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 March with the portfolio being valued at $29,358. The overall value barely increased from 0.19% since February.
All in all, I earned 33 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AMGN | $2.13 | – | KHC | $3.20 |
| AVGO | $9.20 | – | LMT | $3.00 |
| BAC | $6.82 | – | LTC | $1.90 |
| BNDX | $0.18 | – | LYB | $1.19 |
| CCI | $4.70 | – | MSFT | $0.68 |
| CMI | $1.57 | – | NEE | $3.27 |
| CNP | $5.51 | – | O | $1.27 |
| CVX | $1.51 | – | PFE | $1.64 |
| D | $1.34 | – | PSX | $3.15 |
| DIN | $1.02 | – | SO | $10.20 |
| DUK | $2.01 | – | STAG | $0.37 |
| EFC | $8.25 | – | SU | $4.81 |
| ENB | $2.22 | – | TROW | $3.66 |
| FLO | $1.10 | – | TRV | $1.86 |
| HD | $2.09 | – | UNH | $4.95 |
| JNJ | $1.13 | V | $1.35 | |
| KEY | $0.62 |
In total, I took home $97.90 in dividends this month!
We rounded out the Quarter with $282.31 in passive dividend income!
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 |
|---|---|---|---|
| Finance | KEY | $12.69 | 1 |
| Finance | USB | $36.18 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 4.20% |
| Dividend Avg Per Year | $1,233.69 |
| Dividend Avg Per Month | $102.81 |
| Dividend Avg Per Week | $23.72 |
| Dividend Avg Per Day | $3.38 |
| Dividend Avg Per Hour | $0.141 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.593 |
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