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 July with the portfolio being valued at $31,666. The overall value increased by 3.28%!!
All in all, I earned 23 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| BNDX | $0.23 | – | MRK | $1.46 |
| BNS | $3.42 | – | NLY | $20.80 |
| CSCO | $0.39 | – | NYMT | $30.00 |
| DIN | $1.02 | – | O | $1.28 |
| EFC | $8.25 | – | PM | $8.89 |
| EMN | $0.79 | – | PPL | $2.40 |
| GSK | $1.77 | – | QSR | $0.93 |
| JPM | $7.00 | – | RITM | $11.00 |
| KO | $6.90 | – | STAG | $0.37 |
| LTC | $1.90 | – | TD | $1.24 |
| MDLZ | $1.54 | – | USB | $5.76 |
| MDT | $2.07 | – |
In total, I took home $121.34 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 |
|---|---|---|---|
| Real Estate | O | $59.84 | 1 |
| Real Estate | RITM | $9.17 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.81% |
| Dividend Avg Per Year | $1,205.88 |
| Dividend Avg Per Month | $100.49 |
| Dividend Avg Per Week | $23.19 |
| Dividend Avg Per Day | $3.30 |
| Dividend Avg Per Hour | $0.138 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.58 |
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