August was a pretty rough month for my wife and I but one silver lining is that our portfolio continued to just march on without us having to pay any attention to it. The companies we own continued to work day in and day out even though my wife and I took a break from the real world and escaped up to Colorado for about a week and a half. Since we're now into September and I'm hopefully going to get back into a groove with work and writing it's time to finally get my dividend update out for August. Finally it's time for my favorite monthly update: my dividend update. These dividend updates reflect all dividends that I receive through my investing pursuits and I hope 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 opens up all sorts of possibilities. You can check my dividend income or progress page to see what dedication to an investment plan can give you.
I received a total of $408.30 in dividends in my FI Portfolio in August and a total of $3,541.45 YTD. Dividends received in my FI Portfolio for August showed a solid 9.1% increase from May of this year and a solid 25.9% growth compared to August 2014. Unfortunately I still don't own any companies that pay in the second month of each quarter within my Roth IRA so there was a big fat zero from that account. However, I did receive $1.20 from my Loyal3 portfolio that I started back in August 2014. Over the last three months I've received $1,503.12 in dividends which amounts to an extra purchase each quarter from dividends alone. That's how you build wealth with dividend growth investing.
Forward 12-month dividends for my FI Portfolio ended August at $5,957.17 which is about a $100 increase from the end of May thanks to dividend increases and investments. Adding in my Loyal3 Portfolio's forward dividends of $57.62 brings my total taxable accounts' forward dividends to $6,014.79. Forward dividends for my Roth IRA remain unchanged at $267.42.
The following chart shows the monthly dividend totals of my FI Portfolio only 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 YTD is at $442.68 which is a solid $63 increase from my average for 2014. With more contributions/investments and expected dividend increases the gap should continue to widen.
|Company||Dividend Amount||DRIP Shares|
|Procter & Gamble (PG) (Full Analysis Here)||$45.35||--|
|Kinder Morgan Inc. (KMI)||$107.04||--|
|Air Products & Chemicals (APD)||$14.97||--|
|Realty Income (O)||$17.42||--|
|HCP Inc. (HCP)||$45.85||--|
|General Mills (GIS)||$28.72||--|
|YUM Brands (YUM)||$17.26||--|
|Deere & Company (DE)||$36.15||--|
|Omega Healthcare Investors (OHI)||$38.89||--|
I've updated my Dividend Income page to reflect August's changes.
Image courtesy of Stuart Miles on FreeDigitalPhotos.net.