Planning my monthly dividends

Since I am a picky planner, I prefer having consistently increasing dividends month after month. My current dividend picks favor more dividend payers in Mar/Jun/Sept/Dec months. My Jan/Apr/July/Oct months are the weakest. Even though I have a preference in picking stocks that will even out my distributions every month, I will still prioritize good deals over preferred planning (such as the very low price of CVX and XOM in the last couple of weeks).

Currently with my present portfolio holdings, I am on my way to receiving the following dividends in November and December of this year (these stocks deposit their dividends checks to me on the following months):

November	…	,,,	December	….
AAPL	$10.41		CHD	$7.78
GIS	$15.78		COP	$16.87
KMI	$20.14		CVX	$25.01
KMR	$16.83		JNJ	$19.13
O	$14.18		KO	$13.82
PG	$12.34		MCD	$12.87
T	$15.73		O	$14.18
VZ	$11.07		ROST	$4.02
SBUX	$4.60		TJX	$3.17
			V	$2.46
			XOM	$20.30
			SO	$13.02
	$121.08			$152.64

The growth of the Nov & Dec dividends per month are in line with my goals. However, when January and February of next year comes, my dividends with my current holdings is estimated to be:

January	.	,..	February	..
KMB	$8.49		AAPL	$10.41
MO	$24.63		GIS	$15.78
O	$14.18		KMI	$20.14
PEP	$7.93		KMR	$16.83
PM	$26.68		O	$14.18
WMT	$5.32		PG	$12.34
BAX	$12.02		T	$15.73
UNP	$5.55		VZ	$11.07
			SBUX	$4.60
	$104.79			$121.08

Note that how February is essentially the same as November and January is similar to October (not shown). This is because these months are paid by the same companies (with a few irregulars who pay at weird dates). The graph below summarizes this data:

The green bars represent the forecast and the blue are the ones already received. The Nov & Dec guidance appear in line; however, the Jan forecast is lagging. February is not shown since it's essentially the same as October.

My December holding is very heavy in oil and I do not plan to add anymore to oil unless there is an extreme drop since I have already added quite a bit into XOM and CVX. The following stocks that will pay dividends in January are shown below (the first couple I already own):

KMB	KO	MO	O	PM	BAX	UNP	ITW
ADP	BNS	BF_B	CB	DEO	DOW	FDO	GE
GPC	GSK	KRFT	MKC	MDT	MRK	NKE	OXY
PNY	RAI	SLB	TROW	TD	USB	XEL	SYY

Presently my Oct/Jan month is heavily tobacco. I prefer avoiding the financial sector which are stocks such as BNS and TD. For the month of January I am eyeing ITW, KMB, RAI, MKC, PNY, and KRFT. I have already recently added to KO. With my recent purchases in low yield growth stocks, I need companies that have higher  yields. RAI, KMB, PNY & KRFT fit the requirements. However most of these appear expensive aside from KRFT at the moment so I am willing to wait. This purchase doesn't have to be made until the ex-dividend dates which are in early-mid December.

For divs in February, the following list of stocks are on my watchlist, the first couple are ones that I own:

AAPL	GIS	KMI	KMR	O	PG	T	VZ	SBUX
ABT	ABBV	APD	CAT	CLX	DE	DEO	HCP	HCN
HRL	NUE	OHI	YUM

I am presently eyeing HCP, PG, GIS, and YUM. To satisfy my preference for high yield, I believe the order of priority will be HCP > GIS > PG. Of the three, I believe GIS has the best value. PG looks overpriced. T, VZ, HCN, OHI, KMI/KMR, and CLX are attractive secondary options. I do not want to load anymore in telecom (T/VZ). For REIT I will take HCP over HCN and OHI due to HCP being the dividend champion. I do not want to overload my position any further in the Kinder family (KMI/KMR). And CLX has too much debt. The following stocks above have to be purchased before their ex-dividend date which is usually some time in early to mid January.