Showing posts with label STWD. Show all posts
Showing posts with label STWD. Show all posts

Sunday, April 19, 2026

Q1 2026 Dividend Income Report: A Strong Start to the Year

Q1 2026 Dividend Income Report: A Strong Start to the Year

The first quarter of 2026 delivered a steady and diversified stream of dividend income across your Robinhood portfolio. With payouts arriving from blue‑chip leaders, dividend aristocrats, and newly initiated dividend programs, the quarter showcased both stability and long‑term growth potential.

Across January, February, and March, your holdings generated $841.66 in total dividends, marking a solid foundation for the year’s income trajectory.

Total Dividends Collected: $841.66

Your income was spread across 17 companies, reflecting a portfolio built for resilience. The distribution across months shows a classic quarterly pattern, with March acting as the anchor month due to several large‑cap payers.

Monthly Breakdown

January 2026 — $160.86

January opened the year with contributions from a mix of high‑yield and dividend‑growth names:

  • CSCO – $13.19

  • STWD – $26.39

  • ITW – $29.03

  • MO – $52.86

  • CVS – $38.07

These companies provided a stable base, with MO and CVS leading the month.

February 2026 — $85.38

February was quieter but still consistent, driven by consumer and financial names:

  • VZ – $40.01

  • MA – $33.26

  • SBUX – $12.11

This month reflects the mid‑quarter payout cycle typical of telecom and consumer discretionary holdings.

March 2026 — $595.42

March dominated the quarter, accounting for more than 70% of total income. Several large positions paid out:

  • UNH – $227.07

  • AVGO – $143.44

  • HD – $95.46

  • LMT – $41.46

  • GILD – $44.39

  • MMM – $42.59

  • GOOG – $21.08

  • WFC – $12.82

  • TSLL – $0.03

The combination of UNH and AVGO alone contributed nearly $370, underscoring their role as core income drivers.

Top Dividend Contributors of Q1 2026

RankCompanyDividendShare of Total
1UNH$227.0727%
2AVGO$143.4417%
3HD$95.4611%
4GILD$44.395%
5MMM$42.595%

These five companies accounted for more than 65% of your quarterly income.

Portfolio Insights

1. Strong Sector Diversification

Your dividends came from healthcare, technology, industrials, consumer goods, telecom, and REITs. This reduces volatility and smooths income across the year.

2. Heavyweight Payers Are Doing the Heavy Lifting

UNH, AVGO, and HD are delivering substantial quarterly payouts, reinforcing their role as long‑term anchors.

3. Dividend Initiators Are Beginning to Contribute

GOOG’s payout is small today, but its presence signals a shift toward shareholder returns that could grow over time.

4. March Is Your Power Month

Most of your largest positions pay in March, creating a predictable quarterly surge in income.

Conclusion

Q1 2026 demonstrates a portfolio that is both mature and forward‑looking. You’re benefiting from a blend of high‑yield stability, dividend‑growth momentum, and new income streams from companies that have only recently begun returning cash to shareholders.

With nearly $842 collected in just three months, you’re on track for a strong dividend year — and the compounding effect will only accelerate from here.

Monday, February 10, 2025

January 2025 Dividends: A Promising Start to the Year

 As we usher in the new year, it's time to reflect on the dividends received in January 2025. This month has been especially noteworthy with several stocks showing remarkable performance and contributing significantly to your investment portfolio. Let's dive into the details and analyze the dividends from various stocks.

January 2025 Dividends Summary

Here's a look at the dividends earned in January 2025:

StockDividend
WMT12.48
MO43.86
LADR0.00
O11.74
CSCO28.95
VTR17.21
BNS46.85
MO47.41
ITW20.48
STWD36.26
DG28.59
CSCO13.71
IRM8.33
PEP21.58
MO13.73
AGNC10.53
STWD77.74
CINF50.04
NLY13.44
JPM15.20
DOX95.80
QYLD9.92
Fundrise52.09
Total Dividends675.94

Key Highlights

Outstanding Performers

  • DOX: With a substantial dividend of $95.80, DOX stands out as the top performer this month.

  • MO: With multiple entries and impressive dividends, MO continues to be a strong contender in your portfolio.

  • STWD: A notable dividend of $77.74, contributing significantly to the overall total.

Consistent Contributors

  • CSCO: With dividends from both regular and additional entries, CSCO has shown consistent growth.

  • DG: A significant dividend of $28.59, reflecting steady performance.

Areas to Watch

  • LADR: With no dividend this month, it's essential to monitor this stock and evaluate its future potential.

  • Fundrise: While it has a decent dividend of $52.09, there's a need to keep an eye on its performance.

Conclusion

January 2025 has started on a high note with substantial dividends from various stocks, marking a promising beginning for the year. The total dividends for the month amount to $675.94, reflecting a healthy and growing investment portfolio. As we move forward, it's crucial to continue monitoring the performance of these stocks, make informed decisions, and adapt to market changes to maximize returns.

Happy investing!

Thursday, November 7, 2024

October 2024 Dividends Report

 October has become an exciting month for dividend investors, as it reflects significant growth and shifts in various dividend-paying stocks. I received $911 in dividends for the month of October.


1. Standout Growth Stocks

  • FXAIX: A powerhouse in this list, FXAIX has achieved an impressive increase in dividend payouts, climbing from 82.27 in 2020 to 149.68 by 2024. This 32.25-point gain highlights the fund's resilience and reliability as a dividend option for those focused on steady returns. The growth reflects both robust stock market performance and FXAIX's diversified approach. I have been adding FXAIX in my Roth IRA

  • DOX: A new entrant to the list in 2024, DOX reported a massive 91.71 dividend, This was due to accumulating  good amount of shares.

  • Dollar General (DG): DG has grown substantially, starting at 3.6 in 2020 and reaching 27.09 in 2024. The 11.67-point gain is due me adding DG through DCA.

3. Closed Position

  • LADR (Ladder Capital): I closed the position.

Stock Symbol20202021202220232024Difference
MO20.6425.4629.5240.8346.465.63
ITW7.2112.2116.9918.5820.371.79
STWD25.3226.9429.1632.1535.423.27
DG3.65.0411.115.4227.0911.67
CSCO9.7210.9612.1412.8613.620.76
FXAIX82.2796.49107.91117.43149.6832.25
IRM5.746.266.587.268.281.02
MO7.999.2910.4511.8213.451.63
AGNC6.176.47.548.734110.161.4258
STWD56.6457.6962.468.97575.916.935
CINF33.2835.8340.144.802549.744.9375
NLY1212.3213.211.2975131.7025
JPM011.1311.4612.382515.122.7375
KO9.179.9610.7412.0313.11.07
MO23.428.1931.6836.8342.996.16
VTR15.1515.2715.7516.4417.090.65
LADR4.474.756.316.90-6.9
O6.236.397.528.4111.32.89
CSCO21.5522.42224.5226.4828.752.27
BNS39.1942.95246.7749.8850.190.31
WDS0027.252017.25-2.75
DOX000091.7191.71
BBL111111
Fundrise26.7342.5334.5354.2849.56-4.72
416.47488.48563.62633.79911.24277.44

Summary

  • Overall Dividend Growth: $277.45
  • Percentage Increase: 43.77%

This growth reflects significant increases in dividends across the portfolio from 2023 to 2024, highlighting a strong year for these investments.


2024 Dividend Goal:

With a YTD dividend of $14,417.48 and a goal of $19,500, I am  currently at 73.94% of your target for 2024. To reach the goal, an additional $5,082.52 in dividends is needed by year-end.

Wednesday, September 4, 2024

July 2024 Dividend Analysis


 Introduction: July 2024 marked a significant milestone in our dividend portfolio, with total dividends received amounting to $749.59. This represents a substantial year-over-year growth of +27.53%, driven by strong performances from key holdings and the introduction of new contributors.

Key Growth Drivers: One of the standout performers was FXAIX (Fidelity 500 Index Fund), which delivered an impressive $138.38, reflecting robust market conditions. Similarly, MO (Altria Group) continued its strong performance, contributing $84.18. The addition of DOX (Amdocs) was a game-changer, adding $91.25 in its first-ever dividend payout.

Steady Performers: Companies like Coca-Cola (KO) and Realty Income (O) maintained their consistent growth patterns, contributing to the overall increase in dividends. Both companies are known for their reliable dividend policies, which continue to benefit the portfolio.

Challenges and Declines: However, not all was rosy. Ladder Capital (LADR), which had been a consistent contributor in previous years, saw its dividends drop to zero, signaling possible financial challenges. Bank of Nova Scotia (BNS) also showed minimal growth, indicating a more cautious approach in the current economic climate.


SYMBOL2021 July2020 July202220232024Difference
KO9.899.1710.6711.94131.06
MO48.8836.356.772.2184.1811.97
VTR15.1515.1515.6416.2916.940.65
O6.316.2278.0310.352.32
LADR4.674.075.496.670-6.67
CSCO32.8230.9135.7238.9423.1
BNS41.937.6948.848.0648.880.82
NLY121213.4210.9612.591.63
CINF35.653339.8744.4749.424.95
STWD56.6456.6461.0967.474.126.72
AGNC6.266.177.318.429.81.38
MO8.717.819.7911.1112.661.55
IRM6.175.746.56.847.470.63
FXAIX90.5289.45106.71113.29138.3825.09
DG4.223.611.0713.4620.687.22
STWD26.4525.3228.5231.4434.593.15
ITW7.326.7615.7117.318.91.6
Fundrise31.2216.9240.249.3250.551.23
TROW155.910000
DOX000091.2591.25
JPM9.969.911.3611.7213.832.11
610.65416.32531.57587.83749.59161.76

Summary of the Data:

  • Total for 2021 July: 610.65
  • Total for 2020 July: 416.32
  • Total for 2022: 531.57
  • Total for 2023: 587.83
  • Total for 2024: 749.59
  • Total Difference: 161.76

2024 Dividend Goal Progress Summary

As of July 2024, your total dividends received amount to $9,663.29. Here’s how each month has contributed to this impressive figure:

  • January: $572.46
  • February: $765.00
  • March: $3,116.15 (a standout month)
  • April: $699.64
  • May: $790.46
  • June: $2,970.00
  • July: $749.59

Key Observations:

  1. March and June are the top-performing months so far, with March alone contributing over $3,000 in dividends.
  2. June also saw a significant contribution of nearly $3,000, reflecting strong mid-year performance.
  3. July marked a smaller increase, but it was still a solid month, adding $749.59 to the total.

Progress Towards 2024 Goal:

Your 2024 goal is 49.56% of your target, with the current total reaching $9,663.29. You’re making steady progress, and with five months left in the year, you’re well on your way to achieving, if not exceeding, your goal.

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