Showing posts with label dividend stocks. Show all posts
Showing posts with label dividend stocks. Show all posts

Sunday, July 2, 2023

Recent Dividend Increases

 Recently Kroger’s $KR raises the dividend by 11.5%. The yield is 2.5%, PE is 14.46, and the payout ratio is 32.6%.

General Mills’ $GIS raises the dividend by 9.3%. The yield is 2.82%, PE is 18.09, and the payout ratio is 50.94%.

Goldman Sachs raises the dividend by 10%. The FWD yield is 3.1%, PE is 10.65, and the payout ratio is 33.01%. 5 yr CAGR is 26.81%, A great dividend growth company.

Sunday, June 5, 2022

Dividend Income Update May 2022

 Dividend Update May 2022


Hello Guys, today I am sharing the total amount of dividends I that I have received in May 2022. Currently, I am maintaining four different portfolios. My main portfolio is dividend paying stocks as my focus is in dividend paying stocks only. I also maintain a non-dividend paying stocks with massive growth. I invest in AMZN, GOOG, FB, NVDA, and TSLA. My third portfolio is the crypto currencies. Currently it got hammered but in the last year I have got enough profit from the cryptos. I have gradually started to buy cryptos again. My plan is to hold all the stocks for longer time. After my retirement I will sell all the non-dividend paying stocks and will invest those money to buy only dividend paying stocks to get a good monthly income during my retirement. In May, I was active in the market as I have added $SBUX, $JPM and $MPW in my dividend portfolio. In my non-dividend portfolio I have sold out $TWTR and with that money I have added $GOOG, $AMZN, and $NVDA. The table below shows the dividends I have received in May.


In the last month, I have received $122.5 in dividends. I have received $39 from $ABBV followed by $VZ ($14), $BMY ($14), $APPL ($14), and $T ($12). I used to received a big amount of dividends from $T but unfortunately they have slashed the dividends 50%. In the coming months I will add $SBUX and $JPM stocks. 

The next chart shows monthly dividend track sheet in a year. It helps me to understand how my dividends are being distributed monthly.

The chart and the table below summarizes my dividend distribution in the portfolio. The most percentages of dividends I am receiving are from the ETFs (SCHD and VYM). From individual stocks, I am receiving dividends from ABBV, JNJ, MMM, UL, PEP, HD etc.  


The table below shows the detailed distribution of my total dividends.


The dividends that I have received in May, did the DRIP for all of them. The following chart shows how my dividends are growing with time.


The chart below shows the average dividend income and the average amount of dividends received monthly. You will see that my dividend income is increasing with time (red color). 


The chart below shows the comparison of my monthly dividends on a yearly basis. The dividends are growing every year as I am adding new stocks and each company is increasing dividends on an avg of 6-7% a year. If I keep investing for longer run, just think about how much money this portfolio will generate. All you need is the patience. 


The next chart shows the total amount of dividends received in each quarter and compares the total amount of dividends with the previous years. 


On yield basis, the current yield of my overall portfolio is 2.53% while my YOC is 3.49%. The increase in YOC is because of the increase in dividends by each company. This yield only increase with time unless a company cuts the dividend. So it is very important to invest in only great companies. The current yield is dependent with he market. In bull market the yield drops while in the bear market the yield goes up.


The following curve shows the YOC and the current yield comparison with time. The YOC is gradually increasing as the companies are increasing their dividends annually.



Monday, January 4, 2021

Monthly Dividend Update - December 2020

 Monthly Dividend Update - December 2020

Hey what's up guys. Today I am going to share my updated dividend growth portfolio at the end of December 2020. In December, I have sold my entire position in the tanker company Nordic American Tanker (NAT) and initiated new position in Kimberly Clark (KMB). This is a great company for long term play and definitely a recession proof stock. I am slowly growing my positions in the dividend paying stocks. The ETFs that I am holding are part of my retirement account. In the future I am planning to add a few VOO shares in the retirement portfolio. The table below shows the dividends that I received in December 2020.


     The following chart shows the dividends received monthly from my portfolio. The chart indicates the growth of my monthly dividends with time. If I keep investing in these stocks, my income will grow with time. This part of the quarter gives me the highest income. My income from the last quarter dropped because NAT lowered their dividends 80%. They pay dividends cyclically. I have sold all of my positions in NAT.


     The following chart compares my monthly dividends on a yearly basis. In the last month, I have received $168.68 while last year in the same month I received around $120.


     The next chart shows the total amount of dividends received in each quarter and compares the total amount of dividends with the previous years.


On a yield basis, the current yield of my overall portfolio is 2.53% however my yield on cost (YOC) is 3.84%. The YOC will continue to increase because the dividend paying stocks always increase their dividends yearly so the YOC will only increase with time. On the other hand, the current yield depends on the market. If the market is in bull mode then the yield will drop and it will increase when the market is in bear mode.


     The following figure shows the YOC and current yield comparison with time. My YOC is gradually increasing while the current yield fluctuated in the same range which is dependent on the market condition. Currently the market is in bull mode so the current yield is dropping but the YOC is increasing because of the dividend increase from the companies. 


     The chart below shows the average dividend income received monthly and the average amount of dividends received monthly. I am slowly increasing my passive income and if I continue to invest in the dividend paying stocks it will only grow with time.


     The chart and table below summarizes my dividend distribution in the portfolio. The most percentages of dividends I am receiving are Vanguard High Yield (VYM), Abbvie (ABBV), At&t (T), Johnson & Johnson (JNJ) etc. They are the sources of 35% of my total dividend incomes. I have to buy other dividend paying stocks to balance the dividend distribution.


     Table:


     The following tree map shows the percentage of dividends that I am receiving from the individual stocks and also compares between the sectors. It helps me to understand which sectors are paying me the most in dividends. The map shows that I am getting the highest amount of dividends from the health sectors followed by the ETFs and consumer cyclical.


     The following table shows the dividends that I received from my positions in each month. This chart is very helpful to track my monthly income through dividends.


     The next table shows the total amount of dividends received in 2020 from my stocks positions. In December 2020, I have received $168.68. In 2020, I have received $1190 in dividends.


     The next table shows my dividend growth performance in the year. Out of all of my positions, none of my holdings cut their dividends surprisingly. Only 4 of them did not raise their dividends. Among them At&t and Leggett & Plat did not raise who has good record of increasing dividends.



Tuesday, August 11, 2020

Monthly Dividend Update - July 2020

 Monthly Dividend Update - July 2020

    Hello everyone, today I am sharing my updated dividend growth portfolio at the end of July 2020. I always keep track of my investment portfolio in google sheet. It helps me to understand my portfolio performance so that I can make the right decision of my trades and in which direction my portfolio is going. I am not investing to retire early that's why I am investing only 10% of my salary for investing. My main investing strategy is to invest in dividend-paying stocks however, I also invest a very small percent paying stocks such as GOOGL, AMZN, TSLA, FB, etc. I also invest in cryptocurrencies mostly Bitcoin and Ethereum. So monthly, 80% of my investment goes to dividend-paying stocks, 10% in non-dividend paying stocks, and 10% in cryptos. All of my investments are for the long term. I don't sell stocks that often. In July, I did not purchase any stocks. I think there will be a drop in the market soon as the election is coming. So its better to pile up cash. I have received only $38 in dividends. The amount dropped due to the selling of my entire JPMorgan (JPM) stocks. JPM is a great stock to hold for longer time but I am thinking its not a good time to hold bank stocks. This month I have received dividends mostly from PPL Corp (PPL), Coca-Cola (KO), and Legget & Platt (LEG). I am currently doing DRIP to all of my positions except for NAT stocks.


    The following chart shows the dividends received monthly from my portfolio. The chart indicates the growth of my monthly dividends with time. If I keep investing in these stocks, my income will only grow with time.


    The following chart compares my monthly dividends on a yearly basis. In the last month, I have received $38 while in the same month in 2019 I received $48. My income dropped in this part of the quarter because I have sold my positions in JPM, IRM, and MPW stocks.  

    
    The next chart shows the total amount of dividends received on a quarterly basis. My previous two years have seen an increase in dividends every quarter. This year it may decrease as I have sold some stocks such as my bank and REIT positions such as BAC, JPM, MPW, and IRM. The companies have started to report their Q2 earnings and the reports are not quite good. However, the market is continuing its bull run resulting very high PE and Payout Ratios. I am expecting a market correction then I will invest a good amount of money in the market.


    On a yield basis, the current yield of my overall portfolio is 2.94% and my yield on cost (YOC) is 4.04%. The YOC is higher than the current yield because the companies in my portfolio increase their dividend payouts on a yearly basis. So for the longer run, the YOC will only keep going up unless any company cut their dividends. 


    From the following curve, we can see a comparison of the current yield vs. the YOC and it is clear that the YOC is slowly increasing with time.

    The chart below shows the average dividend income received monthly and the average amount of dividends received monthly. I am slowly increasing my passive income and if I continue to invest in the dividend-paying stocks it will only grow with time.

    The chart and table below summarize my dividend distribution in the portfolio. The most percentages of dividends I am receiving are from Abbvie (ABBV), At&t (T), and 3M (MMM). They are the source of almost 30% of my total dividend income. I have to diversify my position that's why I will not add any more stocks into these three companies. 



    The following treemap shows the dividends I am receiving from individual stocks and also compares between the sectors. I am getting the highest amount of dividends from the health sector followed by the industrial sector and consumer cyclical.


    The following table shows the dividends that I received from my positions in each month. This chart is very helpful to track my monthly income through dividends.


    The next table shows the total amount of dividends received in 2020 from my stocks positions. In July I have received $38 and so far in 2020, I have received $617 in dividends.


    The next table shows my dividend growth performance in the year. Out of my 34 stocks 18 of them increased dividends, 4 of them did not raise any dividends, and only BP cut their dividends by half. They raised the dividends in Match however, due to the pandemic they are forced to cut the dividend to half.