I received a total of $136.10 in dividends in my FI portfolio in November and have received a total of $2,011.64 so far in 2013. However, November was another zero payment month for my Roth IRA so I'm still at $170.38 dividends received. I was hoping to reach my my goal of $2,750 in dividends/option income for 2013 by dividends alone, but that's pretty much out of reach. I'll end up about $200 short of that, but that's still fine by me as the goal does include option income which I've received over $1,400 this year so the total was passed quite comfortably. For my FI portfolio November saw a 21.9% decrease over August 2013 and 124.8% increase over November 2012. The decrease from August was mainly due to Vodafone's semi-annual payment occurring in August but not November. If you back out VOD's payment then November was an 11.4% increase. I haven't been able to add funds to my Roth IRA so far in 2013 and don't think I'll be able to due to passing the MAGI limits for contribution. It's a shame but it's still a good problem to have. I could still go the backdoor contribution route but that would require me to pay some taxes as I currently have money in an IRA that has pre-tax contributions so I'd only be able to contribute based on the ratio of taxed vs non-taxed contributions which would limit me to only about a $1,700 contribution for 2013.
My FI portfolio's forward 12-month dividends increased to $3,335.13 so I'm now averaging over $275 in monthly dividends going forward. This is 95.29% of the way towards my goal of $3,750 in forward dividends by the end of 2013. My Roth IRA's forward 12-month dividends are at $227.95 and will only make baby steps going forward. There was no selling during November, which is how I like it, but I did make two small purchases of Realty Income (O) and General Mills (GIS).
|Company||Dividend Amount||DRIP Shares|
|Procter & Gamble (PG)||$27.50||0.332|
|Kinder Morgan Inc. (KMI)||$53.24||1.535|
|Air Products & Chemicals (APD)||$12.87||0.118|
|Realty Income (O)||$4.42||0.111|
|HCP Inc (HCP)||$21.00||--|
|American Realty Capital Properties (ARCP)||$7.58||--|
I've updated my Dividend Income and Progress pages to reflect November's changes.
How did your dividends do in November?