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Showing posts with label Goals. Show all posts
Showing posts with label Goals. Show all posts

Monday, September 16, 2024

July 2024 Dividend Update

 July 2024 Dividend Updates


I am almost catching up with reporting my monthly dividend collected.  Folks this is a real money each of the companies paid me to hold their stock. In other words it is the reward for being a shareholder of these companies.   


Without further ado let us review July 2024, updates and see how this is coming along. 

In July 2024, in our taxable accounts we received a total of $749.25.  Wow truly amazing seeing the number growing each month and every year with continue investments and re-investing the dividend until one day when I can start to use it for every day expenses. 


How did you do in July 2024, or the months following that?
We will update August 2024, in the coming days as I catch up with life and work. 

Thank you for visiting,


Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money

Tuesday, August 20, 2024

April 2024 Dividend Update

 April 2024 Dividend Update


Where has the time gone?  It seems just like yesterday that I update March dividend collected.  So let us recap briefly our Dividend collected in April 2024.


Without further ado…. In April 2024, we collected $815.32 in dividend.  As you know we are not tracking Non-taxable accounts, as we are still 15 years away from access those accounts.


How did you do In April or the months following that?

We will update May and June in the coming days.

Thank you for visiting,


Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money




Tuesday, February 14, 2023

January 2023 Dividend Income

 JANUARY's 2023 DIVIDEND INCOME


January 2023, start the year with the market on the upswing rally.  Hopefully this is a sign of a better year versus 2022.  Our net worth also well up in January, which is a good thing mostly driven by the market.  Our Rental portfolio value stayed steady and its beginning to rebound towards the all time high achieve in early 2022.  We also welcome Jr. Dividend Pursuit #2, so sleep has been scarce so far this year, but we look forward to things getting better soon.  At least I am on paternity leave and do not have to drive two hours each way in Boston traffic for now.

Our theme for this year will be: 

  1. Capital improvements in our rental property
  2. increase our reserves and emergency funds
  3. Travel internationally at least once
  4. invest in target stocks in our taxable accounts and focus on index funds in our tax advantage accounts

Now without further ado let us review our January 2023 Dividend income.  For January 2023, we collected a total of $783.73, in passive dividends wow a new record for January for us.  



Just amazing the power of compounding has on the market and regularly invest in the market.  We tend to tune off the market daily gyrations and what Mr. Market does on a daily basis.  Instead we focus on our long term plan and regularly invest when capital are available.  

On our taxable account we collected a total of $721.70 in dividend and on our Tax advantage accounts we collected $62.03.

We continue to regularly invest and buy value stocks with the hope to hold them for long term.  At the same time we are also investing in our rental properties and continue to make capital improvements towards building long term wealth that will be passed on through our generation.

On our rental property Property #1, we finally found a new renter and they will be moving in February 2023.  We had cash flow of $165.00

Property #2 is a different story we had some unexpected expenses that total negative cash flow $17786.00, ouch!  

We expected more capital expenditure this year here in this property.  Property #1 will also need new windows in 2 out of 4 units are we are collecting quotes to make this improvements that will hopefully will keep the tenants here long term.

Hope you had a good month!  How did toy do last month?

Thank you for visiting,

Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.



Tuesday, November 8, 2022

October 2022 Dividend Income

October 2022 Dividend Update


    October has come and gone, the days seems to be going os quickly and running on the hamster wheel surely contributes to that.  That is my primary motivation to get out of the rat race and focus on my family and wellbeing enjoy life.  To that end I buy high quality dividend paying stocks and invest in real estate to build passive income to cover my expenses so one day I can run away from the rat race and live the life in my own terms.



So let us review last month dividend accumulate passively and see where we are currently in time to achieve Financial Independence (FI).  I don't really consider there Retirement Early (RE) part of FIRE as a goal.  I envision my self working either on my property or some other field which can allow time for work life balance.

Without further ado here is what we collected last month. A total of $522.49 in passive dividend collected for the month.  It is breakdown between taxable accounts and tax advantage accounts.

On the Taxable accounts we collected $461.20 in dividend income and on our tax advantage accounts we collected $61.29.  This is because most of our retirement account is invested in the Thrift Savings Plan (TSP) accounts as a federal employee I will also collect a modest pension which most likely will de defer until later. 

On our Real estate venture we have decided to collect from property #1 $695.00 and from property #2 we collect $542 which is a total of $1237 in monthly passive income, this will total $1759.49 in passive income for the month. 

the dividend is being re-invested monthly, although I stop automatic reinvestment and focus on buying beaten down stocks I hold.  With the market down as of late I may sell some for tax harvesting to save on tax before year end.

How did you do last month?

Did you had a good month last month?

Thank you for visiting,

Dividend Pursuit.


Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.


Saturday, January 1, 2022

DECEMBER 2021 DIVIDEND UPDATE

December 2021 Dividend Update

 

    With 2021 year closed in the books and a new year to look forward to and plan my exit strategy.  It is time to start review my progress from last month and start planning for 2022 investment strategy.

 

Without further ado let’s review how last month dividend went.  It was definitely a record setting month for Dividend Pursuit for sure.  We collected a total of $707.03 in passive Dividend between all our accounts.



Now let’s review what we collected between our accounts.  We collected a total of $126.63 in our Taxable accounts and $580.40 in our non-taxable accounts.

 

Year-to-date with collected a total of $5208.04 in dividend during the 2021 calendar year, simply amazing see the dividend hitting our accounts month after month. All we had to do is simply invest in these amazing company who share a slice of their pie with us humble patrons.

 

We received special dividend from few of our holdings, the biggest one being BKE $115.92 and they also pay dividend during the month $7.18. 

 

Another special dividend was received from EOG $39.78 and I am looking forward to received their regular dividend next month after they raised dividend by 81.8% from $0.41 dividend to $0.75 the Ex-Div on EOG will be January 13, 2022.

 

We also received a special dividend from Potlatch (PCH) $8.88 and MAIN also pay a special dividend along with regular payment of $5.63 and $11.76 respectively.

 

Another Special dividend was received from AFG $9.32- seems like I received a dividend from AFG 3 month in a roll 😊.

 

Those were few highlights that pushed our dividend to a record level last month.  Looking forward to what 2022 will bring.


                ·         I do plan to invest less in our non-taxable accounts and focus on building our taxable                  accounts as my Tax is almost reach the next brackets with the passive income                             received from real estate.

·         We also plan to save six (6) months reserved for each property next year.

        ·         Lastly, we will be starting a new fund to purchase the next real estate property.

 

How did you do last month?

Did you have a great month as well?

Thanks for visiting,

Dividend Pursuit


Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.


Tuesday, January 22, 2019

2019 Goals and Review of 2018 Goals

2019 Goals and 2018 Goals update:

2019 Goals update


New year is upon us. We are now halfway past the first month and it is time to put 2019 goals in writing so I am better able to track my progress. However, before we can start talking about this upcoming year goals, it is best to review last years goals to see how we did.

2018 goals included:


          1. Invest $3000 in new capital this year.   Accomplish $15000
          2. Save for a down payment for a new house.  New Home purchase June 2018 Accomplish
          3. Updated a new rental unit (potentially raise rental on next tenant)  We raised 2 of our tenants monthly rent
          4. Raise rental on Two tenants. March 2018
          5. Buy 10 Stocks this year and continue to add shares to initial position. Added 64 new Stocks
          6. Buy 6 Monthly paying dividend stocks.  4 currently owned- Failed
          7. Buy Dividend Aristocrats Stocks.  Accomplished
          8. Continue to build Emergency Cash to 9 months. 6 Months


I was able to reach 6 out of the 8 goals outlined last year.


What will 2019 bring?


Lets see what my goals will be this year. I will be looking at this year as a step in stone for next years goal.

Without further ado...here are my 2019 goals:

1. Invest Minimum of $250 a month in adding more shares to current holding
2. 9 months emergency fund
3. Increase the rental income in at least 1 unit.
4. Increase all 4 monthly paying stocks to 20 share each.
5. Invest $5000.00 in fresh new capital
6. Payoff my Car loan
7. Regularly exercise, loose 10 pounds
8. 3 family vacation; 1 international travel
9. Blog regularly 1 post a week.
10. Start a side hustle

What do you think of my 2019 goals?

Do you have your goals set for this year?

Thanks for visiting

Dividend Pursuit

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.



September 2024 Dividend Update

 September 2024 Dividend update It seems like the days are flying by, and I am just trying to play catch up with busy life. Yet it is time t...