Thursday, December 1, 2016

Dividend Update Preview - November 2016 Infographic

Come look at how many dividends these excellent companies paid me in November just for owning a small piece of the company!  

The full breakdown will hopefully come tomorrow, but you can get the advanced look here!

dividend growth investing, dividends, stocks, investing, financial independence
My real-life portfolio monthly dividend update for November 2016

How were your dividends in November?  With 1 month left in the year how do you stand on your goals?

Let me know in the comments below.

13 comments:

  1. Cool infographic and congrats for the dividend increases!
    November was just fine in terms of my dividend income and for the year, I think I am quite well on track. My goal is to increase my dividend income by at least 15% each year (through dividend increases & dividend reinvestment and by adding new positions).
    Cheers

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    Replies
    1. FS,

      Glad you liked the infographic.

      We're kind of on hold as far as growing dividends via new purchases right now so we're relying solely on organic dividend growth and some dividend reinvestment. 15% is a solid goal to aim for. Got any idea how much will be organic from the companies as opposed to new purchases increasing your dividends?

      All the best.

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    2. Yes, in the past years my goal of at least 15 % increase in dividend income was feasible. I have not yet run the exact numbers for 2016 but "traditionally" it's more or less split in halves: 50 % of the growth is due to new positions and the other half comes from dividend increases and reinvestments. There were some setbacks this year(BHP and Rio Tinto dividend cuts) and oil majors in my portfolio (CVX, XOM) understandably were less generous with dividend increases than before. But altogether I think I'm quite well on track.
      Cheers

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  2. PIP - Great blog, I am a long time reader.

    I use a relatively simple formula to project my forward dividends. I target a 5% increase in existing dividends, which I find to be a reasonable expectation. I also target a return of 3.75% in dividends on new money invested, since that is the median yield of my holdings. So for example, if I earned $20,000 in dividends last year, and planned to invest $15,000 this year:

    ($20,000 x 5%) = $1,000 + ($15,000 x 3.75%) = $562.50.

    Therefore my expectation is that my dividends would grow by $1,000 + $562.5 = $1,562.50.

    Admittedly this is not an absolutely precise formula, but I don’t need it to be. I just need it to provide a ballpark projection of where I can expect to land, and over the years I have found it has done just that.

    Like you, I was down in November, for me it was to the tune of almost 18%. Despite this, for the year I am running slightly ahead of pace using the above formula. I am happy with that, given that three of my now former holdings cut their dividends this year.

    ReplyDelete
    Replies
    1. DoD,

      I tend to keep relatively conservative organic dividend growth goals. It's much better to be surprised to the upside rather than the downside. The organic dividend growth for my FI Portfolio for 2016 is rather blah for me when you look at things on a weighted basis. It's a bit disappointing, but many of my big hitters announced so-so dividend increases which really dragged things down. I need to revamp my spreadsheet to look at the raises announced this year. I currently have it set up to calculate the growth based of the annual dividend payments as opposed to raises announced during the year so it's a backward looking metric.

      All the best.

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  3. Nice work PiP! Keep moving in the right direction. I CANNOT wait for Decemeber's numbers!

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    Replies
    1. PID,

      This was a bit of a setback when looking at things YOY and even QOQ, but it was due to sales and the big KMI dividend cut. Like you I'm looking forward to December. It'll be a great way to close out 2016!

      All the best.

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  4. I finished November at $305. It's $14 less than last November. But I'm really happy with the amount. Considering I sold $70k in stock this year, to only be $14 down makes me happy. :-). I should finish the year right at $6,000. Last year I earned $3,885.

    ReplyDelete
    Replies
    1. IH,

      That's a really solid total considering the stock you sold and that YoY growth for you is pretty impressive considering all of the sales. Add in that option income and you're looking pretty good.

      All the best.

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  5. Cool looking infographic! We just posted our November results. Looking forward to seeing how you did.

    Best wishes my friend. AFFJ

    ReplyDelete
    Replies
    1. AFFJ,

      I'll have to swing on by sometime this weekend to see how y'all did. November was a bit disappointing considering the large decrease YOY, but at least there's valid reasons for the decline. It still hurts though, but things should be moving higher from here.

      All the best.

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