Friday, May 31, 2013

May Dividend Update




This months dividend income improved to $142.53 and is more than a 50% increase from last May. I only made one purchase this month with was Lorillard (LO) , which should help add to my June totals next month.


DESCRIPTIONSYMBOLAMOUNT
ORDINARY DIVIDENDMMT11.67
QUALIFIED DIVIDEND (PG)PG20.45
QUALIFIED DIVIDEND (PBCT)PBCT36.24
ORDINARY DIVIDEND (O)O18.12
QUALIFIED DIVIDEND (CLX)CLX12.16
QUALIFIED DIVIDEND (WGL)WGL16.8
QUALIFIED DIVIDEND (GIS)GIS10.89
QUALIFIED DIVIDEND (T)T16.2

May Dividend Total - $142.53

Sunday, May 26, 2013

Captains Picks


I'll try to add some of the posts every now and then which I find useful or interesting. Here's the batch for this week ....

Pepsico, Inc. (PEP) Dividend Stock Analysis - Dividend Growth Stocks
Book Review: The Vigilant Investor - Dividend Growth Machine
Equities: Unlimited Upside With Limited Downside - Dividend Mantra
Not all P/E Ratios are created equal - Dividend Growth Investor
Colgate-Palmolive (CL) Dividend Stock Analysis - The Div-Net

April Dividend Update


My biggest dividend total so far, it seems like each month I'm getting larger and larger payments. Gotta love that. You'll notice that I have a lot of  "Ordinary Dividends" on this list. This is because I have a large number of REIT's (Real Estate Investment Trusts) this month, two of which (O and MMT) happen to pay monthly. Typically your average stock will issue a qualified dividend, however REIT's issue ordinary dividends. The difference is how they are treated as taxable income. An ordinary dividend is taxed at a higher rate around 33% as opposed to a qualified dividend which is taxed a lower rate around 15% I believe. This is something to consider before buying any REIT stock.


DESCRIPTIONSYMBOLAMOUNT
ORDINARY DIVIDEND (MMT)MMT11.97
QUALIFIED DIVIDEND (SYY)SYY18.48
ORDINARY DIVIDEND (HTS)HTS38.5
ORDINARY DIVIDEND (O)O18.12
QUALIFIED DIVIDEND (PNY)PNY11.16
QUALIFIED DIVIDEND (MO)MO26.4
QUALIFIED DIVIDEND (WMT)WMT15.98
ORDINARY DIVIDEND (UHT)UHT31

April Dividend Total - $171.61

March Dividend Update



Approaching the $100 mark this month too !


DESCRIPTIONSYMBOLAMOUNT
ORDINARY DIVIDEND (MMT)MMT12.28
ORDINARY DIVIDEND (O)O18.09
QUALIFIED DIVIDEND (AVA)AVA17.69
QUALIFIED DIVIDEND (JNJ)JNJ10.37
QUALIFIED DIVIDEND (INTC)INTC39.83

March Dividend Total = $98.26

Feburary Dividend Update


Feburary dividends listed below. Note the foreign tax on SJR, which is the reason I sold it shortly after this in an effort to simplify my taxes as much as possible at the end of the year. I also decided to sell my position in KMP for similar reasons. Those funds would be put to good use in another position. Had I know then what I know now about foreign stocks and partnership distributions I would never have made those purchases. By no means do I think those are bad stocks at all, in fact quite the contrary but I'm the type of person who hates complications and selling these will make it less stressful for me come tax time at the very least.


DESCRIPTIONSYMBOLAMOUNT
ORDINARY DIVIDEND (MMT)MMT12.28
FOREIGN TAX WITHHELD (SJR)SJR-0.59
QUALIFIED DIVIDEND (SJR)SJR3.93
ORDINARY DIVIDEND (O)O18.09
QUALIFIED DIVIDEND (PG)PG10.12
PARTNERSHIP DISTRIBUTION (KMP)KMP38.7
QUALIFIED DIVIDEND (WGL)WGL16
QUALIFIED DIVIDEND (T)T16.2
QUALIFIED DIVIDEND (GIS)GIS10.89

Feburary Dividend Amount - $126.21

Janurary Dividend Update



I'm going to begin my entries here with my Jan 2013 dividend totals below. This month I only had four entries as some of my stocks are right on the edge of this month and next month. This will change a bit as I made more purchases.

DESCRIPTIONSYMBOLAMOUNT
ORDINARY DIVIDEND (MMT)MMT12.28
ORDINARY DIVIDEND (HTS)HTS38.5
ORDINARY DIVIDEND (O)O8.8
QUALIFIED DIVIDEND (MO)MO26.4

Total Dividend Amount - $85.98

Hello World

Blog initiated ! On this site I will be tracking my progress of dividend investing. My journey began in late 2012 and I've been slowly learning as I go.