August 2015 Income
For those that care about day-to-day values of their portfolio, August was not a great month. Overall, I finished down about $9-10,000 compared to the end of July. However, I’m just staying the course and trying to buy more, if I can. Unfortunately, high expenses in Chicago limit my investments a bit so I haven’t been able to take advantage of the cheap stocks as much as I would like.
In total, I received $414.84 in dividends for August 2015. Last August I received $233.74, giving me an increase of 77% YOY! It will be absolutely amazing to be able to continue these kind of increases each year, but I highly doubt I’ll be able to sustain that.
Of note, I’ve received $2632.33 so far in 2015. This is $300 more than I received in all of 2014.
Options: I have also started selling some options again. These have all been on Apple for now, but I will be expanding that soon. I have one covered call on AAPL that I closed for a profit of $65.97. I then opened another covered call option on AAPL that I will be likely closing shortly.
Lending Club: $17.15 in interest
|Symbol||Dividend Amount||Shares Bought||@ Price|
Total option income for August 2015: $65.97
Total cumulative option income for 2015: $65.97
Lending Club interest for August 2015: $17.15
Cumulative Lending Club interest for 2015: $87.02
Lending Club Adjusted Net Annualized Return: 7.33%
Total dividends for August 2015: $414.84
Total cumulative dividend income for 2015: $2632.33
Total cumulative passive income for 2015: $2715.45
Forward 12-Month Dividends: $4,619.80
Full disclosure: Long all the above stocks