Tuesday, July 1, 2014

Monthly Review, June 2014

I'm in South Africa, preparing for another adventurous hike. A year ago, I mentioned our high adventure hike in New Mexico, a 65 miler over 11 days. This time around, we're hiking about 27 miles over 5 days, starting July 3. I'll report on our adventure later this month.

Before we hike, I'd like to report on the month of June. I added one new stock, WMT, and set a new record for monthly dividend income of $395! Compared with $109 earned in June 2013, this months income represents an increase of 262%! Also, DivGro crossed the 6-figure mark this month!

This month, I invested in Wal-Mart Stores, Inc. (WMT), adding one more stock to DivGro's holdings in the Consumer Staples sector. DivGro's projected monthly dividend income now stands at $366, up from $358 at the end of May. Currently, DivGro has a market value of $104,153.

  • Purchases
  • Dividends
    • 2014-06-02: Cash Dividend Receipt INTC:  $27.00
    • 2014-06-02: Cash Dividend Receipt AFL:  $18.50
    • 2014-06-02: Cash Dividend Receipt COP:  $26.22
    • 2014-06-10: Cash Dividend Receipt XOM:  $20.17
    • 2014-06-10: Cash Dividend Receipt TGT:  $17.20
    • 2014-06-10: Cash Dividend Receipt CVX:  $26.75
    • 2014-06-10: Cash Dividend Receipt JNJ:  $21.00
    • 2014-06-12: Cash Dividend Receipt WAG:  $13.86
    • 2014-06-12: Cash Dividend Receipt MSFT:  $22.40
    • 2014-06-13: Cash Dividend Receipt VNR:  $37.80
    • 2014-06-13: Cash Dividend Receipt MDP:  $23.79
    • 2014-06-19: Cash Dividend Receipt SDRL:  $72.00
    • 2014-06-26: Cash Dividend Receipt SNP:  $67.37
  • Deposits
    • 2014-06-30: JULY Cash Deposit: $2,500

New Dividends and Dividend Increases:
  • The purchase of WMT added $65.28 of projected annual dividend income.
  • TGT's dividend increase added $14.40 of projected annual dividend income.
  • CAT's dividend increase added $12.00 of projected annual dividend income.
  • SNP's dividend adjustment subtracted $1.51 of projected annual dividend income.
  • NTT's dividend adjustment added $4.00 of projected annual dividend income.
  • Projected annual dividend income: $4,389.52

Dividend Summary:
  • Dividend income last month: $329.94
  • Dividend income this month: $394.59
  • Total dividend income year-to-date: $1,472.45

May 31, 2014
DOW: 16,717.17 S&P 500: 1,923.57 10-YR BOND: 2.46%
Jun 30, 2014
DOW: 16,826.60 S&P 500: 1,960.23 10-YR BOND: 2.52%

Portfolio: The following spreadsheet shows the state of DivGro on Jun 30, 2014:

Looking Ahead: I have enough funds for a single purchase, which would be the 32nd stock purchase for DivGro. Working towards a diversified portfolio matching the distribution of my watch list, I'll be looking to buy a stock in any of the following sectors: Consumer Discretionary, Consumer Staples, Industrials, Information Technology, or Materials. I'll be updating the Performance page with this month's information soon. Also, look for my next quarterly review as well as a progress post related to my goals for 2014

Thanks for reading! How did your portfolio do in June? Was June a record month for you as far as dividend income is concerned? 


  1. Awesome month! Almost $400 in dividends and a huge increase YoY. Keep up the good work!

    1. Thanks! Yes, June was quite a month -- it seems like March, June, September and December are going to be the big months for dividend income, based on the history of dividends received so far.


  2. Well done sir! This is almost 4 times as much as June 2014, which is a great return.
    Looks like you are doing great.

    Best wishes.

    1. Hi DfS -- thanks for stopping by. I think you meant June 2013 and, yes, that's a great return. The last year has been a growth and diversification year for DivGro. One can see it in the returns.

      Thanks for stopping by!

  3. Portfolio is growing rather nicely...congrats again on crossing over the 6-figure mark! Looks like you are quickly approaching $400/month in dividends. :) Enjoy South Africa and look forward to seeing what you plan to add next month.

    Wishing you continued success on your journey! AFFJ

    1. Thanks so much AFFJ!

      I won't be buying a new stock until we finish our hike. One of my goals for 2014 is reaching a level of $400 in projected monthly dividend income, so I'm getting close!

      Cheers, and good luck on your journey, too!

  4. Replies
    1. Do you have additional insights in COH -- i.e. why you think its worth considering?

    2. Turns out COH appeared as a sector winner in my July list of dividend growth candidates. I looked at it, but the 5% or so it is discounted to fair value does not adequately compensate for some of the issues I see with the business. I'm going to wait and see if COH's fundamentals can improve before I'd be interested.


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