Unilever (UL): $3
Northrop Grumman (NOC): $3 (Roth)
PepsiCo (PEP): $3
Vanguard High Dividend Yield ETF (VYM): $3 (Roth)
Vanguard Utilities ETF (VPU): $3
Exxon Mobil (XOM): $3 (Roth)
Starbucks (SBUX): $3
Blackrock (BLK): $3 (Roth)
Kroger (KR): $3
iShares Core Dividend Growth ETF (DGRO): $3 (Roth)
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A little later than I like, but the time has finally come to log the dividends for March. Let's freaking go.
Intel (INTC): $0.14
AGNC: $1.58
J.M. Smucker (SJM): $0.22
JP Morgan Exchange Traded Fund (JEPI): $2.41 (IRA)
Yum Brands (YUM): $0.24
Main Street Capital (MAIN): $1.27
IBM: $0.19
Kroger (KR): $2.06
Johnson & Johnson (JNJ): $0.71
Sherwin Williams (SHW): $1.43 (IRA)
Chevron (CVX): $0.54
SpartanNash (SPTN): $1.17
Emerson (EMR): $0.49
Wendy's (WEN): $3.05
Microsoft (MSFT): $0.04
Target (TGT): $0.53
Pfizer (PFE): $1.39
Kellanova (K): $2.06 (IRA)
WK Kellogg (KLG): $0.73 (IRA)
SJW Group (SJW): $4.06 ($0.86/$3.20 IRA)
3M (MMM): $0.55
Flowers Foods (FLO): $1.61
GlobalXSuperdividend (SDIV): $0.32
NextEra Energy (NEE): $3.35 ($0.26/$3.09 IRA)
ConEd (ED): $0.88
Hershey's (HSY): $2.74 (IRA)
Stag Industrial (STAG): $0.15
Vanguard S&P 500 ETF (VOO): $3.66 ($0.57/$3.09 IRA)
Northrop Grumman (NOC): $0.66 (IRA)
Stanley, Black & Decker (SWK): $4.86 (IRA)
Walgreen's Boots Alliance (WBA): $0.87
Vanguard High Dividend Yield ETF (VYM): $5.17 ($0.76/$4.41 IRA)
McDonald's (MCD): $0.56
Home Depot (HD): $4.50 (IRA)
Strategy Gold Hedged Bond (GOLY): $0.06
Cheesecake Factory (CAKE): $1.35 (IRA)
VF Corp (VFC): $0.78
iShares Core Dividend Growth ETF (DGRO): $4.13 ($0.34/$3.79 IRA)
Unilever (UL): $0.41
Baird Aggregate Bond Fund: $5.80 (401K)
Blackrock (BLK): $0.14 (IRA)
T Rowe Price (TROW): $4.96 (IRA)
Vanguard S&P 500 Growth ETF (VOOG): $0.04
Schwab US Dividend Equity ETF (SCHD): $5.74 ($0.66/$5.08 IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.16
DFA US Small Cap: $2.78 (401K)
Nasdaq 100 Covered Call ETF (QYLD): $0.31
Exxon Mobil (XOM): $9.54 ($3.12/$6.42 IRA)
Vanguard Dividend Appreciation ETF (VIG): $0.79
Scott's Miracle Gro (SMG): $7.92 (IRA)
Wisdom Tree (DON): $0.35
Vanguard US REIT ETF (VNQ): $0.81
Realty Income (O): $9.79 ($7.48/$2.31 IRA)
Vanguard Utilities ETF (VPU): $0.58
Vanguard Total Market ETF (VTI): $9.52 ($4.97/$4.55 (IRA)
Woof, that takes some doing. The taxable sub-total came to $41.44. Retirement accounts came in hard with $78.28. All in all, the portfolio pulled in $119.72 in income this month.
Interest clocked in at $8.62. This doesn't include the "foundation" account which brought in $0.04, It's a pittance now, but give it a couple of years. This is gonna be cool.
It was a seemingly light month on the purchase front. There was one round of buys on Robinhood and I bought 1 share of Flowers Foods (FLO).
Luckily, Publix picked up the slack. March is the month where the 401K match gets distributed, and we also get a dose of company stock. It added a nice little kick to the balance sheet and the May dividends are going to be interesting.
That about wraps things up. 2024 continues to chug along and the "setup 2025" plan is going well so far. We'll see how things progress as we move into the second quarter.
Emerson (EMR): $3
Northrop Grumman (NOC): $3 (Roth)
Lockheed Martin (LMT): $3
Vanguard High Dividend Yield ETF (VYM): $3 (Roth)
General Dynamics (GD): $3
Exxon Mobil (XOM): $3 (Roth)
Unilever (UL): $3
Blackrock (BLK): $3 (Roth)
Kroger (KR): $3
iShares Core Dividend Growth ETF (DGRO): $3 (Roth)
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It's the beginning of the new month after leap day, so let's see if the dividends did any leaping.
General Dynamics (GD): $0.33
AGNC: $1.56
Main Street Capital (MAIN): 0.55
Tanger Factory Outlet (SKT): $1.44
Gold Hedged Bond ETF (GOLY): $0.06
General Mills (GIS): $1.66 (IRA)
Apple (AAPL): $0.02
Kinder Morgan (KMI): $3.11
GlobalXSuperdividend ETF (SDIV): $0.30
Paychex (PAYX): $2.37
Inverse Cramer ETF (SJIM): $0.05
Clorox (CLX): $1.18 (IRA)
Papa Johns (PZZA): $0.19
Lowe's (LOW): $3.30 (IRA)
Starbucks (SBUX): $0.37
Westrock (WRK): $2.31
WisdomTree Midcap Dividend Fund (DON): $0.12
JP Morgan Exchange Traded Fund (JEPI): $2.40 (IRA)
Stag Industrial (STAG): $0.15
Colgate (CL): $1.31 (IRA)
Nasdaq 100 Covered Call ETF (QYLD): $0.31
Procter & Gamble (PG): $5.22 ($2.40 taxable/$2.82 IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.18
Baird Aggregate Bond fund: $4.88 (401K)
Hormel (HRL): $4.36 ($1.53 taxable/$2.83 IRA)
Realty Income (O): $9.75 ($7.44 taxable/$2.31 IRA)
Omega Healthcare (OHI): $5.49
Verizon (VZ): $7.47 ($0.82 taxable/$6.65 IRA)
AT&T (T): $4.64
Publix: $64.34 ($41.73 taxable/$22.61 401K)
Subtotal in the taxable accounts came to $77.47. Retirement accounts threw in $51.95. All in all, the grand total comes to $129.42.
Interest brought in $7.36.
Pretty light month as far as buys go. There was one round of buys on Robinhood (you can read about it here).
I did buy a share of SoFi's weekly dividend paying ETF (WKLY). It would have been a great add, building up a position that paid weekly would have made those "off-season" months go so much smoother. Alas, I found out a few minutes after I bought it that they were going to be shutting it down, thus I sold it. I did make a good ten cents on that day trade; still, it's a pity. I did buy a share of Hormel to even that out. Maybe one day Vanguard will create its own weekly dividend paying ETF, fingers crossed.
The recurring buys continued for the first half of the month. I re-paused them, as the snowbirds are going to be leaving soon so I have to brace for water treading. The only one still going is the $50 into Best Buy. It's something, at least.
I was surprised to see the Inverse Cramer ETF pop up this month. E-trade had shown that it only paid in December so I hadn't really given it much thought. It turns out that that ETF is shutting its figurative doors as well. It's a shame, that one would've been interesting to watch. I never watched "Mad Money", but the meme was (and still is) pretty amusing.
Nothing too out of the ordinary this month, just keep things chugging along.
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Emerson (EMR): $3
Northrop Grumman (NOC): $7 (Roth)
WisdomTree Midcap Dividend Fund (DON): $3
Vanguard High Dividend Yield ETF (VYM): $7 (Roth)
Unilever (UL): $3
Exxon Mobil (XOM): $7 (Roth)
PepsiCo (PEP): $3
Blackrock (BLK): $7 (Roth)
McCormick (MKC): $3
iShares Core Dividend Growth ETF (DGRO): $7 (Roth)
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New year, new dividend post! Let's see how the new year started off.
Paramount Global (PARA): $0.53
Hewlett Packard (HPQ): $0.31
WisdomTree Midcap Dividend Fund (DON): $0.08
Kimberly Clark (KMB): $1.30
Iron Mountain (IRM): $4.21
PepsiCo (PEP): $5.93 ($2.13 taxable/$3.80 IRA)
Nasdaq 100 Covered Call ETF (QYLD): $0.49
AGNC: $1.54
Realty Income (O): $9.46 ($7.15 taxable/$2.31 IRA)
Main Street (MAIN): $0.52
Leggett & Platt (LEG): $2.51
Franklin Resources (BEN): $3.62
Stag Industrial (STAG): $0.13
Gold Hedged Bond ETF (GLDB): $0.06
Best Buy (BBY): $13.84
Invesco High Dividend Low Volatility ETF (SPHD): $0.17
Armanino Foods of Distinction (AMNF): $0.66
Campbell's (CPB): $4.11 ($0.41 taxable/$3.70 IRA)
Baird Aggregate Bond Fund: $4.16
The taxable sub-total comes to $39.66. Retirement accounts pulled in $13.97. That brings the total to $53.63.
Interest clocked in at $7.27.
I went a little off the beaten path this month. The automatic recurring buys continued (even added a couple).
There were, of course, the Robinhood buys, that you can read about here, here, here, and here.
I also added single shares of Realty Income, the Inverse Cramer ETF (SJIM), the Unusual Whales Subversive Republican Trading ETF (KRUZ), the Unusual Whales Subversive Democratic Trading ETF (NANC).
It's pretty well established that politicians have a knack for the stock market, so when I saw that these two ETF's existed, I had to try them out. I was also intrigued by the "inverse cramer" ETF. There's a running joke that whenever TV host Jim Cramer recommends a stock, the price soon plummets and vice-versa. As such, a general quasi-facetious "rule of thumb" is to do the opposite of whatever he says if you want to be successful in the stock market. This ETF takes that concept and runs with it. Will it pan out? Not sure. These are dividend payers, but they only pay in December, so I'm not too incentivized to keep building them, but they will be interesting to watch, no doubt.
I also added 7 shares of Bank of America (BAC) and 5 shares of Cheesecake Factory (CAKE). These were done in my non-Robinhood IRA's. There's no DRIP option there and with them charging per-trade fees, it seemed best to let the dividend cash build up and make this an annual event. My original plan was to do it in December to accompany the big dividends, but January is always such a letdown, so I decided to hold off and use it as a way to not only keep the momentum going, but to give the new year a little boost. I think it achieved the desired result and this was just year one, wait until we're five or ten years down the line. That's gonna be fun.
Until then, though, we press on. It wasn't a mind-blowing start as far as dividends go, but moves were made. I said on Twitter that this was going to be more of a "setup 2025" year and I think that this did a decent job of getting started on that overall goal.
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Emerson (EMR): $3
Clorox (CLX): $7 (Roth)
Unilever (UL): $3
Northrop Grumman (NOC): $7 (Roth)
NextEra Energy (NEE): $3
Exxon Mobil (XOM): $7 (Roth)
WisdomTree Midcap Dividend Fund (DON): $3
Vanguard High Dividend Yield ETF (VYM): $7 (Roth)
Vanguard S&P 500 ETF (VOO): $3
Blackrock (BLK): $7 (Roth)
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