Month: September 2018

Dividend Update: August 2018

It’s time for my favorite type of post: a tally of the dividends I received in the prior month.

Given my strategy of DGI, it is really the dividend payouts that I care about. For each of the companies I invest in, I like to see a steady and growing stream of dividend payouts.

So how did I do in August?

Last month 14 companies sent me a dividend payout, adding up to a total of $399.

Happy to receive close to $400 in an ‘off month’ - and a very nice close of Q3 (chart below). The dividends paid out into my investment account have definitely picked up steam over these past three quarters.

With my goal of $5000 in received dividends for the year, each quarter should even out to $1250. While that is unlikely to happen (unlike Q4 will be an absolute monster!), still good to see consistent growth each quarter this year.

The following table shows the tickers of the companies that made a August 2018 dividend payout to my portfolio. The table features the dividend amount I received and any change in payout as compared to the last pay-out moment.

Ticker Dividends Received Dividend per Share Change
VZ $44.25
T $75.00
CVS $30.00
STAG $5.92
OHI $66.00
ABBV $38.40
DAL $35.00 14.75%
ETN $9.90
CAT $12.90 10.26%
WSM $12.90
SBUX $36.00 20.00%
SPG $20.00 2.56%
SBRA $1.80
CLDT $11.00
TOTAL 399.07

 

The fact that 14 companies sent me dividend checks is great in and of itself, and there are some decent dividend raises to report.

Delta Airlines is continuing it’s impressive dividend growth streak with yet another double digit raise - $14.75%.

Caterpillar, after years of virtually no growth, is back in the habit of boosting their payout again with a nice $10.26%.

Starbucks - a recent purchase - served up another 20% dividend raise, while Simon Property Group kept it more modest with $2.56.

Comparing the dividend payout of August 2017 to August 2018 shows an increase of $257 to $399- a Year-on-Year (YoY) growth of 55%.

This YoY growth is featured in the table below.

How was your August and its dividend?  Leave a comment/reply to share your thoughts!

Portfolio Update: August 2018

August is behind us, time to check in on my portfolio.

I kicked off the month by increasing my existing position in Starbucks. By adding 25 more shares  I now own a nice and even 100 shares in the coffee giant. And while Italians might be a little skeptical, I continue to like SBUX as a long term dividend growth investment.

Sticking with investing in basic needs, this month also included purchases in warm water and energy.

On August 29 I bought 25 shares of A.O. Smith Corporation (AOS) for a total of $1,483. 

And on that same day I also bought 15 additional shares of Dominion Energy (D).

Coffee, warm water and energy all seem like pretty boring businesses - but that’s just how I like them in terms of dividend investment opportunities. 

Given these new buys, received dividends and stock price changes - how did my portfolio progress in August?

For reasons of comparison: a year ago, at the end of August 2017, my portfolio consisted of 47 positions with a total value of $98,018.  

At the end of August 2018 my portfolio consisted of 56 positions with a total market value of $148,928, a Year-on-Year (YoY) increase of 52%.

This YoY increase is featured in the graph below.

How was your August? Did you add new positions to your portfolio? Leave a comment/reply to share your thoughts!