Saturday, January 18, 2014

December 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 $1,099.16. This is a decrease of $252.19 from the $1,351.35 received in December 2012. As you may recall, several companies accelerated their first quarter 2013 dividend into December due to the uncertainties of 2013 tax treatment of dividend income. Below are the PCP dividends received over the last 13 months:

- Dec 2013 $1,099.16
- Nov 2013 $588.24
- Oct 2013 $901.87
- Sep 2013 $1,170.44
- Aug 2013 $671.87
- Jul 2013 $727.29
- Jun 2013 $1,305.15
- May 2013 $606.97
- Apr 2013 $1,022.68
- Mar 2013 $847.57
- Feb 2013 $533.80
- Jan 2013 $338.67
- Dec 2012 $1,351.35


Annualized Dividend Income

Including new purchases and dividend increases, my annual PCP dividend income is now $12,225.49 at the current dividend rates. This is up $312.64 from last month's $11,912.85 amount. The PCP has never experienced a monthly decline in annualized dividend income.

Portfolio Returns

- Year-to-date: 27.0%
- Life-to-date: 18.4% (annualized)

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

Full Disclosure: See a list of all my dividend growth income holdings here.

Related Posts
- Investments That Pay Monthly Dividends
- 12 Higher Yielding Stocks With A Low Dividend Payout Ratio
- Early Warning Signs of a Dividend Cut
- Income Annuities vs. Dividend Stocks
- 7 Tech Stocks With A History of Growing Their Dividends

(Photo: Arcelia Vanasse)

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