Dividend Income Update June 2015

Written by MrStockFox. Posted in Dividends

Dividend Income

Another month is in the books and its now time to update things for June.  

Things keep tracking along.  My monthly income was 160% higher than the same period a year ago and -43% compared to my income in May.  My annual future Dividend income increase rate slowed this month because I had several companies reduce their dividend. The rate increases should slow going forward as I plan to focus on adding to my junior miner holdings, as well as, some smaller dividend payers going into the end of the year.  So we will see what ends up happening.  All and all, I should still end up hitting my goal of $5000. 

Current Stats
  • 12 Month Income = $2710.24
  • Total 12 Month Future Dividends = $4421

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Key:

  • Dividend Income
  • Account Value
  • 8 Month Moving Average

Monthly Capital Contribution

The portfolio was negative for the month, deceasing by 4.5%.  The decline in energy companies continues to take a near term toll on the portfolio.  The current value increased slightly from $98145 to $98225 due to my contributions.  Below you can view the total contributions made to my Dividend Portfolio since inception along with the 12 month total.  For the last four months my contribution rate has been over $4000.  I am very proud of this rate.  Currently my 12 month capital contribution total is coming in at $44,854 which increased slightly from last month. Over time I would like to see the red moving average continue to increase over time.

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Portfolio Weighting

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This month my energy positions continued to grow over last.  

This next month I plan to focus on the following companies:  TROW, BEN, SII.to, CVX, XOM, TRGP, SXL, EPD, HSY, VTR, OHI, O, HCN, HCP, R.to, BP, MSFT, MCD

If you wish to view any of my past monthly updates you can find them here.

Thanks for reading.

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