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 $35,967!!! The overall value increased by a whopping 5.29%!
All in all, we earned 19 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AAPL | $4.00 | – | NNN | $6.78 |
| ABBV | $1.55 | – | O | $2.83 |
| AXP | $4.90 | – | OHI | $16.08 |
| BK | $2.10 | – | OKE | $4.95 |
| BNDX | $0.27 | – | RY | $2.58 |
| COST | $3.48 | – | SIRI | $0.48 |
| EFC | $7.15 | – | STAG | $0.99 |
| GIS | $5.31 | – | T | $10.82 |
| KMI | $2.01 | – | WRK | $0.91 |
| LTC | $1.90 |
In total, I took home $73.09 in dividends this month!
Rebalancing My Portfolio –
I purchased 8 new shares of stock this month! Lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Real Estate | OHI | $31.35 | 2 |
| Real Estate | NLY | $19.33 | 4 |
| Real Estate | RITM | $10.95 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.45% |
| Dividend Avg Per Year | $1,238.50 |
| Dividend Avg Per Month | $103.21 |
| Dividend Avg Per Week | $23.82 |
| Dividend Avg Per Day | $3.39 |
| Dividend Avg Per Hour | $0.141 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.595 |
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