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 May with the portfolio being valued at $29,277. The overall value decreased by 1.89%…
All in all, we earned 20 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AAPL | $3.84 | – | LTC | $1.90 |
| ABBV | $1.48 | – | NNN | $3.30 |
| AXP | $4.20 | – | O | $1.28 |
| BK | $1.11 | OHI | $16.08 | |
| BNDX | $0.21 | – | OKE | $4.78 |
| COST | $3.06 | – | RY | $2.47 |
| EFC | $8.25 | – | SIRI | $0.15 |
| GIS | $4.86 | – | STAG | $0.37 |
| HRL | $0.83 | – | T | $10.82 |
| JPM | $7.00 | – | TD | $1.21 |
| KMI | $1.98 | – | WRK | $0.83 |
In total, I took home $80.01 in dividends this month!
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 |
|---|---|---|---|
| Finance | B | $42.65 | 2 |
| Finance | USB | $30.13 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 4.15% |
| Dividend Avg Per Year | $1,216.18 |
| Dividend Avg Per Month | $101.35 |
| Dividend Avg Per Week | $23.39 |
| Dividend Avg Per Day | $3.33 |
| Dividend Avg Per Hour | $0.139 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.585 |
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