Friday, April 4, 2025

2025 March Dividend Report

The month of March 2025 has been a significant period for dividend income, with a total of $3,633.21 received across various stocks. This performance reflects steady growth in dividend payouts from multiple companies, but there is still a considerable gap to achieve the annual dividend goal for 2025.

Key Highlights for March 2025

  • Total Dividends Received in March 2025$3,633.21

  • YTD Dividends for 2025 (as of March)$5,094.78

  • 2025 Dividend Goal$22,978

  • Remaining Amount to Achieve Goal$17,883.22

Performance Analysis

The dividends received in March came from a diverse portfolio of stocks, with notable contributions from high-yielding companies and funds. Here's an analysis of some key performers:

Top Dividend Contributors (March 2025)

  1. VMCPX: $529.47

  2. VSCPX: $403.26

  3. VMCIX: $383.71

  4. LMT: $90.82

  5. HD: $91.91

  6. AVGO: $129.57

These stocks and funds represent a mix of growth-oriented and stable dividend-paying investments, showcasing the portfolio's balance.

Biggest Dividend Growth (Year-over-Year)

  • LYB: Increased by $13.07 compared to 2024.

  • VMCPX: Increased by $94.47 compared to 2024.

  • VSCPX: Increased by $109.59 compared to 2024.

  • AVGO: Increased by $15.74 compared to 2024.

These increases highlight the impact of reinvestments and dividend hikes across the portfolio.

Declining or Eliminated Dividends

  • BTG and BBL: Both companies paid no dividends in March 2025, reflecting significant declines compared to prior years.

  • MMM: A sharp drop in dividends from $95.50 (2024) to $46.99 (2025), indicating challenges with this stock.

Progress Toward the 2025 Dividend Goal

As of March, the portfolio has achieved approximately 22% of the annual goal ($22,978), leaving a gap of $17,883.22 to be closed over the remaining months of the year.

Strategies to Close the Gap:

  1. Focus on High-Growth Dividend Stocks:

    • Stocks like LYB, AVGO, and VMCPX have shown strong growth potential and should remain central to reinvestment strategies.

  2. Reinvest Dividends Wisely:

    • Reinvesting dividends into high-yielding or growing stocks can compound returns and accelerate progress toward the goal.

  3. Monitor Underperformers:

    • Stocks like MMM and BBL need closer evaluation to determine if they align with long-term goals.


Conclusion

March 2025 was a solid month for dividend income, with notable contributions from both individual stocks and index funds like VMCPX and VSCPX driving growth. However, achieving the ambitious annual target requires sustained focus on reinvestment and identifying high-growth opportunities while managing underperforming assets.

The portfolio's "dividend snowball" is rolling steadily forward—let’s keep it growing!

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