The first quarter of the year is over and it was...bumpy. The craziness just won't stop. I'm holding the line fairly well, all things considered. I keep reading about how dire things are for a lot of other people and how they're draining savings and running up credit card debt. Haven't had to resort to that, thankfully, but it's no cake walk. In tumultuous times, you turn to your port in the storm; which, in this case, is dividends. That's right, this is money companies pay you even if you don't work for them. It's a pretty sweet arrangement. I've been tracking them for some time now and it is, once again, time to log the numbers for the past month. This being a quarter end, it's a highlight for most investors. For a while, the mid-quarter was my shining month, but the tide has turned the past few quarters. Will that trend continue? Let's find out and dive right in.
Kroger (KR): $1.79
SJW Group (SJW): $3.84 ($0.80 taxable/$3.04 IRA)
Intel (INTC): $0.41
J.M. Smucker (SJM): $0.20
Nasdaq 100 Covered Call ETF (QYLD): $0.40
Pfizer (PFE): $1.30
Johnson & Johnson (JNJ): $0.66
J.P. Morgan Exchange Traded Fund (JEPI): $3.29 (IRA)
Microsoft (MSFT): $0.04
AGNC: $1.36
Chevron (CVX): $0.47
IBM: $0.18
Emerson (EMR): $0.33
Exxon Mobil (XOM): $8.35 ($2.89 taxable/$5.46 IRA)
Target (TGT): $0.44
Yum: $0.19
Sherwin Williams (SHW): $1.21 (IRA)
Scott's Miracle Gro (SMG): $7.92 (IRA)
Walgreen's Boots Alliance (WBA): $1.55
GlobalXSuperdividend (SDIV): $0.25
3M (MMM): $0.49
Realty Income (O): $5.81 ($3.52 taxable/$2.29 IRA)
Wendy's (WEN): $2.67
Northrop Grumman (NOC): $0.13 (IRA)
Kellogg (K): $0.29 (IRA)
ConEd (ED): $0.83
McDonald's (MCD): $0.44
Stag Industrial (STAG): $0.13
NextEra Energy (NEE): $2.95 ($0.14 taxable/$2.81 IRA)
Main Street Capital (MAIN): $0.43
Hershey's (HSY): $2.07 (IRA)
Flower's Foods (FLO): $1.49
VF Corp (VFC): $1.78
Unilever (UL): $0.26
Vanguard High Dividend Yield ETF (VYM): $5.10 ($0.80/$4.30 IRA)
Stanley Black & Decker (SWK): $4.80 (IRA)
Home Depot (HD): $4.18 (IRA)
Lockheed Martin (LMT): $0.45
Invesco High Dividend Low Volatility ETF (SPHD): $0.15
Schwab US Dividend Equity ETF (SCHD): $4.80 ($0.62 taxable/$4.18 IRA)
Vanguard Total Market ETF (VTI): $5.99 ($2.06 taxable/$3.93 IRA)
Vanguard Dividend Appreciation ETF (VIG): $0.73
Vanguard S&P 500 ETF (VOO): $3.40 ($0.43 taxable/$2.97 IRA)
iShares Core Dividend Growth ETF (DGRO): $3.89 ($0.31 taxable/$3.58 IRA)
Vanguard S&P 500 Growth ETF (VOOG): $0.09
Vanguard Utilities ETF (VPU): $0.57
Vanguard US REIT Fund (VNQ): $0.82
Domino's (DPZ): $0.11
Wisdom Tree (DON): $0.11
T. Rowe Price (TROW): $4.88 (IRA)
Baird Aggregate Bond Fund: $3.43 (401K)
DFA US Small Cap: $2.12
Whew, that's a doozy. Ok, so the sub-total for the taxable income that can be used today came out to $32.69. Not too bad. The retirement income came out to $66.87. That brings the grand total to $99.56.
Gah! So close! You're killin' me, Smalls, killin' me softly. Actually, I'm happy with that number overall. We're starting to see momentum building.
Interest clocked in at $2.97, so the overall passive income total does cross the 3 digit threshold. Next quarter end is a lock, though
You're can already see the effect the Realty Income and VTI buys, which is kind of neat.
Speaking of buys, I maintained my plan and also made some buys on Robinhood (which you can read about here, here, and here. I also threw in an impromptu buy for a share of Westrock (WRK). Publix also kicked in with its PROFIT plan and 401k match. I missed out on it last year, so it was nice to see it juice up the balance sheet again. You can see the fairly recently updated portfolio post here.
While 2023 is living up to my prediction, the quarter end continues to shine. It's good to see progress being made. Just have to keep pressing onward.
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