Since I began tracking my total income progress in September 2012, annualized dividend income has increased in 33 of the last 33 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):
- Johnson & Johnson (JNJ) $0.70q>$0.75q
- Exxon Mobil Corporation (XOM) $0.69q>$0.73q
- Pepsico, Inc. (PEP) $0.655q>$0.70250
- Universal Health Realty Income Trust (UHT) $0.635q>$0.64
For the year, the Dividend Growth Portfolio has recorded a 3.7% increase in dividend income from higher dividends. My goal for the year is a 5.0% increase. Yield on cost is currently 4.78%.
Sales:
There were no sales in June.
Portfolio Allocaton
- 83.5% Dividend Growth Stocks
- 10.6% High-Yield
- 00.6% High Dividend Growth
- 05.3% 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
-3.3% Dividend Growth Stocks
-3.0% High-Yeld
+3.9% High-Growth
+0.2% Debt & Preferred
That's it for this time. The next monthly progress update will be in early August.
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)
Tags: JNJ, XOM, PEP,
