Live Off Dividends

Passive Income and Personal Finance

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Dividend Portfolio Update: May 2017

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I had a great month for dividends and a good month in general. My year over year growth was huge this month! I’m still not caught up but I’m definitely back into the swing of things.

Dividend Increases: 2 Increases

Apple increased their dividend from $0.57 to $0.63. This was a 10.5% increase and will earn me an extra $1.20 annually.

Pepsi increased their dividend from $0.752 to $0.805. This was a 7% increase and will earn me an extra $2.97 annually.

Together these two increases will earn me an extra $4.17/annually or $0.34/monthly with no extra money invested. For 2017, May included, I’m averaging a $0.505/month increase with no further money invested.

 

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These are all the companies that paid me dividends in May amounting to $116.40.

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My dividends year over year in May increased from $45.60 to $116.40. This was a 155.26% increase year over year! I think June will be the first month this year that I don’t see year over year growth.

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I received a total of $920.90 from dividends in 2016. I’m currently at $461.04 which is almost exactly half of my 2016 amount and there’s more than half the year left. I’m excited to watch this number surpass my 2016 total.

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My total annual dividends increased from $1,207.618 to $1,239.80, while my average monthly dividends increased from $100.63 to $103.31. This was a 2.66% increase month to month!

Purchases:

May 8: Purchased 7 shares of MO at $70.91 for a total of $496.37.

May 24: Purchased 6 shares of LOW at $78.70 for a total of $472.20.

May 25: Purchased 1 share of O at $55.26 for a total of $55.26.

Sells:

No sells this month.

Contributions:

May 11: Deposit of $440.

May 30: Deposit of $440.

Total: $880

Well, I sold my car this month so that took a lot of pressure off of me. I’m still working on a real estate deal that may close in June. I haven’t caught up on any of my behind contributions because I’m going to need cash to close on these houses and want to be sure I have enough.

I was behind 11 contributions last month and I’m still behind 11 contributions, totaling $4,840. I’m hoping I have a decent amount of cash left over after this deal so that I can catch back up. I get paid three times in June and my birthday also falls in this month so it should be a pretty good month!

Rental Property: $650

I received $650 for rent in May.

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Net Worth Update: April 2017

I have been tracking my net worth for awhile now but this is my first post sharing it. It’s gone up quite a bit since I began tracking it and since I don’t have the previous months post to refer to I’ll go back to when I first started tracking it. The oldest log I have of my net worth is from January 2016 and it was $45,312. I’m happy at the progress I’ve made so far and I hope to keep up the pace!

Age

I think it’s important to track my age and where I fall percentage wise in my age group as well. I’m currently 23 years old and my net worth puts me in the 96th percentile.

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My cash is low right now, too low. I don’t usually have two vehicles but I couldn’t pass up the deal I got on my truck. So I’m waiting to sell my car and when that happens I’ll have a bigger cash supply.

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The only liability that I have currently is my multi-family home that I owner occupy.

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My net worth starting May is $109,673! I’m very happy with this number. I’m 1/10th of a millionaire! Lol. I’m excited to start sharing these posts and tracking the growth on a monthly basis.

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Dividend Portfolio Update: April 2017

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This was a pretty low month for dividends, but I still saw a significant increase year over year. Things are almost completely back to normal for me now. I’m back at work and finally starting to catch up. I bought a truck last month and have yet to sell my car, so when that happens I should be in pretty good shape again.

Dividend Increases: 2 Increases

Johnson & Johnson increased their dividend from $0.80 to $0.84. This was a 5.00% increase. This will earn me an extra $1.60 annually.

Air Prod Chem. increased their dividend from $0.86 to $0.95. This was a 10.46% increase. This will earn me an extra $3.96 annually.

Together these two increases will earn me an extra $5.56/annually or $0.46/monthly with no extra money invested.

 

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These are all the companies that paid me dividends in April amounting to $45.33.

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My dividends year over year in April increased from $28.25 to $45.33. This was a 60.46% increase year over year!

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I’ve been planning a portfolio rearrange for awhile now and I decided to make the changes this month. I’ve sold almost half of my old stocks and invested in new companies. This isn’t my investing style at all, but I did a thorough analysis of my entire portfolio and I wasn’t happy with how it was looking. I shifted my entire portfolio much more towards dividend growth rather than current yield. During this change I lost about $100 in annual dividends. This was a sacrifice I was willing to take because I know the growth I will see going forward will make up for the small difference today.

I was behind 10 contributions last month and now I’m behind 11 contributions, totaling $4,840. Buying the truck last month kind of tapped me out and I wasn’t able to contribute from one of my paychecks last month. I should be able to make up one contribution next month and bring it back down to $4,400 behind. I’m hoping that my car will sell next month so that I can use some of that money to catch up some. I also have some side jobs coming up this month so I’m hoping I can catch up even further.

I also have a big rental property investment in the works. I don’t want to get into too much detail until it’s closer to fruition, so stay tuned for that!

Rental Property: $650

I received $650 in rent for April.

 

How did your portfolio perform in April?

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