Dividend Update February 2023

 

The low yield high growth with double digit dividend increases, which can also be called Total Return investing is doing it's job with the year over year dividend income growth. Basically with the low dividend yield/high growth style of investing you have a very tiny dividend income that grows really fast year over year. With the dividend payout ratio being soo low and the companies aggressive growth in it's net free cash flow year over year it can *AFFORD* to give out 25% dividend increases over and over again. As the dollar amounts gets bigger the effects of a 15%, 20% or even as high as a 30% dividend increase will give you explosive dividend income growth year over year. The dollar amount within the increase gets bigger and bigger. It's like starting off with the weakest weapon in a video game on purpose because when fully upgraded to level 99 it's the most powerful weapon in the entire game. My unique style of dividend growth investing shines with the year over year *GROWTH*, not with the initial dividend income upfront from purchases. To see the dividend income break down scroll down below. ⬇️⬇️⬇️

Taxable Account

Total: $34.87

Roth IRA

Total: $121.59

Grand Total: $156.46

YoY: 40.68%

Purchases: 2 shares of (INTU)($837.02), & 1 share of (NKE)($366.83)

Dividend increases: (DPZ) - 10%, (MPWR) - 33.3%, (ODFL) - 33.3%

Another short update down, one more to go to end off the first quarter of 2023. My low yield/ double digit dividend growth style will get me past $200 in dividends in a month *before* December of this year. Just sit back and watch. I'll see you in the next update. 

Dividend Update January 2023

 

Welcome to the first update of 2023. January is always the lowest month in dividends so it's nothing special just year over year growth over last year's January results. BTW I think I may hit 1,000 followers on my Facebook page this year in 2023. Never in a million years would I thought I would have any sort of following in the niche of investing because I started all of this because I was bored lol, maybe try something different on the internet. (then started having fun being creative on here) Here's a bonus for those who clicked on the blog, I actually used to run a gaming channel on Youtube (it failed), I also used to make *Anime Music Videos*  as well got a couple thousand views on most of my videos, 10,000+ views on my best one (saved them all on my computer for nostalgia). Now my next (possible) success on the internet (specifically Facebook) is in *stock market investing*????.......who would of thought of that?? Maybe it's because I'm not afraid to be myself on here or on Facebook. To see the January results scroll down below 👇👇👇

Taxable Account

Total: $15.69

Roth IRA

Total: $73.37

Grand Total: $89.06 

YoY: 15.93%

Purchases: 2 shares of (ODFL) ($630.96), 2 shares of (MSFT) ($471.43), 3 shares of (AAPL) ($438.53) & 1 share of (DPZ) ($357.32)

(New position in Roth IRA replacing Clorox) (TXN) Texas Instruments dividend growth metric's 👇👇👇

This is just a short/simple update nothing glamourous. The first month of the year is always slow. My monthly average should be around $140 to $150. It will start to pick in February and March so that's it for this update, until next time.

Dividend Update December 2022

 

2022 Total contributions: $31,000🔥🔥🔥(new yearly record) (95% Taxable, 5% Roth IRA) 

December ❄️☃️ contributions: $3,240 

Song of the month:  🎸 Disturbed - Down with the sickness  🎸 Bonus: Disturbed - The game

Always love doing my 16-hour days..........you know the usual 💜  always feels so f$$king good 🔥🔥🔥 (imagine massive blue flames). Are you in love with seeing 4am in the morning? So my inspiration shoutout for 2022 goes to George Russell (Formula 1 driver) got his first race win 🏆🏁 during his first year with Mercedes 💪. My personal secret inspiration is our U.S Navy Seals 🇺🇸. So there's your little Christmas present 🎁 to the 10 views I usually get on my blogs. Scroll down to enjoy my final update post for 2022.

2022 Total Dividends: $1,573.97

Roth IRA

Total: $162.66

Taxable Account

Total: $48.95

Grand total: $211.61 (new record)

YoY: 34.56%

Sell's: All shares of (CVX), (CLX) & (PEP) ($7,894.92 of proceeds)

Purchase's with proceeds: 23 shares of *(TXN)* *new position*, 19 shares of (JNJ), & 2 shares of (AVGO)

Regular purchase: 3 shares of (MPWR) ($1,129.68), 2 shares of (ODFL) ($570.04), 4 shares of (AAPL) ($539.72), 1 share of (INTU) ($387.83) & 2 shares of (NVDA) ($289.38) 

My Year-End Song

🔥🔥🔥2022🔥🔥🔥

The character 🐖 (pig) on the bass perfectly represents the year 2022...........just a whole lot of testosterone. For my female followers you would feel like Wonder Woman 💪. 16-hour days back to back, So that pretty much wraps up 2022. Now I'm ready to go in full throttle 🔥🔥🔥🏁 all over again in 2023. So until next time ill see you in the next year's first update. 

Dividend Update November 2022

⬆️⬆️⬆️ CLICK THE PORTFOLIO TAB ABOVE TO SEE UPDATED SCREENSHOTS ⬆️⬆️⬆️

November 2022 top songs playlist: 🔥🔥🔥 🎶 Metallica - Master of puppets, Metallica - Frantic, & Tenacious D - Master Exploder (Jack Black) 🎶 🔥🔥🔥

The final 2 months of the year always feel soo good, what you just read above is basically what happens when a 16-hour day becomes a "video game"🔥🔥🔥. I'm feeling a $3,000 invested month coming again in December, I'm calling it. I'm ready to wrap this year up and move on to 2023. Just doing repeated purchases over and over again nothing new. Just ignoring all the BS on the internet (especially Youtube) and just out here getting money. It's gotten to the point where I just straight up don't care anymore. I'm just love being on fire 🔥🔥🔥, a good "metaphor" of what it feels like to love a 16-hour day over and over again, is the "human torch" from the "Fantastic Four"............"flame on" 🔥🔥🔥. That's all I got for you guys so as usual scroll down below to see the dividends and purchase. Until next time 🎁❄️☃️🎁❄️☃️🎁❄️☃️

Roth IRA

Total: $108.62

Taxable Account

Total: $27.58

Grand Total: $136.20

YoY: 25.65%

Purchases: 8 shares of (AAPL) ($1,199.56) & 2 shares of (DPZ) ($366.36)

Dividend Update October 2022

 

Happy (late) Halloween!!! 🎃 🎃 🎃 If was I going trick or treating I would go as my boy "Static Shock" from DC (childhood cartoon). "Static Shock" was my sh$t when I was a kid. The white/yellow goggles, gloves, blue jacket, white shirt with the static shock symbol & everything else and only the true G's would recognize who I'm dressed as lol. Alright so this month was nothing more than being consistent, so when I have a month where I'm just making repeated purchases it just going to be a cute little update. Like I stated last month I won't be buying any new positions until at least 2024, as far as my Taxable Account I pretty much got every high-conviction single stock I wanted (within reason) from my "strict" watchlist. The biggest mistake I've seen is where people continue to spread out their positions waaaay too thin when they would have been better off scaling up their higher convictions. Now I want every position in the Taxable account (main account) to be $10,000+. The Roth IRA (secondary account) will receive some changes over the next 12 months (slowly building a cash position). Basically replacing old positions with better "long term" performing positions (that have stronger metrics). So this update is super short, scroll down ⬇⬇⬇ to see October's dividends and purchases. Until next time 🍗 🍗 🍗       

Roth IRA

Total: $111.73

Taxable Account

Total: $25.87

Grand Total: $137.60

YoY: 41.95%

Purchases: 5 shares of (AAPL) ($708.11), 2 shares of (MPWR) ($693.73), & 2 shares of (DPZ) ($634.83)

Dividend Update September 2022

 

Welcome back to the most unorthodox investing blog you will ever come across on the Internet. My favorite songs during September was 🎶 "Nookie" and "My Way" by Limp Bizkit 🎶. A 16 hour day feels so f$$king good 😈 🔥🔥🔥  its soo hard to stop. I'm like a formula one driver that loves embracing those brutal lateral G force's when your aggressively braking & accelerating throughout the turns on track and then topping out at 200 mph on the long straights over and over and over again. (#Full Throttle 🏁 ) My average contributions month by month are averaging between $2,000 to $3,000 a month. When I was 16 years old in high school I already had a feeling that I was going to grow up and be abnormal with money in my 20s. I'm not surprised, at 16 years old I was watching old YouTube videos on how to franchise a "Dollar tree" store, and I was sooooo OBSESSED with videos of Billionaire's. I don't know what life is like where your not pursing "wealth"...... I'm totally ignorant to that. Back in highschool already knew I was going to be "different". So there's a little "behind the scenes" treat to the very few that actually clicks and read the blog updates. So as usual scroll down to the dividend income. 

Roth IRA

Total: $119.64

Taxable Account

Total: $25.80

Grand Total: $145.44

Dividend Raises: MSFT = 9.68%, INTU = 14.7%

Purchases: 4 shares of (MPWR) ($1,589.18) & 2 shares of (NVDA) ($247.08)

(MPWR) Monolithic Power System is my second semi-conductor stock addition to the Taxable Account. Unlike (NVDA) which is my only long term "growth" position, this one is high dividend growth/high growth style single stock. This is the last "new" high-conviction single stock that ill be buying for 2022 & 2023. For the regular brokerage account, I will not be buying into any new positions until 2024. I just want to scale up my positions and the consistently dollar-cost average for the next 14 to 16 months as we could possibly hit the bottom or the market continues to crash either way I'm still buying more shares. For the Roth IRA ill be selling and replacing some positions with better single stocks. For right now I'm doing nothing with my Roth IRA, other than consistently building a cash position. The brokerage account by default is my primary account so don't expect much activity with the Roth IRA. So scroll down below to take a look at some info/metrics on my new addition to the Taxable Account (10 positions total).

Company summary: Monolithic Power Systems, Inc. engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the computing and storage, automotive, industrial, communications, and consumer markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as portable electronic devices, wireless LAN access points, computers and notebooks, monitors, infotainment applications, and medical equipment. It also offers lighting control ICs for backlighting that are used in systems, which provide the light source for LCD panels in notebook computers, monitors, car navigation systems, and televisions, as well as for general illumination products. The company sells its products through third-party distributors and value-added resellers, as well as directly to original equipment manufacturers, original design manufacturers, electronic manufacturing service providers, and other end customers in China, Taiwan, Europe, South Korea, Southeast Asia, Japan, the United States, and internationally. Monolithic Power Systems, Inc. was incorporated in 1997 and is headquartered in Kirkland, Washington.

Dividend Growth

During the last 5 years (MPWR) has grown it's annual dividend by 200%.

Dividend stats: current yield = 0.91%, 4 years of dividend growth, payout ratio = 23.33%, 3 Year CAGR = 23.86%  5 Year CAGR = 28.93% 

Total Return 

(10 years)

Revenue Growth

Business Collaborations

That's it for this update.......until next time.

Dividend Update August 2022

Ok, so I got some good news.......I just finished re-watching season 1 of Ben 10 (the original from 2005). I felt so good reliving my childhood again it was amazing☺....................let me guess you were expecting investing news right? Everyone soo scared to see the market dip down some more again and I'm over here excited to get started on re-watching season 2 of Ben 10 (2005) lol. You know what just forget what I just said go ahead and scroll down to see the dividend income.

Roth IRA

Total: $105.99

Taxable Account

Total: $25.40

Grand Total: $131.39

Purchase: 4 shares of (AAPL) ($692.18) & 3 shares of (DPZ) ($1,185.24) 

(AAPL) & (DPZ) are new positions in the Taxable Account. I won't be doing a presentation on AAPL because ............well it's Apple it's a "no-brainer" single stock,........at least for me it is. (AAPL was first added last month) So down below I'll give a little presentation on some of the key metrics I go through on EVERY high conviction single stock I look at when I'm doing my own research and pure due diligence.........which is most important. For me, the real definition is tedious due diligence. I ONLY invest in high convictions. I go through about 20 to 25 different metrics, from metrics like "dividend payout ratio" to "shares outstanding dilution/or buybacks" in the last 10 years and everything in between. Scroll down below to see some of my favorite single-stock metrics. 

Dominos Pizza Inc.

In the last 5 years (2017 - 2021) DPZ has raised its annual dividend per share by 104.34%, a little over double the output of the annual dividend payout. With only 8 years of dividend growth history, a 31.85% payout ratio, and a consistent net cash flow growth year over year, Dominos Pizza could easily continue to give out double-digit dividend raises for many years into the future. (DPZ) dividend stats: current yield = 1.2%, 3-year CAGR = 19.35%, 5-year CAGR = 19.42%, when the dividend growth history exceeds 10 years then the CAGR for 10 years will be calculated on Seeking Alpha.com. For those who don't know, C.A.G.R. stands for Compound Annual Growth Rate. 

Total Return Comparison

(10 years)

Just a reminder that (AAPL) is like my personal custom S&P 500 benchmark. I didn't choose Apple to be my custom benchmark the stock earned its place to be in my total return comparison. The S&P 500 will always be included as well, so it's like I have 2 levels of stock market benchmarks. So as you see in the graph above im taking advantage of the market decline of 2022 and dollar-cost averaging into (DPZ) as the stock gets beaten down. As of today (9/5/2022) Year to date the stock has declined by -33.88%. When a long-term high conviction single stock takes a hard decline in price I'm excited to buy more and doing so positions my portfolio to benefit well when the market decides to fully recover back to previous all-time highs. Alright so keep scrolling to see the other metrics.  

Not much to say other than steady growth year over year, so keep scrolling.

U.S growth is slow and steady but I like that (DPZ) is focusing on international growth. 

Consistent quarterly/ yearly earnings growth is very important to me. Especially revenue and net cash flow growth because if they can't consistently grow year over year then they can't consistently afford to give out those double-digit dividend raises. I analyze the increasing gap between net cash flow growth and the rising cost of running the dividend payout. Scroll down some more to see the last metric I have to show.

Revenue and Net Income

(side note: everything is from left to right)

Along with Revenues/Net Income, I also do a deep dive into the balance sheet & cash flow statement. So that are just a few of the metrics I go through before investing in any single stock. Obviously, I'm not going to take a screenshot of all 25 metrics and put you to sleep lol but this will give you an idea of what my research is like behind the scenes. So that's it for this one, I'm going to get started on re-watching season 2 of Ben 10 (2005) and ill see you guys in the next update.