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Sunday, January 24, 2021

DECEMBER 2020 DIVIDEND UPDATE

 December 2020 Dividend Update



What a year 2020 was!  I am glad the year is over and we start to look at a new year the hope is great.  Mr. Market has been in a tear to close the year, for sure the volatality is greater then the this time last year for sure.  For any dividend investor we tend to focus on continue building passive income that will surpass our yearly expenses.  To that end the end of the month is the best time of any dividend investor.  We take a look back at the previous month and see how we did?  Where we heading?  How much progress we have made?  How much more we need to achieve, to reach our ultimate goal.

So without further ado let us review last month dividend income sumary for December 2020.

We received a total of $346.81 in dividend for the month of December 2020.  Please note I added a W to Mrs. Dividend Pursuit stocks to differentiate between our two accounts.

Here is a breakdown from where the dividends came from on our accounts.

We received $287.20 in our combine taxable accountsIRA accounts $46.75 and Roth Accounts $12.86.

Real estate passive income was $869.00 for the month Next month expenses will be higher for sure.  Total Passive income for the month was $1156.20.

Below is the list of companies who paid us dividend last month across all our accounts. Total Dividend received for the 2020 year was $2037.99.

Stocks         Dec-20
$2,037.99 346.81
IRA             $46.75
ROTH         $12.86
Individual 242.57
Paty Robinhood $44.63
TOTAL         $346.81
Al IRA
PRU         4.49
EV                 17
KO                 4.1
W-KRFT     1.24
W-DOW     7.69
W-VFC     4.9
W-NKE     1.38
W-TRV     5.95
AL ROTH
APLE/LTC 2.68
MAIN         3.09
W-LTC         5.02
W-Main     2.07
Robinhood
PFE                 9.4
JNJ                 17.54
O                    4.86
LTC             6.49
HP                 7.62
PH             2.2
V                 0.72
VLO         10.88
CMI         13.61
SO             7.67
CVX         16.89
XOM         28.87
OTIS         1.16
AEP        2.67
ADM         2.19
IBM         6.11
MSFT         2.36
MMM         4.51
WBA         3.19
IP             6.84
PBA         5.1
PRU         8.07
SWK         2.47
TSN         2.74
BKE         14
KO             6.2
Main         6.54
ENB         3.24
FAST         2.03
BPY         10.24
UNP         2.92
BEP             1.93
DOW         10.65
LYB         10.66
W-JNJ         6.36
W-O         1.7
W-KHC         4.83
W-DOW         4.22
W-KO         3.33
W-VTI         0.31
W-AVGO 4.26
W-COP         1.87
W-VLO     2.03
W-XOM         7.38
W-GAM         6.93
W-WBA     1.41

 Hopefully this year, I will have more time to share my purchases as we are making weekly and bi-weekly purchases across our accounts each month.  

I am using Personal Capital to track our finances.  It is a great free tool to use to track all your accounts and net worth.  Disclaimer: If you subscribe I may receive a commission.

How did you do last month?  

Did you had 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.

Sunday, December 6, 2020


 November 2020 Dividend Payout 


Despite all the negative news that could derail the market with COVID-19, we saw the market had one of its best month in more than a decade on the posibility that the vacine will solve most of the pandemic issues.  The Market is surely volatile on a short time horizon but, the Dow reach its all time high.  However, we tend no to pay to much attention on how Mr. Market does on individual days, but we keep a long term approach to reach our goals. 

New Month and it is the best time for an investor with a long term view. It is time to pause and reclect on how we did last month with our passive income.  For sure the best time for anyone trying to reach Financial Independece (FI).  We had one of our best month last month. Without further ado let us review our dividend payout and passive income for the month of October 2020:  We received a total of $365.57 in dividend for the month.  Please note I added a W to Mrs. Dividend Pursuit stocks to differentiate between our two accounts.

Here is a breakdown from where the dividends came from on our accounts.

We received $265.69 in our combine taxable accountsIRA accounts $54.82 and Roth Accounts $45.06.

Real estate passive income was $329 for the month as expenses we very high last month Next month will not be that high for sure.  Total Passive income for the month was $694.57

Dividend Year to date Nov-20

$1,944.35 365.57

IRA $54.82 

ROTH $45.06 

401K 0

Dividend Pursuit 204.27

Mrs. Dividend Pursuit -W $61.42 

TOTAL $365.57 

IRA

TD 11.93

OHI 14.54

BLX 1.27

CL 2.2

CVS-W 9.86

NHI-W 9.92

TXN-W 5.1

ROTH

LTC 2.1

T 18.72

MAIN 2.26

ABBV-W 15.32

LTC-W 4.8

Main-W 1.86

Robinhood

CFG 17.75

ABBV 17.53

NHI 12.57

O 4.85

BMY 4.65

AXP 3.03

T 18.14

BLX 9.53

OKE 28.99

PG 4.54

OHI 9.81

KMI 6.5

CAPL 10.67

LTC 6.26

PBA 4.9

SNP 7.64

Main 6.5

VZ 11.88

CAT 6.23

AM 1.91

FAST 1.01

TD 5.29

BMO 2.8

AAPL 1.29

O-W 1.69

VZ-W 3.03

T-W 8.22

ABBV-W 20.19

PG-W 1.59

TD-W 1.03

CFG-W 5.14

AM-W 0.96

OHI-W 14.71

BMO-W 2.1

UL-W 2.76

Total 365.57

 you share some of the names above?  How did you do last month?                                                             

For now, I think I will just share my dividend and real estate passive income for each month.  Hopefully next year I will have more time to share my purchases as we are making weekly and bi-weekly purchases across our accounts each month.  Next year we will re-evaluate and see how things are going.  

I am using Personal Capital to track our finances.  It is a great free tool to use to track all your accounts and net worth.  Disclaimer: If you subscribe I may receive a commission.

How did you do last month?  

Did you had 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.


Monday, November 16, 2020

October 2020 Dividend update

 

It has been a long time since I posted an update to my dividend.  I think it is time I start to hold my self-accountable and start tracking and share my progress.  The idea is to share how I reach my financial independence (FI) by investing for the long term with dividend paying stocks and real estate, which constitute a majority of our holdings.  It has been a year to forget for sure.  I am sure like me you have learned a lot about yourself and have made plans to act accordingly after this pandemic. 

One thing for sure we have all learned is that depending on a paycheck from an employer may not be the best way to live life this day.  Multiple sources of income are the best course of action to plan to live your life for sure.  This is why we are investing in dividend stocks and real estate to supplement our income and hopefully achieve FI.  We have no FI number as we do not see our selves not working, but it will provide our family with options in the future. 

Without further ado let us review our dividend payout and passive income for the month of October 2020:  We received a total of $216.72 in dividend for the month.  Please note I added a W to Mrs. Dividend Pursuit stocks to differentiate between our two accounts.

Here is a breakdown from where the dividends came from on our accounts.

We received $190.39 in our combine taxable accounts, IRA accounts $7.70 and Roth Accounts $18.63.

Real estate passive income was $1559 for the month as expenses we low.  Next month will not be that high for sure.  Total Passive income for the month was $1775.72.

Dividend Year to date

Oct-20

$1,642.89

216.72

IRA

$7.70

ROTH

$18.63

401K

0

Dividend Pursuit

124.2

Mrs. Dividend Pursuit -W

$66.19

TOTAL

$216.72

IRA

 

AMNF

0.28

FRT- W

7.42

ROTH

 

PBA

1.75

LTC

2.09

AMNF

1.31

IRM

0.63

HONE

0.66

MAIN

0.21

STWD -W

5.35

LTC -W

4.78

Main -W

1.85

Taxable

 

CAH

6.53

VTR

6.42

O

4.83

EOG

6.75

WSO

8.98

MDT

6.42

MCK

1.26

LTC

6.23

PBA

4.84

ALB

2.4

KO

5.34

CHL

11.22

CB

3.62

Main

6.46

WPC

24.1

STWD

18.05

HONE

0.75

O -W

1.69

KO-W

3.31

IRM-W

8.33

CHL-W

0.91

OMC-W

10.23

WPC-W

21.38

STWD-W

10.63

BNS-W

6.74

STOR-W

2.97

                                                             

Do you share some of the names above?  How did you do last month?

For now, I think I will just share my dividend and real estate passive income for each month.  Hopefully next year I will have more time to share my purchases as we are making weekly and bi-weekly purchases across our accounts each month.  Next year we will re- evaluate and see how things are going.  We are also saving on my TSP account as a federal employee and I don’t track that account much.  However, I just switched from 40 % C, 30%I and 30% S to 100% C for the time being.  I am well diversified with real estate and we saving cash as well.  So, I am not as worry about risks.  Next year when I review my TSP year end balance in late February 2021, I may make necessary changes.

I am using Personal Capital to track our finances.  It is a great free tool to use to track all your accounts and net worth.  Disclaimer: If you subscribe I may receive a commission.

 

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.


Wednesday, October 21, 2020

Dividend Pursuit Updates (this post was original posted November 2015)

 Dividend Pursuit Updates (this post was original posted November 2015)

 

It has been awhile since I posted anything.  Life has changed a lot for me and my family and I have been spending more time with them lately which has given me a different perspective in life specially as we quarantine together and trying to stay safe at the same time as we go about our daily activities.  COVID-19 has definitely changed the world and the more you thing of it the more the reality of reaching financial independence becomes important.  It allows you the opportunity to make choices that would possibly keep you and your family safe in though times.  So, this led to a perfect opportunity to start sharing what we been investing on and how we continue our journey to financial independence (FI).  I don’t think I will retire for say where I reach FI but it will give our family more options to work and things we enjoy and are passionate about, which is volunteering and helping people.  To start I will be looking at past post and post some updates based on past posts.  Here is my first post on the blog going back to November 2015. 

I have been investing in stocks since 2001.  I have learned a lot, by making a lot of mistakes.  But my strategy has change since late 2014 while reading Retireby40 journey and how he achieved the ultimate milestone reaching financial independence which allowed him freedom to make decision to retire from a Job he no longer enjoyed.  It let me to a community that was not available to me previously.  Then comes dividend Mantra as I followed his journey and his passion for investing inspire my previous thought process by creating passive income to pursuit early retirement.  Hence this blog will serve to chronicle my journey to early retirement, where I will share companies I am tracking and invest in.  I will eventually share my current stock holding which I started to reinvest in late August 2014 and I have since sold all mu holding three times to purchase new investment property and our current home.  I will track my current yearly dividend and eventually set a goal to achieve my ultimate milestone goal.  I enjoy the people I work with and they are good people.  I just do not have the desire to continuing devoting my time to my job that could be spent watching Junior grow up and enjoy life and being around for his milestones.  I was raised by a single mom so never experience having a father around in my younger years.  I would like to be that influence on my son as he grows up.  This drives my thinking and the way I am going about doing things going forward.  Because of this we are investing in both real estate and the stock market.  We do buy individual stocks as I enjoy doing the research on the stocks I buy.  I will post our weekly purchase and how that is affecting our total dividend income and how each month’s dividend is able to cover some of our expenses.  We do have a monthly budget that we stay close to most months when it comes to our overall expenses for the month.  We often go over the budget when it comes to investing.  We are also planning to save enough for six (6) to 12 months expenses for the next year or so.  We currently have 8 months of expenses saved in liquid accounts.  Real estate in about 70 % of our net worth.  Please joy us in our dividend Pursuit Journey to reach FI.  As I share our purchase for the month and total dividend for the month, We are currently using Robinhood app to invest for both me and Mrs. Dividend Pursuit. Disclaimer we get a referall for clicking on the link. 

 

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.

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