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Friday, February 13, 2015

January 2015 Progress Report

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased in January, extending the streak to 55 consecutive months of increases after June 2010's decline.

Since I began publicly tracking my progress in November 2007, annualized dividend income has increased in 84 of the last 86 months.



Dividends Growth Stocks Portfolio


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

- Realty Income Corporation (O) $0.1831m>$0.18341m
- Erie Indemnity Company (ERIE) $0.635q>$0.681q
- Sysco Corporation (SYY) $0.29q>$0.30q

For the year, the Dividend Growth Portfolio has recorded a 0.2% increase. My goal for the year is a 5.0% increase. Yield on cost is currently 4.6%.

Sales:
There were no sales during January.

Year-To-Date Portfolio Returns


- Dividend Growth Stocks: -3.0%
- High-Yeld: 1.4%
- High-Growth: -2.0%

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

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

Related Articles
- Why Dividends Matter
- 6 Stocks Currently Trading Below their Fair Value
- The Perfect Dividend Stock
- Bonds Look Morbid When Compared To These Dividend Stocks
- My 5 Largest Dividend Stock Positions Have Double-Digit Lifetime Returns

(Photo: Arcelia Vanasse)


Tags: O, ERIE, SYY,