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 $38,231! The overall value increased by 4.38%! For a gain of $1,605 in market value!
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 | $0.28 | – | MRK | $1.54 |
| BNS | $3.25 | – | NLY | $29.25 |
| CSCO | $0.40 | – | NYMT | $10.00 |
| DIN | $1.02 | O | $2.89 | |
| EFC | $7.15 | – | PM | $9.10 |
| EMN | $0.81 | – | PPL | $3.86 |
| GSK | $1.89 | – | QSR | $0.99 |
| JPM | $8.05 | – | RITM | $14.25 |
| KO | $7.28 | – | STAG | $0.99 |
| LTC | $1.90 | – | TD | $1.88 |
| MDLZ | $1.70 | – | USB | $7.84 |
| MDT | $2.10 | – |
In total, I took home $118.42 in dividends this month!
Rebalancing My Portfolio –
I purchased 4 new shares of stock this month and had a company be bought out. I was granted 3 shares of SW with $15 in cash and I quickly sold those 3 shares at $47.88 a piece.
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | RITM | $10.59 | 1 |
| Real Estate | NLY | $18.94 | 3 |
| Materials | WRK | – | -3 |
| Materials | SW | – | 3 |
| Materials | SW | -$47.88 | -3 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.31% |
| Dividend Avg Per Year | $1,263.46 |
| Dividend Avg Per Month | $105.29 |
| Dividend Avg Per Week | $24.30 |
| Dividend Avg Per Day | $3.46 |
| Dividend Avg Per Hour | $0.144 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.607 |
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Related –
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