Dividend growth investing Portfolio
In my dividend growth investing portfolio, the goal is to build a passive income from dividends. Currently, the strategy is to just buy and hold forever, but as I learn to better estimate stock value, some dividend stocks might be sold in favor of other dividend stocks :)
- Value: $89,252.70
-
Annual Dividends: $3,448.95
-
YoC:
3.98%
- XIRR
: 13.02%
- Gain/loss
: 38.47%
Paid dividends
Upcoming dividends
Estimated dividends
|
Total |
Dec 2023 |
Jan 2024 |
Feb 2024 |
Mar 2024 |
Apr 2024 |
May 2024 |
Jun 2024 |
Jul 2024 |
Aug 2024 |
Sep 2024 |
Oct 2024 |
Nov 2024 |
| Total: |
$3,481.39 |
$264.87 |
$390.72 |
$247.28 |
$220.11 |
$275.52 |
$365.95 |
$218.84 |
$310.37 |
$345.04 |
$219.50 |
$274.93 |
$348.27 |
|
AAPL
|
$27.72 |
-
|
-
|
$6.72
|
-
|
-
|
$7
|
-
|
-
|
$7
|
-
|
-
|
$7
|
|
ABBV
|
$69.44 |
-
|
-
|
$17.05
|
-
|
-
|
$17.05
|
-
|
-
|
$17.05
|
-
|
-
|
$18.29
|
|
ALLY
|
$55.80 |
-
|
-
|
$27.90
|
-
|
-
|
$27.90
|
-
|
-
|
-
|
-
|
-
|
-
|
|
BBWI
|
$16 |
$4
|
-
|
-
|
$4
|
-
|
-
|
$4
|
-
|
-
|
$4
|
-
|
-
|
|
BMY
|
$31.20 |
-
|
-
|
$4.20
|
-
|
-
|
$4.20
|
-
|
-
|
$11.40
|
-
|
-
|
$11.40
|
|
BNS
|
$97.59 |
-
|
$24.68
|
-
|
-
|
$24.30
|
-
|
-
|
$24.30
|
-
|
-
|
$24.30
|
-
|
|
BNS.TO
|
$25.41 |
-
|
CA$8.48
|
-
|
-
|
CA$8.48
|
-
|
-
|
CA$8.48
|
-
|
-
|
CA$8.90
|
-
|
|
BTI
|
$260 |
-
|
-
|
$25.94
|
-
|
-
|
$78.02
|
-
|
-
|
$78.02
|
-
|
-
|
$78.02
|
|
CAH
|
$4.77 |
-
|
$4.77
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
COST
|
$58.91 |
-
|
$45
|
$3.06
|
-
|
-
|
$3.48
|
-
|
-
|
$3.48
|
-
|
-
|
$3.89
|
|
CP.TO
|
$5.40 |
-
|
CA$1.90
|
-
|
-
|
CA$1.90
|
-
|
-
|
CA$1.90
|
-
|
-
|
CA$1.60
|
-
|
|
CVS
|
$71.82 |
-
|
-
|
$14.63
|
-
|
-
|
$14.63
|
-
|
-
|
$21.28
|
-
|
-
|
$21.28
|
|
DIS
|
$7.50 |
-
|
$7.50
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
GILD
|
$82.62 |
$20.25
|
-
|
-
|
$20.79
|
-
|
-
|
$20.79
|
-
|
-
|
$20.79
|
-
|
-
|
|
HBH.DE
|
$39.95 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
€36.75
|
-
|
-
|
-
|
-
|
|
IIPR
|
$307.61 |
-
|
$74.62
|
-
|
-
|
$74.62
|
-
|
-
|
$79.19
|
-
|
-
|
$79.19
|
-
|
|
INTC
|
$80.50 |
$20.12
|
-
|
-
|
$20.12
|
-
|
-
|
$20.12
|
-
|
-
|
$20.12
|
-
|
-
|
|
JNJ
|
$77.76 |
$19.04
|
-
|
-
|
$19.04
|
-
|
-
|
$19.84
|
-
|
-
|
$19.84
|
-
|
-
|
|
JPM
|
$63 |
-
|
$14.70
|
-
|
-
|
$16.10
|
-
|
-
|
$16.10
|
-
|
-
|
$16.10
|
-
|
|
KMB
|
$53.24 |
-
|
$12.98
|
-
|
-
|
$13.42
|
-
|
-
|
$13.42
|
-
|
-
|
$13.42
|
-
|
|
M
|
$18.99 |
-
|
$9.26
|
-
|
-
|
$9.73
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
MA
|
$26.40 |
-
|
-
|
$6.60
|
-
|
-
|
$6.60
|
-
|
-
|
$6.60
|
-
|
-
|
$6.60
|
|
MMM
|
$245.21 |
$61
|
-
|
-
|
$61.40
|
-
|
-
|
$61.40
|
-
|
-
|
$61.40
|
-
|
-
|
|
MO
|
$344.17 |
-
|
$85.26
|
-
|
-
|
$85.26
|
-
|
-
|
$85.26
|
-
|
-
|
$88.39
|
-
|
|
MPW
|
$156.84 |
-
|
$38.85
|
-
|
-
|
-
|
$38.85
|
-
|
-
|
$38.85
|
-
|
-
|
$40.29
|
|
MSFT
|
$6 |
$1.50
|
-
|
-
|
$1.50
|
-
|
-
|
$1.50
|
-
|
-
|
$1.50
|
-
|
-
|
|
NHI
|
$85.34 |
-
|
$21.60
|
-
|
-
|
-
|
$21.60
|
-
|
-
|
$21.60
|
-
|
-
|
$20.54
|
|
NKE
|
$29.60 |
-
|
$7.40
|
-
|
-
|
$7.40
|
-
|
-
|
$7.40
|
-
|
-
|
$7.40
|
-
|
|
O
|
$158.99 |
$10.75
|
$13.34
|
$13.34
|
$13.34
|
$13.36
|
$13.36
|
$13.47
|
$13.47
|
$13.58
|
$13.58
|
$13.69
|
$13.69
|
|
OHI
|
$112.60 |
-
|
-
|
$28.14
|
-
|
-
|
$28.14
|
-
|
-
|
$28.14
|
-
|
-
|
$28.18
|
|
POOL
|
$9.40 |
-
|
-
|
-
|
$2.20
|
-
|
$2.40
|
-
|
-
|
$2.40
|
-
|
-
|
$2.40
|
|
SPG
|
$22.80 |
$22.80
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
SPGI
|
$18.15 |
$4.50
|
-
|
-
|
$4.55
|
-
|
-
|
$4.55
|
-
|
-
|
$4.55
|
-
|
-
|
|
T
|
$172.89 |
-
|
-
|
$47.18
|
-
|
-
|
$47.18
|
-
|
-
|
$39.27
|
-
|
-
|
$39.27
|
|
TSM
|
$11.66 |
-
|
$2.67
|
-
|
-
|
$2.99
|
-
|
-
|
$2.99
|
-
|
-
|
$2.99
|
-
|
|
UI
|
$10.67 |
-
|
-
|
-
|
-
|
-
|
$3
|
-
|
-
|
$3.83
|
-
|
-
|
$3.83
|
|
UNP
|
$41.60 |
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
|
V
|
$41.60 |
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
$10.40
|
-
|
-
|
|
VFC
|
$16.14 |
$4.05
|
-
|
-
|
$4.05
|
-
|
-
|
$4.05
|
-
|
-
|
$3.99
|
-
|
-
|
|
VICI
|
$50.87 |
-
|
$12.45
|
-
|
-
|
$12.45
|
-
|
-
|
$12.45
|
-
|
-
|
$13.52
|
-
|
|
VZ
|
$211.19 |
-
|
-
|
$52.54
|
-
|
-
|
$52.54
|
-
|
-
|
$52.54
|
-
|
-
|
$53.59
|
|
WBA
|
$151.29 |
$59.04
|
-
|
-
|
$30.75
|
-
|
-
|
$30.75
|
-
|
-
|
$30.75
|
-
|
-
|
|
WEC
|
$32.85 |
$7.80
|
-
|
-
|
$8.35
|
-
|
-
|
$8.35
|
-
|
-
|
$8.35
|
-
|
-
|
|
WTRG
|
$37.45 |
$9.21
|
-
|
-
|
$9.21
|
-
|
-
|
$9.21
|
-
|
-
|
$9.82
|
-
|
-
|
|
XEL
|
$32.44 |
-
|
$7.80
|
-
|
-
|
$8.21
|
-
|
-
|
$8.21
|
-
|
-
|
$8.21
|
-
|
Total: |
$3,481.39 |
$264.87 |
$390.72 |
$247.28 |
$220.11 |
$275.52 |
$365.95 |
$218.84 |
$310.37 |
$345.04 |
$219.50 |
$274.93 |
$348.27 |
Upcoming Dividends
| Ex-dividend date |
Stock |
Amount |
| May 6, 2024 |
Intel Corporation (INTC) |
$0.12 |
| May 9, 2024 |
Essential Utilities, Inc. (WTRG) |
$0.31 |
| May 13, 2024 |
WEC Energy Group, Inc. (WEC) |
$0.84 |
| May 15, 2024 |
Microsoft Corporation (MSFT) |
$0.75 |
| May 15, 2024 |
Pool Corporation (POOL) |
$1.20 |
| May 16, 2024 |
Visa Inc. (V) |
$0.52 |
| May 17, 2024 |
Ubiquiti Inc. (UI) |
$0.60 |
| May 20, 2024 |
Walgreens Boots Alliance, Inc. (WBA) |
$0.25 |
| May 20, 2024 |
Johnson & Johnson (JNJ) |
$1.24 |
| May 29, 2024 |
S&P Global Inc. (SPGI) |
$0.91 |
| May 31, 2024 |
Union Pacific Corporation (UNP) |
$1.30 |
| June 3, 2024 |
Nike, Inc. (NKE) |
$0.37 |
| June 7, 2024 |
Kimberly-Clark Corporation (KMB) |
$1.22 |
| June 28, 2024 |
British American Tobacco Indus (BTI) |
$0.74 |
| Sept. 27, 2024 |
British American Tobacco Indus (BTI) |
$0.74 |
| Dec. 20, 2024 |
British American Tobacco Indus (BTI) |
$0.74 |