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 January with my portfolio bouncing right back! It is now valued at $30,443.43. The overall value increased by 5.3%!
All in all, I earned 20 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| BNS | $3.29 | – | NLY | $20.24 |
| DIN | $1.02 | – | NYMT | $40.00 |
| EFC | $8.25 | – | O | $1.24 |
| EMN | $0.79 | – | PM | $8.89 |
| GSK | $1.31 | – | PPL | $2.25 |
| JPM | $7.00 | – | QSR | $0.92 |
| LTC | $1.90 | – | RITM | $11.00 |
| MDLZ | $1.54 | – | STAG | $0.37 |
| MDT | $2.04 | – | TD | $1.22 |
| MRK | $1.46 | – | USB | $5.76 |
In total, I took home $120.49 in dividends this month!
Rebalancing My Portfolio –
I purchased 3 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Tech | CSCO | $48.90 | 1 |
| Health Care | GSK | $35.30 | 1 |
| Materials | BNDX | $48.44 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.94% |
| Dividend Avg Per Year | $1,195.46 |
| Dividend Avg Per Month | $99.62 |
| Dividend Avg Per Week | $22.99 |
| Dividend Avg Per Day | $3.28 |
| Dividend Avg Per Hour | $0.136 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.575 |
© EuduringFinances, 2023. All Rights Reserved.
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