2022 has officially wrapped. From a macro standpoint, it was kind of a dumpster fire. However, on the micro front, things went surprisingly smoothly. The job consolidation ended up being a big boon and it enabled me to make fairly steady progress on both fiscal and physical fronts. There may not have been any DBZ style leaps, but there was definite progression. The MVP title has to go to Capital One. Them doing away with their IRA savings accounts allowed me to move the needle in ways that I wouldn't have been able to otherwise. While I liked the security of the savings accounts, I do think this is better. More growth and it isn't like the investments in those accounts are particularly risky so I don't need to sweat it.
Enough of that, though, this is the dividend post, so it stands to reason that we get to them. December is always a showstopper for investors be they veterans or neophytes. Last year's record breaker was a testament to that. Will this month's live up to the hype? Let's find out, shall we?
Kroger (KR): $1.78
SJW (SJW): $3.57 ($0.69 taxable/$2.88 IRA)
Intel (INTC): $0.41
JM Smucker (SJM): $0.20
Sherwin Williams: $1.20 (IRA)
Pfizer (PFE): $1.26
Johnson & Johnson (JNJ): $0.65
Microsoft (MSFT): $0.04
Exxon Mobil (XOM): $8.21 ($2.75 taxable/$5.46 IRA)
Yum! (YUM): $0.18
Emerson (EMR): $0.33
Unilever (UL): $0.20
AGNC: $1.31
JP Morgan Exchange Traded Fund (JEPI): $4.88 (IRA)
Scott's Miracle Gro (SMG): $7.92 (IRA)
Walgreen's Boots Alliance (WBA): $1.53
Schwab US Dividend Equity ETF (SCHD): $5.54 ($0.62 taxable/$4.92 IRA)
Target (TGT): $0.44
IBM: $0.18
3M (MMM): $0.48
Chevron (CVX): $0.44
GlobalXSuperdividend (SDIV): $0.13
Coca Cola (KO): $5.00 ($1.48 taxable/$3.52 IRA)
Realty Income (O): $3.62 ($1.39 taxable/$2.23 IRA)
Wendy's (WEN): $1.33
Main Street Capital (MAIN): $0.26
ConEd (ED): $0.69
NextEra Energy (NEE): $2.64 ($0.09 taxable/$2.55 IRA)
Stag Industrial (STAG): $0.13
McDonald's (MCD): $0.42
Home Depot (HD): $3.80 (IRA)
Hershey's (HSY): $2.07 (IRA)
Flowers Foods (FLO): $1.48
iShares Core Dividend Growth ETF (DGRO): $4.29 ($0.35 taxable/$3.94 IRA)
VF Corp (VFC): $2.77
Vanguard Utilities ETF (VPU): $0.59
Vanguard High Dividend Yield ETF (VYM): $6.93 ($1.08 taxable/$5.85 IRA)
Stanley Black & Decker (SWK): $4.80 (IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.15
Vanguard Dividend Appreciation ETF (VIG): $0.68
Vanguard S&P 500 Growth ETF (VOOG): $0.08
Vanguard S&P 500 ETF (VOO): $3.82 ($0.48 taxable/$3.34 IRA)
Vanguard Total Market ETF (VTI): $5.29 ($0.64/$4.65 IRA)
Vanguard US REIT Fund (VNQ): $1.22
Wisdom Tree (DON): $0.11
T. Rowe Price (TROW): $4.80 (IRA)
Kraft-Heinz (KHC): $1.77
SpartanNash (SPTN): $1.08
Lockheed Martin (LMT): $0.45
Domino's (DPZ): $0.10
DFA US Small Cap: $25.12 (401K)
T. Rowe Price Value Fund: $114.39 (401K)
American EuroPacific Growth: $7.48 (401K)
Baird Aggregate Bond Fund: $3.52 (401K)
So, when all is said and done, I received a moderate $32.44 in taxable accounts. Retirement contributions on the other hand, threw in $219.32. Grand total comes to a whopping $251.76. That is how you end a year. It didn't quite hit the 2X mark compared to last year, but it was pretty darn close. That T. Rowe Price fund in the 401K is mind blowing. The growth isn't quite what it was last year, but that's still a pretty sizable leap. Of course, now one can't help but wonder what next year's number will look like. But we have a way to go before that point and quite a lot to do in the meantime.
Interest clocked in at $2.20
Aside from DRIP and 401K contributions, there were no buys this month. Crazy, right? I was expecting a sizable expense in regard to the car, but thankfully, that turned out to be fairly minor. I also thought it best to build up a cash supply to give myself a buffer for the year, both for the looming macro threats as well as the endeavors that I laid out for myself.
I'm not sure the mid-quarters can keep up with this, to be honest. It's a little sad. It put up a valiant fight and held the title for quite some time, but it seems like December has cemented itself as the record breaker for the years to come. Maybe one year, I'll focus my stock buys exclusively on mid-quarter payers to bring it back into the fight, but that's something to ponder later on down the line.
Let's see what we can do in 2023. There will be headwinds, to be sure. This may be the toughest year to date, but there's still a way to win.
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