Dividend Portfolio
Allow me to share with you my journal as I continue to build a dividend portfolio. This journal is an ongoing work in progress and updated once a month. 🫡
Portfolio Goals
- December 2022 – TBD: Add 500 shares of QQQ to LBF Dividend Portfolio!
August 2018 – November 2022: Generate $10,000 in annual dividend income!
DISCLAIMER: All content on this site is for informational purposes only and does not constitute professional financial advice. You should talk to a professional financial planner if you need more help with your finance. This site should be viewed for entertainment purposes only. Any stock transactions and/or analyses I publish should not be considered to be investment recommendations. I am not liable for any losses or suffering experienced by any party. We may receive a referral fee if you sign up through any links on this website.
Dividend Portfolio Timeline
2018
- August: $57,008.64 Dividends: $416.13 (Journey begins!)
- September: $58,437.06 Dividends: $121.32
- October: $57,178.71 Dividends: $40.44
- November: $102,605.32 Dividends: $407.20
- December: $95,425.66 Dividends: $384.95 (Christmas Sale!)
Total Dividends: $1,370.04
2019
- January: $110,616.84 Dividends: $381.01
- February: $119,698.00 Dividends: $533.11
- March: $123,296.50 Dividends: $534.12
- April: $128,567.14 Dividends: $211.88
- May: $120,669.92 Dividends: $577.44
- June: $130,988.08 Dividends: $601.30
- July: $133,671.34 Dividends: $227.13
- August: $136,388.63 Dividends: $610.97
- September: $143,139.40 Dividends: $639.17
- October: $146,878.35 Dividends: $254.53
- November: $151,698.21 Dividends: $639.22
- December: $159,266.77 Dividends: $631.03
Total Dividends: $5,840.91
2020
- January: $154,652.27 Dividends: $296.70 (COVID Crisis!)
- February: $145,724.45 Dividends: $643.69
- March: $128,742.83 Dividends: $739.64 (Steepest Cliff Ever!)
- April: $147,818.16 Dividends: $282.07
- May: $153,761.12 Dividends: $704.61
- June: $157,269.62 Dividends: $762.28
- July: $161,864.96 Dividends: $283.77
- August: $172,081.31 Dividends: $765.09
- September: $168,504.29 Dividends: $756.57
- October: $167,960.45 Dividends: $267.47
- November: $194,826.82 Dividends: $808.94
- December: $201,472.53 Dividends: $742.33
YTD Dividends: $7,053.15
2021
- January: $202,477.30 Dividends: $268.49 (Squeezing the shorts!)
- February: $215,891.44 Dividends: $905.17
- March: $230,593.57 Dividends: $775.09
- April: $239,049.17 Dividends: $258.71
- May: $243,726.06 Dividends: $924.27
- June: $244,777.78 Dividends: $797.90
- July: $259,081.38 Dividends: $390.08 (Pay raise & strategy updates)
- August: $262,665.46 Dividends: $1,194.68
- September: $252,686.45 Dividends: $825.85
- October: $263,926.37 Dividends: $643.94
- November: $264,858.61 Dividends: $1,160.70
- December: $278,979.59 Dividends: $915.08
YTD Dividends: $9,059.96
2022
- January: $270,408.39 Dividends: $600.24
- February: $262,764.90 Dividends: $950.15 (Russia invades Ukraine)
- March: $264,902.05 Dividends: $1,076.65
- April: $242,073.26 Dividends: $744.88
- May: $248,381.33 Dividends: $1,127.32
- June: $225,165.63 Dividends: $1,183.08
- July: $251,620.26 Dividends: $750.17
- August: $240,403.70 Dividends: $1,151.49
- September: $210,359.96 Dividends: $1,212.47
- October: $229,116.85 Dividends: $849.20
- November: $242,254.35 Dividends: $1,079.08 (Goal Completed!)
- December: $231,400.07 Dividends: $1,325.65 QQQ Shares: 3/500 (New goal!)
YTD Dividends: $12,050.38
2023
- January: $259,342.42 Dividends: $869.21 QQQ Shares:10/500
- February: $256,167.04 Dividends: $1,134.66 QQQ Shares: 29/500
- March: $267,098.88 Dividends: $1,330.49 QQQ Shares: 37/500
- April: $264,546.68 Dividends: $840.56 QQQ Shares: 40/500
- May: $277,087.12 Dividends: $1,256.98 QQQ Shares: 51/500
- June: $294,650.94 Dividends: $1,339.41 QQQ Shares: 53/500
- July: $306,632.04 Dividends: $940.36 QQQ Shares: 55/500
- August: $277,999.50 Dividends: $1,195.44 QQQ Shares: 57/500
- September: $268,742.95 Dividends: $1,264.91 QQQ Shares: 64/500
- October: $272,614.55 Dividends: $944.01 QQQ Shares: 67/500
- November: $294,995.83 Dividends: $1,231.34 QQQ Shares: 69/500 (RIP Charlie Munger)
- December: $321,268.06 Dividends: $1,391.35 QQQ Shares: 73/500
YTD Dividends: $13,738.71
2024
- January: $338,730.06 Dividends: $1,038.14 QQQ Shares: 75/500
- February: $356,402.46 Dividends: $1,400.47 QQQ Shares: 85/500
- March: $368,486.27 Dividends: $1,173.22 QQQ Shares: 87/500
YTD Dividends: $3,611.83
Charts are updated periodically. (Updated: March 30, 2024)
Stay tuned for the next update! 🚀