It is the first Saturday of the month, so it is time for a goals/progress update. 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
Income
AnnualizedYield
on Cost2027 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 1,614 0.30% Div. Changes YTD 82 0.11% Sales YTD (120) 0.06% May/2008 4,630 5.47% Purchases 403 0.25% Div. Changes 21 0.02% Sales 0 0.00% Apr/2008 4,206 5.20% Net Changes 188 -0.06% 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 $424, and Yield on Cost (YOC) increased 0.27%. These changes were driven by new purchases and dividend changes (no sales in May). Let's examine each of the these categories:
Purchases: The $403 increase in annual dividend income and 0.25% decrease in YOC related to the following purchases (yield at the time of purchase):
SFI and AOD increased the YOC and was partially offset by a decrease from the GE 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 $21 increase in annual dividend income and 0.02% increase in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
Sales: I did not sell any income portfolio investments in May.
The next monthly progress update will be on Saturday, July 5th.
Related Articles:
________________________________________________________________
Subscribe to:
Post Comments (Atom)
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.