Since I just started the Dividend Empire Portfolio on March 30 and the Dividend Retirement Portfolio on April 22 of 2015 this update will be brief. In this update and all future updates I will summarize my purchases, dividends and pay raises for the month.
In case you haven’t read the introductions to my two dividend portfolios you can read about the Dividend Empire Portfolio HERE and the Dividend Retirement Portfolio HERE. In these updates I will keep the two dividend portfolios separate simply because they have very different goals. In summary, the Dividend Empire Portfolio is for my children, their children, and so on. I will never touch the funds or the dividends. The goal is to build an empire for my descendants through the power of compounding. The Dividend Retirement Portfolio is being constructed to pay dividends that I will live off of during retirement – hopefully by age 50.
Dividend Empire Portfolio Update
Purchases
- 3/30/2015: 25 shares of Apple (AAPL)
- 4/1/2015: 100 shares of Ford (F)
- 4/1/2015: 75 shares of Coca-Cola (KO)
- 4/6/2015: 50 shares of Wells Fargo (WFC)
- 4/6/2015: 100 shares of AT&T (T)
- 4/8/2015: 20 shares of Exxon Mobil (XOM)
- 4/10/2015: 0.2573 shares of McDonald’s (MCD)
These 7 purchases cost me a total of $15555.60 and gave me exposure to 6 different sectors. My initial portfolio yield on cost was 3.34% and my expected annual income was $520 (before pay raises – see below).
Dividends Received
None.
Pay Raises
The following companies raised their dividends in April (after my purchase date):
| Quarterly Dividend | Annual Dividend | Yield on Cost | ||||||||
| Date | Ticker | Old | New | Old | New | % Increase | Shares Owned | Pay Raise | Old | New |
| 4/27/2015 | AAPL | $0.47 | $0.52 | $1.88 | $2.08 | 10.64% | 25 | $5.00 | 1.50% | 1.66% |
| 4/28/2015 | WFC | $0.35 | $0.38 | $1.40 | $1.50 | 7.14% | 50 | $5.00 | 2.57% | 2.76% |
| 4/29/2015 | XOM | $0.69 | $0.73 | $2.76 | $2.92 | 5.80% | 20 | $3.20 | 3.27% | 3.45% |
| Portfolio Totals: | $13.20 | 3.34% | 3.43% | |||||||
I haven’t even received a dividend yet but I’ve already received a $13.20 annual pay raise which brings my expected annual income up to $533.20. Since I just initiated this portfolio I’m not seeing too much action. The dividends should start rolling in consistently starting next month.
Dividend Retirement Portfolio Update
Purchases
- 4/22/2015: 30 shares of Johnson and Johnson (JNJ)
- 4/22/2015: 70 shares of Microsoft (MSFT)
- 4/22/2015: 26 shares of Home Depot (HD)
- 4/22/2015: 60 shares of Realty Income Corp (O)
- 4/22/2015: 58 shares of Altria (MO)
- 4/23/2015: 195 shares of Old Republic International (ORI)
- 4/27/2015: 33 shares of Compass Minerals International (CMP)
- 4/28/2015: 23 shares of Apple (AAPL)
- 4/28/2015: 23 shares of General Dynamics (GD)
- 4/28/2015: 27 shares of Chevron (CVX)
These 10 positions cost me $30085.96 and span 9 different sectors. My initial yield on cost for this dividend portfolio was 3.54% and my expected annual income was $951.80 (before raises – see below).
Dividends Received
None.
Pay Raises
The following companies raised their dividends in April (after my purchase date):
| Quarterly Dividend | Annual Dividend | Yield on Cost | ||||||||
| Date | Ticker | Old | New | Old | New | % Increase | Shares Owned | Pay Raise | Old | New |
| 4/23/2015 | JNJ | $0.70 | $0.75 | $2.80 | $3.00 | 7.14% | 30 | $6.00 | 2.77% | 2.97% |
| Portfolio Totals: | $6.00 | 3.54% | 3.58% | |||||||
This JNJ pay raise puts me close to a 3% yield on cost for the position. It also brings my expected annual income for the portfolio up to $957.80.
Overall I am very pleased with my progress so far and I’m well on my way to achieving my 2015 goals. I have contributed over $15k to the Dividend Empire portfolio (goal = $25k) and over $30k to the Dividend Retirement portfolio (goal = $100k). I haven’t received any dividends yet but that is expected based on when I initiated these dividend portfolios. My goal of receiving $500 in dividends in the Empire portfolio and $2000 in the Retirement portfolio should be well within reach.
In May I am expecting several dividend payments and I’m hoping to add substantial amounts to both portfolios. I should have about $5k available soon to fund the purchase of 2-3 stocks in the Empire portfolio and $15-$20k available for the Retirement portfolio. My focus will most likely be on adding a railroad stock or two (NSC / UNP) and some utility stocks (maybe SO / WTR). I will also be researching some new REITs to potentially add to the Empire portfolio.
How was your April?
DivEmpire,
Holy crap… where the heck are you getting all of this capital from?! $45k of capital infusion for your portfolio is astonishing, and what accounts are you using for the retirement account?
All I have to say – at this rate, you should be done within a few years, sh*t man!
-Lanny
Ha thanks DD. I definitely wont be contributing at this rate forever. The $15k I contributed to the Dividend Empire portfolio mostly came from my old options trading account – I’m hoping to add at least $20k per year moving forward. The $30k for my Dividend Retirement portfolio came from selling some mutual funds in my company-sponsored 401k account which is held at Merrill Lynch. I am currently in the process of converting about 2/3 of my (and my wife’s) 401k accounts to dividend growth stocks which will be a total of ~$100k. You can read more about it HERE. Thanks for visiting!
Nice work, I like it. You’ll be able to hit your goal of 20K per year, just make that the priority.
-Lanny
Hi Ken, and welcome to the dividend growth investing community! I just found your blog via Dividend Diplomats. Really nice chunk of purchases here. I share a lot of them, and most of the ones I don’t, I still think are great, like HD, CMP, and MO. Look forward to following along your journey!
Hello DividendDeveloper – I enjoy following your blog! Thanks the kind words and for giving your feedback. I think I might have paid a bit too much for HD but it’s a great company and should continue to grow long-term.
You got a great start here with over $45K invested in a single month. Welcome to dividend investing and wish you all the very best towards your goals.
Thanks, DGJ. I wish you the best as well.
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