Showing posts with label STWD. Show all posts
Showing posts with label STWD. Show all posts

Thursday, November 7, 2024

October 2024 Dividends Report

 October has become an exciting month for dividend investors, as it reflects significant growth and shifts in various dividend-paying stocks. I received $911 in dividends for the month of October.


1. Standout Growth Stocks

  • FXAIX: A powerhouse in this list, FXAIX has achieved an impressive increase in dividend payouts, climbing from 82.27 in 2020 to 149.68 by 2024. This 32.25-point gain highlights the fund's resilience and reliability as a dividend option for those focused on steady returns. The growth reflects both robust stock market performance and FXAIX's diversified approach. I have been adding FXAIX in my Roth IRA

  • DOX: A new entrant to the list in 2024, DOX reported a massive 91.71 dividend, This was due to accumulating  good amount of shares.

  • Dollar General (DG): DG has grown substantially, starting at 3.6 in 2020 and reaching 27.09 in 2024. The 11.67-point gain is due me adding DG through DCA.

3. Closed Position

  • LADR (Ladder Capital): I closed the position.

Stock Symbol20202021202220232024Difference
MO20.6425.4629.5240.8346.465.63
ITW7.2112.2116.9918.5820.371.79
STWD25.3226.9429.1632.1535.423.27
DG3.65.0411.115.4227.0911.67
CSCO9.7210.9612.1412.8613.620.76
FXAIX82.2796.49107.91117.43149.6832.25
IRM5.746.266.587.268.281.02
MO7.999.2910.4511.8213.451.63
AGNC6.176.47.548.734110.161.4258
STWD56.6457.6962.468.97575.916.935
CINF33.2835.8340.144.802549.744.9375
NLY1212.3213.211.2975131.7025
JPM011.1311.4612.382515.122.7375
KO9.179.9610.7412.0313.11.07
MO23.428.1931.6836.8342.996.16
VTR15.1515.2715.7516.4417.090.65
LADR4.474.756.316.90-6.9
O6.236.397.528.4111.32.89
CSCO21.5522.42224.5226.4828.752.27
BNS39.1942.95246.7749.8850.190.31
WDS0027.252017.25-2.75
DOX000091.7191.71
BBL111111
Fundrise26.7342.5334.5354.2849.56-4.72
416.47488.48563.62633.79911.24277.44

Summary

  • Overall Dividend Growth: $277.45
  • Percentage Increase: 43.77%

This growth reflects significant increases in dividends across the portfolio from 2023 to 2024, highlighting a strong year for these investments.


2024 Dividend Goal:

With a YTD dividend of $14,417.48 and a goal of $19,500, I am  currently at 73.94% of your target for 2024. To reach the goal, an additional $5,082.52 in dividends is needed by year-end.

Wednesday, September 4, 2024

July 2024 Dividend Analysis


 Introduction: July 2024 marked a significant milestone in our dividend portfolio, with total dividends received amounting to $749.59. This represents a substantial year-over-year growth of +27.53%, driven by strong performances from key holdings and the introduction of new contributors.

Key Growth Drivers: One of the standout performers was FXAIX (Fidelity 500 Index Fund), which delivered an impressive $138.38, reflecting robust market conditions. Similarly, MO (Altria Group) continued its strong performance, contributing $84.18. The addition of DOX (Amdocs) was a game-changer, adding $91.25 in its first-ever dividend payout.

Steady Performers: Companies like Coca-Cola (KO) and Realty Income (O) maintained their consistent growth patterns, contributing to the overall increase in dividends. Both companies are known for their reliable dividend policies, which continue to benefit the portfolio.

Challenges and Declines: However, not all was rosy. Ladder Capital (LADR), which had been a consistent contributor in previous years, saw its dividends drop to zero, signaling possible financial challenges. Bank of Nova Scotia (BNS) also showed minimal growth, indicating a more cautious approach in the current economic climate.


SYMBOL2021 July2020 July202220232024Difference
KO9.899.1710.6711.94131.06
MO48.8836.356.772.2184.1811.97
VTR15.1515.1515.6416.2916.940.65
O6.316.2278.0310.352.32
LADR4.674.075.496.670-6.67
CSCO32.8230.9135.7238.9423.1
BNS41.937.6948.848.0648.880.82
NLY121213.4210.9612.591.63
CINF35.653339.8744.4749.424.95
STWD56.6456.6461.0967.474.126.72
AGNC6.266.177.318.429.81.38
MO8.717.819.7911.1112.661.55
IRM6.175.746.56.847.470.63
FXAIX90.5289.45106.71113.29138.3825.09
DG4.223.611.0713.4620.687.22
STWD26.4525.3228.5231.4434.593.15
ITW7.326.7615.7117.318.91.6
Fundrise31.2216.9240.249.3250.551.23
TROW155.910000
DOX000091.2591.25
JPM9.969.911.3611.7213.832.11
610.65416.32531.57587.83749.59161.76

Summary of the Data:

  • Total for 2021 July: 610.65
  • Total for 2020 July: 416.32
  • Total for 2022: 531.57
  • Total for 2023: 587.83
  • Total for 2024: 749.59
  • Total Difference: 161.76

2024 Dividend Goal Progress Summary

As of July 2024, your total dividends received amount to $9,663.29. Here’s how each month has contributed to this impressive figure:

  • January: $572.46
  • February: $765.00
  • March: $3,116.15 (a standout month)
  • April: $699.64
  • May: $790.46
  • June: $2,970.00
  • July: $749.59

Key Observations:

  1. March and June are the top-performing months so far, with March alone contributing over $3,000 in dividends.
  2. June also saw a significant contribution of nearly $3,000, reflecting strong mid-year performance.
  3. July marked a smaller increase, but it was still a solid month, adding $749.59 to the total.

Progress Towards 2024 Goal:

Your 2024 goal is 49.56% of your target, with the current total reaching $9,663.29. You’re making steady progress, and with five months left in the year, you’re well on your way to achieving, if not exceeding, your goal.

Saturday, May 27, 2023

2023 April Dividend Income Report

 One more Month in books and i received $635 in dividends for this month. Comparing to last 2 April dividends  its growing around $ 90 to $100  .This is a good Growth .This years April dividends Grew by16% compared to last April.

I had a new dividend Paying stock in WDS. Some of the increases are organic dividend reinvesting and dividend Hikes .


202120222023
MO22.0226.6228
JPM9.911.2711.635
MO8.719.6410.895
NLY1212.9810.60
CINF35.4439.6744.18
STWD56.6459.8965.6075
AGNC6.177.118.12
DG4.2111.0512.45
FXAIX75.1585.19100.86
IRM6.176.436.76
BCS5.922.4427.46
KO9.3910.5610.63
WMT9.410.2811.4
VTR15.1515.5315.75
LADR4.674.916.44
O6.267.337.071
CSCO22.1424.1325.74
BNS42.1846.8748
MO25.9828.837.63
CSCO10.4411.4812.66
ITW7.2815.6117.2
STWD25.9727.9730.59
WDS0036
Fundrise25.748.7750.14
446.87544.53635.81


2023 Dividend Goal: This year the goal is to receive 17K in  dividends  and with April Dividends i am 26.4% of the Goal.



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