|Div. Changes YTD||61||0.09%|
For the month, dividend income increased $188, and Yield on Cost (YOC) decreased -0.06%. These changes were driven by new purchases and dividend changes (no sales in April). Let's examine each of the these categories:
Purchases: The $182 increase in annual dividend income and -0.07% decrease in YOC related to the following purchases (yield at the time of purchase):
- $51 BP (5.17%)
- $78 SDY (7.50%)
- $26 JNJ (2.53%)
- $27 MCD (2.65%)
Dividend Changes: The $6 increase in annual dividend income and 0.01% increase in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
- $3 ACAS (1.00q>1.01q - 0.00%)
- $2 WMT (0.22q>0.2375q - 0.00%)
- $1 O (0.1367525m>0.13737m - 0.01%)
Sales: I did not sell any income portfolio investments in April.
The next monthly progress update will be on Saturday, June 7th.