Monday, May 4, 2015

Dividend Update - April 2015


It's the end of one month and the beginning of another so it's time for my favorite update: my dividend update.  These dividend updates reflect all dividends that I receive through my investing pursuits. I hope they can help inspire you to take control of your own finances and invest to build a passive income stream. What you use that stream for is up to you, whether it's to fund early retirement, just provide some FI/FU money, or even to provide for an annual vacation; the key is that it can provide options and open up all sorts of possibilities. You can check my dividend income or progress pages to see what dedication to an investment plan can give you.

I received a total of $320.53 in dividend in my FI Portfolio in April.  I also received $26.00 in my Roth IRA and $6.71 in my Loyal3 portfolio.  My FI Portfolio's dividends showed a solid increase from January 2015 and came in about $80 higher.  April's dividends were an increase of 33.9% from January 2015's mark and a 57.1% increase from April 2014's level.  YTD my FI Portfolio's dividends have increased 45.5% compared to the same period in 2014.  My Roth IRA is more of a pure demonstration in dividend growth investing since all dividends are reinvested back into the paying companies and no additional capital has been added since 2012.  Dividends in my Roth IRA increased by just 1.3% compared to January and 9.0% compared to April 2014.  Not bad considering that's from dividend increases and reinvestment alone.

My forward 12-month dividends for my FI Portfolio are up to $5,687.10.  The increase was due to my purchases of Becton, Dickinson & Company (Full Analysis Here) and Johnson & Johnson as well as dividend increases from 5 of my holdings.  Forward dividends in my Loyal3 portfolio ended the month at $55.98.  My Roth IRA's forward 12-month dividends are up to $265.48 thanks to dividend increases and reinvestment.

Below is the chart showing the monthly dividend totals for each year that I've been investing as well as the monthly average.  It's not always an increase as some companies have weird payout schedules and eventually some positions will get dropped, but the long-term trend is what matters.  My monthly average so far in 2015 is $415.99.  That's about a $45 increase from where my year to date average was at the end of 2014.  With more contributions/investments and expected dividend increases the gap should continue to widen.


FI Portfolio - Dividend Income
Company Dividend Amount
EOG Resources (EOG) $1.36
Coca-Cola (KO) $53.97
Medtronic (MDT) $28.10
Phillip Morris (PM) $62.61
Wal-Mart Stores (WMT) $31.07
Realty Income (O) $17.37
General Electric (GE) $39.38
Baxter International (BAX) $20.28
Bank of Nova Scotia (BNS) $11.99
Omega Healthcare Investors (OHI) $14.40
T. Rowe Price (TROW) (Full Analysis Here) $40.00
April Total $320.53
2015 YTD Total $1,663.95

Roth IRA - Dividend Income
Company Dividend Amount DRIP Shares
JP Morgan Chase (JPM) $8.75 0.139
Phillip Morris (PM) $12.56 0.161
Wal-Mart Stores (WMT) $4.69 0.057
April Total $26.00
2015 YTD Total $90.02

I've updated my Dividend Income page to reflect April's changes.

How did your dividends do in April?  Are you on pace to meet your goals for the year?

12 comments:

  1. Hey JC!

    Absolutely amazing... I just finished my FIRST month of dividend investing and made $25! Compared to you that's so little, but I'm lit with excitement to get up to your numbers here.

    Thanks for the inspiration my friend :)

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  2. Nicely done, JC. Congrats on the progress.

    R2R

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  3. Very nice work, JC. The snowball keeps rolling. Gotta love it.

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  4. Awesome JC. Keep it up. Every month just comes so fast! Luckily we got passive income from Dividends coming in like clockwork as well. What a blessing. Keep Hustling hard. We're with you on this path. Take care bud.

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  5. Gogogogogogogogo! "O" is an interesting pick. I've often considered it in the past but still no position.

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  6. That is some pretty nice dividend income stream you have built up, and in just under 4 years. From here on, even by mere reinvesting of those growing dividends, and never adding a dime in new capital, your dividend income will likely double every 7 years or so.

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  7. Great job JC! Lots of really solid dividend amounts from great names. Keep up the great work. It is inspiring others.

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  8. JC,

    Awesome month. I LOVE that big dividend from KO. :)

    Great YOY growth as well.

    Keep it up!!

    Best regards.

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  9. Nice results. TROW special dividend was nice. Keep up the good work!

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  10. I really like the chart showing year on year growth -- I may have to "borrow" that idea from you! The TROW special dividend sure was sweet. I'm yet to report on April results, but I know that made a big difference. Keep up the good work and hang in there!

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  11. Nicely done JC, very solid numbers!

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  12. Great figures for your April dividend income with quite a few names shared between my account and yours. Nice job with the year over year increase. You gotta love writing these posts and reading them as well. These posts just light a fire under my butt to keep on investing every month. Thanks for sharing.

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