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My Divided Portfolio Statistics (Updated 2/13/24)

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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 DividendAccount 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: $4,788.82Accumulated DividendAccount 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: $3,113.55Accumulated DividendAccount 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: $822.89Accumulated DividendAccount 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.

Month20212022202320242025
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

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