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 $33,802. The overall value increased by 1.83%!!!
All in all, we earned 19 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AAPL | $3.84 | – | NNN | $6.78 |
| ABBV | $1.55 | – | O | $2.05 |
| AXP | $4.20 | – | OHI | $16.08 |
| BK | $2.10 | – | OKE | $4.95 |
| BNDX | $0.26 | – | RY | $2.60 |
| COST | $3.06 | SIRI | $0.16 | |
| EFC | $8.25 | – | STAG | $0.49 |
| GIS | $5.31 | – | T | $10.82 |
| KMI | $1.98 | – | WRK | $0.91 |
| LTC | $1.90 |
In total, I took home $76.83 in dividends this month!
Rebalancing My Portfolio –
I purchased 4 new shares of stock this month! Lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | O | $53.00 | 1 |
| Utilities | D | $42.02 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.73% |
| Dividend Avg Per Year | $1,247.79 |
| Dividend Avg Per Month | $104.39 |
| Dividend Avg Per Week | $24.00 |
| Dividend Avg Per Day | $3.42 |
| Dividend Avg Per Hour | $0.142 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.60 |
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