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 September with the portfolio being valued at $39,941.50! The overall value decreased about 1.9% from November for a loss of $770.40.
All in all, I earned 34 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AMGN | $2.25 | – | KHC | $3.20 |
| AVGO | $10.62 | – | KO | $7.28 |
| BAC | $8.06 | – | LMT | $3.30 |
| BNDX | $0.29 | – | LTC | $1.90 |
| BNDX* | $3.04 | – | LYB | $1.34 |
| CCI | $7.83 | – | MSFT | $0.83 |
| CMI | $1.82 | – | NEE | $3.61 |
| CNP | $6.09 | – | O | $2.90 |
| CVX | $1.63 | – | PFE | $2.10 |
| D | $2.67 | – | PSX | $3.45 |
| DUK | $2.09 | – | SO | $10.80 |
| EFC | $7.15 | – | STAG | $0.99 |
| ENB | $1.71 | – | SU | $5.04 |
| FLO | $1.20 | – | TROW | $3.72 |
| HD | $2.25 | – | TRV | $2.10 |
| JNJ | $1.24 | – | UNH | $6.30 |
| KEY | $3.08 | – | V | $1.77 |
In total, I took home $123.65 in dividends this month!
We rounded out the Quarter with $310.86 in passive dividend income!
Rebalancing My Portfolio –
I purchased 6 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | RITM | $10.79 | 4 |
| Real Estate | NLY | $18.97 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.25% |
| Dividend Avg Per Year | $1,296.48 |
| Dividend Avg Per Month | $108.04 |
| Dividend Avg Per Week | $24.93 |
| Dividend Avg Per Day | $3.55 |
| Dividend Avg Per Hour | $0.148 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.623 |
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