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Saturday, July 20, 2013

June 2013 Pocket Change Portfolio Performance

The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the "pocket change" earned from my various online endeavors. Each month I report on the portfolio's progress and dividends earned.

Dividends Received

Total dividends received during the month were $1,305.15, consisting of:

- $92.40 AFLAC Inc. (AFL)
- $142.56 ConocoPhillips (COP)
- $116.00 Chevron Corporation (CVX)
- $15.99 Consolidated Edison Inc. (ED)
- $85.28 Emerson Electric Co. (EMR)
- $207.90 Intel Corporation (INTC)
- $34.50 Lockheed Martin Corporation (LMT)
- $100.10 McDonald's Corp. (MCD)
- $23.92 Microsoft Corporation (MSFT)
- $11.04 Owens & Minor Inc. (OMI)
- $54.48 Pepsico, Inc. (PEP)
- $135.00 Universal Health Realty Income Trust (UHT)
- $15.98 Wal-Mart Stores Inc. (WMT)

Annualized Dividend Income

Including new purchases and dividend increases, my annual PCP dividend income is now $10,764.33 at the current dividend rates. This is up $221.44 from last month's $10,542.89 amount. The PCP has never experienced a monthly decline in annualized dividend income.


Portfolio Returns

- Year-to-date: 12.7%
- Life-to-date: 17.1% (annualized)

That's it for this month. The next PCP report will be mid-to-late August. Thanks for for reading!

Full Disclosure: Long all the aforementioned securities. See a list of all my dividend growth income holdings here.

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(Photo: Arcelia Vanasse)


Tags: [AFL] [COP] [CVX] [ED] [EMR] [INTC] [LMT] [MCD] [MSFT] [OMI] [PEP] [UHT] [WMT]

3 comments:

  1. Nice month! You may want to add JNJ and LO to diversity a little bit. Your weightings in energy/utilties is a little too heavy.

    Good luck!

    ReplyDelete
  2. Looks like a good time to rebalance. Maybe sell OMI and put into anyone of the other 12 outstanding stocks. IMO.

    ReplyDelete
  3. Wow , now thats some serious pocket change sir.

    ReplyDelete

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