2021 September Dividend Report

 Q3 is in books and almost reaching the end of the year  and 82 days left in the year as of 10/10/2021.

 This Month i received $1737  in dividends and this is  good ,Almost  like receiving $60 daily  in dividends

Compared to 2020  dividends increased by $383 , some of them are like increased positions like AVO,MMM,JNJ and some in dividends increase and biggest of them is BBL  like $180 in increased dividends.

Looking at the monthly dividend charts  Quarter ends are my biggest months

Year over September Dividend Growth

2021 Dividend Goal:
This year i had a dividend goal of 11K and so far i received $8500 in dividends and i am at 77% of the goal. I think i am on track  to meet my goal .So far   i received more than 50K in dividends in last 8 years.

2021 August Dividend Report

 One  more month in  books and  this is the favorite time of the year with college football and NFL.

20 Companies paid me dividends this month and its getting better with each year.

Since late last year i have been dripping all my dividends and you can see from the table below the small gains in each of them. I added some ABBV and GD since last August and we can see big increases in them.

20202021
T104109.825.82
VZ16.6123.176.56
CVS2325.542.54
MA0.520.880.36
SBUX11.9513.291.34
WRK7.058.571.52
BMY029.429.4
GD19.1629.6410.48
ABBV61.3674.6813.32
NNN3.283.750.47
HRL10.9611.610.65
SBUX8.839.730.9
DE19.4323.013.58
AGNC6.176.30.13
CAT52.7757.114.34
AMP15.7117.151.44
RY8.1710.222.05
AAPL82.5288.716.19
O6.226.330.11
AMP15.7117.151.44
PG20.8623.092.23
494.28589.1594.87
0.161028601

Compared to my August 2020 dividend income increased by 16%.

Aug-17Aug-18Aug-19Aug-20Aug-21
202.04277.7429.86494.28589.15

2021 Dividend Goal: For this year my Goal was 11k on dividends and i am 61% as of this month and i think i should be able to reach the goal.

2021 July Dividend Report

 One more Month in books and this year is running off quickly .This month Dividend crossed $600 due    to special dividend  from TROW. I received a total of $617 in dividends for this month, setting up       new  record for the month of July .It Jumped directly to 600 from 400 skipping 500 record.

Compared to 2020 July my dividends increased by 48%.

Jul-17Jul-18Jul-19Jul-20Jul-21
214.02340.55363.9416.32617.65

2021 Dividend Goal: I am at 56% of my Goal of 11K in dividends , so it looks like it might be very close to the goal .  

2021 June Dividend Report

Q2 Completed and now i am ready with another monthly dividend report. This one surprised me as  one of my funds payed me a huge dividend.  This month i received total dividends of $2250.84,Big reason  for  this is payment from RERGX, last year  and this quarter they paid negligible dividends .Another reason for my confusion is  RERGX split the payment as capital gain, but most websites are reporting as dividend.

Comparing with 2020 June  this is a big gain due to Rergx,but we had other increases in dividend payees.

Jun-17Jun-18Jun-19Jun-20Jun-21
4462035.5412061215.972250

Comparing to 2020 June  i had 3 dividend reductions  with WFC being big cut of $45.

2021 Dividend Goal: With the unexpected payment from RERGX, I am at 50.5% of my goal of 11k.For month of July special dividend payment from Trow should also help.

2021 January Dividend Report

 2021 Already began and one month Gone. Slowly Life returning to normality and its  time for one more dividend report. After many  reports of  income increase reports ,this one will be a decrease compared to last January report. This month i received $355 .85 in dividends which is $15 less than Jan 2020 income. One new Name in Jan 2021 report compared to 2020 is CINF.

Dividends Cut: Dividend Cuts  from last year  are still  big impact on this month report ,as you can see  it reduced my dividends by $70. Hoping to see if DIS will resume their dividends some time this year.

Dividend/Options Income : This Year i would like to keep my Goal of 2020 of 11k and will see if i can  achieve the Goal. I Started doing  covered calls last year and it brought be me some income, I didn’t include that one dividends. 
I will be adding some funds and buying some  stocks ,but i am hoping to get closer  to 11k goal  either with dividend increases or  401k buys that happen twice a month.

Expired options -Covered calls SPCE,ASPS.

 Since I Acquired  100 shares of SPCE  in February of this year at $38.05 I started writing covered calls  to recover the capital and always write the call out of the money ,so that i wont lose the shares , now this yields low option price and I am ok with that.

So Far I wrote  16 covered calls either weekly or biweekly if the option price is low. 3 times I bought my call back so that I can write an expensive call this costed me total of $16. This way I recovered $654.

ou can see my current call expires next Thursday .Only last week when SPCE rallied all the way to $35.73 ,that was only close one.

ASPS: This is another one i have been writing monthly calls ,as there is not much activity on weekly calls.

Now this one is interesting ,as my latest call is almost in the money and it seems to be certain to get called away .I am Ok with it being called away also. As my average share price is less than $10.Now if it doesn`t get called ,will be writing $15 Call as that seems to fetch more money.

Expired Options SPCE

 Since I bought SPCE at $38 Have been writing  weekly/monthly covered calls to recover some  of the capital.

SPCE 05/29/2020 Call $30.00   $3

SPCE 06/12/2020 Call $35.00   $7

SPCE 06/26/2020 Call $35.00   $6

7/16  SPCE 07/17/2020 Call $34.00   $15

7/16 SPCE 07/17/2020 Call $34.00   -1 Bought the call back before expiration

7/22 SPCE 07/24/2020 Call $35.00  $28

7/22 SPCE 07/24/2020 Call $35.00  -14   Bought the call back before expiration

SPCE 07/31/2020 Call $35.00     $53

8/3 SPCE 08/14/2020 Call $33.00   $40

8/7  SPCE 08/14/2020 Call $33.00   -$1  Bought the call back before expiration

Overall I recovered  around $140 dollars  from the capital invested.

Expired Options -SPCE

Since i bought shares of SPCE at $38,i have been writing covered calls for the stock to recover some losses. So far  I have written 3 covered calls and all have expired.

SPCE $58 CALL SELL 2/28 this  netted me $340 as the option expired.
SPCE $43 CALL SELL 4/17 this netted me another $15.
SPCE$35 CALL SELL  5/8 this added  another $43 in premium .
All these calls helped me recover $398  and exactly another $1400 to recover either via stock price or options.
I will keep writing these covered  calls as long as they make sense.
These trades helped me understand options little better and i am looking at writing covered calls for some other positions in my account.
Stay Safe

Expired options -SPCE

I have always wanted to try and learn options ,been reading about them and was willing to try ,Finally i bought 100 shares of SPCE   on Feb 20th for 38.05/share. On the same day i sold an covered call for $3.4/contract  to sell 100 shares at $58  with an expiration date of 2/28.

Initially i  wanted to try with discover shares in my IRA account in TD ameritrade but was denied .

Now this a speculative buy ,that i have been doing since last month ,I bought  and sold TSLA,SHOP etc.

Now since the Market has  tanked since i wrote the call i Kept the  money $340  as the trading price didn’t even cross $40 ,but my investment is in loss since then.Yes I recovered little bit by writing the call.

I have been  trying to see if i could  do T or Another SPCE call in future.

 

 

 

2020 Dividend Hikes -CVX,ADM,O

Following Companies in my portfolio announced dividend hikes .

CVX increased their dividend by more than 8% ,it went up from 1.19 to 1.29. This will add $10 to my account.

ADM increased their dividend by 2.8% and this will add another $.76 to my account.

O increased their dividend  ad this added another $1.5 to my account.

All these increases add up $12.42 to my account.