Paychex (PAYX): $2
Northrop Grumman (NOC): $2 (Roth)
JM Smucker (SJM): $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
NextEra Energy (NEE): $2
Exxon Mobil (XOM): $2 (Roth)
Vanguard S&P 500 ETF (VOO): $2
Blackrock (BLK): $2 (Roth)
Kroger (KR): $2
iShares Core Dividend Growth (DGRO): $2 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Lockheed Martin (LMT): $2
Northrop Grumman (NOC): $2 (Roth)
General Dynamics (GD): $2
Vanguard High Dividend Yield ETF (VYM): $2 (Roth)
NextEra Energy (NEE): $2
Exxon Mobil (XOM): $2 (Roth)
Vanguard S&P 500 ETF (VOO): $2
Blackrock (BLK): $2 (Roth)
Procter & Gamble (PG): $2
iShares Core Dividend Growth ETF (DGRO): $2 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
It's fitting that I recently finished listening to "Raising the Floor", a book talking about the need for a universal basic income, as today we come to that time of the month where we discuss what is very likely to be the most effective mechanism to fund a basic income: dividends.
I've been at this about six years now. There have been headwinds, hurdles, and setbacks to be sure. I've got quite a bit of distance to go before I cross that threshold, but I've still made it quite a distance in the aforementioned timespan. How did the last month pan out? Let's dive in and see, shall we?
Nasdaq Covered Call ETF (QYLD): $0.59
General Mills (GIS): $1.93 (IRA)
General Dynamics (GD): $0.37
AGNC: $1.62
GlobalXSuperdividend (SDIV): $0.30
Clorox (CLX): $1.36 (IRA)
Apple (AAPL): $0.02
Kinder Morgan (KMI): $3.23
Stag Industrial (STAG): $0.16
Colgate (CL): $1.50 (IRA)
Main Street Capital (MAIN): $0.57
Tanger Factory Outlet (SKT): $1.54
Gold Hedged Bond Fund ETF (GOLY): $0.07
Lowe's (LOW): $3.30 (IRA)
WisdomTree (DON): $0.12
AT&T (T): $4.70
Verizon (VZ): $7.48 ($0.83 taxable/$6.65 IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.17
JP Morgan Premium Equity Index (JEPI): $2.61 (IRA)
Baird Aggregate Bond Fund: $5.92 (401K)
Paychex (PAYX): $2.64
Hormel (HRL): $4.67 ($1.84/$2.83 IRA)
Omega Healthcare (OHI): $5.61
Westrock (WRK): $2.33
Procter & Gamble (PG): $5.60 ($2.58 taxable/$3.02 IRA)
Realty Income (O): $10.13 ($7.82 taxable/$2.31 IRA)
Publix: $95.69 ($67.27/$28.42 401K)
The taxable sub-total comes to $104.38. Retirement accounts brought in $59.85. Thus, the grand total for the month clocks in at $164.23.
Interest came in at $8.42. The "foundation" account brought in an "additional" $0.16.
There was one round of buys on Robinhood and I added another share of Realty Income (O). Sadly, still can't do the weekly buys, but I am adding to it when I can so that I can get closer to that 100 share goal. Moves were made on other fronts (liabilities, savings, fundrise) courtesy of both an "extra" paycheck as well as my tax return coming in.
All in all, it was a solid month. Mid-quarters rarely disappoint. We'll see how the next quarter end month fares in comparison.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
PepsiCo (PEP): $3
Northrop Grumman (NOC): $3 (Roth)
NextEra Energy (NEE): $3
Vanguard High Dividend Yield (VYM): $3 (Roth)
Vanguard S&P 500 ETF (VOO): $3
Exxon Mobil (XOM): $3 (Roth)
Yum brands (YUM): $3
Blackrock (BLK): $3 (Roth)
Lockheed Martin (LMT): $3
iShares Core Dividend Growth ETF (DGRO): $3 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Alright, you know what time it is. Let's do this.
Paramount Global (PARA): $0.53
Kraft-Heinz (KHC): $2.19
Lockheed Martin (LMT): $0.52
Coca-Cola (KO): $5.67 ($1.79 taxable/$3.99 IRA)
Domino's (DPZ): $0.17
PepsiCo (PEP): $5.97 ($2.17 taxable/$3.80 IRA)
HP (HPQ): $0.31
AGNC: $1.60
Gold Hedged Bond Fund (GOLY): $0.07
Kimberly Clark (KMB): $6.24 ($1.36/$4.88 IRA)
GlobalXSuperdividend (SDIV): $0.29
Iron Mountain (IRM): $4.25
Main Street Capital (MAIN): $0.57
Franklin Resources (BEN): $3.66
Stag Industrial (STAG): $0.16
Leggett & Platt (LEG): $2.56
McCormick (MKC): $0.08
Bank of America (BAC): $1.68 (IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.17
JP Morgan Exchange Traded Fund (JEPI): $2.76 (IRA)
WisdomTree (DON): $0.12
Armanino Foods of Distinction (AMNF): $2.73
Campbell's (CPB): $4.12 ($0.42/$3.70 IRA)
Baird Aggregate Bond Fund: $5.53 (401K)
Realty Income (O): $9.84 ($7.53/$2.31 IRA)
Best Buy (BBY): $16.07
That brings the taxable sub-total to $49.32. The retirement accounts brought in $28.54. All in all, this month clocked in $77.86 of dividends. Interest came in at $7.93 and the "foundation" account brought in $0.09.
There was just one round of buys on Robinhood, which you can read about here. I also bought a share of Realty Income (O) and the automatic $50 to Best Buy went through. That was the extent of it.
Pretty light month overall. Still, progress was made in the right direction, so I will take it regardless.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
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)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
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.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
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)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
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.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
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)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Kraft Foods (KHC): $3
Clorox (CLX): $7 (Roth)
Emerson (EMR): $3
Northrop Grumman (NOC): $7 (Roth)
WisdomTree Midcap Dividend Fund (DON): $3
Exxon Mobil (XOM): $7 (Roth)
Target (TGT): $3
Vanguard High Dividend Yield ETF (VYM): $7 (Roth)
Vanguard S&P 500 ETF (VOO): $3
Blackrock (BLK): $7 (Roth)
A new position added to the retirement account. You may recognize the name, as it is the rather infamous investment company that "owns everything". Well, in a power play worthy of Victor Newman himself; I have established a foothold into the company and will now begin the process of "owning the owner". Checkmate.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Kraft Foods (KHC): $3
Clorox (CLX): $7 (Roth)
Domino's (DPZ): $3
Northrop Grumman (NOC): $7 (Roth)
Vanguard S&P 500 ETF (VOO): $3
Schwab US Dividend Equity ETF (SCHD): $7 (Roth)
Emerson (EMR): $3
Exxon Mobil (XOM): $7 (Roth)
Paychex (PAYX): $3
Vanguard High Dividend Yield ETF (VYM): $7 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
January: Taxable: $26.25 Retirement: $20.82 Total: $47.07
February: Taxable: $47.52 Retirement: $35.64 Total: $83.16
March: Taxable: $32.69 Retirement: $66.87 Total: $99.56
April: Taxable: $34.39 Retirement: $21.23 Total: $55.62
May: Taxable: $74.11 Retirement: $47.08 Total: $121.19
June: Taxable: $31.78 Retirement: $69.77 Total: $101.55
July: Taxable: $38.88 Retirement: $20.86 Total: $59.74
August: Taxable: $75.26 Retirement: $49.04 Total: $124.30
September: Taxable: $40.55 Retirement: $67.55 Total: $108.10
October: Taxable: $38.37 Retirement: $26.66 Total: $65.03
November: Taxable: $76.64 Retirement: $47.58 Total: $124.22
December: Taxable: $45.37 Retirement: $176.64 Total: $222.01
Taxable Sub-total: $561.81
Retirement Sub-total: $649.74
Grand total: $1,211.55
That's a nice jump compared to last year. Cleared the 1K mark with room to spare. Considering how stagnant things felt during the year itself, that number comes as a pleasant surprise. It looks like the snowball is really starting to gain momentum. I daresay this is where things are going to get interesting.
What better way to kick off the new year than to talk about dividends, am I right? Dividends are awesome, December dividends especially so. There's a lot to cover, so let's dive right in.
Intel (INTC): $0.14
Kroger (KR): $2.05
J.M. Smucker (SJM): $0.22
Pfizer (PFE): $1.34
Unilever (UL): $0.32
SJW Group (SJW): $3.85 ($0.81 taxable/$3.04 IRA)
Johnson & Johnson (JNJ): $0.71
AGNC: $1.52
Yum! (YUM): $0.20
Walgreen's Boots Alliance (WBA): $1.64
IBM: $0.19
Kellanova (K): $1.49 (IRA)
Target (TGT): $0.51
Sherwin Williams (SHW): $1.21 (IRA)
Chevron (CVX): $0.50
NextEra Energy (NEE): $3.00 ($0.19 taxable/$2.81 IRA)
Emerson (EMR): $0.41
Flowers Foods (FLO): $1.60
3M (MMM): $0.54
Kraft Foods (KHC): $2.05
Microsoft (MSFT): $0.04
Coca Cola (KO): $5.31 ($1.63 taxable/$3.68 IRA)
GlobalXSuperdividend (SDIV): $0.25
Home Depot (HD): $4.18 (IRA)
Domino's (DPZ): $0.12
Exxon Mobil (XOM): $9.16 ($3.09 taxable/$6.07 IRA)
Northrop Grumman (NOC): $0.49 (IRA)
Hershey's (HSY): $2.38 (IRA)
ConEd (ED): $0.85
Wendy's (WEN): $3.02
Main Street Capital (MAIN): $0.87
Stanley, Black & Decker (SWK): $4.86 (IRA)
WK Kellogg Co (KLG): $0.12 (IRA)
Vanguard S&P 500 ETF (VOO): $4.21 ($0.61 taxable/$3.60 IRA)
Stag Industrial (STAG): $0.13
Vanguard US REIT Fund (VNQ): $1.17
iShares Core Growth ETF (DGRO): $4.84 ($0.40 taxable/$4.44 IRA)
McDonald's (MCD): $0.55
SpartanNash (SPTN): $1.14
VF Corp (VFC): $0.78
Schwab US Dividend Equity ETF (SCHD): $6.54 ($0.80 taxable/$5.74 IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.18
T. Rowe Price Group (TROW): $4.88 (IRA)
Vanguard Utilities ETF (VPU): $0.69
Vanguard High Dividend Yield ETF (VYM): $8.32 ($1.26 taxable/$7.06 IRA)
Vanguard S&P 500 Growth ETF (VOOG): $0.12
Realty Income (O): $9.15 ($6.85 taxable/$2.30 IRA)
Vanguard Dividend Appreciation ETF (VIG): $0.93
Vanguard Total Market ETF (VTI): $9.32 ($4.31 taxable/$5.01 IRA)
WisdomTree Midcap Dividend Fund (DON): $0.13
DFA US Small Cap: $16.02 (401K)
Lockheed Martin (LMT): $0.51
American EuroPacific Growth: $30.55 (401K)
Baird Aggregate Bond Fund: $7.27 (401K)
T Rowe Price Value Fund: $59.44 (401K)
The taxable sub-total comes to a respectable $45.37. Retirement accounts, however, pulled in $176.64. That brings the grand total to $222.01. A solid number, no doubt, but it's actually down quite a bit from last year. The T Rowe Price value fund dipped quite a bit this year. It's a bit sad, especially after a year of further contributions, but it is what it is. Like I said, it's hard to complain about the current number. It just means that I need to bolster the other positions to make up the difference.
Interest clocked in at $7.13
Not a bad month on the buying front. There were two rounds on Robinhood, but over on E-Trade, I made single share buys of Realty Income (O), Main Street Capital (MAIN), Gold Share Hedged Bond ETF (GLDB), and WisdomTree (DON). These are all monthly payers. Some of these I already had in my Robinhood account, but the gold ETF is a new one. I'm still continuing building up my IAU position, but this pays, so it seemed to be worth an add. Hopefully, bolstering these will help pick up the slack after a largely dormant 2023.
What will 2024 bring? Who's to say?
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Clorox (CLX): $3 (Roth)
Emerson (EMR): $2
Northrop Grumman (NOC): $3 (Roth)
Kraft-Heinz (KHC): $2
Schwab US Dividend Equity ETF (SCHD): $3 (Roth)
McDonald's (MCD): $2
Exxon Mobil (XOM): $3 (Roth)
Yum! (YUM): $2
Vanguard High Dividend Yield ETF (VYM): $3 (Roth)
WK Kellogg Co (KLG): $3 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Coca-Cola (KO): $3
Clorox (CLX): $3 (Roth)
Vanguard S&P 500 ETF (VOO): $3
Northrop Grumman (NOC): $3 (Roth)
Emerson (EMR): $3
WK Kellogg Co (KLG): $3 (Roth)
WisdomTree US Midcap Dividend Fund (DON): $3
Schwab US Dividend Equity ETF (SCHD): $3 (Roth)
Exxon Mobil (XOM): $3 (Roth)
Vanguard High Dividend Yield ETF (VYM): $3 (Roth)
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Another month has passed and 2023 moves into its denouement. As is tradition, we open the month by looking at what the month prior delivered in terms of dividends. The mid-quarters are always a big one for me, so this should be interesting. What's better is that this makes for a nice prelude to the infamous December dividend numbers. I'm definitely looking forward to that. Until then, though, let's see how turkey month fared.
Nasdaq 100 Covered Call ETF (QYLD): $0.42
J.P. Morgan Exchange Traded Fund (JEPI): $2.87 (IRA)
Armanino Foods of Distinction (AMNF): $0.66
AGNC: $1.50
General Dynamics (GD): $0.32
Tanger Factory Outlet (SKT): $1.43
Apple (AAPL): $0.02
Westrock (WRK): $2.30
Papa Johns (PZZA): $0.18
Hormel (HRL): $4.23 ($1.48 taxable/$2.75 IRA)
Clorox (CLX): $0.92 (IRA)
GlobalXSuperdividend (SDIV): $0.24
Kinder Morgan (KMI): $3.06
Stag Industrial (STAG): $0.13
Paychex (PAYX): $2.34
WisdomTree Midcap Dividend Fund (DON): $0.08
Lowe's (LOW): $3.30 (IRA)
Invesco High Dividend Low Volatility ETF (SPHD): $0.17
Omega Healthcare (OHI): $5.38
Main Street Capital (MAIN): $0.27
AT&T (T): $4.55
Starbucks (SBUX): $0.37
Verizon (VZ): $7.46 ($0.81 taxable/$6.65 IRA)
Procter & Gamble (PG): $5.20 ($2.38 taxable/$2.82 IRA)
Baird Aggregate Bond Fund: $4.97 (401K)
Realty Income (O): $9.12 ($6.82 taxable/$2.30 IRA)
Publix: $62.73 ($41.73 taxable/$21 401K)
Had to save the best for last with that Publix dividend. They really do most of the heavy lifting for this quarter month, but I'm not complaining.
The taxable sub-total comes out to $76.64. Retirement accounts threw in $47.58. All in all, $124.22 came in the past month. You can check out last quarter's and last year's numbers here and here for a frame of reference.
Interest clocked in at $4.91, which is about on pace with several of the individual positions, so it's not bad in all honesty.
Pretty light month on the buying front. There was one round of buys on Robinhood and, of course, the automatic recurring transactions. I did reimplement the $1/day buys into Ethereum and Doge, so the crypto engine is back up and running. There are just two more things I need to put into place before I'm back to where I was before the mid-year pause.
It was a solid month overall. It's good to get some momentum going into the next year. Before that, though, the aforementioned December dividends await. It's going to be a banger, no doubt.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Clorox (CLX): $3 (Roth)
Northrop Grumman (NOC): $3 (Roth)
Schwab US Dividend Equity ETF (SCHD): $3 (Roth)
Exxon Mobil (XOM): $3 (Roth)
Vanguard High Dividend Yield ETF (VYM): $3 (Roth)
WK Kellogg Company (KLG): $3 (Roth)
All Roth today. It's been a while, so I thought I'd start to get the ball rolling again.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
Happy Halloween! As October winds down, what better way to wrap things up than by seeing what treats the portfolio brought in over the last 31 days? The quarter openers are generally my weakest month, but it should still be interesting, regardless.
Coca Cola (KO): $5.30 ($1.62 taxable/$3.68 IRA)
Paramount Global (PARA): $0.53
Vanguard S&P 500 ETF (VOO): $3.49 ($0.50 taxable/$2.99 IRA)
HP (HPQ): $0.29
iShares Core Dividend Growth ETF (DGRO): $5.07 ($0.41 taxable/$4.66 IRA)
Vanguard Dividend Appreciation Fund (VIG): $0.78
Kimberly Clark (KMB): $6.01 ($1.29 taxable/$4.72 IRA)
Vanguard S&P 500 Growth ETF (VOOG): $0.10
Iron Mountain (IRM): $4.16
Vanguard Utilities ETF (VPU): $0.63
AGNC: $1.48
Vanguard US REIT Fund (VNQ): $0.79
Franklin Resources (BEN): $3.46
GlobalXSuperdividend (SDIV): $0.24
Leggett & Platt (LEG): $2.47
Main Street Capital (MAIN): $0.26
Campbell's (CPB): $4.11 ($0.41 taxable/$3.70 IRA)
WisdomTree (DON): $0.03
Invesco High Dividend Low Volatility ETF (SPHD): $0.19
McCormick (MKC): $0.05
Stag Industrial (STAG): $0.13
Realty Income (O): $9.08 ($6.78 taxable/$2.30 IRA)
Best Buy (BBY): $11.77
Baird Aggregate Bond Fund: $4.61 (401K)
The taxable sub-total comes to $38.37, which isn't too bad all things considered. The retirement accounts brought in $26.66. All in all, the dividend total for the month comes to $65.03. Still have a way to go before this breaks the triple digit mark, but it's not a bad number in its own right.
Interest clocked in at $4.50.
No real moves in the market this month, aside from the recurring buys. I did shuffle some things around in the liquid capital front. Sadly, the attempt to transfer my E-trade assets to Robinhood didn't go through. I think it was Armanino that stopped it, but I can't be sure. They do offer to do partial transfers, but I decided against it. I'd still have two accounts to run and there's a transfer fee that would've rendered it more trouble than it was worth.
To even things out a bit, I did buy into Fundrise's IPO. I was reluctant, as the minimum buy-in was a bit high and I didn't want to pull even more from my reserves, but it was only open for a narrow window of time. I didn't want to wait another year and I figured this would be a good way to help lay the groundwork and gain some momentum for 2024. It's not an income generator, but the price has trended upward, so here's hoping that works out.
Two months left in the year. It's still a pretty sizable window of time to make progress, but it is moving into "crunch time" territory. As the expression says, let's freaking go.
Click here to open a RobinHood account
Click here to become a Swagbucks member
Click here to open a FundRise account
