August is now in the books for the dividend portfolio. The dividend income portfolio went from $283.231 to $291,572 with fresh capital in the amount of $43,000+ being deployed (including the stocks that I sold were reinvested).
I sold off TRV and PPL. I bolstered several positions such as KO, DUK, and SO.
The average weighted dividend yield on the portfolio is just at 3.38 yield with the CAGR right at 8.09%. The average weighted beta is .77. Although I don’t focus on low beta specific stocks or high CAGR stocks, my investing style in general will have lower beta. Some of the larger dividend paying stocks like Apple and Microsoft will have higher CAGR but lower starting yield. This is just the nature of the game.
My annual dividend income is now a healthy $9,617 With a monthly average of roughly $800. The dividend portfolio has a total of 34 positions.
Maybe by the end of September will be above $10,000 in annual dividends! This is way beyond my goal for this year, but this sell off was unexpected.
I received several dividends in the month of August. Below are the dividends received for the month of August in the amount of $474.03. They all have been reinvested in my Schwab accounts.
VZ 2020-08-03 68.67
T 2020-08-03 110.74
APD 2020-08-10 24.22
AAPL 2020-08-13 20.55
O 2020-08-14 28.21
CL 2020-08-14 27.90
ABBV 2020-08-14 62.44
PG 2020-08-17 51.74
CAT 2020-08-20 54.89
SBUX 2020-08-21 24.67
…Total dividends received for the month: $474.03
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