87
AVGO	18.89	59.16	91.66	32.5
GILD	29.82	34.39	37.25	2.86
SHEL	19.84	29.3	36.41	7.11
GILD	33.59	38.57	41.92	3.35
PEP	11.69	13.72	17.4225	3.7025
AVGO	18.99	33.15	38.39	5.24
	1460.97	2037.38	2664.565	627.185

Dividends have been slowly Growing over for last 9 years

2023 Dividend Goal: This year my Goal is to receive 17K in dividends and so far i received 3,800 in dividends that like 22% of my Goal.

Things are Good for this Month with  close to 2700 in dividends.