Dividend Update - February 2015
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 $356.74 in dividends in my FI Portfolio in February and a total of $596.05 so far this year. Dividends received in my FI Portfolio had a fairly lackluster 0.8% growth from November 2014 but an excellent growth of 58.9% compared to February 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 $1.05 from my Loyal3 portfolio, Apple, that I started back in August 2014. That was an 11.7% increase quarter over quarter.
Forward 12-month dividends for my FI Portfolio ended February at
I haven't set any goals yet for dividends received or forward dividends because this is going to be a year of lots of changes. There's plenty of changes with my job, my wife quitting hers, and taking care of our new son, so there's a lot of things that are in flux right now with my income and expenses leading which makes it difficult to have accurate goals to shoot for. For the next few months I don't expect to see too much growth quarter over quarter while I reload my emergency fund. I still have some capital available for purchases and hope to make at least one next week if the market allows.
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. The average monthly dividends for the last three months, December 2014 - February 2015, is $448.20 which is well above 2014's average of $379.24 and slightly ahead of 4Q14's average of $445.07. With more contributions/investments and expected dividend increases the gap should continue to widen.
|Company||Dividend Amount||DRIP Shares|
|Procter & Gamble (PG)||$44.03||--|
|Kinder Morgan Inc. (KMI)||$98.30||--|
|Air Products & Chemicals (APD)||$14.23||--|
|Realty Income (O)||$17.33||--|
|HCP Inc. (HCP)||$45.85||--|
|General Mills (GIS)||$26.76||--|
|Yum Brands (YUM)||$17.26||--|
|Deere & Company (DE)||$36.15||--|
I've updated my Dividend Income page to reflect February's changes.