Sunday, June 8, 2014

April & May 2014 Update

Great time of the year with summer upon us, Stanley Cup play-offs, and baseball in full swing!

The days are some of the longest of the year which means extra time hanging with my 21 month old son in the back yard playing catch and goofing around.  That is what life is all about and why I am trying my best to achieve FI.

Anyways, I didn't post an April update so wanted to give a quick summary:
  • Dividends received $673.74:  $288.25 PM, $202.45 GE, $175.46 MO, $7.38 IDGTX
  • Purchases $2050: $750 V at $203.06, $625 ACN at $78.82, $300 AFL at $62.09, $275 KMI at $33.16, $100 PM at $81.87
  • $2724 in total new capital including reinvested dividends
  • Dividend increases +$162
  • Annualized dividend income increased $237 from $12,633 to $12,870
  • Lending Club & interest income $168.75
  • Total passive income $842.29

On to the May numbers:

Dividends Received

Total dividends received during the month were $871.98
  • KMR $226.45
  • KMI $138.30
  • ABBV $118.63
  • PG $90.55
  • CAT $68.74
  • PAYX $50.93
  • AAPL $41.07
  • VZ $44.59
  • ABT $60.68
  • CLX $17.91
  • ACN $4.13


This months purchases ($1700):
  • $575 of KMR at $71.88. Yield 7.68%.
  • $275 of KMI at $32.54. Yield 5.16%.
  • $300 of AFL at $61.62. Yield 2.40%
  • $200 of V at $206.31. Yield  .78%.
  • $150 of ACN at $79.88. Yield 2.33%.
  • $100 of GE at $26.59. Yield 3.31%.
  • $100 of PG at $80.44. Yield 3.20%
Also reinvested all dividends.
$2,572 in total new capital added (including reinvested dividends) with initial yield of 4.51%. 

Dividend Increases

  • CLX 4.2% raise. +$3.03 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $119 from last months total of $12,870 to $12,989. This means my dividend stocks will pay $12,989 in dividends over the next 12 months.


  • Lending Club interest received: $184.79
  • Bank interest received: $48.18

Total passive income: $1,104.95. 

Note: This months passive income total is a 49% increase over last years May total.


  1. Solid month! You have a nice chunk of dividends coming from the Kinder Morgan companies. I love the consistency, keep up the good work.

  2. AA,

    That is so awesome that you are knocking on the door of 13k in forward dividends. I can't wait to see next month's results.


  3. Great progress! Like that you have a nice mix of stocks with different risk associated with them. Keep up the great work! Best wishes and continued success. AFFJ

  4. AAI, thanks man. Like you, I buy every week and try to keep adding onto the pile.

  5. MDP, my 2014 goal is $14,250 forward dividends. I am on track but may need a pullback sometime this year to be a little more aggressive with the purchases.

    Thanks for the comment and you know I am following your progress!


  6. AFFJ, thanks for the comment. Ive been on this DGI journey since 2010 so have been able to collect a somewhat diversified portfolio. I follow about 80 stocks and try to buy what I feel offers the most value when my purchases go through every Tuesday.

    take care!

  7. Wow! That's nice dividend income for someone in his 30's! Keep going!

  8. Allan, I actually just turned 40 so need to update my profile. Thanks for stopping by!