Monday, December 1, 2014

Dividend Income Update - November 2014

November 2014 Dividends Received:
  • Apple (AAPL) - $26.32
  • American Realty Capital Properties (ARCP) - $60.47
  • Cracker Barrel Old Country Store Inc (CBRL) - $19.00
  • Colgate-Palmolive Co (CL) - $12.96
  • Clorox Co (CLX) - $22.20
  • CMS Energy Corp (CMS) - $21.60
  • Deere & Co (DE) - $15.00
  • General Mills (GIS) - $15.99
  • Kinder Morgan, Inc (KMI) - $56.69
  • Realty Income Corp. (O) - $26.22
  • Omega Health Care (OHI) - $93.08
  • Procter & Gamble (PG) - $25.40
  • Starbucks (SBUX) - $16.00
  • Seagate (STX) - $21.60
  • AT&T (T) - $36.80
  • Verizon (VZ) - $33.00
Total dividends received during the month of November: $502.34

Total dividends received so far in 2014: $3,849.53

Projected forward yearly dividend income: $7,470.10

Projected forward average monthly dividend income: $622.51
Portfolio market value: $215,525.25


  1. Congrats on the income, Alpha!

    How do you feel about ARCP being such a big part of your monthly income after the accounting debacle?


    1. Hey NMW,

      The income has proceeded to climb up nicely over this past year, it makes the snowball feel real, especially because I haven't been investing that long, just been going at it fairly aggressively like yourself.

      I'm not that concerned about ARCP, I last bought 220 more shares at $8.17. There is nothing wrong with the underlying assets. The amount the stock pulled down was not representative in regards to the amount of the accounting difference.

      Yes, shareholder trust was damaged and it will take a while to recover, but this being a REIT they will continue paying out a large part of their revenues to shareholders. Also I'm in it for the long haul, so whilst the shares are down, each month my ownership accumulates as the dividend gets reinvested. Even if they cut the dividend, it will reduce my income by less than 5% because I have around 51 companies in my portfolio, so the risk is diversified.

      I won't be adding new money to this position right now though.
      I am holding this in a tax advantages account (Roth IRA), so I don't pay taxes on those dividends either.

      Last week I got more DIS at $91.90 and this week they announced a 33% dividend increase :).

      Going forward I'd like to get some MDT, PEP, KMB (those are quite pricy right now though), or stick with oil (CVX and XOM) whilst it is cheap. Next months income is currently projected at around $920 which is a nice way to end the year.

      Good luck on your side of the ocean too!

  2. Thanks for sharing your recent dividend income update with us. We have a few names in common for November passive income. Your portfolio is quite diverse too. I see that you are still a believer in ARCP. It's gone up a lot since its lows in the $8s. I knwo may DGI bloggers who have sold out of their positions.

    1. Hi DivHut,
      thanks for stopping by. I try to get a bit of ownership in a variety of sectors. I see you have been going at it for several years with also a nice variety of quality companies.

      I think going forward I will rarely sell out of a position completely. So far I have been selling to make certain funds available in my Roth ira account - due to capital contribution constraints, but re-buying the stocks in my taxable accounts. This was to be able to acquire more REITs in my Roth ira because it is very tax advantagous to put REITs inside a Roth ira.

      My Roth account will probably mostly contain REITs as it represents only a portion of the whole portfolio, my taxable will contain the other sectors, whilst maintaining a broad diversification overall.
      I've explained that a bit more here:

      I see you have quite a few positions in your Roth Ira account too - do you do any specific planning for it?