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!