Another month has come and gone. As such, it's time to take a moment to look back to see how the dividends looked. Quarter openers are my weakest month, but surprises do happen from time to time. So, let's see how things fared.
Domino's (DPZ): $0.11
PepsiCo (PEP): $2.08
Kraft Foods (KHC): $1.94
Coca-Cola (KO): $5.26 ($1.58/$3.68 IRA)
SpartanNash (SPTN): $1.12
Paramount Global (PARA): $0.52
Vanguard Dividend Appreciation ETF (VIG): $0.78
Vanguard US REIT Fund (VNQ): $0.99
HP (HPQ): $0.29
Vanguard S&P 500 ETF (VOO): $3.66 ($0.51/$3.15 IRA)
Vanguard S&P 500 Growth ETF (VOOG): $0.09
Vanguard Utilities ETF (VPU): $0.58
Kimberly Clark (KMB): $6.00 ($1.28/$4.72 IRA)
Iron Mountain (IRM): $3.92
JP Morgan Exchange Traded Fund (JEPI): $2.87 (IRA)
AGNC: $1.43
GlobalXSuperdividend (SDIV): $0.24
Stag Industrial (STAG): $0.13
Best Buy (BBY): $10.01
McCormick (MKC): $0.05
WisdomTree (DON): $0.04
Franklin Resources (BEN): $3.42
Realty Income (O): $8.99 ($6.69/$2.30 IRA)
Main Street Capital (MAIN): $0.25
Invesco High Dividend Low Volatility ETF (SPHD): $0.17
Armanino Foods of Distinction (AMNF): $0.66
Baird Aggregate Bond Fund: $4.14
The taxable sub-total comes to $38.88. The retirement sub-total is $20.86. All in all, the portfolio pulled in $59.74. Interest clocked in at $4.05
It didn't break triple digits like the other two quarter months, but it's a pretty decent number on its own. On the other hand, a lot of Vanguard ETFs pushed their pay date back, so the number is artificially inflated to a certain degree.
I do like how the Best Buy position is progressing. That $50/month and dividend reinvestment combo has certainly gotten results. It's really doing most of the heavy lifting this time around.
Speaking of buys, I made four rounds of buys on Robinhood (which you can read about here, here, here, and here). I also added a share of AT&T (T). Just about every other investor out there is holding at best or dropping the stock altogether, but I figured for $13, why not?
I also threw $20 into Fundrise. It was a 50/50 split between the regular fund and their innovation fund, which is more akin to venture capital focusing on tech-based startups. From what I've read, the name is the best part, but I figured I'd take advantage and branch out a bit. If I can get in on their IPO the next time that opens up, then I'll have the trifecta as far as that site is concerned.
It was a light month, but car maintenance is a huge pain and it really jacked up my budget this month. The checking account took a hit and I damn near maxed out my credit card, so I did. I've already started chipping away at it, but I'm going to actually have to breach my "pay in full each month" system for a little while. Rest assured; I am not looking forward to it.
Oddly enough, market gains offset the losses this month. It's mostly just on paper, as I'm not selling those stocks anytime soon, but it did make updating the balance sheet a slightly easier pill to swallow.
Still, we endure and move forward. The year's not over yet. Setbacks can be shaken off and pieces can be put in place to set things up for future growth and success.
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