Follow the dividend investment decisions of a person who has no background in financial investment and wishes to take control of their financial future to retire from their full-time job at 60.

New Buy LEG - 08 May 2019 20:27

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Capitalizing on the recent dividend hike to add to my position though if I waited till the end of the day I could have gotten a better price but all in all I like the yield at 4% and cannot complain.

IRA Buy: Leggett & Platt (LEG)

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Purchase Price: $39.27/share
Increase in Forward Annual Div: $40
Inflation Beating Streak: 27 Years
Div Growth Streak: 48 Years
Yield: 4.07%
Payout Ratio: 75%
Most Recent Dividend Increase: 5.26% / May 2019 - Comments: 0

New Buys MMM and WSM - 07 May 2019 22:59

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Nothing like U.S.-China trade fears to help drive stock prices lower and luckily I was in a position to buy. Both buys were not the low of the day but the price I paid I considered a fair price.

Brokerage Buy: 3M Company (MMM)

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Purchase Price: $179.25/share
Increase in Forward Annual Div: $29
Inflation Beating Streak: 19 Years
Div Growth Streak: 61 Years
Yield: 3.22%
Payout Ratio: 61%
Most Recent Dividend Increase: 5.88% / Feb 2019


Brokerage Buy: Williams-Sonoma (WSM)

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Purchase Price: $54.62/share
Increase in Forward Annual Div: $34
Inflation Beating Streak: 13 Years
Div Growth Streak: 14 Years
Yield: 3.51%
Payout Ratio: 49%
Most Recent Dividend Increase: 11.63% / Mar 2019 - Comments: 0

Weekly Portfolio Summary - 05 May 2019 00:01

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Portfolio Activity

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Another week of not buying or selling but a couple more stocks saw some weakness. Williams-Sonoma (WSM) and Leggett & Platt (LEG) both had come down in price enough to catch my eye. For the month of May I have enough cash to make two purchases and if we add in Walgreens Boots Alliance (WBA) I have three potential targets this month.

Overall REIT stocks continue to be fully or over-valued, unless a major change in the market happens I do not foresee any purchases on that front.

Portfolio News - (In Case You Missed These Headlines)

AbbVie (ABBV)

Preferred Apartment Communities (APTS)

Ares Capital Corp (ARCC)

Brookfield Renewable Partners (BEP)

Chatham Lodging Trust (CLDT)

Compass Minerals (CMP)

Cummins (CMI)

Camden Property Trust (CPT)

Chevron (CVX)

EPR Properties (EPR)

Garmin (GRMN)

International Business Machines (IBM)

Medical Properties Trust (MPW)

Merck (MRK)

Newtek Business Services (NEWT)

Newell Brands (NWL)

Pfizer (PFE)

Prudential Financial (PRU)

Phillips 66 (PSX)

Qualcomm (QCOM)

Ryder System (R)

Domtar Corp (UFS)

W.P. Carey (WPC)

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April Dividend Income - 02 May 2019 00:10

Tags: monthly_income

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After 32 years of clocking in and out of work and religiously saving 10% annually every year, in good times and bad, I have decided to share my monthly dividend income to show what regular saving and investing can accomplish.

YES! YES! YES! This month I finally eclipsed the $3K mark and made $3,018 an increase of 3.57% versus this time last quarter. Not sure I can maintain this into next quarter as Garmin (GRMN) and GATX Corp (GATX) both had payout dates of 3/29/19 but did not credit my account until April 1.

For the month I only bought one stock, Walgreens Boots Alliance (WBA) in my regular brokerage account. This is my second purchase as I tend to buy in $1,000 lots which leaves room for one more buy order.

Trying to find decently valued DG stocks continues to be a challenge but there were some nice pullbacks recently with 3M (MMM), United Parcel Service (UPS), and Walgreens (WBA). I already have a large position in UPS and will not be adding more shares. If 3M drops below $180 I’ll start a position but for now I’ll continue to be patient. WBA is probably the best bet as the next buy as I have a target price in the mid $52 range and current share price has been hovering around $53/share.

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Looking at my 3 year goal metric I improved my percent complete by 0.55% from last month and puts me on target not just for my 3 year goal but also my annual goal of increasing my forward dividend by 12.5%.

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Progress on my last goal of saving an additional $2,000 of emergency cash increased from $200 to $450. Nice boost from last month but I am still way off on this one. - Comments: 0

Weekly Portfolio Summary - 27 Apr 2019 13:10

Tags:

Portfolio Activity

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This week was extremely light on the dividend income but luckily ever so steady JNJ came to the rescue with their annual divvy increase that helped move my forward annual income.

On the buy side once again no activity but there appears to be new things popping on the radar. Walgreens (WBA) dropped into the $52 range while 3M (MMM) & UPS gotten pummeled by the market after reporting earnings. I already own shares in UPS but increasing my position in WBA and adding a 3M position are high possibilities for future buys.

Portfolio News - (In Case You Missed These Headlines)

AbbVie (ABBV)

Avangrid (AGR)

Air Products (APD)

Chevron (CVX)

Compass Minerals (CMP)

First American Financial (FAF)

GATX Corp (GATX)

Hasbro (HAS)

Iron Mountain (IRM)

Johnson & Johnson (JNJ)

Kraft-Heinz (KHC)

Marine Products (MPX)

Merck (MRK)

Microsoft (MSFT)

Procter & Gamble (PG)

Prudential Financial (PRU)

Qualcomm (QCOM)

AT&T (T)

T. Rowe Price (TROW)

United Parcel Service (UPS)

Westwood Holdings (WHG)

Waste Management (WM)

Wal-Mart (WMT)

Weyerhaeuser (WY)

Interesting Blog Posts or Articles

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Stockboard: What Stocks The Blogging Community Are Buying This Week by Dividend Driven

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Weekly Portfolio Summary - 19 Apr 2019 15:02

Tags:

Portfolio Activity

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Another quiet week for buys and sells but the divvy's keep rolling in. Received two divvy increases this week with a sizable one from Bar Harbor Bankshares (BHB) clocking in at 10%.

Portfolio News - (In Case You Missed These Headlines)

Armanino Foods of Distinction (AMNF)

Preferred Apartment Communities (APTS)

Bar Harbor Bankshares (BHB)

Cummins (CMI)

Fastenal (FAST)

Hospitality Properties Trust (HPT)

International Business Machines (IBM)

Johnson & Johnson (JNJ)

Pepsico (PEP)

Qualcomm (QCOM)

Walgreens Boots Alliance (WBA)

Waste Management (WM)

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Weekly Portfolio Summary - 13 Apr 2019 11:14

Tags:

Portfolio Activity

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Only received dividends from Medical Properties Trust (MPW) this week so a bit a light. Big gain for the week was a nice 4% divvy raise from Procter & Gamble (PG) which was a decent boost to my forward income.

Don't forget April is Financial Literacy Month so take some time to help someone become a bit more educated with their finances.

Portfolio News - (In Case You Missed These Headlines)

Artesian (ARTNA)

Compass Minerals (CMP)

Chevron (CVX)

Fastenal (FAST)

Merck (MRK)

Pepsico (PEP)

Procter & Gamble (PG)

Prudential Financial (PRU)

T. Rowe Price (TROW)

VEREIT (VER)

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Weekly Portfolio Summary - 06 Apr 2019 13:30

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Artesian Resources Corporation (ARTNA)

Cummins Inc. (CMI)

Compass Minerals (CMP)

Garmin Ltd. (GRMN)

General Motors (GM)

Iron Mountain (IRM)

Johnson & Johnson (JNJ)

Marine Products (MPX)

Merck (MRK)

Pfizer (PFE)

Qualcomm (QCOM)

Sabra Health Care (SBRA)

Interesting Blog Posts or Articles

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New Buy WBA - 02 Apr 2019 20:28

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Walgreens Boots Alliance (WBA) earning release missed expectation and decreased their earnings outlook for the year which sent the stock tumbling down 12.81% to close at $55.36/share which in turn lowered its P/E down to 10.81.

WBA is a dividend growth and inflation beating champion and I saw this as an opportunity to buy another installment at $55.10/per share and a dividend yield of 3.19%. I now have a two thirds position and if the price drops to $50 I'll make my last buy to create a full position.

It has been rare over the last year to see a dividend champion yielding more than 3% and luckily I am in a position to capitalize.

Brokerage Buy: Walgreens Boots Alliance (WBA)

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Purchase Price: $55.10/share
Increase in Forward Annual Div: $32
Inflation Beating Streak: 33 Years
Div Growth Streak: 43 Years
Yield: 3.19%
Payout Ratio: 36%
Most Recent Dividend Increase: 10% / June 2018 - Comments: 4

March Dividend Income - 30 Mar 2019 08:54

Tags: monthly_income

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After 32 years of clocking in and out of work and religiously saving 10% annually every year, in good times and bad, I have decided to share my monthly dividend income to show what regular saving and investing can accomplish.

This month I made $2,393 a decrease of 3.07% versus this time last quarter. The decrease was not in part to any stock sale or dividend cuts but a timing in dividends. In December my ETF's make a double end of year payment of near an extra $100. The other issue was Garmin (GRMN) and GATX Corp (GATX) which both have payout dates of 3/29/19 but will not credit my account until April 1. If I adjust for these two factors my income would have increased $124 a near 5% increase. I can’t wait till I get a full year of tracking complete as a year over year comparison will be much easier than by quarter.

For the month I only bought two stocks, Walgreens Boots Alliance (WBA) in my regular brokerage account and Iron Mountain (IRM) in my Roth IRA. If WBA drops below $60 I’ll add more shares but with IRM I have a full position and will not be adding shares for quite some time.

Trying to find decently valued DG stocks to buy has been a challenge since late January. It is not that there are no good buys but how many times can I add more shares of AT&T (T), Abbvie (ABBV), or Prudential (PRU) before I get too overweight? Even REITs have been strong in the first quarter and with everything fully to slightly over-valued all I can do is be patient and keep jumping at opportunities as they arise.

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Looking at my 3 year goal metric I improved my percent complete by 0.50% from last month and puts me on target not just for my 3 year goal but also my annual goal of increasing my forward dividend by 12.5%.

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Progress on my last goal of saving an additional $2,000 of emergency cash is stuck at $200 as I made no contribution this month. Unfortunately, I completed my taxes and owed quite a bit so Uncle Sam and the State of CT got nice checks. - Comments: 6


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