2023 September Dividends

 This is a late post for September dividends. This month I received $2799 in     dividends.

Stock	2020	2021	2022	2023
WFC	1.9	4.68	7.38	8.85
ADM	7.56	7.92	8.87	10.19
MMM	44.09	56.36	80.33	91.82
HD	2.07	5.94	51.57	69.59
FLO	11.2	12.07	13.08	14.13
BBL	3.3	12.43	12.14	6.07
GILD	24.48	32.2	35.22	37.96
AVGO	16.25	32.67	69.42	98.72
v	7.51	8.02	9.47	11.43
SO	22.94	23.9	26.97	28.58
WMT	9.23	9.47	10.36	10.67
JNJ	15.47	18.47	36.29	39.01
MSFT	8.25	9.08	10.14	11.2
TGT	22.74	30.18	36.86	38.31
CVX	34.17	37.29	41.18	44.96
MMM	2.94	2.98	10.72	11.21
O	6.22	6.36	7.47	8.35
BBL	70.67	256	256.24	117.14
AVGO	6.5	7.2	12.7	19.38
BTG	7	7	7.21	7.57
DFS	92.75	105.95	129.44	154.61
AFL	10.37	12.29	18.29	20.11
KR	4.37	5.13	6.46	7.37
WFC	9.55	19.22	29.35	35.17
AVGO	17.14	23.652	33.64	40.5425
PEP	11.69	13.0248	17.17	19.395
SCHD	0	0	0	87.64
UNP	47.08	51.36	65	66.68
TROW	46.48	57.24	72.79	79.82
VIMAX	53.34	87.63	0	0
VTMGX	12.53	22.98	0	0
VSCPX	127.66	107.09	282.9	317.69
VMCPX	135.81	129.84	305.6	299.8
GILD	30.14	35.39	40	42.725
LMT	53.24	65.28	90.57	108.85
RDSB	19.06	29.22	31.09	42.75
BCS	0	11.73	11.44	15.49
D	21.92	14.81	16.22	16.95
KTB	0	2.86	3.43	3.7425
VFC	25.68	26.38	27.84	0
FLO	18.17	19.25	20.86	22.55
PRU	22.06	23.31	25.65	28.17
ED	38.64	39.54	41.82	44.3175
HSY	24.6	27.69	32.44	37.97
AGNC	6.17	6.35	7.46	8.63
TGT	17.66	23.44	28.63	30
UL	47.68	51.53	46.27	52.39
LYB	9.53	10.85	24.84	34.44
UPS	11.11	11.27	17.24	19.02
AMGN	40.55	44.93	51.15	58.0625
JNJ	51.55	54.58	59.68	64.6375
HON	22.61	23.45	25.29	27.135
VIIIX	0	0	80.52	110.88
VMCIX	0	0	177.48	217.29
	1353.63	1737.4868	2564.18	2799.9675

Year 2023:

• Total Dividends: $2799.9675
• Top Dividend Payers: DFS, VMCIX, VIIIX

Observations:

• The dividend income further increased to $2799.9675, showcasing continued growth in the portfolio.
• DFS remained the top contributor, while VMCIX and VIIIX emerged as significant dividend providers in 2023.
• General Trends and Patterns:
• Consistent Growth: The portfolio exhibited consistent growth in dividends over the years, reflecting a robust investment strategy.
• Diversification: The portfolio is well-diversified across various sectors, ensuring a balanced income stream from different industries.
• Top Performers: DFS stood out as a consistent top performer, providing substantial dividends throughout the years. Additionally, VIIIX and VMCIX demonstrated significant growth in 2023.
• Portfolio Resilience: Despite market fluctuations, the portfolio displayed resilience, with dividends steadily increasing each year.

Yearly September 

Dividend Goal: 

1. Progress Towards Goal:

   • The Year-to-Date (YTD) dividend for 2023 is $11,797.44, indicating that you have received this amount in dividends up to the current period.
   • You are aiming for a total dividend of $17,000.00 for the entire year.

2. Remaining to Achieve Goal:

   • To achieve your goal of $17,000.00 in dividends for the year, you need an additional: $17,000.00 (Goal) - $11,797.44 (YTD Dividend) = $5,202.56

3. Assessment and Action:

   • You have received approximately 69.40% ($11,797.44 / $17,000.00 * 100) of your goal dividend until now.

 

All Thanks to Chatgpt

2023 Options Details

 Here is the monthly options income collected by me .

Date	Call	Option Premium
1/23/2023	HOOD 2/3/23 $10.5 CALL	11
1/30/2023	HOOD 2/17/23 $10.5 CALL	42
2/1/2023	HOOD 3/3/23 $10.5 CAll	15
2/3/2023	Hood 3/17/23 $10 CALL	44
2/7/2023	AMC 02/17/23 $7.5 Call	47
2/7/2023	AMC 02/24/23 $8 Call	57
2/22/2023	AMC 03/10/23 $7.5	48
2/27/2023	AMC 03/17/23 $7.5 Call	55
2/28/2023	AMC 03/24/23 $7.5 Call	25
3/22/2023	HOOD 4/6/23 $10 CALL	17
5/17/2023	HOOD 6/2/23$9 CALL	14
5/30/2023	HOOD 6/16/23 $9 CALL	22
6/5/2023	HOOD 6/30/23 $9 CALL	14
6/12/2023	HOOD 7/14/23 $9 CALL	10
6/14/2023	HOOD 7/21/23 $9 CALL	6
6/14/2023	HOOD 8/18/23 $9 CALL	26
6/16/2023	AMC 07/07/23 $5 CALL	40
6/16/2023	AMC 07/21/23 $6 CALL	40
6/26/2023	HOOD 9/15/23 $9 CALL	14
6/28/2023	HOOD 11/17/23 $9 CALL	33
7/24/2023	AMC $5.00 Put 07/28	60
7/24/2023	AMC $7.00 CALL 08/24	34
7/28/2023	AMC $5.00 Put 08/04	38
7/31/2023	AMC $5.00 Put 08/11	36
8/1/2023	AMC $6.00 Put 08/4	17
8/4/2023	HOOD 1/19/24 $9 CALL	22
8/4/2023	AMC $5.00 Put 08/18	32
8/16/2023	AMC $5.00 Put 08/25	71

The total options income collected by month:

**January 2023:**

- HOOD (Robinhood): $11 (CALL)

- HOOD (Robinhood): $42 (CALL)

- Total Income for January 2023: $53

**February 2023:**

- HOOD (Robinhood): $15 (CALL)

- HOOD (Robinhood): $44 (CALL)

- AMC: $47 (CALL)

- AMC: $57 (CALL)

- AMC: $48 (CALL)

- AMC: $55 (CALL)

- AMC: $25 (CALL)

- Total Income for February 2023: $291

**March 2023:**

- HOOD (Robinhood): $17 (CALL)

- Total Income for March 2023: $17

**May 2023:**

- HOOD (Robinhood): $14 (CALL)

- HOOD (Robinhood): $22 (CALL)

- Total Income for May 2023: $36

**June 2023:**

- HOOD (Robinhood): $14 (CALL)

- HOOD (Robinhood): $10 (CALL)

- HOOD (Robinhood): $6 (CALL)

- HOOD (Robinhood): $26 (CALL)

- HOOD (Robinhood): $33 (CALL)

- HOOD (Robinhood): $14 (CALL)

- AMC: $40 (CALL)

- AMC: $40 (CALL)

- Total Income for June 2023: $183

**July 2023:**

- AMC: $60 (Put)

- AMC: $34 (CALL)

- AMC: $38 (Put)

- AMC: $36 (Put)

- Total Income for July 2023: $168

**August 2023:**

- AMC: $17 (Put)

- HOOD (Robinhood): $22 (CALL)

- AMC: $32 (Put)

- AMC: $71 (Put)

- Total Income for August 2023: $142

Now, let's summarize the total options income collected by each month:

- **January 2023:** $53

- **February 2023:** $291

- **March 2023:** $17

- **May 2023:** $36

- **June 2023:** $183

- **July 2023:** $168

- **August 2023:** $142

2023 August Dividend Report

 One More month in books and this month i received $697 in dividends.

 As seen compared to last August to this August,VZ contributed more in dividends and others were dividend increases. Last year and early this year added VZ. SCHW is a  new position  in my portfolio.

Compared to 2022 my dividends increased BY 11%.

Stock	2020	2021	2022	2023
T	104	109.82	62.1	33.18	-28.92
VZ	16.61	23.17	49.48	69.71	20.23
CVS	23	25.54	28.73	33.66	4.93
MA	0.52	0.88	4.03	7.65	3.62
SBUX	11.95	13.29	18.13	22.53	4.4
WRK	7.05	8.57	10	16.1	6.1
BMY	0	29.4	48.88	57	8.12
GD	19.16	29.64	32.11	34.395	2.285
ABBV	61.36	74.68	87.3	96.75	9.45
NNN	3.28	3.75	4.07	4.39	0.32
HRL	10.96	11.61	15.7612	17.07	1.3088
SBUX	8.83	9.73	11.74	13.5	1.76
DE	19.43	23.01	29.21	32.71	3.5
AGNC	6.17	6.3	7.39	8.53	1.14
CAT	52.77	57.11	63.27	69.83	6.56
RY	8.17	10.22	13.69	14.51	0.82
AAPL	82.52	88.71	93.29	97.91	4.62
O	6.22	6.33	7.45	8.06	0.61
AMP	15.71	17.15	19.28	21.1725	1.8925
SCHW	0	0	0	10.5	10.5
PG	20.86	23.09	26.67	28.17	1.5
	478.57	572	632.5812	697.3275	64.7463

2023 Goal: This year my Goal was to receive 17K dividends and so far I am at 52.93% in dividends.

This September will  give me an idea if i make it or not.