
After 35 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 September I made $5719.32; an increase of 10.15% versus this time last year. This is below my target of 12.5% but expected as NEWT cut back its dividend after the PPP loans were done. While it was a good month for dividends, my portfolio value severely dropped and was at the lowest point year to date as I am down -15.4%.
In August I received 5 dividend raises from LMT, MSFT, OGE, VZ & WPC. Together this will add an additional $55.36 to my annual income going forward. Thankfully the dog days of a dividend raise summer are over and raises begin to pick up in September.
On the family front my middle daughter came down with COVID. She has since recovered but was kind enough to share as I now have COVID as I write this update. Not really feeling up to writing much more so here are the charts:

Date | Symbol | Company | Amount |
9/1/22 | ALE | ALLETE INC | 162.97 |
9/1/22 | CMI | CUMMINS INC | 44.75 |
9/1/22 | DIVO | AMPLIFY ETF TR CWP ENHANCED DIV | 111.61 |
9/1/22 | PNW | PINNACLE WEST CAPITAL CORP | 210.21 |
9/1/22 | PSX | PHILLIPS 66 | 29.15 |
9/1/22 | SJM | SMUCKER J M CO | 19.66 |
9/1/22 | UPS | UNITED PARCEL SERVICE INC | 351.10 |
9/1/22 | VLO | VALERO ENERGY CORP | 35.28 |
9/6/22 | ENB | ENBRIDGE INC | 248.25 |
9/6/22 | JNJ | JOHNSON &JOHNSON | 200.28 |
9/6/22 | PFE | PFIZER INC | 240.92 |
9/6/22 | SO | SOUTHERN CO | 70.88 |
9/6/22 | UL | UNILEVER PLC SPON ADR | 56.40 |
9/6/22 | WMT | WALMART INC | 14.75 |
9/8/22 | AMGN | AMGEN INC | 11.85 |
9/8/22 | DFS | DISCOVER FINANCIAL SERVICES | 15.69 |
9/8/22 | MSFT | MICROSOFT CORP | 68.00 |
9/9/22 | SNA | SNAP-ON INC | 34.17 |
9/9/22 | WBA | WALGREENS BOOTS ALLIANCE INC | 71.22 |
9/12/22 | CVX | CHEVRON CORP | 23.96 |
9/12/22 | IBM | INTERNATIONAL BUS MACH CORP | 156.84 |
9/12/22 | MMM | 3M CO | 63.12 |
9/15/22 | AVA | AVISTA CORP | 149.38 |
9/15/22 | EPR | EPR PROPERTIES | 85.49 |
9/15/22 | FAF | FIRST AMERICAN FINANCIAL CORP | 168.11 |
9/15/22 | GM | GENERAL MTRS CO | 13.55 |
9/15/22 | NWL | NEWELL BRANDS INC | 25.56 |
9/15/22 | OGN | ORGANON & CO | 5.75 |
9/15/22 | PRU | PRUDENTIAL FINANCIAL INC | 526.71 |
9/16/22 | BHB | BAR HARBOR BANKSHARES | 55.72 |
9/16/22 | DUK | DUKE ENERGY CORP | 69.43 |
9/16/22 | R | RYDER SYSTEM INC | 58.77 |
9/20/22 | CMP | COMPASS MINERALS INTERNATIONAL INC | 28.65 |
9/21/22 | PSEC | PROSPECT CAP CORP | 98.13 |
9/22/22 | QCOM | QUALCOMM INC | 177.49 |
9/23/22 | BP | BP PLC SPONSORED ADR | 9.45 |
9/23/22 | KHC | KRAFT HEINZ CO | 9.80 |
9/23/22 | LMT | LOCKHEED MARTIN CORP | 25.97 |
9/23/22 | WM | WASTE MANAGEMENT INC | 46.92 |
9/26/22 | NUSI | ETF SER SOLUTIONS NATIONWIDE NASDQ | 16.22 |
9/26/22 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 46.12 |
9/27/22 | XRMI | GLOBAL X FDS S&P 500 RISK | 27.09 |
9/27/22 | XYLD | GLOBAL X FDS S&P 500 COVERED | 69.86 |
9/29/22 | BEP | BROOKFIELD RENEWABLE PARTNERS | 280.59 |
9/29/22 | BEPC | BROOKFIELD RENEWABLE CORP | 70.08 |
9/29/22 | TROW | PRICE T ROWE GROUPS | 25.40 |
9/30/22 | ARCC | ARES CAPITAL CORP | 563.87 |
9/30/22 | AVGO | BROADCOM INC | 8.50 |
9/30/22 | CTO | CTO RLTY GROWTH INC | 67.32 |
9/30/22 | GATX | GATX CORP | 55.27 |
9/30/22 | NEWT | NEWTEK BUSINESS SVCS CORP | 537.50 |
9/30/22 | PEP | PEPSICO INC | 61.14 |
9/30/22 | WEYS | WEYCO GROUP INC | 26.41 |
9/30/22 | M1 Finance | M1 DIVIDEND GROWTH ACCOUNT | 68.07 |

Get well soon. I’m just trying to keep the blinders on (regarding the dropping value) and focus on the rising income!
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Thanks for the thoughts and it will pass. Agree on ignoring the value, a lot of companies went from over-valued to under-valued so quick. If anyone should take advantage of higher yields why not us.
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Great news on the dividends, not so great on the flu side off life 🙂 But you´re a strong guy so it will pass. As far as I know I have so far not had COVID. But then again I´ve had some other problems…;)
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So far so good, this variant is much less than previous. Its kind of like having the flu and sinusitis at the same time. Your recovery inspires me to do better even with little things like this 😁
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Hopefully you’re well past COVID by now. Our oldest daughter got COVID back in late August but other than a headache, fever, and sluggishness wasn’t worse for the wear and recovered after 2-3 days. Looks like an awesome haul of dividends for you during September. You’ve got to love those quarter end months.
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Thanks JC, yeah past it now. First 2 days were high fever after that just congestion and sluggish.
In regards end of quarter, my divvy income is so titling to end of quarter. Lately I feel like all my stock buys fall into this period so it will get worse but in a great way 😉
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