October 2018

Year to date dividend payout: $1,680.70
Forward annual dividend: $2,266.74

Stock # Of Shares Avg Share Price Total Forward Dividend
Bought:
HTGC 25 $12.90 $327.45  $31.00
KNOP 20 $31.35 $431.95  $41.60
TPVG 25 $12.55 $318.70  $36.00
Total: $108.60
Stock Dividend Payout
CIM $75.00
GLAD $7.28
NRZ $75.00
TWO $31.16
AGNC $18.00
UNIT $60.00
Total $266.44

October 2018

As always, Happy dividend investing and see everybody in retirement!

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September 2018

The 3rd quarter is over and now starts my favorite time of the year, Fall. In September I added $650.00 to my portfolio which I used to buy 25 shares of CIM at $19.05 a share for a total of $481.20 after fees. This added $50.00 to my forward dividend and brought my yearly divided to $2156.12.

My dividends for September came out to $97.23. This was an increase of $83.68 or 617.56% over September of 2017 but only an increase of $8.96 or 10.15% over June of 2018.  My running total for the year is now $1,414.26. With only 3 months left of the year I do not think I am going to hit my target of $1950.00 but fingers crossed.

Stock # Of Shares Avg Share Price Total Forward Dividend
Bought:
CIM 25 $19.05 $481.20  $50.00
Stock Dividend Payout
GLAD $7.23 or .754 shares
AGNC $18.00
TPVG $18.00
CTL $54.00
Total $97.23

September 2018

As always, Happy dividend investing and see everybody in retirement!

August 2018

August is done which means my favorite time of the year has arrived, Fall. I hope everybody had a great summer and their portfolios are working hard for them? I added $650.00 to my portfolio which I used to buy 20 shares of AGNC for $19.00 a share for a total of $384.95 after fees. This added $43.20 to my forward dividend and brought my yearly divided to $2106.12.

My dividends for August came out to $155.93. This was an increase of $91.38 or 141.56% over August of 2017 and an increase of $28.48 or 22.35% over May of 2018.  My running total for the year is now $1,317.03. With 4 more months left in the year I feel like I might be able to hit $2000. Fingers crossed. As the say, slow and steady wins the race.

Stock # Of Shares Avg Share Price Total Forward Dividend
Bought:
AGNC 20 $19.00 $384.95  $43.20
Stock Dividend Payout
HTGC $23.25
GLAD $7.18 or .736 shares
AGNC $14.40
KNOP $28.60
SUN $82.50
Total $155.93

August 2018

As always, Happy dividend investing and see everybody in retirement!

July 2018

Hello to all. I hope everybody had a great 4th of July and a wonderful month. July was a great month for many reasons. For one the weather has been cool thanks to a lot of raining/cloudy days which allowed me to get out and do things like bike ride and go on day trips with friends. My portfolio also had a great month because it grew by almost $1000.00 and saw a new monthly record of $281.86 in dividends. So I bought only one stock this month and that was HTGC. I bought 75 shares at an average price of $13.10 a share for a total of $987.45 after fees. This purchased increased my forward dividend by $93.00 which brought my yearly dividend to $2062.30. 

I am excited to announce a new monthly record of $281.86. This beats the previous record by $27.34. This was an increase of $29.33 or 11.61% over April and an increase of $88.43 or 45.72% over July of 2017.  It is only a matter of time before I pass $300 a month and than $400 a month. My running dividend payments so far for 2018 come to $1,161.10. Seven months into the year and I have surpass my 2017 dividend payments by almost $40.  

Stock # Of Shares Avg Share Price Total Forward Dividend
Bought:
HTGC 75 $13.10 $987.45  $93.00
Stock Dividend Payout
CIM $62.50
GLAD $7.12
NRZ $75.00
TWO $62.84
AGNC $14.40
UNIT $60.00
Total $281.86

July 2018

As always, Happy dividend investing and see everybody in retirement!

Mid-year 2018

The Good

  • For the first six months I have added $4,225.57 or about 47% of the $9000 I wanted to add to my portfolio this year.
  • Currently the value of my portfolio stands at $18,296.87. I have eleven different stocks and 1,036.74 shares. Current yield is 11.27%
  • During the first 6 months of the year I have collected $879.24 in dividends. This is ~44% of my goal for 2018 of reaching $2,000.  
  • My Portfolio is made up of 5 different sectors with 45% of it in REITs.

The Bad

  • I sold all my shares of CJREF and OHI because the companies either reduced or cancelled their dividends. This is the risk I take with buying high yield stocks.
  • For OHI I lost around $300 and for CJREF I lost around $635 for a total of around $935. This is a large chunk of money and would have been much less if I had stop losses in place.
  • My portfolio for most of the year has been red which comes from the volatility of the stocks I own and only became green for selling stocks at a loss.

The 2nd Half of 2018

Overall my portfolio is growing and I am happy with it. I believe if I keep to the pace of the 1st half of the year I should meet my goal of adding $9000 to my portfolio or come very close.  I will be looking to diverse my portfolio a little bit more during the 2nd half by maybe buying a consumer product like either AT&T or Coca-Cola. We shall see, worse case I will buy them next year when I plan on buying a few more stable stocks. While I have made $879.24 so far in dividends it might be hard for me to get to $2,000 especially I after I had to sell some stock which affected my dividend income a little. While overall I still plan to hit $2500 for my forward dividend, it will be tough to receive $2000 this year so I am going to reduce this to $1900. I yet to have learn my lesson on not having stop losses and selling shares for a profit. UNIT is a great example of this. At one point I was up about $250.00 and as of the close of Friday (7/20) I am down $273.58. This is more than a $500 price swing. I am going to look into setting up exit plans for my stock so that I can at least try to buy back some stock for cheaper. I hope everybody had a great first half of the year and look forward to seeing how everybody does the second half.

June 2018

Hello all, I hope everybody had a great June. For me it had its positives and negatives. I have been buying and holding on to CJREF shares for a few quarters in hopes that the company would turn things around but unfortunately during its last earnings report management announced that they will be cutting dividends and going from a monthly payment to a quarterly. This was my cue to sell my shares of CJREF. I sold 150 shares for $600.56 after fees. I lost $589.86 after deducting dividends that I have received from CJREF. This reduced my forward dividend by $127.80. I used these funds and other free funds to buy 80 shares of AGNC for $1,552.70 after fees. This increased my forward dividend by $172.80 which gave me a net gain of $45.00 which brings my yearly dividend to $1,968.66. This months dividends came to $88.27. This was a 25.12% increase from March 2018 and a 99.8% increase from June 2017. This brings my dividend payouts so far for the year to $879.24.

Be on the lookout for a mid-year review and what I plan on doing for the 2nd half of 2018

Stock # Of Shares Avg Share Price Total Forward Dividend
Sold:
CJREF 150.00 $4.037 $600.56  -$127.80
Bought:
AGNC 80 $18.91 $1,552.70  $172.80
Stock Dividend Payout
GLAD $7.07 or .779 shares
CJREF $9.20
TPVG $18.00
CTL $54.00
Total $88.27

June_2018

As always, Happy dividend investing and see everybody in retirement!

May 2018

Hello all. I just realized that I have not done this month’s blog. As many of you know I hate selling stock unless the company cuts or stops dividend payouts. Well, in this case I sold some stock so that I can buy some stock i have been watching for a while that had a better dividend yield. I decided to sell 22 shares of GLAD for $191.94 after fees and 15 shares of NRZ for $263.09 after fees. This cut my forward dividend by $48.48. I used these new funds and funds I had in my account to buy 60 shares of TWO for an average share price of $15.40 for $934.15 after fees and 20 shares of TPVG for an average share price of $13.17 for $268.35 after fees. With these new shares my forward dividend was increased by $93.12 to a new annual forward dividend of $1931.71

The dividends for the month of May came out to $127.45. This was mainly due to SUN in which I received $82.50 alone from it. It is stocks like this that makes dividend investing worth it. This month’s dividend was a 70.32% year over year increase but a 9.35% decrease from March 2018. This brings my year to date dividend payout to $790.97.

Stock # Of Shares Avg Share Price Total Forward Dividend
Sold:
GLAD 22.00 $8.95 $191.94  -$18.48
NRZ 15.00 $17.87 $263.09  -$30.00
Bought:
TWO 60 $15.40 $934.15  $112.80
TPVG 20 $13.17 $268.35  $28.80
Stock Dividend Payout
KNOP $28.60
CJREF $9.34
SUN $82.50
GLAD $7.01 or .77 shares
Total $127.45

May 2018

As always, Happy dividend investing and see everybody in retirement!

April 2018

This month’s blog is going to be short and to the point. Because of it being tax month on top of having to pay for some school fees and other expenses out of pocket I did not put much money into my portfolio this month, just about $200. This with free cash I already had in my portfolio I bought 10 shares of SUN for $270.85 after fees and 20 shares of CJREF for $117.04 after fees for a total of $387.89. These purchases added $51.20 to my forward annual dividend. Speaking of dividends, this month I took in $252.53 in dividends. This was my 2nd best month since I started this portfolio and it just missed being number one by only $2.00.  This was a 60% increase over April 2017 and brought my running total for this year to $663.52.

Stock # Of Shares Avg Share Price Total Forward Dividend
Bought:
SUN 10 $26.59 $270.85  $33.00
CJREF 20 $5.604 $117.04  $18.20
Stock Dividend Payout
CIM $62.50
NRZ $82.50
TWO $18.80
TPVG $10.80
CJREF $9.45
UNIT $60.00
GLAD $8.48 or .98 shares
Total $252.53

April 2018

As always, Happy dividend investing and see everybody in retirement!

March 2018

Another busy month has caused me to be late with March’s blog.  Overall I once again was able to execute my plan on buying stocks I felt that were great choices for now and long term. I bought 40 shares of New Residential Investment Corp (NRZ) at $16.68/share for a total of $672.15 after fees. This added $80.00 to my forward annual dividend. I also bought 30 shares of a lesser known company, TriplePoint Venture Growth (TPVG), at $11.80/share for a total of $358.95 after fees. This added $43.20 to my forward annual dividend. My annual dividend is now $1,785.09 with an avg monthly payout of $148.75. Enough to cover my electric and Internet bill with a few dollars left over.

This month’s dividend payout came to $70.55 before DRIP. I received $54.00 from CTL, $8.13 from CJREF, and $8.42 or .98 shares from GLAD. This was a 337.38% increase of April 2017 where I only received $16.13 in dividends. As long as GLAD stays at its current price I should start receiving one (1)  full share starting in April. In the first quarter of 2018 I received $410.99 in dividends, increased my portfolio by $2,168.07 to $16,351.50 bringing my dividend interest to 10.916%. While the 2nd quarter should see increase in dividend and portfolio worth, April being tax month will cut into the amount of money I will be able to add to my portfolio. While it is still early to say if I will hit my $2,000 in dividends for 2018, I will easily surpass the $1,121.96 I received last year if do at least $400 a quarter in dividends. How did everybody else do the first quarter?

Stock # Of Shares Avg Share Price Total Forward Dividend
Sold:
Bought:
NRZ 40 $16.68 $672.15  $80.00
TPVG 30 $11.80 $358.95  $43.20
Stock Dividend Payout
CTL $54.00
CJREF $8.13
GLAD $8.42 or .98 shares
Total $70.55

March 2018

As always, Happy dividend investing and see everybody in retirement!

February 2018

Hello everybody. I hope everybody had a wonderful February and the weather was kind to them. I am about two weeks behind on this post so I am going to keep it short and sweet. After holding on to Omega Healthcare Investors Inc. (OHI) for more than a year I decided to sell my shares. The main reason behind this was that OHI had another so so quarter and the market did not like it. This brought up more talks of a dividend cut in the near future so I thought it was best to cut my losses. I sold 35 shares for $25.34/share for a total of $881.95 after fees. I decided to use some of this newly available money plus other funds I had available to buy 25 shares of Centurylink Inc (CTL) for $17.53/share for a total of $448.10, 40 shares of Two Harbors Investment Corp (TWO) for $14.81/share for a total of $597.18 after fees, and 30 shares of Corus Entertainment Inc. (CJREF) for $6.50/share for a total of $199.94 after fees.

After everything is said and done this added $1,245.22 to my portfolio and increased my yearly dividend payout by $64.10 to $1,661.89. February’s dividend payments came to a total of$140.59. This was an increase of $85.09 or 153.32% over February 2017. My current dividend payout for 2018 is $340.44. It took me the first 4 months of 2017 to earn the same amount I earned in the first 2 months of 2018. I cannot be happier with the progress I am making and hope to continue it for years to come. Thank you to everybody who reads my blog and comments.

Stock # Of Shares Avg Share Price Total Forward Dividend
Sold:
 OHI  35  $25.34  $881.95  -$92.40
Bought:
CTL 25 $17.53 $448.10 $54.00
TWO 40 $14.81 $597.18  $75.20
CJREF 30 $6.50 $199.94  $27.30
Stock Dividend Payout
SUN $74.30
KNOP $28.60
OHI $23.10
CJREF $6.24
GLAD $8.35 or .943 shares
Total $140.59

February 2018

As always, Happy dividend investing and see everybody in retirement!