Friday, November 28, 2014

September & October 2014 Update

Happy Thanksgiving all!  A little late in my September and October numbers but I guess better late then never.

Quick September summary:
  • Dividends received $1868.98:  BBL $326.87, BHP $38.18, RDS.B $164.87. RDS.A $90.90, INTC $158.67, LMT $143.64, JNJ $125.53, EXC $101.13, TEVA  $105.53, AFL $89.63, BDX $74.52, FAF $132.67, MCD $86.94, CVX $80.45, EMR $32.60, GS $17.38, V $3.19, FTR $2.07 
  • Purchases $2450: $850 of MCD at $92.69, $500 of PM at $83.95, $400 of BBL at $58.31, $350 of AFL at $59.81
  • $4319 in total new capital including reinvested dividends
  • Dividend increases +$174.46
  • Annualized dividend income increased $328 from $13,465 to $13,795
  • Lending Club & interest income $245.53
  • Total passive income $2,114.51

Now for the October numbers:

Dividends Received

Total dividends received during the month were $739.93
  • PM $327.18
  • MO $194.63
  • GE $209
  • IDGTX $9.12


This months purchases ($3200):
  • $900 of CVX at $114.55. Yield 3.74%
  • $850 of BBL at $53.61.Yield 4.63% 
  • $500 of MCD at $91.45. Yield 3.72%
  • $250 of DEO at $115.63. Yield 2.99%
  • $250 of ACN at $77.27. Yield 2.64%
  • $200 of GE at $24.50. Yield 3.59%
Also reinvested all dividends.
$3,940 in total new capital added (including reinvested dividends) with initial yield of 3.99%. 

Dividend Increases

  • ABBV 16.7% raise. +$80.51 annual income.
  • GS 9.1% raise. +$6.31 annual income.
  • KMI 2.3% raise. +$14.01 annual income. 
  • KMR .7% raise. +$7.25 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $265 from last months total of $13,795 to $14,060. This means my dividend stocks will pay $14,060 in dividends over the next 12 months.


  • Lending Club interest received: $290.20
  • Bank interest received: $45.55

Total passive income: $1,075.60

Note: After today's huge sell-off in oil, I will be going heavy into oil names in December.


  1. AA,

    Congrats on the huge September. Of course, October wasn't bad. :)

    Keep up the excellent work. I love to see those totals just expanding every single month.

    Best wishes.

  2. AA,

    $2100 in September passive income is F@#$ing insane! You're like a road grader plowing forward.

    Keep it up!


  3. Thanks DM! Looking for a big December to add to the snowball with some buys on some high yielding energy plays this month.

    I see you have already taken advantage of BBL. I will be adding to my position tommorrow.

    cheers, AA

  4. MDP, thanks man! Cant wait to clear $2k every month! :)

    Keep plowing forward!

    cheers, AA

  5. AA,

    That's a heck of a September payout. Congrats on breaking the 14k mark in forward dividends in October. That was my original goal for this year but I won't make it unfortunately. I think I may end around 13k depending on my purchases this month.

    I'm with you on buying energy names. I'm already heavy a few of these companies but I just can't resist at these prices.

    Keep up the good work!

    1. Thanks man. Your snowball is rolling also. Looking forward to when we are both $20k plus a year. May happen sooner if we keep adding the these energy companies :)

  6. Nice dividend increases and yet another solid month.

    Good Day and Grind On!

  7. Great months of some solid passive dividend income. At these levels the compounding snowball is starting to resemble a runaway train. Thanks for sharing your recent update.

    1. Thanks DivHut. Just trying to keep feed the train!

      cheers, AA