It is the
first second Saturday of the month, so it is time for a goals/progress update. Last week's launch of The Wealth, Money & Life Network put me a week behind. My goals were defined in this December 1, 2007 Investing Goals post. Below is an updated version of the table found in the original post. Description Dividend
2027 Goal 110,000 20.00% 2017 Goal 30,000 10.00% 2008 Goal 4,000 4.90% Dec/2007 3,054 5.00% Purchases YTD 1,211 0.05% Div. Changes YTD 61 0.09% Sales YTD (120) 0.06% Apr/2008 4,206 5.20% Purchases 182 -0.07% Div. Changes 6 0.01% Sales 0 0.00% Mar/2008 4,018 5.26% Net Changes 461 0.13% Feb/2008 3,557 5.13% Net Changes 277 0.14% Jan/2008 3,280 4.99% Net Changes 226 -0.01% Dec/2007 3,054 5.00% Net Changes 228 0.12% Nov/2007 2,826 4.88%
For the month, dividend income increased $188, and Yield on Cost (YOC) decreased -0.06%. These changes were driven by new purchases and dividend changes (no sales in April). Let's examine each of the these categories:
Purchases: The $182 increase in annual dividend income and -0.07% decrease in YOC related to the following purchases (yield at the time of purchase):
Only the SDY purchase increased the YOC and that increase was more than offset by decreases from the other purchases. I continue to expect YOC to drop monthly since most new investments will yield less than my current YOC, and dividend increases will not be sufficient to offset it.
Dividend Changes: The $6 increase in annual dividend income and 0.01% increase in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
Excluding 2 special dividends, this is the 15th straight quarter that ACAS has increased its dividend. May 2004 was the last time ACAS's dividend was flat. It was $0.70 per share then.
Sales: I did not sell any income portfolio investments in April.
The next monthly progress update will be on Saturday, June 7th.
It is the
Latest From Dividend Growth Stocks
Popular Posts Last 30 Days
Dividend aristocrats are stocks that have increased in their dividends at least once a year for the last 25 years. And given that the last 2...
There are several characteristics to look for when buying dividend stocks for the long haul. Ideally, you want companies with stable and gro...
I am a firm believer of dividend-stocks. One thing that cannot be wiped out in the next market collapse is the regular cash return from thes...
The quantitative researchers at Morgan Stanley are crunching numbers to figure out which dividend stocks are likely to do best when rates ri...
Many of the stocks I'm in and watching have already had bear market-like declines of 20% or more. Further, dividend yields are at or nea...
As an investor who is mostly engaged with the debt markets, I'm holding many fixed-income instruments. Yet, one of the main segment I...
According to Bankrate.com, savings accounts yields average roughly 0.47% and five-year certificates of deposit (CDs) average roughly 1.71%. ...
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five highest div...
If paying real cash to shareholders repeatedly is the sign of a strong business, paying more and more cash each year is perhaps the stronges...
Dividends are nice, to be sure … particularly to long-term investors who specifically need reliable income. But not all dividend stocks are ...