Dividend Income – September 2015

Dividend Income - September 2015When the turbulent markets come around, you find out pretty quickly if your investment strategy is holding up to your standard. So far so good for my strategy. If you want the details, read why I chose dividend investing. In fact, I am registering my best dividend income month ever. As you can see, my portfolio value may fluctuate, but my income is pretty steady.

Dividend Income

My September dividend income is a high of $985.52. Still short of $1,000 … It keeps on eluding me. It is probably out of reach for the year too :( Two years running now that I am hoping to break the $1,000 per month.

For those catching up on my dividend income, I re-invest all the dividends with my discount broker when there is enough to buy a full share. After that, I wait until I have $1,000 worth to make a purchase. I wait for $1,000 because my fee is $9.95 which is 1% fee.

Dividend Income - September 2015

 

I don’t have any particular plans to make a purchase right now. If I had some money, I would first look at adding to a position and looking at a stock out of favor with a 4% yield.

Here is how my sector allocation looks like with the current markets. Financials and energy used to be on target. Even though I was a little overweight in REITs, it has held pretty well in the current markets.

Diversification - September 2015

Here is how my monthly dividend income looks like over the past 4 years. I don’t think there really is any conclusion to draw from it but I thought it was an interesting view on the data.

month-by-month

If you have any questions about any of the data, let me know and I will see how I can share. I try to stay away from performance because it depends on when you buy even you and someone else holds the same stocks and it depends on how you save, and how much you invest. It’s a long journey, the overall ROR is what you should pay attention to.

DISCLOSURE: Please note that I may have a position in one or many of the holdings listed. For a complete list of my holdings, please see my Dividend Portfolio.

DISCLAIMER: Please note that this blog post represents my opinion and not an advice/recommendation. I am not a financial adviser, I am not qualified to give financial advice. Before you buy any stocks/funds consult with a qualified financial planner. Make your investment decisions at your own risk – see my full disclaimer for more details.
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