My Divided Portfolio Statistics (Updated 2/13/24)
By Last Updated: February 13, 2024
Welcome to my main Dividend Portfolio. This is my crown jewel and where I spend most of my investment dollars and time every month.
2024
Goal for 2024 is to add about $1,000 per month to it, and surpass the $100k mark in account value. Keep a healthy 7% or above in dividend yield as my average across the portfolio.
2024 Dividend Income: $ Accumulated Dividend Account Value Dec. – $ $ $ Nov. – $ $ $ Oct. – $ $ $ Sep. – $ $ $ Aug. – $ $ $ Jul. – $ $ $ Jun. – $ $ $ May – $ $ $ Apr. – $ $ $ Mar. – $ $ $ Feb. – $ $ $ Jan. – $687.21 $687.21 $73,867.42
2023
Goal for 2023 was to add about $1,000 per month to it, and surpass the $50k mark in account value. Keep a healthy 7% or above in dividend yield as my average across the portfolio.
I was able to successfully achieve the goal for 2023 and exceeded my investments mark by finishing with $73k invested in the divided income portfolio.
2023 Dividend Income: $4,788.82 Accumulated Dividend Account Value Dec. – $523.83 $4,788.82 $73,579.41 Nov. – $284.71 $4,264.99 $68,329.55 Oct. – $578.87 $3,980.56 $61,280.61 Sep. – $524.62 $3,401.97 $61,385.34 Aug. – $297.99 $2,877.35 $61,284.18 Jul. – $483.43 $2,579.36 $55,097.01 Jun. – $424.80 $2,095.93 $50,722.02 May – $225.66 $1,671.13 $46,410.07 Apr. – $438.14 $1,445.47 $44.647.98 Mar. – $414.90 $1,007.33 $42,303.85 Feb. – $198.22 $592.43 $43,718.10 Jan. – $394.21 $394.21 $44,369.62
2022
| 2022 Dividend Income: $3,113.55 | Accumulated Dividend | Account Value |
| Dec. – $365.42 | $3,113.55 | $39,693.18 |
| Nov. – $202.43 | $2,748.13 | $38,048.98 |
| Oct. – $336.52 | $2,545.70 | $35,083.24 |
| Sep. – $305.24 | $2,209.18 | $30,967.42 |
| Aug. – $229.36 | $1,903.94 | $36,975.30 |
| Jul. – $330.37 | $1,674.58 | $37,308.14 |
| Jun. – $263.28 | $1,344.21 | $33,747.32 |
| May – $160.26 | $1,080.93 | $36,047.07 |
| Apr. – $302.80 | $920.67 | $33,718.24 |
| Mar. – $209.29 | $617.87 | $33,347.68 |
| Feb. – $154.87 | $408.58 | $32,115.27 |
| Jan. – $253.71 | $253.71 | $32,405.42 |
2021
| 2021 Dividend Income: $822.89 | Accumulated Dividend | Account Value |
| Dec. – $171.52 | $822.89 | $28,114.73 |
| Nov. – $88.72 | $651.37 | $25,117.96 |
| Oct. – $162.63 | $562.65 | $22,427.34 |
| Sep. – $82.31 | $400.02 | $16,939.17 |
| Aug. – $68.17 | $317.71 | $15,965.45 |
| Jul. – $100.85 | $249.54 | $13,947.15 |
| Jun. – $41.97 | $148.69 | $12,051.02 |
| May – $29.54 | $106.72 | $9,227.18 |
| Apr. – $51.47 | $77.18 | $7,331.67 |
| Mar. – $13.11 | $25.71 | $5,048.35 |
| Feb. – $3.15 | $12.60 | $2,754.60 |
| Jan. – $9.45 | $9.45 | $1,135.36 |
The table below is a cumulative of the dividends my Dividend Only Porfolio has made since its start in January 2021 till today.
Month 2021 2022 2023 2024 2025 Dec. $171.52 $365.42 $523.83 Nov. $88.72 $202.43 $284.71 Oct. $162.63 $336.52 $578.87 Sep. $82.31 $305.24 $524.62 Aug. $68.17 $229.36 $297.99 Jul. $100.85 $330.37 $483.43 Jun. $41.97 $263.28 $424.80 May $29.54 $160.26 $225.66 Apr. $51.47 $302.80 $438.14 Mar. $13.11 $209.29 $414.90 Feb. $3.15 $154.87 $198.22 Jan. $9.45 $253.71 $394.21 $687.21
