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Showing posts with label Monthly Review. Show all posts
Showing posts with label Monthly Review. Show all posts

Sunday, January 15, 2023

Monthly Review Of DivGro: December 2022

Welcome to the December review of DivGro, my portfolio of dividend growth stocks. This is the 120th monthly review since founding DivGro in January 2013, completing ten years of dividend growth investing and blogging!

In monthly reviews, I summarize transactions, dividends received, and dividend changes and how those events impact DivGro's projected annual dividend income (PADI).

In December, I opened one new position and added shares to three existing positions. Additionally, I closed one position. I also replace two positions called away by options assignments. Twelve DivGro stocks announced dividend increases in December, while one announced a dividend cut, and another will pay smaller dividends in USD due to exchange-rate fluctuations. The net result of these changes is that PADI decreased by about 0.2% in December. Year over year, PADI increased by 16.7%.

As for dividend income, in December, I received dividends totaling $5,927 from 50 stocks in my portfolio, a year-over-year increase of 25%. In 2022, I collected $47,646 in dividends, or about 110% of my 2022 goal of $43,200. 

Saturday, December 17, 2022

Monthly Review of DivGro: November 2022

Welcome to the November review of DivGro, my portfolio of dividend growth stocks. I provide a summary of transactions and dividends received in the past month. I also consider the impact on DivGro's projected annual dividend income (PADI).

In November, I did some portfolio reorganization. The main reason for doing so was to round out my positions, where possible, to multiples of 100 shares. I'm using options trading to boost dividend income, and for covered calls, I prefer having multiples of 100 shares so I can write covered calls on all my shares. 

I added shares to 17 existing positions and reduced my investment in one holding. Additionally, I closed five positions, including two closed-end funds (CEFs). Ten DivGro stocks announced dividend increases in November, while four positions were affected by dividend cuts or exchange-rate fluctuations. The net result of these changes is that DivGro's PADI decreased by about 0.1% in November. Year over year, PADI increased by 18.6%.

As for dividend income, in November, I received dividends totaling $2,598 from 25 stocks in my portfolio, a year-over-year decrease of 12%. So far in 2022, I've collected $41,718 in dividends, or about 97% of my 2022 goal of $43,200.

Saturday, December 3, 2022

Monthly Review Of DivGro: October 2022

I'm a little behind on my monthly reviews! It's December already, but I'm only now reviewing DivGro's activities in October! 

The goal of my monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In October, I added shares to two existing positions, and seven DivGro stocks announced dividend increases in October, while one closed-end fund (CEF) I own announced a distribution cut. Additionally, I own some stocks that issue dividends in CAD (Canadian Dollars), and recent payments actually lowered PADI due to the impact of exchange-rate fluctuations. The net result of these changes is that PADI increased by about 0.7% in October and 24.1 year-over-year.

As for dividend income, in October, I received dividends totaling $3,064 from 31 stocks in my portfolio, a year-over-year increase of 36%. So far in 2022, I've collected $39,120 in dividends, or about 91% of my 2022 goal of $43,200.

Saturday, October 22, 2022

Monthly Review Of DivGro: September 2022

Welcome to the September review of DivGro, my portfolio of dividend growth stocks. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In September, I added shares to one existing position, and ten DivGro stocks announced dividend increases in September. As a result, DivGro's PADI increased by about 1.1% in September. Year over year, PADI increased by 24.3%.

September is a quarter-ending month, which often produces significant dividend income totals and often new monthly records. While I received dividend income totaling $5,803 in September, it is not a new monthly record. The reason is that I received several large special dividends in January, and that monthly record of $6,023 still stands. 

Saturday, September 17, 2022

Monthly Review Of DivGro: August 2022

Welcome to the August review of DivGro, my portfolio of dividend growth stocks. 

These reviews aim to provide a summary of dividends received and to detail buy and sell transactions. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

This month, I opened two new positions and added shares to four existing positions. Additionally, I closed one position and reduced my holdings in two positions. Three DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 0.7% in August. Year over year, PADI increased by 31.5%.

Wednesday, August 3, 2022

Monthly Review Of DivGro: July 2022

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. I provide a summary of transactions and dividends received in the past month. I also consider the impact on DivGro's projected annual dividend income (PADI).

In July, I executed several trades to consolidate positions, mainly to have like lots in the same accounts. DivGro is spread across five different accounts, and I wanted to hold each ticker in only one account rather than in multiple accounts. 

Eight DivGro stocks announced dividend increases in July. 

The net result of these changes is that PADI increased by about 2.3% in July. Year over year, PADI increased by 36.7%.

Saturday, July 2, 2022

Monthly Review Of DivGro: June 2022

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. 

The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In June, I added shares to three existing positions and eight DivGro stocks announced dividend increases. The net result of these changes is that PADI increased by about 1.1% in June. Year over year, PADI increased by 28.1%.

As for dividend income, in June I received dividends totaling $5,678 from 51 stocks in my portfolio, a year-over-year increase of 7%. So far in 2022, I've collected $24,267 in dividends, or about 56% of my 2022 goal of $43,200.

Friday, June 10, 2022

Monthly Review Of DivGro: May 2022

Welcome to another monthly review of DivGro, my portfolio of dividend growth stocks!

The goal of these reviews is to provide a summary of dividends received and to detail buy and sell transactions. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In May, I opened one new position and added shares to one existing position. Both these transactions resulted from options assignments. Five DivGro stocks announced dividend increases in May. The net result of these changes is that PADI increased by about 1.6% in May. Year over year, PADI increased by 27.6%.

As for dividend income, in May I received dividends totaling $2,433 from 26 stocks in my portfolio, a year-over-year increase of 28%. So far in 2022, I've collected $18,589 in dividends, or about 43% of my 2022 goal of $43,200.

Friday, May 27, 2022

Monthly Review Of DivGro: April 2022

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. 

Every month, I present details of any buys or sells, and I provide a summary of dividends collected. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In April, I executed no buy or sell transactions, choosing instead to build cash reserves. 

Eight DivGro stocks announced dividend increases in April and pushed PADI up by about 0.4%. Year over year, PADI increased by 25.9%.

Wednesday, May 4, 2022

Monthly Review Of DivGro: March 2022

I'm behind on writing my monthly reviews of DivGro because a project I worked on in the first three months of 2022 essentially consumed all available time! 

I'm hoping to catch up soon! Following this review, I still need to write a quarterly review for Q1-2022 and then my monthly review for April. Then I'll be all caught up!

DivGro is my portfolio of dividend growth stocks. The goal of monthly reviews is to provide a summary of dividends received and to detail buy and sell transactions. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In March, I added shares to four existing positions. Eight DivGro stocks announced dividend increases in March. The net result of these changes is that PADI increased by about 5.8% in March. Year over year, PADI increased by 22.6%.

Friday, April 29, 2022

Monthly Review Of DivGro: February 2022

Welcome to the February review of DivGro, my portfolio of dividend growth stocks. The goal of monthly reviews is to provide a summary of dividends received and to detail buy and sell transactions. I also look at how DivGro's projected annual dividend income (PADI) has changed.

I'm behind on writing my monthly reviews because a project at work essentially consumed all available time in the first three months of 2022! I'm hoping to catch up soon!

In February, I executed no buy or sell transactions, choosing instead to continue building my cash reserves. Sixteen DivGro stocks announced dividend increases in February, which resulted in a modest increase of PADI by about 1.4%. Year over year, PADI increased by 14.2%.

Tuesday, April 19, 2022

Monthly Review Of DivGro: January 2022

After wrapping up a project that consumed the first three months of 2022, I finally have some time to catch up on my DivGro review articles! So welcome to my January review!

DivGro is my portfolio of dividend growth stocks. In review articles, I provide a summary of transactions and dividends received and consider their impact on DivGro's projected annual dividend income (PADI).

In January, I executed no buy or sell transactions, choosing instead to build my cash reserves. Nine DivGro stocks announced dividend increases in January. The net result of these changes is that PADI increased by about 0.8% in January. Year over year, PADI increased by 20.3%. 

Thursday, January 6, 2022

Monthly Review Of DivGro: December 2021

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. I also consider the impact on DivGro's projected annual dividend income (PADI).

In December, I added shares to one existing position and twelve DivGro stocks announced dividend increases. The net result of these changes is that PADI increased by about 1.4% in December. Year over year, PADI increased by 20.0%.

As for dividend income, in December I received dividends totaling $4,756 from 51 stocks in my portfolio, a year over year increase of 16%. In 2021, I collected $37,716 in dividends or about 109% of my 2021 goal of $34,500.

Sunday, December 26, 2021

Monthly Review Of DivGro: November 2021

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income [PADI] has changed.

In November, I opened two new positions in DivGro, increasing the number of positions in my portfolio to 98. Additionally, I did some significant rebalancing, adding shares to seventeen existing positions and removing shares from ten other positions. No fewer than fourteen DivGro stocks announced dividend increases in November. The net result of all these changes is that DivGro's PADI increased by about 4.5% in November. Year over year, my PADI increased by about 18.2%.

As for dividend income, in November, I received dividends totaling $2,951 from 24 stocks, a year-over-year increase of 16%. So far, in 2021, I've collected $32,960 in dividends or about 96% of my 2021 goal of $34,500.

Thursday, November 18, 2021

Monthly Review Of DivGro: October 2021

Welcome to the October review of DivGro, my portfolio of dividend growth stocks. I present details of any buys or sells, and I provide a summary of dividends collected. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In October, I opened one new position and added shares to one existing position. Two DivGro stocks announced dividend increases in October. The net result of these changes is that PADI increased by about 0.9% in October. Year over year, PADI increased by 13.3%.

As for dividend income, in October I received dividends totaling $2,247 from 26 stocks in my portfolio, a year over year increase of 31%. So far in 2021, I've collected $30,009 in dividends or about 87% of my 2021 goal of $34,500.

Saturday, October 2, 2021

Monthly Review Of DivGro: September 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In September, I added shares to six existing positions and twelve DivGro stocks announced dividend increases. The net result of these changes is that PADI increased by about 5.9% in September. Year over year, PADI increased by 15.7%.

As for dividend income, in September I received dividends totaling $4,632 from 48 stocks in my portfolio, a year over year increase of 13%. So far in 2021, I've collected $27,762 in dividends or about 80% of my 2021 income goal of $34,500.

Sunday, September 5, 2021

Monthly Review Of DivGro: August 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. These reviews aim to provide a summary of dividends received, and detail buy and sell transactions. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In August, I opened two new positions and added shares to three existing positions. Five DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 4.7% in August. Year over year, PADI increased by 11.5%.

As for dividend income, in August, I received dividends totaling $2,116 from 25 stocks in my portfolio, a year-over-year increase of 26%. So far in 2021, I've collected $23,130 in dividends or about 67% of my 2021 goal of $34,500.

Sunday, August 29, 2021

Monthly Review Of DivGro: July 2021

Every month, I review my portfolio of dividend growth stocks, DivGro. My goal is to share updates and provide a summary of the dividends I collected. I also monitor DivGro's projected annual dividend income (PADI) and its monthly counterpart, PMDI. 

In July, I opened two new positions and added shares to five existing positions. Additionally, I closed five positions and reduced my holdings in six existing positions. Four DivGro stocks announced dividend increases in July. The net result of these changes is that PADI decreased by about 4.1% in July. Year over year, PADI increased by 8.5%.

As for dividend income, in July I received dividends totaling $2,597 from 27 stocks in my portfolio, a year over year increase of 46%. So far in 2021, I've collected $21,014 in dividends or about 61% of my 2021 goal of $34,500.

Sunday, July 25, 2021

Monthly Review Of DivGro: June 2021

Every month, I review my portfolio of dividend growth stocks, DivGro. My goal is to share updates and provide a summary of the dividends I collected. I also monitor DivGro's projected annual dividend income (PADI) and its monthly counterpart, PMDI. 

In June, I added a position due to a spinoff and reduced my holdings in one position. Five DivGro stocks announced dividend increases in June. The net result of these changes is that PADI decreased by about 0.3% in June. Year over year, PADI increased by 10.3%.

As for dividend income, in June I received dividends totaling $5,308 from 47 stocks in my portfolio, a new record for monthly income! So far in 2021, I've collected $18,417 in dividends or about 53% of my 2021 goal of $34,500.

Tuesday, June 1, 2021

Monthly Review Of DivGro: May 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In May, I added shares to one existing position and I reduced my holdings in one position. Seven DivGro stocks announced dividend increases in May. The net result of these changes is that PADI increased by about 0.2% in May. Year over year, PADI increased by 17.2%.

As for dividend income, in May I received dividends totaling $1,905 from 23 stocks in my portfolio, a year over year increase of 24%. So far in 2021, I've collected $13,109 in dividends or about 38% of my 2021 goal of $34,500.