Guess what? Yes, time to report dividends! Last June dividend (from Eversource Energy) arrived in my brokerage account just yesterday, so now everything is clear and we can dive into the numbers.
The most essential comparison month will be naturally June 2014, and boy, that was a tough nut to crack! That was my record month back then, and I had a couple of high yielders which are no longer in my portfolio. Additionally, I haven't been buying stocks in late 2014 and early 2015 as much as I could have, and probably should have. But anyways, let's see how much dividends I was able to "hoover".
Avista Corp (AVA) - 8,25
Chambers Street Properties (CSG) - 5,53
Chevron Corp (CVX) - 11,77
ConocoPhillips (COP) - 11,68
Emerson Electric Co (EMR) - 5,64
Eversource Energy (ES) - 6,26
Johnson & Johnson (JNJ) - 11,25
Lockheed Martin Corp (LMT) - 12,00
Main Street Capital Corp (MAIN) - 12,61
Old Republic International Corp (ORI) - 7,40
Pengrowth Energy Corp (PGH) - 2,44
Pinnacle West Capital Corp (PNW) - 10,71
Realty Income Corp (O) - 5,31
Target Corp (TGT) - 5,20
Unilever N.V. (UN) - 3,51
This means 7,0% increase from last year's June when I was at $111,72.
Considering the circumstances I must be pleased that I was able to beat June 2014. Going forward I'm definitely expecting much bigger percentage raises. In that sense July looks already a whole lot better.
During first half of the year I was able to scoop in $1859,43. Which is 12,8% increase from last year. Unfortunately that doesn't mean that i'm on track to nearly 4K. You know, my annual Nordic payments for this year have already arrived. I'm heading towards more like $2500. I haven't set official goal, but looks like my goal for this year could be something like $2600.
I received dividend paycheck from 15 different companies. Biggest payments came from MAIN, LMT, CVX, COP, JNJ and PNW. MAIN paid regular monthly dividend plus special dividend. The company paid special divy in 2014 June too, so this didn't affect year over year performance much.
Looking at these numbers I'm already thinking about September dividends. From which companies I want substantially more dividends. Two companies I can name immediatelly: EMR and UN. Really like these companies, so I want to add to these positions before next ex-dates. TGT raised dividend recently, so there I will get more even without additional purchases. NSC will be a new dividend payer for me in September. All my US-based utilities pay during month III, so I'm looking to add at least to one of these positions. All in all, I'm planning to make several purchases to secure those september dividends.
But first I'm really looking forward to see those year over year percentage rises in July and August! They should look a lot better than this one. And I can't say that I would be disappointed with this result either. So, remember to buy stocks even in summer time! Well, at least I am going to:)
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