Friday, August 21, 2015

July 2015 Progress Report

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased in July, extending the streak to 34 consecutive months of increases. As noted in the June 19, 2015 post, in July 2015 I changed to reporting on total dividend income instead of just income from my Dividend Growth Portfolio.

Since I began tracking my total income progress in September 2012, annualized dividend income has increased in 34 of the last 34 months.

Dividends Growth Stocks Portfolio

Dividend Changes:
During the month the following securities in my Dividend Growth Portfolio paid a higher dividend (a=dividend stated in annual terms, q=quarterly, m=monthly):

- Realty Income Corporation (O) $0.1895m>$0.19m

For the year, the Dividend Growth Portfolio has recorded a 3.8% increase in dividend income from higher dividends. My goal for the year is a 5.0% increase. Yield on cost is currently 4.78%.

There were no sales in July.

Portfolio Allocaton

- 83.9% Dividend Growth Stocks
- 09.8% High-Yield
- 00.6% High Dividend Growth
- 05.7% Debt & Preferred Stock

My long-term target allocation is:

- 50.0% Dividend Growth Stocks
- 10.0% High-Yield
- 10.0% High Dividend Growth
- 30.0% Debt & Preferred Stock

Year-To-Date Annualized Portfolio Returns

-1.6% Dividend Growth Stocks
-2.8% High-Yeld
+3.2% High-Growth
+2.3% Debt & Preferred

That's it for this time. The next monthly progress update will be in early September.

Full Disclosure: Long, all the aforementioned securities. See a list of all my Dividend Growth Stocks Portfolio holdings here.

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(Photo: Arcelia Vanasse)

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