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 September with the portfolio being valued at $39,391. The overall value barely increased from 0.391% since August.
All in all, I earned 32 different dividends so, lets take a look at what they were!
| Stock Symbol | Dividend Amount | – | Stock Symbol | Dividend Amount |
|---|---|---|---|---|
| AMGN | $2.25 | – | KHC | $3.20 |
| AVGO | $9.54 | – | LMT | $3.15 |
| BAC | $8.06 | – | LTC | $1.90 |
| BNDX | $0.30 | – | LYB | $1.34 |
| CCI | $7.83 | – | MSFT | $0.75 |
| CMI | $1.82 | – | NEE | $3.61 |
| CNP | $5.80 | – | O | $2.89 |
| CVX | $1.63 | – | PFE | $1.68 |
| D | $2.67 | – | PSX | $3.45 |
| DUK | $2.09 | – | SO | $10.80 |
| EFC | $7.15 | – | STAG | $0.99 |
| ENB | $2.29 | – | SU | $5.15 |
| FLO | $1.20 | – | TROW | $3.72 |
| HD | $2.25 | – | TRV | $2.10 |
| JNJ | $1.24 | – | UNH | $6.30 |
| KEY | $3.08 | – | V | $1.56 |
In total, I took home $85.00 in dividends this month!
We rounded out the Quarter with $283.65 in passive dividend income!
Rebalancing My Portfolio –
I sold 2 shares of stock this month and withdrew $400 to fund more of my rental house. Lets take a look at what I sold!
| Sector | Ticker Symbol | Sold Price | Number of Shares |
|---|---|---|---|
| Tech | AVGO | $-166.73 | 2 |
To wrap up, here’s my favorite statistics of the progress I am making towards reaching my long-term goals!
| Divided Yield | 3.21% |
| Dividend Avg Per Year | $1,261.04 |
| Dividend Avg Per Month | $105.09 |
| Dividend Avg Per Week | $24.25 |
| Dividend Avg Per Day | $3.45 |
| Dividend Avg Per Hour | $0.144 |
| Dividend Avg Per Minute | $0.002 |
| Dividend Avg Per Hour 40hr Week | $0.606 |
© EuduringFinances, 2024. All Rights Reserved.
Related Posts
