Tagged: 2016

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2016 Year-End Performance & Goal Review

Statistics Beginning 2016 Account Value: $158,053.76 Ending 2016 Account Value: $224,302.38 Dividend income in 2016: $4,858.55 Forward 12-month dividends: $5,442.09 Options income in 2016: $1,125.65 Total lifetime dividend income: $14,167.12 Post-tax salary: $120,977.63 Effect of dividend increases: $340.96. This is equivalent to investing just over $11,360 at a 3% yield....

15

December 2016 Income

Total dividend income for December 2016 was $785.70. This is up 62.5% over the dividend income received in 2015! It is also more money that I received the entire year in 2012. It has been fun to see the portfolio and the dividends get larger and larger. I also received...

12

End of year tax planning for 2016

With the end of the year coming up quickly I decided to sell a couple of companies that I have losses in and buy them back in early January to lock in those losses. Buying back the same stock is possible if you wait over 30 days to buy it...

25

November 2016 Income

In total, I received $280.57 in dividends for November 2016. Last November I received $391.43, giving me my first rather substantial drop in year-over-year dividends. However, this also factors in the loss of dividend income from Kinder-Morgan, which I have sold, and the decreased dividend of KKR. Also, it doesn’t...

11

October 2016 Income

October hasn’t been one of my high payout months, yet it still generated $178.99. This is nearly $179 that I didn’t have to work for this month. It is even up 9.3% from last year! And, this amount does not include the Diageo dividend, which I must have just missed...

11

Back at it with new dividend buys — FLO and GILD

The first was buying an additional 50 shares of Gilead Sciences (GILD). I had purchased this biotechnology company in February 2016 at a share price of $89.779. I liked the company at that price and recently it has gotten even more attractive. I was able to buy these 50 shares...

12

August 2016 Income

In total, I received $278.82 in dividends for August 2016. Due to dividend cuts from KKR and KMI, I actually dropped substantially this month (first time that has happened!). Last August I received $414.84. The loss of KMI cut out about $89 this month and KKR dropped it by another...

2

March through July 2016 Income Updates

Man, I’m behind! I’m finally getting settled in my new job in Minnesota and decided to finally get going on the blog posts. Believe it or not, I do have a few posts in draft status just awaiting the finishing touches. Updates for the dividend portfolio spreadsheet will be coming...

19

February 2016 Income

In total, I received $319.36 in dividends for February 2016. Last February I received $279.47, giving me an increase of 14% YOY. I’ve received $463.64 so far in 2016. Options: I currently have a put open on BA expiring January 2017. Lending Club: $18.16 in interest Symbol Dividend Amount AAPL...

8

January 2016 Income

2016 was a rough start for stocks! Seems like nearly all of my stocks are lower. For dividend investors, though, the situation is not too bad. Lower stock prices just means that we can buy more shares and that our dividend reinvestments have more oomph. This January I received $144.28,...