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 the portfolio being valued at $33,195. The overall value increased by a whopping 0.32%…
All in all, I earned 22 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| BNS | $3.25 | – | MRK | $1.54 |
| COST | $45.00 | – | NLY | $20.80 |
| CSCO | $0.39 | – | NYMT | $20.00 |
| DIN | $1.02 | O | $1.80 | |
| EFC | $4.95 | – | PM | $9.10 |
| EMN | $0.81 | – | PPL | $2.40 |
| GSK | $1.75 | – | QSR | $0.93 |
| JPM | $7.35 | – | RITM | $11.50 |
| LTC | $1.90 | – | STAG | $0.49 |
| MDLZ | $1.54 | – | TD | $1.94 |
| MDT | $2.07 | – | USB | $7.84 |
In total, I took home $148.63 in dividends this month!
Rebalancing My Portfolio –
I purchased 7 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | NLY | $19.47 | 1 |
| Telecomm | SIRI | $5.17 | 4 |
| Real Estate | O | $58.63 | 1 |
| Real Estate | RITM | $10.60 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.84% |
| Dividend Avg Per Year | $1,270.96 |
| Dividend Avg Per Month | $105.92 |
| Dividend Avg Per Week | $24.44 |
| Dividend Avg Per Day | $3.48 |
| Dividend Avg Per Hour | $0.145 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.611 |
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