November 2018 Independence Fund Update

What an exciting and fun filled month November was! The market has been a complete roller coaster ride and its been great taking advantage of all the exciting opportunities the month has had for investors. Every month is a testament to me showing the resilience and power of dividend growth investing.

I continue to break and post new highs month over month. When I compare my yearly statistics, it absolutely blows me away. It puts a big smile on my face looking back at my lifetime graph and dividend received graph. It really solidifies all my decisions to invest my money into dividend growth stocks. I’m also looking forward to all the companies in my portfolio announcing dividend increases since it should now affect my portfolio in a big way.

I was paid out by 14 companies last month. here is what they were and what was paid out.

  • T 130.23

  • ABBV 45.66

  • EPR 18.17

  • MAIN 20.67

  • OHI 42.82

  • O 20.40

  • STAG 13.64

  • TXN 23.10

  • PG 26.54

  • SKT 35

  • AOS 9.46

  • SBRA 20.80

  • WRK 21.84

  • LTC 13.55

The total comes out to be $441.51 Making this my best month ever. This represents a 101% increase over last year or an increase of $222. I’m really loving the grown my portfolio is pumping out and it’s only going to get better once all of these new purchases start to pay me dividends.

Not only did I have the best month ever in terms of dividends received. I also posted some staggering numbers in terms of portfolio growth. I’ve put a lot of extra capital into the portfolio fueled from the sale of my rental home into my account. This has really boosted my yield and given me more opportunity to make more money in the market and man is it starting to shine since I invested a lot of capital into the latest dip we had.

My portfolio value increase by $9,088 over last more or 5.13%. Fluctuations are really going to start affecting my portfolio value at this level and I hope to continue my month over month increase like I have been seeing.

I couldn’t be more proud of my portfolio and I can’t wait to start collecting all the dividends from my new additions. I’m really hoping I’ll have a month soon where I cross the $1,000 in earned dividends in a given month. That will be a very big day for sure! I will continue to plug away and add to or pick up companies near 52 week lows.

My portfolio has become very diversified and I even picked up three cannabis companies which is a new venture for me. I don’t have a ton of money invested into them but I would like to continue to add a few hundred dollars here and there per month. The long term outlook on these companies is extremely favorable.

Short and sweet but I hope everyone has a great Christmas, watch those budgets and enjoy some amazing dividends this month!

May 2018 Independence Fund Update

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WOW, what a crazy month it has been. I was only able to get my account update posted last month and it doesn't see like I'll have to much more time to do anything else soon. I've been super busy with moving into the new home and busting out projects that needed to be done right away such as putting up a privacy fence so my Great Danes wouldn't jump over the three foot ones that were present.

On top of moving, my 2.5 year old female Great Dane just gave birth to a litter of 14 beautiful babies. This is a monster litter and my fiance and I have had to do a lot of extra work recently to make sure everyone is eating and staying healthy. It has been insane and although this was a planned pregnancy, we didn't expect her to have as many as she did.

With all that being said, the market has been up and down and my account hasn't really grown much in terms of appreciation and I wasn't able to really invest much last month due to financial restrictions and obligations. 

I did bring in $224.76 in dividend income which is absolutely amazing. I was paid out by eight      companies.

  • PG 14.34
  • OHI 24.81
  • MAIN 19.42
  • STAG 13.29
  • O 15.93
  • EPR 12.96
  • ABBV 29.73
  • T 94.58

This payment represents and increase of 186.34%. This is a massive jump over last year and it's all thanks to ABBV announcing a massive dividend increase and the addition of monthly payers such as O, STAG, EPR and MAIN. 

I also had an amazing month in terms of expense. I don't expect this to last however as this new house we are in requires a lot of TLC. I'm still going to try to keep expenses low but all the appliances need to be replaced and we have a lot of home projects planned to get this house up to par. I'm not to worried however as we are gong to be making some extra money from breeding these dogs and I'll be able to invest over half of it. 

May Expenses = $2,071

The next category is account growth. I had another relatively flat month due to my inability to invest more fund into the market. I did make a nice chunk of change in terms of dividends and I also saw a nice increase in terms of capital appreciation and my account only swung to an increase of $1,200 or 1.86%. Next month is going to be a good one however as I've started to invest a good chunk of capital going into June. 

Overall I can't complain about a monthly growth of 1.86% in total account value when I wasn't able to invest a dime last month. If this rate kept up I'd be retiring sooner then anticipated. The independence Fund is really starting to pick up momentum and It's encouraging to see it growing more and more every month. I'm locking in on that $100,000 mark and I've heard that after that it only gets easier. 

After all is said and done. I did do a bit of purchasing at the time of writing this article and my new expected annual dividend income is now sitting at a whopping $3,593.876!!! I'm very close to breaking the $4,000 mark and at this rate I expect to be breaking that and hopefully my 2018 goal of $4.5k per year. I have my fingers crossed and it is definitely helping with all the aristocrats nearing their 52 week dividend yield high of around 4%.