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 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:

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. .

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