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Showing posts with label Schwab. Show all posts
Showing posts with label Schwab. 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

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.


Friday, December 3, 2021

November 2021 Dividend Income Report

 November 2021 Dividend Income Report


    New Month, new COVID variant and we saw the market tumble to beginning the new month.  As a dividend investors I try not to pay attention to news and how Mr. Market responds.  I try to invest in stable companies with a long term view of growing my passive dividend month after month and year after year, until I reach my Financial Independence (FI).  Once I reach FI where both my passive dividend income and passive rental income surpass my earn income, I would finally own my time and deploy my time to life a live a envision for my self and my family.



Without further ado let us review last month dividend income.  We received a total of $521.94 in the month of November 2021. We received a total of $4501.01, year to date in dividend income so far. 

We received $352.36 in total dividend dividend in our non taxable accounts and $169.58 in our taxable accounts.

Wow!!! another month over $500.00 in dividend income, for the second time this year.  Our dividend portfolio continues to grow month after month and quarter after quarter.


How did you do last month?  
Did you have a great month?

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, April 16, 2019

Recent Purchase - April 2019

April 2019 Update- Recent Purchases


Happy Tax day! We are half way through the month of April it is time to update my recent purchases made so far in April. It has definitely harder to take time and post an update of recent changes on my FI/FIRE fund lately. But since this is a holiday week in Massachusetts and Jr. is home today definitely was even harder.

This morning we woke up and watch the early start of the marathon and play a little bit with Lego's. He loves to create and design new concepts with his Lego's. He is not a big fan of buying a box of Lego's and built the box content, he prefers to design and create his own unique sets of toys. He is also at the phase where this changes daily, so he is always design a new set of toy concept. definitely has an engineering mindset.

This month has been busy from preparing my taxes and find best way to minimized my taxes and preparing for next year taxes has definitely taken allot of my time. As the end result I ended up opening a new IRA and ROTH IRA for both myself and Mrs. Dividend Pursuit. I had an old ROTH IRA with fidelity which I stopped contributed to year ago. In the process of trying to open an IRA with them, I could not remember most of my old information so I decided to go with Schwab for all four (4) of our accounts. 

Do you have a ROTH IRA you investing in? Do you use IRA's or prefer Investment accounts to reach FIRE?

I think will be focusing mostly on our ROTH's and contribute some to IRA's as we both using our employer match at work 401K and TSP for me.

Now without further ado let us review recent purchases made:



Investment account -Robinhood Account:

April 8, 2019
TD 5 shares @ $56.26 total $281.30

April 15, 2019
CL 2 shares @ $68.70 total $137.40

Schwab Dividend Pursuit

IRA
April 4, 2019
TD 17 shares @ $56.00 + Commission $4.95 total $956.95  

ROTH
April 4, 2019 
T 31 shares @ $32.018 + commission $4.95 total $997.51

Mrs. Dividend Pursuit Schwab

IRA
April 4, 2019
CVS 18 shares @ $53.1865 + commission $4.95 total $962.31


ROTH 
ABBV 12 shares @ $82.6761 + Commission $4.95 total $997.06

With this purchased I added on my investment account $14.44 in forward divided income in my Investment account with Robinhood.

The reason I like Robinhood as you can see above, fees tend to eat away your hard earn money, instead with Robinhood all of it goes towards your investments.

On our investment account with added $200.92 in forward yearly dividend, which half will grow tax free when we start the withdraw in the future.

What do you think of recent purchases? What are you buying lately?

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. 









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...