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 October with my portfolio bouncing right back! It is now valued at $28,789.21. The overall value increased by a whooping 10.61%!
All in all, I earned 22 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| BNDX | $0.10 | – | NLY | $14.96 |
| BNS | $3.23 | – | NYMT | $40.00 |
| EFC | $8.25 | – | O | $1.24 |
| EMN | $0.76 | – | PM | $8.89 |
| GSK | $1.45 | – | PPL | $2.25 |
| JPM | $7.00 | – | QSR | $0.92 |
| KO | $6.60 | – | RITM | $10.25 |
| LTC | $1.90 | – | STAG | $0.12 |
| MDLZ | $1.54 | – | STOR | $8.61 |
| MDT | $2.04 | – | TD | $1.10 |
| MRK | $1.38 | – | USB | $5.52 |
In total, I took home $128.35 in dividends this month!
Rebalancing My Portfolio –
I purchased 9 new shares of stock this month lets take a look at what they are!
| Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|
| NLY | $17.30 | 4 |
| NNN | $41.52 | 2 |
| RITM | $8.40 | 3 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.96% |
| Dividend Avg Per Year | $1,141.70 |
| Dividend Avg Per Month | $95.14 |
| Dividend Avg Per Week | $21.96 |
| Dividend Avg Per Day | $3.13 |
| Dividend Avg Per Hour | $0.130 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.549 |
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