Dividends Summary 2017

December is the holiday season, a time of giving.  While I gave to many charities I find worthwhile companies gave to me (and hopefully you) in the form of dividends.  While it is usually one of the best months it was not for me because I did capitalize on some gains which reduced my dividend income slightly.

Stock
Dividend (USD)
ADM
36.13
CVX
2.16
EAT
8.36
FINL
2.75
FLO
5.44
GAIN
12.50
GME
38.00
HP
0.70
IBM
19.50
INTC
0.01
KO
9.25
MCD
0.94
MCY
31.25
ORI
74.67
QCOM
10.26
TGT
31.00
UHT
16.63
UL
2.50
VFC
0.46
WSR
9.50
XOM
87.01
TOTAL
$399.05

Comparing this to last December ($361.71) the DFG family had a YOY increase of 10%.  This includes dividend reinvestment, IRA contributions and any 401k rollovers.    When I look back the YOY increase for December 2016 was 14%.  While not as high this year, I did take some capital gains and reinvested the gains in other dividend growth stocks. With continued diligence the result should be even higher when we look at it next December.

Why capital gains if I am a dividend growth investor?  The way I look at it is if my YOC (yield on cost)and current yield have dropped so low from stock price increase then it might be time to evaluate that stock.  Some of the stocks had almost doubled since my purchase and if sold would be equivalent to 5 or more years of dividends.  By taking those gains and reinvesting in dividend growth stocks that meet the DFG stockscreen further yield and value can be gained.

This shuffling of resources was done mostly in my IRA where I don't plan on taking out anything but dividends when I retire.  I did sell some stocks in my brokerage account where it was only 1 or 2 stocks yielding a few cents of dividends.  The goal going forward is to buy larger, preferably 100, chunks of a stock.

When reviewing the dividends for the year it was a good percentage higher YOY compared to 2016.  Back in June  of 2016 I moved to a brokerage account where I get 100 free trades a month.  The goal there to reduce fees.  In doing so the portfolio was redone and the full effect of it came into swing in 2017.

Month
2016
2017
January
$64.97
$8.95
February
$191.28
$275.61
March
$352.10
$440.32
April
$72.44
$19.14
May
$133.78
$375.12
June
$1.64
$458.51
July
$2.07
$25.78
August
$266.35
$374.19
September
$353.09
$492.02
October
$10.82
$36.30
November
$270.28
$329.14
December
$361.71
$399.05
YTD Total
$2,080.53
$3,234.13

As you can see the area in that horrible non-green color was under my previous broker.  The areas in green are under the new broker.  While the dividends started out slow they quickly picked up steam.  The YOY growth of dividends received was 55%.  Now not all of that was from dividends reinvested.  In my next post I will go over how last year went which should explain some of the dividend boost.

 
I hope everyone had a great year of dividends and if not there is this year.  Let's keep our savings high and our dividends higher.

Until next time,

Dividend Family Guy

Comments

  1. FrankieJanuary 19, 2018 at 9:33 PM

    Nice work DFG, I never get tired of seeing the magic of growing dividends! I like your approach - I'm definitely a fan of the dividends, especially when you can combine it with a great value stock purchase, giving you potential upside for capital growth.

    ReplyDelete
    Replies
    1. Dividend Family GuyJanuary 21, 2018 at 4:41 PM

      It is a glorious site to see. Money working for me instead of the other way around.
      Later,
      DFG

      Delete
  2. The Dividend KarmaJanuary 20, 2018 at 10:46 AM

    Excellent work there. 55% increase YoY despite re distributing to growth dividend companies it awesome. Keep up the good work.

    TDK.

    ReplyDelete
  3. Dividend Family GuyJanuary 21, 2018 at 4:42 PM

    Growth/Value plus dividends. Yep TDK it is hard to beat.
    DFG

    ReplyDelete

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Investment Disclaimer

This webpage is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. If you have any questions please feel free to contact me at dividendfamilyguy at gmail dot com.