I have a self-directed brokerage account with Ally. My overall goal is for the portfolio to function as a long-term dividend growth account that generates around $2,000 per month in dividends. My diversification strategy is broken-down by these different sectors and areas –
Portfolio Overview –
We closed out the month of August with the portfolio being valued at $39,263. The overall value increased by 2.64%!
All in all, we earned 18 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AAPL | $4.00 | – | LTC | $1.90 |
| ABBV | $1.55 | – | NNN | $6.96 |
| AXP | $4.90 | – | O | $2.89 |
| BK | $2.35 | OHI | $17.42 | |
| BNDX | $0.30 | – | OKE | $4.95 |
| COST | $3.48 | RY | $2.68 | |
| EFC | $7.15 | – | SIRI | $0.48 |
| GIS | $5.40 | – | STAG | $0.99 |
| KMI | $2.01 | – | T | $10.82 |
In total, I took home $80.23 in dividends this month!
Rebalancing My Portfolio –
I sold 2 shares of stock this month and I withdrew $500 for an investment in my future rental house. Lets take a look at what stocks I sold!
| Sector | Ticker Symbol | Sold Price | Number of Shares |
|---|---|---|---|
| Tech | AAPL | $-216.39 | 1 |
| Industrials | BA | $-168.03 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.22% |
| Dividend Avg Per Year | $1,262.64 |
| Dividend Avg Per Month | $105.22 |
| Dividend Avg Per Week | $24.28 |
| Dividend Avg Per Day | $3.46 |
| Dividend Avg Per Hour | $0.144 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.607 |
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