Monday, February 12, 2018

November/December 2017 Dividends and Passive Income Progress


I know I am very late on this post but I want to post this and then I will follow up with January update and hopefully will try to being more regular on my posts.

This was my first year holiday being married and we had to travel to visit my husband's family for all their family gatherings... Plus do all Christmas shopping... On top of this we were selling my mom's condo and it kept being postone.

Dividends receive November 2017

AAPL$8.34
BMO$19.22
BMY$10.04
GIS$22.15
KMI$9.06
NEA$6.07
PG$18.84
RY$14.24
T$15.25
TD$17.67
VZ15.53
HCP31.82
SKT$17.81
SPG16.65
Total$222.69
It was 82% increase comparing to November 2016! It was mostly due to the fact that I added REITS to my portfolio this year.
Dividends receive December 2017

BUD$7.23
CCL$9.36
CNP$9.00
COP$6.72
ENB$20.57
ESV$0.31
F$40.65
FTR$32.66
FDP$4.06
GM$20.85
GWW$7.74
GILD$13.98
HOG$6.21
JNJ$18.01
KR$10.19
KO$20.67
KHC$10.00
MCD$36.45
NEA$12.68
PFE$18.32
RYAM$1.26
RYN$14.54
TGT$19.14
UL$23.01
VLO$15.66
WFC$20.65
Total $399.92
This was a decrease by 6% comparing to December 2016 due to the fact that I sold most of my CNP shares and MAT stopped paying dividends.
Here 2014/2015/2016 vs 2017:

2014
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$48.61$12.44$63.58$90.04$65.67$126.98$122.68$118.36$185.28$93.18$123.70$263.68
Year to date
$1,314.20
2015
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date
$2,311.66
2016
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97122.31422.44
Year to date
$2,936.21
2017
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$220.12128.03559.54303.15128.18425.21275.71227.19476.30341.27222.69399.92
Year to date
$3,707.31

As you can see I moved to $3k mark this year and just $300 short of reaching $4k. It gives me $308 on average of dividend income per month, which is pretty awesome.

Thanks for reading and please share your thoughts and progress.

Friday, November 10, 2017

October 2017 Dividends and Passive Income Progress




October was pretty active trading month for me. Considering the fact we went to 7 days cruise we won in June. By the way do you know what if you own 100 shares of Carnival (CCL), everytime you go on a cruise you can request $100 ship credit? I wish I bought more shares when CCL was trading lower. I am getting really addicted to cruises! :) I am trying to plan another cruise. This time as a gift for my daughter in hope she will fall in love with cruising as much as I am now! :)


But how can you not enjoy this beautiful beach??? This was Progreso Yucatan stop for our cruise ship. This is just an inspiration why I need to keep investing into financial freedom! :) 

 In October I sold 135 shares of CNP in my IRA account. I still have some shares but I earned what I wanted to earn for now.
I bought 100 shares of OHI at $27.50 and 22 shares of TUP at $58.02 in my IRA account.

In my regular brokerage account I bought
16 shares of KHC at $76.73 , 9 shares of SPG at $164.51 and 40 shares of T at $35.48

I really want to switch to "Rule#1" Phil Town strategy when you sell stock whenever you earn more than 35%. I keep thinking to sell, then I would not and then my stock would go down and I would regret. I know I have to consider if my stocks are in regular brokerage or IRA but if you see me trading more actively, it means I follow my plan!

Dividends receive October 2017
BNS$16.65
BCE$21.61
CHSP$16.82
DEO$69.50
FCPT$3.80
FOX$3.42
GE$10.17
GPS$1.63
GSK$33.48
HRB$13.82
KO$20.51
KMB$12.70
M$11.89
NKE$2.42
NEA$6.04
PM$12.89
STOR$1.88
SOUTH$8.05
UFS$16.59
UNIT$22.31
VER$35.09
Total$341.27
Which is almost 30% increase comparing to October 2016. I am really impressed.

Here 2014/2015/2016 vs 2017:

2014
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$48.61$12.44$63.58$90.04$65.67$126.98$122.68$118.36$185.28$93.18$123.70$263.68
Year to date
$1,314.20
2015
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date
$2,311.66
2016
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97122.31422.44
Year to date
$2,936.21
2017
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$220.12128.03559.54303.15128.18425.21275.71227.19476.30341.27
Year to date
$3,084.70

 I am now in $3k zone for the year and still have two months to go. I don't expect much from November but December should add up. It means this year I will be finishing close to $4k.

Thanks for reading and please share your thoughts and progress.