Saturday, June 18, 2011

May 2011 Pocket Change Portfolio Performance Update

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.

Dividends Received

Total dividends received during the month were $261.18, consisting of:

- $96.32 AT&T, Inc. (T)
- $23.14 General Dynamics Corp. (GD)
- $9.43 Nucor Corporation (NUE)
- $59.52 Abbott Laboratories (ABT)
- $33.92 Colgate-Palmolive Co. (CL)
-$38.85 Procter & Gamble Co. (PG)

Securities Purchased

The following securities were purchased during the month:

- 64 Shares McDonald's Corp. (MCD) providing $156.16 in annual dividend income

Annualized Dividend Income

Including the above purchases, my annual PCP dividend income is now $4,403.73 at the current dividend rates. This is up $206.79 from last month's $4,196.94 amount. The PCP has never experienced a monthly decline in annualized dividend income.

Portfolio Returns

- Month: 0.52%
- Year-to-date: 8.27%
- Life-to-date: 18.26% (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-July.

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

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- 9 High-Yield Managed Distribution Policy Funds
- The Elite Dividend Stocks List
- Dividend Stocks Poised To Beat Inflation

(Photo: Arcelia Vanasse)

Tags: [T] [GD] [NUE] [ABT] [CL] [PG] [MCD]


  1. This is an impressive portfolio. I like the idea of a pocket change portfolio. You must make a fair amount from your online work to own that much stock. Plus the dividends themselves are no longer pocket change. Great job.

  2. Thanks D4L for the update on your Pocket Change Portfolio. Your rate of return for this year has beaten the S&P 500 and is excellent for the life of the fund to date at 18.26% annualized.