Tagged: dividends

6

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...

2

June 2015 Income

Sorry for the late June update. It seemed that not too long ago July had just started! I just moved to Chicago for work and have been busy getting settled here. I’ll post an update about that soon. Also, a new update is coming about another investment idea that I’ve...

6

May 2015 Income

Well, it is that time again. Time to review my dividend investing strategy. While I don’t worry about the short term fluctuations of the portfolio and could very well just do a full review at the conclusion of each year, part of the reason why I like doing this review...

15

April 2015 Income

April isn’t historically one of the higher paying months with only 5 companies paying. I did receive a $36.23 special dividend from TROW, which helped. You’ll note that this wasn’t automatically reinvested as my dividends usually are. I guess that is just a consequence of the special dividend. My quarterly...

10

March 2015 Income

March has historically been one of the higher payout months. This March did not disappoint with contributions coming from 18 of my 30 stocks. Total dividend income for March 2015 was $617.32. In March 2014 I received $258.07; in March 2013, I received $103.64; and in March 2012, I received...

8

February 2015 Income

February has traditionally been not that big of a dividend payout month. However, mostly thanks to AAPL, February isn’t too shabby anymore. Also, compared to last February, I also own two additional stocks which pay in the February quarter, CAT and O. In total, I received $279.47 in dividends for...

0

2014 Year-End Performance

2014 was another great year for stocks. Yes, oil-related stocks did drop a bit but overall the market continues to be strong. I look to add more oil companies on weakness if I have the cash available. Some statistics: Beginning 2014 account value: $68,907 Ending 2014 account value: $123,001.82 Net...

6

November 2014 Income

While I only have three stocks that pay their dividends in November, all three pay well and make up a large portion of my portfolio. Last November I made $82.90. This November I received a total of $236.24, a increase of 185%. This amount brings the year total up to...

4

(Legally) add more than $5,500 to your Roth IRA each year

I add $6735 in cash to my Roth IRA each year. Those of you over 50 may already be “catching up” by adding $6500 a year. However, I am only 31. How am I able to add more than the IRS-mandated $5500 a year and keep it all tax free?...

8

October 2014 Income

This October was another solid month, despite the fact that I only have 5 stocks paying dividends this month. I guess you could say it is one of my “off” months, yet I still received $100.72. That amount is approximately 30% higher than October of 2013. Other than BAX, which...