Friday, January 10, 2014

December 2013 Update

Its a wrap on 2013! 

Great year in the market with Dow having best year since 1995 with a 26.5% gain.  The S&P was up nearly 30%, Russell 2000 up 37%, and NASDAQ 38.5%.

December's results:

Dividends Received

Total dividends received during the month were $1,253.46:
  • RDS.B $157.85
  • RDS.A $93.07
  • INTC $154.50
  • LMT $140.05
  • JNJ $115.93
  • EXC $98.19
  • TEVA  $96.97
  • AFL $78.58
  • BDX $73.47
  • FAF $65.20
  • MCD $67.92
  • CVX $60.58
  • EMR $31.98
  • GS $17.21
  • FTR $1.96


  • 131 shares of EGLRX at $23.04


This months purchases:
  • $1400 of PM at $85.51. Yield 4.40%.
  • $900 of KMR at $73.88. Yield 7.31%.
  • $850 of KMI at $33.44. Yield 4.90%.
  • $100 of MCD at $96.84. Yield 3.35%.
Also reinvested all dividends.
$4,458.46 in total new capital added (including reinvested dividends) with initial yield of 4.80%. 

Dividend Increases

  • GE 16% raise. +$107.57 annual income.

All together, annualized dividend income increased by $309 from last months total of $11,348 to $11,657. This means my dividend stocks will pay $11,657 in dividends over the next 12 months.


  • Lending Club interest received: $193.07
  • Bank interest received: $3.75

Total passive income: $1,450.28

Note: Originally bought EGLRX (international real estate equity mutual fund) back in 2007 when I was primarily a mutual fund investor chasing past performance. Finally got rid of this dog with roughly a 40% loss.


  1. Wow, awesome progress. I am a little bit jealous of you with that monthly income from just dividends alone ;)

    Best of luck this year!

  2. AA,

    I have been visiting your blog for a few months now and I really impressed with your methodical, relentless processes for allocating capital. I am curious about what you looks like good values right now. PM looks pretty good.

    Thanks in advance for your input!

  3. AA,

    Most impressive! You'll be exiting the rat race stage left in no time at all.

    Keep up the great work!

    Best wishes.

  4. Dividend Dream,

    Thanks for stopping by and commenting. Ive been doing this for a few years now and started with nothing. If I can do it, anyone can! Just keep buying good companies when they are attractively value and you cant help but not succeed.


  5. Dividend Pipeline,

    I agree with you on PM and like it alot at these levels (we just croseed 4.5% yield as I type this). I also like energy- Kinder, Shell, Chevron.

    I buy every week and put my money into what I think offers the most value at the time.

    Thanks for commenting!


  6. Thanks DM!

    I have a ways to go before I can exit (I have relatively high expenses ) but will eventually get there. Hopefully around the same time as you :)

    Heres to a healthy and prosperous 2014!


  7. Are you using sharebuilder? I only ask b/c weekly purchases of $150 to $250 seems like it would eat into performance.

    Notwithstanding, and I think I have mentioned it in the past I am completely jealous how much capital you can deploy weekly! AWESOME WORK.

  8. Hi Evan,
    Thanks for stopping by again! I am using Sharebuilder and am enrolled in the premium plan where I get 12 orders each month for $12. The caveat is that the purchases go through on Tuesdays of every month. Typically on Monday, I decide how much I will invest and in which companies. Ive been using this plan since 2010 and have been very happy with the service.

    take care!