2024 December Dividends Report

December has consistently been a standout month for dividend growth, reflecting the portfolio's strategic diversification and compounding returns. This December  marked another milestone in dividend growth for the portfolio. With a total of $4,032.19 received, this represents a year-over-year increase of 8.14% and an impressive cumulative growth of 137.49% since 2020.

Surpassing $4,000 in December 2024 marks a pivotal milestone in this portfolio’s journey. This achievement not only reflects steady year-over-year growth but also underscores the compounding effect of strategic investments and reinvestments over the past five years.

Summary of Total December Dividends:

• 2020: $1,697.80

• 2021: $2,881.08

• 2022: $3,201.72

• 2023: $3,728.46

• 2024: $4,032.19

Growth Highlights:

1. Overall Growth: The total December dividends increased by 137.49% from 2020 to 2024, reflecting the portfolio’s strong strategic allocation and reinvestment strategy. This growth is a testament to the compounding returns over time.

2. Year-over-Year Trends:

   • 2020 to 2021: 69.74% increase due to significant additions to high-yield assets.

   • 2021 to 2022: 11.11% increase, showing steady portfolio maturation.

   • 2022 to 2023: 16.42% increase, driven by market recovery and dividend hikes in key stocks.

   • 2023 to 2024: 8.14% increase, highlighting consistent contributions from top-performing sectors and funds despite a more challenging economic environment.

Overview of December 2024 Dividends

In December 2024, several companies stood out with their impressive dividend distributions. Here are the highlights:

Symbol 2024 Dividend
AVGO $53.10
GILD $46.12
LMT $90.21
D $18.11
KTB $4.23
PRU $31.08
SHEL $46.69
ED $47.45
HSY $45.11
SCHD $41.58
FLO $24.75
UL $53.77
TGT $31.67
AGNC $10.28
LYB $46.06
AMGN $63.75
JNJ $69.97
HON $30.58
DFS $136.05
UPS $20.22
AFL $24.59
KR $8.38
WFC $41.64
VMCIX $357.74
HD $89.43
MMM $44.81
ADM $11.76
GILD $40.96
V $15.13
SO $30.82
CVX $51.14
MSFT $13.80
TGT $40.53
O $11.40
KO $15.12
UNP $70.70
TROW $85.68
FXAIX $170.20
Goog $4.00
VOO $9.10
VIIIX $720.00

Achieving the 2024 Goal

2024 was a pivotal year for dividends, with a year-to-date (YTD) dividend total of $19,271.66. The target goal for the year was $19,500. Though it fell short by a small margin, the overall growth reflects a strong investment strategy and disciplined financial management.

Standout Performers

1. Broadcom Inc. (AVGO): Broadcom ended the year with a robust dividend of $53.10, thanks to its continuous innovation and strategic acquisitions in the tech sector.

2. Lockheed Martin (LMT): With a dividend of $90.21, Lockheed Martin solidified its position in the defense industry, buoyed by key contracts and cutting-edge technology.

3. Discover Financial Services (DFS): DFS's significant dividend of $136.05 reflects its strategic expansion and robust financial management, making it a standout in the financial sector.

4. Hershey (HSY): A dividend of $45.11 highlighted Hershey's growth, driven by its innovative product lines and effective marketing strategies.

5. Microsoft (MSFT): Microsoft, a stalwart in the tech industry, issued a reliable dividend of $13.80, underscoring its sustained growth through cloud services and software solutions.

Sector Trends

• Technology: Companies like AVGO and MSFT led the tech sector's dividend growth, driven by ongoing innovation and digital transformation.

• Financial Services: DFS and WFC showed remarkable dividend increases, thanks to their strategic expansions and solid financial health.

• Consumer Goods: HSY and UL were key performers, adapting effectively to market demands and consumer preferences.

• Energy: SHEL and CVX demonstrated strong dividends, supported by global energy demand and strategic investments in renewable energy.

Conclusion

The December 2024 dividends reflect the dynamic and resilient nature of the market across various sectors. While the YTD dividends fell slightly short of the ambitious goal, the overall growth and strong performances are a testament to strategic investments. As we step into 2025, these companies' continued innovation and strategic initiatives will be crucial to watch. Investors can take confidence in the robust performances and look forward to potential opportunities in the coming year.

Feel free to share your thoughts on this analysis or discuss your investment strategies for the future. Happy investing!

September 2024 Dividend Analysis: A Solid Performance Across the Board

 September 2024 marked another strong month for my portfolio, showcasing the power of strategic investments and consistent dividend growth

1. Impressive Total Dividends in September 2024

• Total dividends in September 2024: $3,032.04

Crossing the $3,000 threshold for the month is a significant achievement! It reflects the ongoing success of  investments and the strength of the companies in my  portfolio. The continued growth demonstrates  long-term strategy is paying off, leading to meaningful passive income.

2. Standout Performers

Certain stocks stood out this month, contributing heavily to the total dividends:

• Broadcom (AVGO): The tech giant led the charge with a whopping $115.73 in dividends. Broadcom has consistently rewarded investors with its strong growth, and this year is no exception, showing that high-tech can be both growth- and dividend-oriented.

• Discover Financial Services (DFS): DFS delivered an impressive $158.73, showing its strength in financial services. The stock’s consistent growth in dividends highlights its resilience even amid economic uncertainty.

• Lockheed Martin (LMT): Contributing $121.45, LMT continues to be a key player in my portfolio. Defense and aerospace remain robust sectors, and Lockheed Martin’s payout is a testament to this.

3. Consistent Performers Across Sectors

The diversity of  portfolio ensures stability. Several key names contributed strong, stable payouts, reflecting both defensive and growth-oriented strategies:

• Johnson & Johnson (JNJ): JNJ continues to deliver solid returns with $69.45. Its reliability in healthcare has been a bedrock for consistent dividends.

• PepsiCo (PEP): PEP’s $21.41 payout aligns with its historical growth pattern. This consumer giant is known for rewarding shareholders, making it a reliable part of  income stream.

• The Southern Company (SO): With $30.57 in dividends, SO has continued to shine as a steady performer in the utility sector, providing essential services that remain in demand.

4. Challenges and Changes

While the overall portfolio performed well, a few companies faced challenges:

• 3M (MMM): Dividends from 3M saw a sharp decline, dropping to $44.58 from its 2023 highs. This change reflects underlying issues within the company, likely due to restructuring .

• BHP Group (BBL): This year, BHP’s dividends moved to October, impacting the September total. This is a scheduling issue.

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5. Key Takeaways for September 2024

• Crossing $3,000: Achieving more than $3,000 in a single month’s dividends is a huge milestone, showing that my portfolio is maturing into a powerful income generator.

• Broad Strength Across Sectors: With tech (AVGO), financials (DFS), defense (LMT), healthcare (JNJ), and utilities (SO) all contributing meaningfully,  portfolio is well-diversified and balanced.

• Sustaining Long-Term Growth: Despite some challenges, the overall trend remains positive. The diversification of  portfolio continues to serve well and  providing both growth and stability.

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Conclusion: Stay the Course for Continued Success

September 2024 dividends showcase the power of persistence and strategic investment. With more than $3,000 in payouts, we are seeing the fruits of compounding and long term investing. 

2024 March Dividend Income

It's a testament to the power of dividend investing and the potential for generating passive income from your investments. It seems like you have a well-diversified portfolio with holdings across various stocks or funds that pay dividends. Receiving $3116 in dividends in a single month can provide a significant boost to your income or can be reinvested to further grow your portfolio. Keep up the good work in managing your investments!

In March 2024, the financial world witnessed a notable surge in dividend payouts across various stocks. This surge underscored the enduring appeal of dividends as a key component of wealth generation for investors.

The table below outlines the dividend payments received for select stocks during March 2024:

Stock symbol	2021	2022	2023	2024	Difference 2024-2023
V	8.01	9.43	11.4	13.26	1.86
SO	22.94	25.04	27.48	29.16	1.68
JNJ	16.48	33.62	36.77	40.79	4.02
CVX	35.46	40.52	44.55	49.49	4.94
TGT	22.74	30.41	37.36	38.96	1.6
MSFT	9.06	10.09	11.17	12.42	1.25
MMM	2.96	9.02	11.05	11.62	0.57
O	6.24	6.79	7.87	8.89	1.02
BTG	7	7.19	7.44	7.54	0.1
BBL	129.78	207.63	131.78	105.42	-26.36
TROW	55.78	70.31	78.05	82.99	4.94
UNP	47.08	58.39	65	67.4675	2.4675
AVGO	7.2	8.44	18.4	22.3425	3.9425
WFC	2.01	5.9	7.48	8.99	1.51
ADM	7.83	8.72	10.07	11.46	1.39
MMM	55.51	69.37	88.42	95.5	7.08
BBL	6.06	10.04	6.65	0	-6.65
WFC	5.87	14.81	18.19	21.87	3.68
WFC	3.72	9.4	11.54	13.88	2.34
KR	4.37	5.18	6.53	7.46	0.93
AFL	12.22	18.05	19.86	24.2	4.34
DFS	79.22	91.1	111.705	133.75	22.045
DFS	13.63	15.73	19.29	23.105	3.815
AMGN	44.6	50.33	56.99	62.25	5.26
JNJ	51.55	55.28	60.47	65.5	5.03
AGNC	6.17	7.04	8.03	8	-0.03
LMT	0	16.93	25.16	35.32	10.16
FLO	11.3	12.27	13.29	14.42	1.13
HD	2.29	24.12	63.85	81.52	17.67
HON	23.36	25.03	26.86	28.77	1.91
UPS	11.22	16.97	18.67	19.5	0.83
PRU	23.06	25.05	27.365	30	2.635
TGT	17.66	23.62	29.2	30.5	1.3
LYB	9.88	12.45	30.01	35.11	5.1
HSY	24.6	27.97	32.73	44.17	11.44
ED	39.15	41.1	43.56	46.22	2.66
KTB	2.85	3.35	3.67	3.98	0.31
FLO	18.17	19.57	21.1925	23.01	1.8175
D	14.69	15.95	16.54	17.42	0.88
VFC	26.22	27.29	17.24	0	-17.24
VTMGX	20.11	11.01	0	0	0
VMCIX	70	121.9	193.95	291.8	97.85	Replaced old VIMAX
VIIIX	0	148.93	186.4	244.42	58.02
UL	52.2	50.85	49.55	52.2025	2.6525
VMCPX	131.45	151.66	290.84	435	144.16
VSCPX	102.27	103.78	319.56	293.67	-25.89
LMT	64.18	71.46	78.33	84.4775	6.1475
AVGO	18.89	59.16	91.66	113.83	22.17
GILD	29.82	34.39	37.25	39.72	2.47
SHEL	19.84	29.3	36.41	42.6125	6.2025
GILD	33.59	38.57	41.92	44.715	2.795
PEP	11.69	13.72	17.4225	19.6825	2.26
SCHD	0	0	0	31.01
AVGO	18.99	33.15	38.39	46.75	8.36
	1460.97	2037.38	2664.565	3116.145	451.58

Comparing 2023 VS 2024

1. Overall Increase: The total dividends received in 2024 ($3116.145) surpassed those of 2023 ($2664.565) by $451.58, indicating an overall uptrend in dividend payouts during this period.

2. Positive Growth: Many stocks experienced growth in dividend payments from 2023 to 2024, reflecting improved financial performance and increased shareholder value. For example, stocks like JNJ, CVX, TGT, MSFT, O, BTG, TROW, UNP, AVGO, ADM, AFL, DFS, AMGN, LMT, FLO, HD, HON, UPS, PRU, LYB, HSY, ED, KTB, D, VMCPX, GILD, SHEL, PEP, and SCHD all saw increases in dividend payouts during this period.

3. Substantial Increases: Certain stocks witnessed significant jumps in dividend payments, indicating robust performance or enhanced dividend policies. Notable examples include DFS (with a $22.045 increase), VMCPX (with a $144.16 increase), HD (with a $17.67 increase), and AVGO (with a $22.17 increase).

1. Overall Summary:

   • Total dividends received in 2021: $1460.97
   • Total dividends received in 2022: $2037.38
   • Total dividends received in 2023: $2664.565
   • Total dividends received in 2024: $3116.145
   • Difference between total dividends in 2024 and 2023: $451.58 (indicating an overall increase in dividend payouts from 2023 to 2024)

2. Trends:

• Overall, there's a general trend of increasing dividends over the years for most stocks.
• Some stocks show significant increases in dividends from 2023 to 2024, while others show smaller or negative changes.