Showing posts with label VIIIX. Show all posts
Showing posts with label VIIIX. Show all posts

Tuesday, October 31, 2023

2023 September Dividends

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

Stock2020202120222023
WFC1.94.687.388.85
ADM7.567.928.8710.19
MMM44.0956.3680.3391.82
HD2.075.9451.5769.59
FLO11.212.0713.0814.13
BBL3.312.4312.146.07
GILD24.4832.235.2237.96
AVGO16.2532.6769.4298.72
v7.518.029.4711.43
SO22.9423.926.9728.58
WMT9.239.4710.3610.67
JNJ15.4718.4736.2939.01
MSFT8.259.0810.1411.2
TGT22.7430.1836.8638.31
CVX34.1737.2941.1844.96
MMM2.942.9810.7211.21
O6.226.367.478.35
BBL70.67256256.24117.14
AVGO6.57.212.719.38
BTG777.217.57
DFS92.75105.95129.44154.61
AFL10.3712.2918.2920.11
KR4.375.136.467.37
WFC9.5519.2229.3535.17
AVGO17.1423.65233.6440.5425
PEP11.6913.024817.1719.395
SCHD00087.64
UNP47.0851.366566.68
TROW46.4857.2472.7979.82
VIMAX53.3487.6300
VTMGX12.5322.9800
VSCPX127.66107.09282.9317.69
VMCPX135.81129.84305.6299.8
GILD30.1435.394042.725
LMT53.2465.2890.57108.85
RDSB19.0629.2231.0942.75
BCS011.7311.4415.49
D21.9214.8116.2216.95
KTB02.863.433.7425
VFC25.6826.3827.840
FLO18.1719.2520.8622.55
PRU22.0623.3125.6528.17
ED38.6439.5441.8244.3175
HSY24.627.6932.4437.97
AGNC6.176.357.468.63
TGT17.6623.4428.6330
UL47.6851.5346.2752.39
LYB9.5310.8524.8434.44
UPS11.1111.2717.2419.02
AMGN40.5544.9351.1558.0625
JNJ51.5554.5859.6864.6375
HON22.6123.4525.2927.135
VIIIX0080.52110.88
VMCIX00177.48217.29
1353.631737.48682564.182799.9675


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

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