As we bid farewell to the tenth month of the year, Welcome to the October Dividend Report, where we dive into the financial pages of the month that was, examining the dividends that flowed into our portfolios.
In the pages of this report, you'll discover the financial fruits of our investments, with October bringing forth a bountiful harvest of $634 in dividends.
Overall Portfolio:
- Total dividends increased from $416.47 (2020) to $633.79 (2023), indicating overall portfolio growth.
- Difference: $70.17.
Observations:
- The majority of stocks demonstrate positive dividend growth, contributing to an overall increase in the portfolio's dividend income.
- Fundrise showed significant growth, contributing substantially to the overall increase in dividends.
- WDS experienced a notable decrease in dividends in 2023.
Stock Symbol | 2020 | 2021 | 2022 | 2023 | Difference |
MO | 20.64 | 25.46 | 29.52 | 40.83 | 11.31 |
ITW | 7.21 | 12.21 | 16.99 | 18.58 | 1.59 |
STWD | 25.32 | 26.94 | 29.16 | 32.15 | 2.99 |
DG | 3.6 | 5.04 | 11.1 | 15.42 | 4.32 |
CSCO | 9.72 | 10.96 | 12.14 | 12.86 | 0.72 |
FXAIX | 82.27 | 96.49 | 107.91 | 117.43 | 9.52 |
IRM | 5.74 | 6.26 | 6.58 | 7.26 | 0.68 |
MO | 7.99 | 9.29 | 10.45 | 11.82 | 1.37 |
AGNC | 6.17 | 6.4 | 7.54 | 8.734 | 1.19 |
STWD | 56.64 | 57.69 | 62.4 | 68.97 | 6.5 |
CINF | 33.28 | 35.83 | 40.1 | 44.80 | 4.70 |
NLY | 12 | 12.32 | 13.2 | 11.29 | -1.9 |
JPM | 0 | 11.13 | 11.46 | 12.38 | 0.92 |
KO | 9.17 | 9.96 | 10.74 | 12.03 | 1.29 |
MO | 23.4 | 28.19 | 31.68 | 36.83 | 5.15 |
VTR | 15.15 | 15.27 | 15.75 | 16.44 | 0.69 |
LADR | 4.47 | 4.75 | 6.31 | 6.9 | 0.59 |
O | 6.23 | 6.39 | 7.52 | 8.41 | 0.89 |
CSCO | 21.55 | 22.422 | 24.52 | 26.48 | 1.96 |
BNS | 39.19 | 42.952 | 46.77 | 49.88 | 3.11 |
WDS | 0 | 0 | 27.25 | 20 | -7.25 |
Fundrise | 26.73 | 42.53 | 34.53 | 54.28 | 19.75 |
416.47 | 488.484 | 563.62 | 633.79 | 70.17 |
Overview of 2023 Dividend Performance:
As we reflect on the dividends received in the year 2023, it's evident that each month has brought its own set of financial milestones and successes. Let's dive into the numbers and celebrate the achievements of the past months:
- January: $465.70
- February: $678.00
- March: $2,664.57
- April: $635.81
- May: $706.34
- June: $2,596.39
- July: $587.00
- August: $663.67
- September: $2,799.97
- October: $633.79
- TD Dividends (2023): $12,431.17
- Yearly Goal: $17,000.00
Observations:
Current Progress: The YTD dividends for 2023 amount to $12,431.17, showcasing a strong financial performance throughout the year.
Goal Achievement: The achieved YTD dividends represent approximately 73.42% of the yearly goal. .