Saturday, October 21, 2017

September 2017 Portfolio Summary

I am a little late to write a summary for September. I guess this post will be a summary of September plus some of October. My portfolio closed at an all time high on Friday so I will post my progress so far on that date. Here are some charts showing what the market looks like right now.

Sunday, October 1, 2017

September 2017 Dividends Received

The end of the month is always an interesting time. I login to my brokerage account, scroll to the activity tab, and filter the list for Dividend and Interest. I then write down all my dividend payments and add them up to see how much money my companies paid me in the last month. The dividend payments keep getting larger and larger!

There were many companies that paid me this month and although each one by itself may not look much, all of the companies together make a decent payout. Big payers are Johnson & Johnson, Home Depot, and Pepsico. These are all companies with stable payout ratios.

Ticker      Total    Taxable         401k
JNJ $139.69 $134.35 $5.34
HD $110.85 $85.86 $24.99
PEP $108.18 $81.70 $26.48
KHC $58.51 $58.51
BDX $56.42 $56.42
O $53.27 $53.27
MMM $47.23 $47.23
D $45.57 $6.10 $39.47
NEE $34.59 $34.59
SO $33.44 $33.44
WEC $31.30 $31.30
MCD $30.26 $30.26
V $29.28 $23.46 $5.82
ROST $29.03 $29.03
CHD $26.83 $14.87 $11.96
TJX $25.38 $25.38
SJM $14.10 $14.10
WTR $6.38 $6.38
INTEREST $0.32 $0.04 $0.28
$880.63 $713.02 $167.61

In September 2017 my dividend checks totaled $880. I just look back many years ago while I was still in university and I was making $800 a month part time as an IT repair man. Now I can make more than that amount every month on average without having to work at all. Passive income is surely the way to go, and those hard earned dollars I have saved over years and years are starting to pay off. The dividends started out like a waste of time (like $20 a month) but now after several years they are becoming small snowballs that will continue to grow and grow. I hope one day this passive income will be able to support all of my monthly living expenses from housing to transportation to food to entertainment.