After 34 years of clocking in and out of work and religiously saving 10% annually in my 401K every year, in good times and bad, I have decided to share my monthly dividend income to show what regular saving and investing can accomplish.
For the month of May I made $2,475.74; an increase of 12.16% versus this time last year. This was just a touch below my desired minimum of 12.5% growth.
On the home front my expenses have remained the same which means my savings rate has stayed steady at 24.9%. Not much really changed for me during the month of May with the exception of getting fully vaccinated for COVID.
There was no major movements in the overall stock markets other than which spin doctor did the occasional brief of if inflation is transitory or worse. But for the most parts markets must have it priced in as their were no violent swings. I did add three new positions with Broadcom (AVGO), Investors Bancorp (ISBC), and Kimberly Clark (KMB) and I consistently keep adding to my Algonquin (AQN) and Merck (MRK) positions. As far as a watch list, there are no screaming value plays that jump out at me so I’ll continue to monitor a little over 50 dividend stocks for any opportunity that arises. Unless there is a pullback, I plan on staying with small $200 buying lots for the foreseeable future.
|5/3/21||GIS||GENERAL MILLS INC||$84.20|
|5/3/21||VZ||VERIZON COMMUNICATIONS INC||$57.87|
|5/6/21||BLV||VANGUARD BD INDEX FDS LONG TERM BOND||$14.08|
|5/6/21||VCLT||VANGUARD SCOTTSDALE FUNDS LONG-TERM COR||$15.09|
|5/7/21||HYG||ISHARES TR IBOXX HI YD ETF||$18.00|
|5/7/21||PFF||ISHARES TR PFD AND INCM SEC||$53.32|
|5/10/21||APD||AIR PRODUCTS AND CHEMICALS INC||$33.65|
|5/17/21||OHI||OMEGA HEALTHCARE INVESTORS INC||$722.72|
|5/17/21||PG||PROCTER AND GAMBLE CO||$113.48|
|5/20/21||PSEC||PROSPECT CAP CORP||$155.54|
|5/21/21||ARTNA||ARTESIAN RES CORP||$193.62|
|5/28/21||ODC||OIL DRI CORP OF AMERICA||$17.28|
|5/28/21||SBRA||SABRA HEALTH CARE REIT INC||$84.60|
|5/28/21||M1 Finance||M1 DIVIDEND GROWTH ACCOUNT||$53.95|