Dividend Income Update December 2015

Written by MrStockFox. Posted in Dividends

Dividend Income

And 2016 is now upon us.  I can't believe 2015 is already over, as the year flew by.  I would have almost hit $6000 in future dividends if it weren't for the large cut in KMI.  I lost around $400 in income due to the cut.  For now I plan to hold on to KMI adding only to EPD in this sector. My goal for the end of the year was to hit $5000 and the fact that I hit $5645 is amazing in my book. Within in 2 years I have gone from making basically zero in dividends each month to now making an average of almost $500.  

The trend continues as I near $6000 in future dividend income. Something that has only taken me 2 years to achieve.  I was up only $20 this month in future dividend income which brought my total to $5645(Again this was due to the KMI cut of approx $400).  This month I took in my 2nd highest monthly income on record of $493.46.  My monthly income was 55% higher than the same period a year ago and 27% higher compared to my income in November. 

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

Current Stats
  • 12 Month Income = $3955.35
  • Total 12 Month Future Dividends = $5645

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Key:

  • Dividend Income
  • Account Value
  • 8 Month Moving Average

Monthly Capital Contribution

The dividend portfolio was down 4% this month due to my large holdings in energy and materials.  These sectors continue to put a strain on my performance.  Below you can view the total contributions made to my Dividend Portfolio since inception along with the 12 month total.  For the last 10 months my contribution rate has been over $4000 each and every month with this month coming in at over $7000.  My overall contribution rate is tracking very nicely.  Currently my 12 month capital contribution total is coming in at $55864.55.  Going forward I would like to contribute at least $50,000 a year to my dividend portfolio.

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Portfolio Weighting

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Purchases

Below is all of my purchases for the month of December 2015.

  • 7 shares of GILD
  • 12 shares of MJN
  • 2 shares of AMP
  • 3 shares of WETF
  • 2 shares of EMR
  • 15 shares of ADM
  • 14 shares of RDS.b
  • 2 shares of UNP
  • 8 shares of WMT
  • 5 shares of WFM
  • 1 share of AAPL
  • 2 shares of VER
  • 1 share of ETN
  • 5 shares of BEN
  • 55 shares of EPD
  • 64 shares of KMI
  • 5 shares of HSY
  • 1 share of BNS
  • 1 share of POT
  • 14 shares of SPOXF
  • 1 share of ATUSF
  • 1 share of PREKF
  • 3.2705 shares of BUFF
  • 2.3256 shares of GPS

 

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

Thanks for reading.

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