Video by Hidden Freedom Investing via YouTube
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My Charles Schwab Dividend Portfolio now makes $2,000/mo on average in income.. The dividend income portfolio went from $492,167 to $501,838 with straight capital appreciation and DRIP with the addition of some fresh capital. Fire movement and early retirement soon!
The average weighted dividend yield on the portfolio is just at 4.85 yield with the CAGR right at 4.29%. The average weighted beta is .91. Although I don’t focus on low beta specific stocks or high CAGR stocks, my investing style in general will have lower beta. Some of the larger dividend paying stocks like Apple and Microsoft will have higher CAGR but lower starting yield. This is just the nature of the game.
My annual dividend income is now a healthy $24,431 with a monthly average of roughly $2,036. The dividend portfolio has a total of 28 positions.
I received several dividends in the month of May. Below are the dividends received for the month of May in the amount of $2584.66 They all have been reinvested in my Charles Schwab accounts.
Date AmountTotal
Symbol
PFE 2021-06-04 52.76
JEPI 2021-06-04 303.31
SO 2021-06-07 65.85
JNJ 2021-06-08 134.20
XOM 2021-06-10 86.69
MSFT 2021-06-10 58.20
CVX 2021-06-10 60.08
MMM 2021-06-14 80.26
O 2021-06-15 21.40
MCD 2021-06-15 66.11
DUK 2021-06-16 66.49
HD 2021-06-17 23.85
VYM 2021-06-24 535.91
NUSI 2021-06-25 747.01
PEP 2021-06-30 82.99
DIVO 2021-06-30 199.55
[16]…Total dividends received for the month: $2584.66
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