Tuesday, October 31, 2023

2023 September Dividends

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

Stock2020202120222023
WFC1.94.687.388.85
ADM7.567.928.8710.19
MMM44.0956.3680.3391.82
HD2.075.9451.5769.59
FLO11.212.0713.0814.13
BBL3.312.4312.146.07
GILD24.4832.235.2237.96
AVGO16.2532.6769.4298.72
v7.518.029.4711.43
SO22.9423.926.9728.58
WMT9.239.4710.3610.67
JNJ15.4718.4736.2939.01
MSFT8.259.0810.1411.2
TGT22.7430.1836.8638.31
CVX34.1737.2941.1844.96
MMM2.942.9810.7211.21
O6.226.367.478.35
BBL70.67256256.24117.14
AVGO6.57.212.719.38
BTG777.217.57
DFS92.75105.95129.44154.61
AFL10.3712.2918.2920.11
KR4.375.136.467.37
WFC9.5519.2229.3535.17
AVGO17.1423.65233.6440.5425
PEP11.6913.024817.1719.395
SCHD00087.64
UNP47.0851.366566.68
TROW46.4857.2472.7979.82
VIMAX53.3487.6300
VTMGX12.5322.9800
VSCPX127.66107.09282.9317.69
VMCPX135.81129.84305.6299.8
GILD30.1435.394042.725
LMT53.2465.2890.57108.85
RDSB19.0629.2231.0942.75
BCS011.7311.4415.49
D21.9214.8116.2216.95
KTB02.863.433.7425
VFC25.6826.3827.840
FLO18.1719.2520.8622.55
PRU22.0623.3125.6528.17
ED38.6439.5441.8244.3175
HSY24.627.6932.4437.97
AGNC6.176.357.468.63
TGT17.6623.4428.6330
UL47.6851.5346.2752.39
LYB9.5310.8524.8434.44
UPS11.1111.2717.2419.02
AMGN40.5544.9351.1558.0625
JNJ51.5554.5859.6864.6375
HON22.6123.4525.2927.135
VIIIX0080.52110.88
VMCIX00177.48217.29
1353.631737.48682564.182799.9675


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

Wednesday, September 20, 2023

2023 Options Details

 Here is the monthly options income collected by me .

DateCallOption Premium
1/23/2023HOOD 2/3/23 $10.5 CALL11
1/30/2023HOOD 2/17/23 $10.5 CALL42
2/1/2023HOOD 3/3/23 $10.5 CAll15
2/3/2023Hood 3/17/23 $10 CALL44
2/7/2023AMC 02/17/23 $7.5 Call47
2/7/2023AMC 02/24/23 $8 Call57
2/22/2023AMC 03/10/23 $7.548
2/27/2023AMC 03/17/23 $7.5 Call55
2/28/2023AMC 03/24/23 $7.5 Call25
3/22/2023HOOD 4/6/23 $10 CALL17
5/17/2023HOOD 6/2/23$9 CALL14
5/30/2023HOOD 6/16/23 $9 CALL22
6/5/2023HOOD 6/30/23 $9 CALL14
6/12/2023HOOD 7/14/23 $9 CALL10
6/14/2023HOOD 7/21/23 $9 CALL6
6/14/2023HOOD 8/18/23 $9 CALL26
6/16/2023AMC 07/07/23 $5 CALL40
6/16/2023AMC 07/21/23 $6 CALL40
6/26/2023HOOD 9/15/23 $9 CALL14
6/28/2023HOOD 11/17/23 $9 CALL33
7/24/2023AMC $5.00 Put 07/2860
7/24/2023AMC $7.00 CALL 08/2434
7/28/2023AMC $5.00 Put 08/0438
7/31/2023AMC $5.00 Put 08/1136
8/1/2023AMC $6.00 Put 08/417
8/4/2023HOOD 1/19/24 $9 CALL22
8/4/2023AMC $5.00 Put 08/1832
8/16/2023AMC $5.00 Put 08/2571

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



Friday, September 8, 2023

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%.



Stock2020202120222023
T104109.8262.133.18-28.92
VZ16.6123.1749.4869.7120.23
CVS2325.5428.7333.664.93
MA0.520.884.037.653.62
SBUX11.9513.2918.1322.534.4
WRK7.058.571016.16.1
BMY029.448.88578.12
GD19.1629.6432.1134.3952.285
ABBV61.3674.6887.396.759.45
NNN3.283.754.074.390.32
HRL10.9611.6115.761217.071.3088
SBUX8.839.7311.7413.51.76
DE19.4323.0129.2132.713.5
AGNC6.176.37.398.531.14
CAT52.7757.1163.2769.836.56
RY8.1710.2213.6914.510.82
AAPL82.5288.7193.2997.914.62
O6.226.337.458.060.61
AMP15.7117.1519.2821.17251.8925
SCHW00010.510.5
PG20.8623.0926.6728.171.5
478.57572632.5812697.327564.7463


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.



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