Dividend Update - December 2014
I'm still working on getting all of my spreadsheets up to date and just about have my portfolio taken care of. There's still going to be the massive undertaking that will be my budget spreadsheet but that's for another day and time.
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 page to see what dedication to an investment plan can give you.
Ah, the end of a quarter is wonderful, isn't it? It brings closure to a portion of the year and most importantly it means there's a big month of dividends ahead and December didn't disappoint. I received my highest monthly total ever bringing in $748.55 in my FI Portfolio which brings my total for the year to $4,550.84. I just squeaked by my goal of receiving $4,500 this year but that's not bad considering that I had to slow down my investments and then stop them altogether in the second half of the year. I also received $3.84 in my Loyal3 portfolio for a total of $6.33 for 2014. Not bad considering I didn't start investing there until August. My Roth IRA also brought in $37.35 in December for a yearly total of $222.72. Across those three accounts I received a total of $4,779.89 for a monthly average of $398.32. Considering that average was only $229.35 for 2013 I'm quite happy with the growth.
Dividends in my FI Portfolio for December increased 8.6% from September 2014 and even better is the 78.7% increase from December 2013. My Roth IRA saw a 10.4% decrease from September 2014 but a 6.7% increase from December 2013. I'm not currently contributing to my Roth IRA due to tax issues, MAGI might be too high to contribute, so all the growth shown from dividend growth and reinvestment. What's really great to see is that for 4Q 2014 I received $1,335.21 in dividends in my FI Portfolio. Not enough to retire on, yet, but that's almost enough to make one additional purchase each quarter to continue building the snowball.
I don't have the totals yet on where my forward 12-month dividends stand for any of my portfolios because I need to go back and double check all the dates for any dividend increases but I will have that done by the time I can do my 2014 Goals recap.
Below is the chart showing 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. It's great to see that my 2014 monthly average was $379.24. That's a $167.01 increase from 2013's average! With more contributions/investments and expected dividend increases the gap should widen that much more.
|Company||Dividend Amount||DRIP Shares|
|Wells Fargo (WFC)||$19.26||--|
|Bank of America (BAC)||$8.09||--|
|Phillips 66 (PSX)||$4.14||--|
|Emerson Electric (EMR)||$29.05||--|
|Target Corporation (TGT)||$66.73||--|
|Realty Income (O)||$16.79||--|
|Johnson & Johnson (JNJ)||$35.15||--|
|American Realty Capital Properties (ARCP)||$16.03||--|
|3M Company (MMM)||$9.41||--|
|United Technologies (UTX)||$8.26||--|
|National Oilwell Varco (NOV)||$9.66||--|
|CenterPoint Energy (CNP)||$24.16||--|
|December 2014 Total||$748.55|
|Company||Dividend Amount||DRIP Shares|
|Bank of America (BAC)||$5.02||0.284|
|Wells Fargo (WFC)||$9.44||0.175|
|Norfolk Southern (NSC)||$22.89||0.212|
|December 2014 Total||$37.35|
I've updated my Dividend Income page to reflect December's changes.
How did your dividends do for 2014?