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 June with the portfolio being valued at $36,625.59. The overall value increased by $657.91 or 1.83% since May.
All in all, I earned 32 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AMGN | $2.25 | – | KHC | $3.20 |
| AVGO | $10.50 | – | LMT | $3.15 |
| BAC | $7.44 | – | LTC | $1.90 |
| BNDX | $0.29 | – | LYB | $1.34 |
| CCI | $7.44 | – | MSFT | $0.75 |
| CMI | $1.68 | – | NEE | $3.61 |
| CNP | $5.80 | – | O | $2.89 |
| CVX | $1.63 | – | PFE | $1.68 |
| D | $2.67 | – | PSX | $3.45 |
| DUK | $2.05 | – | SO | $10.80 |
| EFC | $7.25 | – | STAG | $0.49 |
| ENB | $2.68 | – | SU | $5.08 |
| FLO | $1.15 | – | TROW | $3.72 |
| HD | $2.25 | – | TRV | $2.10 |
| JNJ | $1.24 | – | UNH | $6.30 |
| KEY | $3.08 | – | V | $1.56 |
In total, I took home $111.41 in dividends this month!
We rounded out the Quarter with $335.21 in passive dividend income!
Rebalancing My Portfolio –
I purchased 4 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | RITM | $11.06 | 1 |
| Real Estate | NLY | $20.00 | 3 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.41% |
| Dividend Avg Per Year | $1,243.76 |
| Dividend Avg Per Month | $103.65 |
| Dividend Avg Per Week | $23.92 |
| Dividend Avg Per Day | $3.41 |
| Dividend Avg Per Hour | $0.142 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.598 |
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