|Div. Changes YTD||55||0.08%|
As of March 31st, I have already exceed my full-year goal, which tells me I didn't spend enough time coming up with the goal. The basis of my 2008 goal was investing $3,000/month in securities with a 2.5% yield (3000*12*.025=900). I will have a year's worth of data to consider when establishing the 2009 goal later this year and will hopefully develop a more challenging goal.
For the month, dividend income increased $461, and Yield on Cost (YOC) increased 0.13%. These changes were driven by new purchases and dividend changes (no sales in March). Let's examine each of the these categories:
Purchases: The $460 increase in annual dividend income and 0.13% increase in YOC related to the following purchases (yield at the time of purchase):
- $31 VIG (1.69%)
- $195 AOD (12.84%)
- $59 PGN (5.81%)
- $31 SYY (3.08%)
- $128 ACAS (12.03%)
- $16 AFL (1.54%)
Dividend Changes: The $1 increase in annual dividend income and 0.00% increase in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
- $3 AFL (0.205q>0.24q - 0.01%)
- $9 PFE (0.29q>0.32q - 0.01%)
- $2 STI (0.73q>0.77q - 0.00%)
- $2 CNI (0.21248q>0.2318q - 0.00%)
- $1 ED (0.58q>0.585q - 0.00%)
- (-$16) ETFs (-0.02 - see below)
Sales: I did not sell any investments in March.
The next monthly progress update will be on Saturday, May 3rd.