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 February with the portfolio being valued at $29,303. The overall value decreased by 3.74% from January.
All in all, we earned 20 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AAPL | $3.68 | – | LTC | $1.90 |
| ABBV | $1.48 | – | NNN | $3.30 |
| AXP | $3.64 | – | O | $1.24 |
| BK | $1.11 | OHI | $9.38 | |
| BNDX | $0.19 | – | OKE | $4.78 |
| COST | $2.70 | – | RY | $2.47 |
| EFC | $8.25 | – | SIRI | $0.15 |
| GIS | $4.86 | – | STAG | $0.37 |
| HRL | $0.83 | – | T | $10.82 |
| KMI | $1.94 | – | WRK | $0.83 |
In total, I took home $63.92 in dividends this month!
Rebalancing My Portfolio –
I purchased 21 new shares of stock this month and lost 21 shares of stock due to an acquisition. Lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | STOR | $32.30 | -21 |
| Real Estate | CCI | $140.17 | 2 |
| Real Estate | OHI | $28.01 | 10 |
| Real Estate | NLY | $21.24 | 9 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 4.17% |
| Dividend Avg Per Year | $1,225.72 |
| Dividend Avg Per Month | $102.14 |
| Dividend Avg Per Week | $23.57 |
| Dividend Avg Per Day | $3.36 |
| Dividend Avg Per Hour | $0.140 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.589 |
© EuduringFinances, 2023. All Rights Reserved.
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