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 $40,911.85! The overall value increased by 2.43%!
All in all, I earned 21 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| BNS | $3.11 | – | NLY | $32.50 |
| CSCO | $0.40 | – | NYMT | $10.00 |
| DIN | $1.02 | O | $2.90 | |
| EFC | $7.15 | – | PM | $9.45 |
| EMN | $1.66 | – | PPL | $3.86 |
| GSK | $1.85 | – | QSR | $0.99 |
| JPM | $8.75 | – | RITM | $16.50 |
| LTC | $1.90 | – | STAG | $0.99 |
| MDLZ | $1.88 | – | TD | $1.86 |
| MDT | $2.10 | – | USB | $8.00 |
| MRK | $1.62 | – |
In total, I took home $118.49 in dividends this month!
Rebalancing My Portfolio –
I purchased 1 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | OHI | $37.63 | 2 |
| Real Estate | NLY | $19.36 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.21% |
| Dividend Avg Per Year | $1,312.48 |
| Dividend Avg Per Month | $109.37 |
| Dividend Avg Per Week | $25.24 |
| Dividend Avg Per Day | $3.60 |
| Dividend Avg Per Hour | $0.15 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.631 |
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