My goals were defined in this December 1, 2007 Investing Goals post and last updated in my 2012 Investing Goals post. Below is an updated version of the table found in the original post.
|Div. Changes YTD||947||0.18%|
The above information covers the current month and year-to-date through the current month.
Click here for a Detailed Historical Progress Table.
For the month, annualized dividend income increased $415, and Yield on Cost (YOC) increased 0.01%. This month's changes were a net of new purchases, dividend changes and sales during the month. Let's examine each of the these categories:
Purchases: Purchases this month increased my annual dividend income by $247 and decreased yield on cost -0.01%. 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 be sufficient to offset the decline.
Dividend Changes: The $241 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):
- 34 U.S. Preferred Stock Index (PFF) $0.20296m>0.21113m
- 18 ALPS Alerian MLP ETF (AMLP) $0.252q>0.256q
Sales: During September, I sold a portion of my WMT shares at a significant gain. WMT continues to be my lowest yielding dividend growth stock.
That's it for this time. The next monthly progress update will be early January.
Full Disclosure: Long all the aforementioned securities. See a list of all my dividend growth holdings here.
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(Photo: sanja gjenero)
Tags: [PFF] [AMLP]