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!

2022 December Dividend Report

 This is the final Report for Year 2022 and this month i received $3200 and with this i was able to cross my goal of $14k in Dividends. This is a new record  for a single month ,first time i crossed 3000 in single month.

Symbol	2022		2022
AVGO	38.07	LMT	22.71
GILD	40.46	HD	54.04
LMT	77.8525	MMM	84.68
D	16.35	ADM	8.91
VFC	28.75	WFC	7.43
KTB	3.63	FLO	13.19
PRU	25.97	GILD	35.95
RDSA	0	AVGO	90.57
RDSB	31.38	V	11.38
ED	42.14	SO	27.2
HSY	32.58	JNJ	36.54
COST	0	CVX	41.54
COST	0	MSFT	11.14
FLO	21.04	TGT	37.09
UL	45.29	MMM	10.85
TGT	28.81	O	7.58
AGNC	7.77	KO	10.83
LYB	29.81	BTG	7.4
AMGN	51.56	UNP	65.43
JNJ	60.09	TROW	76
HON	26.72	AVGO	18.952
DFS	111.06	RERGX	172.15
DFS	19.18	VIMAX	264.56
UPS	17.38	VTMGX	302.3
AFL	18.81	VMCPX	425.47
KR	6.5	VSCPX	428.41
WFC	29.55	FXAIX	118.67
	810.7525		2390.972
			3201.7245

Compared to 2021 Dividends Biggest increase in dividends received is from HD it went from $6 to $54,as  i have been adding HD in 2022.

Since i started tracking dividends , total dividends received by me are $69912 . This helped me cross my 2022 Goal of 14K in dividends .

Dec-19	Dec-20	Dec-21	Jan-22
2688	1677	2881	3201.7245

Compared to last year its 11% increase in dividends.

Overall it was Good year for dividends for me.

June 2019 Dividend Report

Half of the year is completed and  Here are the dividends received for this month. For 2019 i crossed  1000 Dollars in dividend income 2nd time. 41 Companies Paid me dividend this month.



Compared with 2018 this almost  800 dollars less . This happened due to reshuffling of my Funds in my retirement accounts and smaller dividend payment from RERGX due to no capital gain distribution like last year. Last year my retirement funds provided $1529 vs $576 this year . Some of the funds in my account  doesn't pay dividends.



Overall its  not bad ,i like the progress happening in my Funds . Net worth Went up by 4%  compared to June 1st.

 

Dividend Raises -HSY,WFC

Two of the stocks in my dividend Portfolio announced increases.

HSY raised dividend by 10% from 0.656 to $0.722 . I have 30 shares and this will add another $8 to my annual fund .

WFC raised its dividend  by 10.3% also and from 0.39 to 0.43 . So this increase my annual fund by another $12 ,as i own 76 shares of WFC.

Good to see additional $20 in dividend increases .Its like adding 10 shares of T or investing 300 dollars.