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 the portfolio being valued at $38,826. The overall value decreased by 1.43%…
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 | $0.29 | – | MDT | $2.10 |
| BNS | $3.24 | – | MRK | $1.54 |
| CSCO | $0.40 | – | NLY | $31.20 |
| DIN | $1.02 | NYMT | $10.00 | |
| EFC | $7.15 | – | O | $2.90 |
| EMN | $0.81 | – | PM | $9.45 |
| GSK | $1.93 | – | PPL | $3.86 |
| JPM | $8.75 | – | QSR | $0.99 |
| KO | $7.28 | – | STAG | $0.99 |
| LTC | $1.90 | – | TD | $1.86 |
| MDLZ | $1.88 | – | USB | $8.00 |
In total, I took home $107.54 in dividends this month!
Rebalancing My Portfolio –
I purchased 1 new shares of stock this month lets take a look at what they are!
| Sector | Ticker Symbol | Purchase Price | Number of Shares |
|---|---|---|---|
| Health Care | PFE | $28.85 | 1 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.27% |
| Dividend Avg Per Year | $1,267.92 |
| Dividend Avg Per Month | $105.66 |
| Dividend Avg Per Week | $24.38 |
| Dividend Avg Per Day | $3.47 |
| Dividend Avg Per Hour | $0.145 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.610 |
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