Saturday, September 6, 2014

July & August 2014 Update

Time and life seem to be flying by as we come to the end of summer and the beginning of football season.  I am a huge football fan (as I type this watching the Stanford/ USC game) and my wife likes to joke that she loses her husband for 6 months during the season.

August was a good month as we celebrated my son's second birthday.  September will be extra special as we will be welcoming #2- a little girl-  into the world towards the end of the month.  

Keep plugging along with my investments and building my passive income.  I need to!  Raising kids in Southern California is expensive! 

Anyways, I didn't post an July update so here is a quick summary:

  • Dividends received $691.13:  $292.64 PM, $204.95 GE, $177.67 MO, $15.87 IDGTX
  • Purchases $1725: $400 PM at $85.31, $350 MCD at $96.12, $275 GE at $26.19, $250 ACN at $80.33, $225 KMR at $77.32, $125 PG at $79.30, $100 AFL at $62.81,
  • $2416 in total new capital including reinvested dividends
  • Dividend increases +$38.59
  • Annualized dividend income increased $140 from $13,313 to $13,253
  • Lending Club & interest income $286.98
  • Total passive income $978.11

Now for the August numbers:

Dividends Received

Total dividends received during the month were $925.34
  • KMR $247.53
  • KMI $148.96
  • ABBV $119.57
  • PG $96.31
  • CAT $80.65
  • PAYX $55.77
  • AAPL $51.35
  • VZ $45.09
  • ABT $61.02
  • CLX $18.82


This months purchases ($2450):
  • $1000 of MCD at $94.07. Yield 3.45%
  • $600 of AFL at $59.64. Yield 2.48%
  • $350 of PM at $83.02. Yield 4.53%
  • $350 of CVX at $127.89. Yield 3.35%
  • $150 of V at $209.82. Yield  .76%.
Also reinvested all dividends.
$3,375 in total new capital added (including reinvested dividends) with initial yield of 3.48%. 

Dividend Increases

  • BBL 5.1% raise. +$31.63 annual income.
  • BHP 5.1% raise. +$3.69 annual income.
  • MO 8.3% raise. +$59.89 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $213 from last months total of $13,253 to $13,465. This means my dividend stocks will pay $13,465 in dividends over the next 12 months.


  • Lending Club interest received: $226.22
  • Bank interest received: $39.63

Total passive income: $1,191.19. 

Note: YTD have brought home $7,845 in dividend income and $9,675 in total passive income.  Look to be on track to hit my 2014 goal of $14,500 passive income.


  1. AA,

    Two really solid months. That Stanford/USC game was pretty awesome. The PAC looks damn strong this year. My Longhorns can't seem to get their heads out of their asses. UCLA this week could be brutal.


  2. AA,

    Very solid couple of months. I like the purchases and your dividend machine/engine seems to be rolling right now. I will hopefully one day get there!

    I love college football season and I am pumped for it to start. Unforunately my Buckeyes and the rest of the Big Ten have been terrible to start the year. Enjoy your season though!

    Bert, One of the Dividend Diplomats

  3. MDP,

    Thanks man! Tough loss against UCLA. I spent 5-6 years in Houston area growing up so have a soft spot for the Horns.

    Keep up the great work yourself and we should both be around $14.5k dividends come the 1st of the year!

  4. Bert,

    Thanks for stopping by! I wish I had started my DGI journey at your age. Keep your focus and you are gonna be killing it by the time you reach my age. Icing on the cake is that you will probaly have at least 1 OSU national championship in that time frame as well.


  5. Pretty solid month. Almost cracked that 1000 just from dividends. Looking forward to seeing updates

  6. Hope, your little girl came with no problems! I also just had a baby girl on September 18.

  7. Asset Grinder, thanks man. Good job yourself with your aapl and reit plays. Im enjoying watching your strategies.


  8. Evan, thanks and congrats yourself! My healthy little girl- Reese- was born on Sept 10. I'm proud and tired father! I am sure you can relate. lol

    Take care and happy sleep! AA