It's that time again when we get to post about a favorite topic of mine, dividends! We hope this post inspires other families out there to start saving and investing as soon as they can. The power you feel knowing that you are richer than you were yesterday and you didn't have to work for it is a wonderful feeling. Watching the totals pile in from all the various bloggers out there in this community continues to be a driving force to get ourselves to save and invest more and more.
We realize that our situation is different than every other blogger out there but its not how much you make, its how much you save. We make a middle class income but we live well below our means and this gives us the benefit to invest the surplus month after month and subsequently drive our passive income to new heights! The month of May is typically the slowest month and the past 31 days was no different. However, any money we do not have to work for is far better than working. So with that being said, lets get down to the numbers.
Between last year and this year, we have put a ton of money to work in the market and the decisions of our past continue to reward us quite well! This months total came in at $257.18 which is a 85.34% higher than last year.
We made two stock purchases in the month of May, WPC and DLR. The REIT's continue to remain a bit depressed so we are looking to add to our position in O and OHI. As my wife and I continue to put more and more capital to work, it is truly paying off... literally. This is the first month of the year that we have not had a 100% increase in dividends from last year. To see that kind of growth month after month is really exciting! My wife and I continue to be blessed and this journey continues to inspire us to keep on going.
March Dividend Income:
- VZ - 68.16
- T - 23.58
- OHI - 18.46
- GLP - 29.68
- PG - 15.36
- O - 8.83
- KMI - 46.86
- PSEC - 43.62
- Money Market - .02
401K:
- Bonds - 2.61
Jump over to our dividend income page to see the increases month after month. There is also a nice chart on that page for all you visual learners out there. On that page, you can easily see dividend income investing at work which hopefully one day will be greater than our expenses and that's what we like to call The American Dividend Dream! Check out our complete portfolio here updated on 6/1/2015.
Looking out in 2015, we are thinking of adding some more O, OHI, another healthcare (perhaps DGX or GILD) and WAGE.
How was your April?
Thanks,
ADD
Looking out in 2015, we are thinking of adding some more O, OHI, another healthcare (perhaps DGX or GILD) and WAGE.
How was your April?
Thanks,
ADD
ADD,
ReplyDeleteSolid month of dividend income there. 85% yoy is still great even if it breaks your streak of four 100%+ gains thus far. Keep putting that capital to work and you guys will continue to reach higher highs every month. Thanks for sharing your success.
All the best.
FD
The streak would have been nice to keep but it was just a matter of time before the influx of capital would not be enough to achieve such returns year over year. We might have come a bit closer if OHI paid out all the dividend in May like it usually does but no worries. Like you said, keep putting money to work and it will keep working for us.
DeleteThanks for stopping by
Nice income from several high yielding plays. Adding WPC and DLR last month will only grow that snowball much faster. Thanks for this inspiring post and great year over year progress.
ReplyDeleteYes, we are definitely looking forward to seeing that income march steadily higher. It is a great feeling to not have to work for the money we are now earning through dividends. It appears that the REIT's continue to be going down so we will definitely be looking to add some more of them in the near future. Just need to rebuild the "BB gun" as DM says.
DeleteThanks for commenting
Nice month, and I love your additions. I also like your future choices. O and OHI look good with recent weakness in REITS, though I feel OHI is a much better value. I own GILD and still think it's a good value. I've encountered DGX before. Thought it was a pretty good buy, though I haven't yet got around to analyzing it in detail. Never encountered WAGE before. Of your choices, I would rank them GILD, OHI, DGX, O, and WAGE.
ReplyDeleteI am curious, what's your opinion on SAM currently? I like SAM and STZ as a possible portfolio addition in the alcohol space, and noticed it's in your portfolio. I like the debt-free balance sheet, but not the lack of dividend. STZ has the opposite issue and is the world's largest winemaker.
Thanks for the kind words. I would not have added the companies if I didnt like them so I'm with ya there. O and OHI are probably at the top of my list currently as they continue to stay depressed. O at over 5% yield would be a nice pick up and I think OHI could test $30 if the market happens to stumble in the summer time.
DeleteGILD is one company that I kick myself for not getting a piece of a few months ago on the big pullback. I just didnt have the money at the time, now it is starting to get away from me. WAGE works is an interesting play at a small cap stock that currently has steady revenue growth. It's a play on the High Deductible health care plans which are becoming increasing popular. Your rankings match up well to what I would like to buy but we will see how things change as capital becomes available.
SAM is another play on a small cap company that could outperform the markets into the future. I'm satisfied with the way it has performed but this was another case of I bought at the wrong time because I did not have capital available when I wanted to buy it. I like companies that have high EPS and low share counts as well. Analysts have a hard time coming up with an appropriate estimate for EPS and with a small cap company, usually they beat the estimates. I wish SAM would initiate a buyback or a dividend but as you said, the balance sheet looks good and craft beer is still the "in" thing to drink. SAM could outperform for a few more years, or get acquired, or do some craft beer acquiring in the future. Either way, I like what the future holds for them.
Thanks for dropping by!
Those are some serious YOY gains! You've put some serious money to work this year and it's paying off. I also have O on my watch list but I'm a bit hesitant to pull the trigger, I'm not sure how much a rate increase will effect the stock. It almost seems like the anticipation of the increase has pulled it down already so the actual increase may not effect it much. It's hard to know what to do some times.
ReplyDeleteO does not represent the best value in the REIT sector, but with monthly payouts and a top notch management team, they certainly deserve a bit of a premium. I think OHI or WPC offers better value if you do not have those in your portfolio yet.
DeleteCertainly the anticipation the rate hikes have brought them down from their sky high valuations but you can never know the future so it could be a good time to make some investments. If they keep falling, keep on buying!
Thanks for commenting!
nice and valuable information regarding dividend distribution,company information.
ReplyDeleteYou're welcome. All dividend posts are set up the same way so feel free to check out the rest!
DeleteHey,
ReplyDeleteI'm just going to build upon what everyone else already mentioned - 85% up from last year is like WoW.. It's a nice sum of money - this is also the first time I got to your site so I'm going to poke around a bit - you have alot of names I hope to add to my portfolio very soon (Verizon, AT&T and PG).
Cheers
-Rich
I am still in awe of the totals I am putting up this year. My wife and I continue to be blessed. Control your spending and try to increase your income any way possible and you too can see results like this. The proof is in the writing. This is real life and it just gets better every month!
DeleteThanks for stumbling onto my little corner of the internet. After you poke around a bit, keep coming back because I'll be here.
VZ & T are good companies right now to look at. PG is still a bit overvalued in my opinion, but it's all about the dividends and they have done a great job growing them consistently over the years
ADD,
ReplyDeleteExcellent month there. Definitely some high-yielding stocks to help the cause, like GLP and PSEC.
Keep adding that capital and it'll just continue to snowball from here. :)
Cheers!
DM,
DeleteThank you very much! I like GLP as a small cap in my portfolio. PSEC I am not too thrilled about but I'll keep them around for a while longer. Hopefully they can right the ship soon.
I'm just trying my best to keep up with you over there! You are killing it this year!
Thanks for taking the time to stop by.
Very solid dividend income for the month of May. Getting paid for doing nothing is great!
ReplyDeleteGotta love getting paid for doing nothing! Even better when I receive raises for doing nothing!
DeleteThanks for stopping by
This comment has been removed by the author.
DeleteNice increase since last year! imagine if it keeps increasing like this year after year? :) Good luck!
ReplyDeleteI can only hope it continues at that pace but sadly it will slow down...
DeleteThanks for the well wishes!
On the other trading with own KLSE stock analysis results will let you get good return than any other investments.
ReplyDelete