Saturday, May 15, 2010

* Pocket Change Portfolio - April 2010

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 update its holdings.

April Dividends Received

Total dividends received were $99.30 for the month, consisting of:
  • $11.48 Genuine Parts Co (GPC) | Analysis
  • $9.68 The Coca-Cola Company (KO) | Analysis
  • $6.66 Wal-Mart Stores, Inc. (WMT) | Analysis
  • $7.92 Vanguard Intermediate-Term Bond ETF (BIV)
  • $13.12 Vanguard Long-Term Bond ETF (BLV)
  • $26.00 Leggett & Platt Inc. (LEG) | Analysis
  • $19.00 Sysco Corp. (SYY) | Analysis
  • $5.44 PowerShares Emerging Mkt Debt (PCY)

April Dividend Stock Purchases

The following securities were purchased during the month:
  • 48 shares Kimberly-Clark Corporation (KMB) providing $126.72 in annual dividend earnings [Analysis]
  • 26 shares Wal-Mart Stores, Inc. (WMT) providing $31.46 in annual dividend earnings

Annualized Dividend Income

Including the above purchases, my annual PCP dividend income is now $1,476.00 at the current dividend rates. This is up $155.06 from last month's $1,320.94 amount. The PCP has never had a monthly decline in annualized dividend income.

Portfolio Returns

  • Month: 1.14%
  • Year-to-date: 5.90%
  • Life-to-date: 18.14% (annualized)
My PCP holdings are always available by selecting the Holdings option from the menu in the header. The next PCP update will be mid-June.

(Photo: sanja gjenero)

The Coca-Cola Company