DivGro is now DivGro 2.0!

DivGro moved to another platform and is now DivGro 2.0!

Please enjoy complimentary access to all the content on DivGro 2.0 until I formally launch it! You can sign up for free and join more than 1,100 existing members!

All content will be complimentary until the formal launch of DivGro 2.0. This includes my monthly newsletter and articles like
 How to Assess Dividend Quality and The Chowder Ruleand a live spreadsheet of my DivGro Portfolio.

Read more About DivGro 2.0 ...

Sunday, February 2, 2014

Monthly Review: January 2014

I took some time off in January, celebrating our 28th wedding anniversary on a Caribbean cruise. This was our first ever cruise together and we had a wonderful time! My favorite time was swimming in the crystal clear water of Trunk beach on the island of St John. My wife and I decided that we're not going to wait another 28 years before going on a cruise again. We hope to go to Alaska next.

Despite my vacation, I managed to write several posts in January, including reviews and the first of a new series of posts in which I'll be identifying 10 dividend growth candidates every month, one for each sector in my watch list.

This month, I bought shares of Altria Group Inc. (MO), adding one more holding to DivGro in the Consumer Staples sector. DivGro's projected annual dividend income now stands at $3,027, a yield of 4.05% given DivGro's market value of $74,789.

I received $121 in dividend payments from 4 stocks this month. Below is a chart showing DivGro's monthly dividend income and the projected monthly dividend income since January 2013. This month, projected monthly dividend income increased to $252, up from $239 last month.


Transactions:
  • Purchases
  • Dividends
    • 2014-01-02: Cash Dividend Receipt PNNT:  $60.20
    • 2014-01-15: Cash Dividend Receipt VNR:  $37.35
    • 2014-01-30: Cash Dividend Receipt SJR:  $7.89
    • 2014-01-31: Cash Dividend Receipt ACE:  $15.12
  • Deposits
    • 2014-01-30: FEB Cash Deposit: $2,500

New Dividends and Dividend Increases:
  • The purchase of MO added $144 of projected annual dividend income.
  • SJR's dividend increase added $8.40 of projected annual dividend income.
  • PRE's dividend increase added $3.24 of projected annual dividend income.
  • ETP's distribution increase added $6.00 of projected annual dividend income.
  • Projected annual dividend income: $3,026.58

Dividend Summary:
  • Dividend income last month: $262.30
  • Dividend income this month: $120.65
  • Total dividend income year-to-date: $120.65

Markets:
Dec 31, 2013
DOW: 16,576.66 S&P 500: 1,848.36 10-YR BOND: 3.03%
Jan 31, 2014
DOW: 15,698.85 S&P 500: 1,782.59 10-YR BOND: 2.67%

Volatility increased in January as the Dow dropped 5.3%, its worst January since 2009. The S&P 500 lost 3.6%, while the Nasdaq was down 1.7%. DivGro experienced a loss of 4.6%.

Portfolio: The following spreadsheet shows the state of DivGro on January 31, 2014:
Looking Ahead: Soon I'll be looking for 10 new dividend growth candidates for February, one for each sector in my watch list. I have enough funds for one purchase in February. I have a little bit of blog maintenance to do, too.


2 comments :

  1. Congrats on a great start to 2014.

    regards

    ReplyDelete
    Replies
    1. Thanks for stopping by, Roadmap2Retire. I think the correction in the market is creating some nice opportunities here.

      Delete

Please don't include links in comments. I will mark such comments as spam and the comment won't be published. To make me aware of your blog or website, comment on my Blogrole page instead.

Subscribe to Portfolio Insight and Save!

Use my affiliate link to sign up for a free 14-day, no-obligation trial of Portfolio Insight. No credit card required. If you decide to subscribe during the trial period, you'll receive a 20% discount on the first year's annual subscription price of $330. Please note the 20% affiliate discount does not apply to the monthly rate.