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 stocks are the cornerstone of many well-run retirement portfolios -- that's a fact. The reason is that dividends act as a beaco...
Want to ride a major trend and get paid a nice income from it? Healthcare has been the leading sector for the past 2+ years, for obvious rea...
With such an unsteady market, it’s hard to feel safe leaving your money anywhere. But if you’re looking for a guarantee that your money will...
What makes a good dividend stock? Investors have different criteria; some income investors are blinded by high-paying dividend stocks, only ...
There comes a time to stop throwing good money at bad ideas and simply walk away. And that’s exactly what Target Corp (TGT) is doing in its ...
The officers and directors of a company tend to have a unique insider’s view of the business, and presumably the only reason an insider woul...
Want a stock that will help you weather the storm during bad times and ride the rising tides during good? Look no further than these three r...
The two things that every investor chases are value and income. Typically, you can hope to find one or the other, but in some cases you are ...
Readers of this space know that the primary focus of my dividend portfolio is to create ever-increasing income money machine by investing i...
Well-chosen dividend stocks with ever-growing income payouts can be the foundation of a retired investor's portfolio. But what dividend ...