2023 November Dividend Report

 Welcome to the November Dividend Analysis Report, where we explore and dissect the dividends received from a diverse portfolio of stocks in the month of November 2023. Let's delve into the financial performance of each stock and uncover the key trends that shaped the dividend landscape

Stock	2020	2021	2022	2023
VZ	16.94	36.95	64.81	72.43
T	52.52	56.4	31.73	33.82
CVS	23.5	25.69	28.89	34
MA	0.52	1.01	4.45	7.66
WRK	7.05	8.96	14.77	17.86
SBUX	13.12	14.51	19.8	24.36
DE	19.43	26.91	29.3	35.43
BMY	0	29.4	49.24	57.53
AGNC	6.17	6.44	7.66	8.85
GD	21.42	29.82	32.29	34.395
NNN	3.28	3.79	4.125	4.4525
HRL	10.96	11.67	15.84	17.1825
ABBV	61.36	75.53	88.1673	97.7075
AAPL	82.52	88.84	93.41	98.05
CAT	52.77	57.41	63.46	70.155
AMP	15.71	17.22	19.37	21.2575
SBUX	9.7	10.64	13.3	14.6075
RY	8.38	10.26	13.42	14.6325
T	52.52	55.44	30.83	30.83
O	6.23	6.41	7.55	8.45
PG	20.86	23.23	26.83	28.34
	484.96	596.53	659.2423	732

Here's the year-over-year growth in total dividends received:

• 2020 to 2021: Growth of $111.57 (23.01% increase)
• 2021 to 2022: Growth of $62.71 (10.52% increase)
• 2022 to 2023: Growth of $72.76 (11.05% increase)

The yearly growth percentages indicate a positive trend in the increasing dividends received over the specified years. This suggests that the dividend income has been growing steadily, with a notable increase from 2020 to 2021 and continued growth in the subsequent years.

2023 YTD Goal:

Let's analyze the Year-to-Date (YTD) dividends for the year 2023 and compare it to the stated goal:

• YTD Dividend for 2023: $13,163.16
• Goal for 2023: $17,000

The YTD dividend of $13,163.16 represents the total dividends received up to the current point in 2023. Comparing this to the goal of $17,000, there is a shortfall of $3,836.84 to reach the annual dividend goal.

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. .