Monday, May 2, 2016

April Review



Another month down.

April Dividends 

DPS$0.49
FCISX$35.07
FPI$0.51
GE$11.73
HASI$27.90
KHC$8.29
KO$36.60
LTC$3.78
MDLZ$0.73
NKE$0.43
NRZ$1.38
O$4.58
WMT$28.78
WPC$14.61
Total$174.88




April Cash Flow

Bank$1,847.88
Capital One 360 Bank$7,616.42
Scottrade Tax$51,047.71
Scottrade ROTH$1,909.86
Loyal3$15,782.10
401k$28,626.49
Edward Jones Roth$8,680.96
Total$115,511.42
Salary$3,734.86
Dividend$174.37
Interest and Online$9.84
Total$3,919.07
Gas Bill$62.68
Electric bill$125.36
Water Bill$154.10
QT$46.60
Discretionary $315.26
Car payment$435.45
Total$1,139.45
Total Saved$2,779.62
% saved70.93%


Summary

  1. Dividends decreased year-to-year due to BBL no longer in my portfolio.
  2. Gained ~$9,000 month-to-month.
  3. Dividend increases
    1. JNJ: 6.7% increase ($0.75 to $0.80)
    2. PG: 1% increase ($0.6629 to $0.6695)
    3. SO: 3.2% increase ($0.5425 to $0.56)
    4. OHI: 1.8% increase ($0.57 to $0.58)
    5. GILD: 9.3% increase ($0.43 to $0.47)
    6. AAPL: 9.6% increase ($0.52 to $0.57)    



What does it mean to retire? When can you start retiring? Here's an interesting documentary I saw this month on youtube. Enjoy.


Current forward dividend stands at $2992.81 + SCHD distributions. Portfolio updated.

1 comment:

  1. Awesome to see 6 dividend increases last month and also 70% savings!

    ReplyDelete