My goals were defined in this December 1, 2007 Investing Goals post and last updated in my 2014 Investing Goals post. Below is an updated version of the table found in the original post.
| Description | Dividend Income Annualized | Yield on Cost |
| 2027 Goal | 110,000 | n/a |
| 2017 Goal | 42,000 | n/a |
| 2014 Goal | 30,000 | n/a |
| December/2013 | 26,580 | 4.54% |
| Purchases YTD | 5,273 | -0.17% |
| Div. Changes YTD | 1,748 | 0.25% |
| Sales YTD | -1,916 | -0.02% |
| December/2014 | 31,685 | 4.60% |
| Purchases | 224 | -0.02% |
| Div. Changes | 337 | 0.06% |
| Sales | 0 | 0.00% |
| November/2014 | 31,124 | 4.56% |
The above information covers the current month and year-to-date through the current month.
Click here for a Detailed Historical Progress Table.
In September I exceeded my 2014 goal of $30,000 of annualized dividends from my Dividend Growth Stock portfolio. For the month, annualized dividend income increased $561 and Yield on Cost (YOC) was up 0.04%. This month's changes were a net of new purchases, dividend changes and sales. Let's examine each of the these categories:
Purchases: Purchases this month increased my annual dividend income by $224 and lowered my yield on cost -0.02%. As noted in earlier updates, I generally expect YOC to drop in most months since new investments will yield less than my current YOC, and dividend increases will not normally be sufficient to offset the decline.
Dividend Changes: The $337 increase in annual dividend income and increase of 0.6% in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
- $23 AFLAC Inc. (AFL) $0.37q>$0.39q
- $55 Emerson Electric Co. (EMR) $0.43q>$0.47q
- $109 Microsoft Corporation (MSFT) $0.28q>$0.31q
- $79 McDonald's Corp. (MCD) $0.81q>$0.85q
- $62 Lockheed Martin Corporation (LMT) $1.33q>$1.50q
- $9 Universal Health Realty Income Trust (UHT) $0.63q>$0.635q
Sales: There were no sales during December.
That's it for this time. The next monthly progress update will be early February.
Full Disclosure: Long, all the aforementioned securities. See a list of all my dividend growth holdings here.
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(Photo: sanja gjenero)
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