After 34 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there.
For the month of December I made $5,351.51; an increase of 23.74% versus this time last year. A large portion of this jump was from Newtek Business Services (NEWT) which was able to payout a massive dividend because of all the PPP loan originations. Now that PPP loans are a thing of the past the dividends from NEWT will decline making Dec 2022 a tough month next year for year over year gains.
In December I received 7 dividend raise announcements from Amgen (AMGN), Broadcom (AVGO), CBIC (CM), Enbridge (ENB), Pfizer (PFE), W.P. Carey (WPC) and Waste Management (WM). I love this time of year as it signals the beginning of steady dividend raises that usually come in from December through March for the bulk of my portfolio.
On the home front we are dealing with some health issues with extended family members, which is a bit draining on me and the wife. There is a tale for expenses in this experience, but I will wait until after the crisis’s have been resolved before I share the story. Let’s see the things we all love to see…charts and dividend payouts:
Date | Symbol | Company | Amount |
12/1/21 | ALE | ALLETE INC COM NEW | $131.73 |
12/1/21 | PNW | PINNACLE WEST CAPITAL CORP COM NPV | $115.50 |
12/1/21 | PSX | PHILLIPS 66 COM | $26.74 |
12/1/21 | SJM | SMUCKER J M CO COM NEW | $16.69 |
12/2/21 | CMI | CUMMINS INC | $40.46 |
12/3/21 | ENB | ENBRIDGE INC COM ISIN #CA29250N1050 SED | $236.07 |
12/3/21 | UL | UNILEVER PLC SPON ADR NEW | $36.17 |
12/6/21 | PFE | PFIZER INC | $229.56 |
12/6/21 | SO | SOUTHERN CO | $66.79 |
12/7/21 | JNJ | JOHNSON &JOHNSON COM USD1.00 | $184.29 |
12/8/21 | AMGN | AMGEN INC | $8.74 |
12/8/21 | UPS | UNITED PARCEL SERVICE INC | $227.88 |
12/9/21 | DFS | DISCOVER FINANCIAL SERVICES | $12.95 |
12/9/21 | MSFT | MICROSOFT CORP | $67.57 |
12/9/21 | VLO | VALERO ENERGY CORP COM | $35.28 |
12/10/21 | CVX | CHEVRON CORP NEW COM | $22.61 |
12/10/21 | IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $150.10 |
12/10/21 | WBA | WALGREENS BOOTS ALLIANCE INC | $65.41 |
12/13/21 | MMM | 3M CO | $57.77 |
12/15/21 | AVA | AVISTA CORP | $139.18 |
12/15/21 | EPR | EPR PROPERTIES SBI USD0.01 | $77.71 |
12/15/21 | FAF | FIRST AMERICAN FINANCIAL CORP COM USD0. | $163.33 |
12/15/21 | NWL | NEWELL BRANDS INC COM | $25.56 |
12/16/21 | DUK | DUKE ENERGY CORP NEW COM NEW ISIN #US26 | $66.14 |
12/16/21 | OGN | ORGANON &CO COMMON STOCK | $5.60 |
12/16/21 | PRU | PRUDENTIAL FINANCIAL INC | $487.72 |
12/16/21 | QCOM | QUALCOMM INC | $160.93 |
12/17/21 | BHB | BAR HARBOR BANKSHARES | $49.09 |
12/17/21 | BP | BP PLC SPONSORED ADR | $8.59 |
12/17/21 | KHC | KRAFT HEINZ CO COM | $9.49 |
12/17/21 | R | RYDER SYSTEM INC | $54.57 |
12/17/21 | WM | WASTE MANAGEMENT INC | $41.50 |
12/20/21 | CMP | COMPASS MINERALS INTERNATIONAL INC | $28.65 |
12/22/21 | HYG | ISHARES TR IBOXX HI YD ETF | $36.26 |
12/22/21 | PFF | ISHARES TR PFD AND INCM SEC | $87.58 |
12/23/21 | PSEC | PROSPECT CAP CORP COM | $155.54 |
12/27/21 | LMT | LOCKHEED MARTIN CORP COM USD1.00 | $25.43 |
12/28/21 | NUSI | ETF SER SOLUTIONS NATIONWIDE NASDQ | $12.79 |
12/29/21 | BLV | VANGUARD BD INDEX FDS LONG TERM BOND | $40.98 |
12/29/21 | VCLT | VANGUARD SCOTTSDALE FUNDS LONG-TERM COR | $31.08 |
12/30/21 | ARCC | ARES CAPITAL CORP COM | $502.58 |
12/30/21 | CTO | CTO RLTY GROWTH INC NEW COM | $56.13 |
12/30/21 | NEWT | NEWTEK BUSINESS SVCS CORP COM NEW | $868.27 |
12/30/21 | TROW | PRICE T ROWE GROUPS COM USD0.20 | $16.96 |
12/31/21 | AVGO | BROADCOM INC COM | $8.32 |
12/31/21 | BEP | BROOKFIELD RENEWABLE PARTNERS PARTNERSH | $266.34 |
12/31/21 | BEPC | BROOKFIELD RENEWABLE CORP CLASS A SUBOR | $66.52 |
12/31/21 | GATX | GATX CORP COM STK USD0.625 | $53.15 |
12/31/21 | WEYS | WEYCO GROUP INC | $25.63 |
12/31/21 | M1 Finance | M1 DIVIDEND GROWTH ACCOUNT | $47.58 |
Those are insane numbers. Your portfolio is really delivering those dividends. Keep it up.
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Thanks, no letting up with the finish line in sight 🙂
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Hey SDG, very sorry to hear about the health issues within your extended family. My prayers are with you and your family. Take care!
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Thank you your thoughts and prayers are appreciated
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wow heck of a month!
Love how chunky those payments are and the quality of companies as well.
great stuff.
Wish your family a speedy recovery.
cheers
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Much like your portfolio this has been my best year for dividend growth with so many double digit raises, not sure it will carry over into 2022 but finger’s crossed.
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That 23% growth is awesome with such high values already. Snowball in effect! Great selection of diverse companies for the month, they should do well in the new year. 👍
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Don’t think I can duplicate this feat next year but will enjoy it while I have it.
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