November Dividend Update 2023

 

Taxable Account

Total: $45.11

Roth IRA

Total: $109.93

Grand Total: $155.04

YoY: 13.83%

Purchase: 1 share of (CTAS) ($520.35) (*New*) & 1 share of (SPY) ($449.95) (*New*)

Dividend Update October 2023

 

Roth IRA

Total: $108.09

Taxable Account

Total: $43.75

Grand Total: $151.84

YoY: 10.34%

Purchases: 2 shares of (ODFL)($805.44) & 1 share of (AAPL)($177.20)

Dividend Update September 2023

 

Roth IRA

Total: $116.79

Taxable Account

Total: $42.58

Grand Total: $159.37

YoY: 9.57%

Purchase: 6 shares of AAPL ($1,063.04)

Dividend Update August 2023

 

Taxable Account

Total: $41.81

Roth IRA

Total: $119.07

Grand Total: $160.88

YoY: 22.44%

Purchase: 27 shares of (ADP) ($6,786.47), 1 share of (MSCI) ($528.93) & 1 share of (MPWR) ($510.17)

Sell: All shares of (MAIN), (AMT) & (WPC)

(ADP replaces MAIN, AMT & WPC...........almost like replacing the old suspension on your race car with a better one for better balance in performance around the corners on the race track) 

(last 6 years of dividend growth)

Dividend growth CAGR: 3 year CAGR = 10.81%, 5 year CAGR = 13.71%, 10 year CAGR = 12.29% as of 9/4/23. (CAGR stands for "compound annual growth rate")

Dividend Update July 2023

Roth IRA

Total: $126.07

Taxable

 

Total: $40.73

Grand total: $166.80

YoY: 27.51%

Purchases: 1 share of (MSCI)($551.90) & 1 share of (DPZ)($392.27)

Dividend Update June 2023

 

Roth IRA

Total: $139.61

Taxable Account

Total: $40.49

Grand total: $180.10

YoY: 34.50%

Purchases: 1 share of (MPWR)($493.38), 1 share of (INTU)($456.21), 1 share of (ODFL)($369.66) & 2 shares of (TXN)($352.01)

building more cash position than making purchases.  

Dividend Update May 2023

 

Roth IRA

Total: $116.02

Taxable Income

Total: $39.77

Grand total: $155.79

YoY: 28.43%

Purchases: 1 share of (MPWR) ($405.67) & 1 share of (DPZ) ($310.60)