Well Rounded Investor

My journey of becoming financial independence by 35 years old

Dividends

2013 Dividend: $13.26


Account Activity Result 1/1/2014-12/31/2014
Date Activity Quantity Symbol/Description Price Net Amount
12/31/2014 Interest BANK DEPOSIT SWEEP 123114 4,977 $0.02
12/26/2014 Dividend BAC – BANK OF AMERICA CORP 122614 550 $27.50
12/26/2014 Dividend BAC – BANK OF AMERICA CORP 122614 4,583 $229.15
12/1/2014 Dividend COP – CONOCOPHILLIPS 120114 200 $146.00
12/1/2014 Dividend WFC – WELLS FARGO COMPANY 120114 500 $175.00
11/28/2014 Interest BANK DEPOSIT SWEEP 112814 41 $0.01
11/3/2014 Dividend VZ – VERIZON COMMUNICATIONS COM 110314 200 $110.00
10/31/2014 Interest BANK DEPOSIT SWEEP 103114 6,013 $0.06
9/30/2014 Interest BANK DEPOSIT SWEEP 093014 17,912 $0.64
9/2/2014 Dividend COP – CONOCOPHILLIPS 090214 200 $146.00
9/2/2014 Dividend WFC – WELLS FARGO COMPANY 090114 500 $175.00
8/29/2014 Interest BANK DEPOSIT SWEEP 082914 93,425 $0.79
7/31/2014 Interest BANK DEPOSIT SWEEP 073114 93,423 $1.09
6/30/2014 Interest BANK DEPOSIT SWEEP 063014 235,983 $0.78
6/24/2014 Dividend GRFS – GRIFOLS S.A. SPONSORED ADR REPSTG 1/2 CL B NON VTG NEW 061314 29 $7.25
6/20/2014 Dividend D – DOMINION RES INC VA NEW 062014 100 $60.00
6/16/2014 Dividend GRFS – GRIFOLS S.A. SPONSORED ADR REPSTG 1/2 CL B NON VTG NEW 061314 29 $0.28
6/9/2014 Stock Distrib 600 AAPL – APPLE INC 93: $0.00
6/2/2014 Dividend COP – CONOCOPHILLIPS 060214 200 $138.00
6/2/2014 Dividend WFC – WELLS FARGO COMPANY 060114 999 $349.65
5/15/2014 Dividend AAPL – APPLE INC 051514 100 $329.00
4/30/2014 Interest BANK DEPOSIT SWEEP 043014 48,419 $0.12
4/22/2014 Dividend WFM – WHOLE FOODS MARKET INC 042214 100 $12.00
3/28/2014 Dividend BAC – BANK OF AMERICA CORP 032814 4,551 $45.51
3/26/2014 Interest BANK DEPOSIT SWEEP 032614 $0.05
3/20/2014 Dividend D – DOMINION RES INC VA NEW 032014 100 $60.00
3/3/2014 Dividend COP – CONOCOPHILLIPS 030314 200 $138.00
3/3/2014 Dividend WFC – WELLS FARGO COMPANY 030114 500 $150.00
2/13/2014 Dividend AAPL – APPLE INC 021314 100 $305.00
1/28/2014 Dividend WFM – WHOLE FOODS MARKET INC 012814 100 $12.00
 total $2,618.90

Dividend and interest for 2017 took a hit, and it didn’t make my mark, as I sold about $115k worth of stock to buy my 4-plex, which bring income about $1700/mon. The 4-plex was a lot of work at the beginning, but it’s turned out a better investment because $115k I can bring $1700/mo, it’s more than 10% return, compare to 2-4% on dividend.

2015 Goals:

1. I’ll use the monthly profit from rent to buy 50% BAC, JMP, WFC, and 50% Dividend stock, after the year, I should have 12 different stocks, so it will even out in dividends. Since I want a well rounded diversify profile, I’m not going to totally invest in dividend stock, I’d also want some growth stocks, I think 2018 bank stocks will be explosive. So, I’m looking to add to BAC, JMP and WFC to current position.

2. I used to not a believer in dividend stocks, but after checking out different people’s profiles, even though they only have a 20-40 shares of each stocks, but they can still bring home $500-1000/mo. Accumulation and diversification will help.

I might checking into lending club, but for now, I don’t have the time. I’ll also will buy another property to be closer to work if the price is right.

4 comments on “Dividends

  1. DivHut
    January 23, 2018

    I see a couple names in common between your dividend payers and my own. I am guessing you will be adding to your portfolio over time and build up a more diversified passive income stream. Thanks for sharing.

    LikeLike

    • Vivianne
      January 23, 2018

      I checked out your portfolio awhile back. You are very effective at generating dividends. I’m checking the dividend calendar and add to my portfolio throughout the year to balance it out. Thank for stopping by.

      LikeLike

  2. Dividend Dreams
    March 8, 2018

    Nice work Vivianne. $2600 a year is a great and you should be proud of your progress.

    LikeLike

    • Vivianne
      March 9, 2018

      Yeah, I had close to $275k, compare to some dividend champion blogger, I’m way behind. Then, I took $115k to buy my 4-plex, so this year I am rebuilding my porfolio, only try to set the goal to $3k. Will see how this will go. Thank you for stopping by.

      LikeLike

Leave a Reply to Dividend Dreams Cancel reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out / Change )

Twitter picture

You are commenting using your Twitter account. ( Log Out / Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out / Change )

Google+ photo

You are commenting using your Google+ account. ( Log Out / Change )

Cancel

Connecting to %s

Community

I'm just starting out; leave me a comment or a like :)

Follow Well Rounded Investor on WordPress.com

Recent Posts: No Nonsense Landlord

Apartment Turnover and Other Maintenance

calendar

April 2018
M T W T F S S
« Mar    
  1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30  

Recent Posts: Humble FI

Risk analysis of my Mutual Fund Investments (Beta Coefficient)

Recent Posts: My Moneyfesto

Liebster Award Nomination!

Follow

Get every new post delivered to your Inbox.

Build a website with WordPress.com
%d bloggers like this: