Showing posts with label JPM. Show all posts
Showing posts with label JPM. Show all posts

Friday, February 9, 2024

2024 January Dividends

Generating dividends is a key component of building long-term wealth and achieving financial goals. 2024 Started and January already in Books. For this month i received $572 in dividends ,That's a fantastic start to the year!

Stock Dividends202220232024Difference
WMT9.5110.4110.710.30
MO28.7232.3538.656.30
LADR4.836.467.060.60
O6.757.628.801.18
CSCO22.625.1126.971.86
VTR15.3915.9716.610.64
BNS46.9447.437550.342.90
MO25.9534.1741.777.60
ITW15.5417.118.691.59
STWD27.4529.8932.953.06
DG7.6711.1219.208.08
CSCO11.0312.2412.960.72
IRM6.356.677.340.67
PEP13.0717.2919.542.25
MO9.4610.6812.101.42
AGNC6.547.869.081.22
STWD58.7864.0570.606.55
CINF36.0340.3945.134.74
NLY12.6213.822511.79-2.04
JPM11.211.552512.480.92
DOX0039.1539.15
Fundrise46.7343.5160.5417.03
Dividends423.16465.7025572.46106.76

Dividend Growth: Overall, there is a noticeable trend of dividend growth across many of the stocks listed. Several companies consistently increased their dividends from 2022 to 2024, reflecting potential financial strength and shareholder-friendly policies.

Total Dividend Yield: The total dividends received increase steadily over the three years, from $423.16 in 2022 to $572.46 in 2024. This overall growth reflects the collective performance of the portfolio of stocks in terms of dividend income.

2024 Dividend Goal: The Goal for this year $19,500. With this month dividends achieved approximately 2.93% of your dividend goal so far this year

Wednesday, November 29, 2023

2023 October Dividends

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 Symbol2020202120222023Difference
MO20.6425.4629.5240.8311.31
ITW7.2112.2116.9918.581.59
STWD25.3226.9429.1632.152.99
DG3.65.0411.115.424.32
CSCO9.7210.9612.1412.860.72
FXAIX82.2796.49107.91117.439.52
IRM5.746.266.587.260.68
MO7.999.2910.4511.821.37
AGNC6.176.47.548.7341.19
STWD56.6457.6962.468.976.5
CINF33.2835.8340.144.804.70
NLY1212.3213.211.29-1.9
JPM011.1311.4612.380.92
KO9.179.9610.7412.031.29
MO23.428.1931.6836.835.15
VTR15.1515.2715.7516.440.69
LADR4.474.756.316.90.59
O6.236.397.528.410.89
CSCO21.5522.42224.5226.481.96
BNS39.1942.95246.7749.883.11
WDS0027.2520-7.25
Fundrise26.7342.5334.5354.2819.75
416.47488.484563.62633.7970.17


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:

  1. Current Progress: The YTD dividends for 2023 amount to $12,431.17, showcasing a strong financial performance throughout the year.

  2. Goal Achievement: The achieved YTD dividends represent approximately 73.42% of the yearly goal. .


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