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 $41,698. The overall value increased by just under 2%!
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 | $3.75 | – | LTC | $1.90 |
| ABBV | $1.64 | – | NNN | $6.86 |
| AXP | $7.00 | – | O | $2.90 |
| BK | $2.35 | OHI | $18.76 | |
| BNDX | $0.31 | – | OKE | $4.95 |
| COST | $3.48 | RY | $2.65 | |
| EFC | $7.15 | – | SIRI | $0.27 |
| GIS | $5.40 | – | STAG | $0.99 |
| KMI | $2.01 | – | T | $10.82 |
In total, I took home $81.19 in dividends this month!
Rebalancing My Portfolio –
I purchased 2 new shares of stock this month! Lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | NNN | $38.85 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.16% |
| Dividend Avg Per Year | $1,317.25 |
| Dividend Avg Per Month | $109.77 |
| Dividend Avg Per Week | $25.33 |
| Dividend Avg Per Day | $3.61 |
| Dividend Avg Per Hour | $0.15 |
| Dividend Avg Per Minute | $0.003 |
| Dividend Avg Per Hour 40hr Week | $0.633 |
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