Dividend Update July 2022

 

(New record in my 20s)

$3,660 in contributions in a month

(100% Taxable account)

1# Song/Video of the month (Press play)

14 to 16 hour day = Michael Jackson dance move's

(Biggest lesson I learned in 2022: In order to become "very" wealthy you have to be "very" abnormal). Truth is.................im in love ❤️ with a 16-hour day. I enjoy this a billion times more than the 2 weeks of paid vacation I had back in April 2022. 

Roth IRA

Total: $108.98

Taxable Account

Total: $21.83

Grand total: $130.81

Purchase: 1 share of (MSCI) ($412.84), 7 shares of (ODFL) ($1,795.18), & 9 shares of (AAPL) ($1,442.60)

New single stock position analysis coming in the next update.

Dividend Update June 2022

 

Happy 4th of July !!! Welcome back to another update, as always I'm being an extremely aggressive buyer during this crash. I'm not holding back, the more people get scared the better. I'm dollar-cost averaging on a rotating basis, which means I'm not buying into just one single stock over and over again. I purchase more shares of stock in sets of 3 (or more) so for example over the last 3 months I have basically been buying (INTU), (MSCI), & (ODFL) in rotation. So it's (INTU), (MSCI) then (ODFL), and then I return back to (INTU) and start the cycle again. Sometimes I would bring (NVDA) into the buying cycle. Then I might go back to (MSFT), (NKE), & (MA) and rearrange the cycle. So I'm spreading out the repeated purchases of the same single stocks. I only explained all this because I don't got much to talk about this month lol. It's just the same thing over and over again. So scroll down below for the dividend income. 

Roth IRA

Total: $114.48

Taxable Account

Total: $19.42

Grand Total: $133.90

Purchases: 9 shares of (O) ($611.24), 3 shares of (INTU) ($1,098.02) & 1 share of (MSCI) ($390.52)

(MAIN) extra payment of $2.08 is a special dividend. I don't get all excited over a special dividend because its an abnormal payment..........don't expect special dividends its just a bonus. When it comes to dividends, my mindset is purely on dividend increases. A dividend raise is a billion times more important than just sitting around fantasizing about a dividend yield. (just keeping it real) So next month................is going to be fun (just a little hint) #FullThrottle. So I'm gonna go back to rewatching old episodes of Ben 10 (2005) (the original series not the new remake crap) and ill see you guys in the next update.  

Dividend Update May 2022

 

Welcome back to another monthly update, nothing special just being an aggressive buyer during this stock market crash. (INTU), (MSCI), & (ODFL) are my main stocks right now. (NVDA) is always on the sidelines, buying a few shares between my main purchases. In about 2 months I'll be adding 3 new low yeild/growth stocks. One of them obvisously being (AAPL) (my personal custom benchmark stock) the other 2 stocks will be revealed when I purchase them. Just a reminder that any new addition to the Taxable Account are high conviction's. They fall into the High Growth/Low Yeild/ Double-Digit Dividend Growth Style. Im taking advantage of the "recession" that everyone is about and dollar cost averaging into the massive discounts of my high conviction single stocks. I would be soo stupid not being an aggressive buyer right now. I'll cut you some slack if your brand new at this. For me I know better and just watch...........im going to surpass $3,000+ in contributions in a month during this stock market crash. It's going to be a real life compilation of "What I wish I did in my 20s". Someone in there 20s doing what people wished they did when they were younger. I also noticed a massive jump in my followers on my Facebook page. Surpassed 700 followers without posting anything for a month.....thats crazy. For some reason people really liked my simple Nvidia quarterly earnings post. People probably like me because I get straight to point not wasting there time or that I always keep it real. Scroll down to see the dividend income below.

Roth IRA

Total: $101.85

Taxable Account

Total: $19.45

Grand Total: $121.30

Purchases: 3 shares of (ODFL) ($833.25), 2 shares of (INTU) ($733.44) & 2 shares of (NVDA) ($330.65)

Another short update as usual................unless you want to hear about the video game playthrough on youtube I'm watching of Kirby and the forgotten land by (twitch streamer) Emiru then I guess we're done here lol. I'm more worried about Kirby then this stock market crash lol anyways that's all for the one. I'll see you in the next update.  

Dividend Update April 2022

 

Welcome to the April 2022 update. The market continues to crash and I've been soo happy to see these prices drop so I can strengthen my dollar cost average across all my high convictions in the taxable account. to be real.........this sh@t is soo easy, I'm pretty much doing the same thing I did during the 2020 crash. This is straight stupid easy, people getting scared = I make money. I actually want the market recovery to be slower than the aggressive V shape recovery in 2020. So I can have a bigger window of buying opportunities. The investing YouTubers have been nothing but sweet entertainment, just a bunch of flip-flop videos like one day they say that "we just hit the bottom" and then the next day stocks drop by 5% to even 15%. Then they have to upload another video explaining themselves and why the market continued to drop. With me have you noticed I've been very quiet on my Facebook page. I can't predict the future, I don't know when the stock market will bottom and enter a massive recovery rally..........I don't know. When the 2020 crash happened I completely focused on consistent dollar-cost averaging across all of my long-term single stock holdings, and because i kept on buying I grew the portfolio by like $35,000 throughout the uptrend of the second half of 2020 & most of 2021. Remember my monthly contributions in 2020 were a lot smaller back then. So this time with much bigger monthly contributions I'm going to continue to do the same thing. The only difference is that I'm dollar-cost averaging into my High Growth/ Low Yield Total Return style (supported by yearly double-digit dividend raises & strong fundamentals). So the results throughout the recovery after all this drama could be a lot different so we'll have to wait and see what happens for the remainder of 2022 and the start of 2023. Scroll down to see the dividend income breakdown.     

Roth IRA

Total: $105.11

Taxable Account

Total: $15.35

Grand Total: $120.46

Dividend raise: (JNJ) 6.6% & (PG) 5%

Purchases: 8 shares of (NKE) ($1,034.06), 2 shares of (MSCI) ($936.66) & 1 share of (ODFL) ($274.70)

Next month ill be buying (INTU) & (NVDA), Nvidia has dropped like 40% from its all-time highs. I would be stupid to not grab some shares of this high conviction. Remember folks I'm looking out at least 10 years with every purchase. (10 years minimum) Like I've said before, I feel like it's 2018 again and I remember people on Facebook and Youtube making fun of Nvidia because it has a 0.06% yield and it fell like 30% - 40% from its all-time highs at the time, but guess what check this out. From December 31st, 2018 to April 13th, 2022 Nvidia is up 430% even after the stock price dropped so much it's still up massively. I could have bought it back in 2018 but I wasn't experienced enough to understand what it was. For me, Nvidia is 100% a growth position, between purchases of my main stocks I may buy 1 to 3 shares at a time to spread out my dollar cost average. It's good to have that one growth stock in the mix that you 100 % understand that's a high conviction. So that's it for this short update, I'm soooooooo happy to be back at work. Sometimes vacations are torture, but I enjoyed it for what it is but now its time to get back into full throttle $$$$............until next time fellas.

Dividend Update March 2022

TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO TAB" ABOVE

 

What's going on fellas, welcome back to the dividend mascot blog. I just came back from Las Vegas, right now in the middle of April I'm having my 2 weeks paid vacation. I've told stories on here in the past that vacations are extremely hard for me but might as well take advantage of it and enjoy it. It may be hard to believe but it's hard for me to stop doing my 14/16 hours days........sometimes back to back....... it's really hard. I'm nibbling at $3,000 invested a month back to back...........do you really think I want to slow down and take a break? hell no...........for March 2022 I hit $2,845 in contributions. That's like telling a formula one driver to end the practice session early and bring the race car back into the pit lane right when he's getting into the rhythm of hitting new personal records on the race track. The total contribution for Q1 2022 is $9,550. Here's a little treat, the top played song throughout the first quarter is 🎶 I got the feeling 🎶 by James Brown. 16/14 hour days are nothing more than a bunch of James Brown dance moves. That's how I roll, so let's continue down by going over the dividend income and future plans. 

Roth IRA

Total: $101.30

Taxable Account

Total: $ 15.93

Grand Total: $117.23

Q1 (First Quarter) Dividends: $305.26

Purchase: 6 shares of (MA) ($1,945.38), 4 shares of (MSFT) ($1,215.75), 39 shares of (O) ($2,538.52) & 6 shares of (JNJ) ($1,063.44)

Sold: All shares of (LTC) & (MCD) 

This month Main Street Capital (MAIN) paid out a special dividend ($2.75). I Sold (LTC) reinvested everything back into (O) & sold (MCD) reinvested everything back into (JNJ). McDonald's could make its return one day but it will be placed into the Taxable Account. Light-weighted holdings are a waste of my time so I got rid of it and made my Johnson & Johnson holding a bigger position. More changes to come for the Roth IRA. Next month I'll be buying more (MSCI) and (ODFL). Old Dominion Freight Line is one of my favorite high convictions because it's a trucking company it's soooo predictable and easy to understand. Either by the end of this year or early next year ill own $10,000 worth of their stock. The key lesson here is if you are serious about long-term single stock investing stick to your highest convictions with the strongest fundamentals because if or when they drop by -5%, -10%, -15%, or even -20% in the red. You are excited to buy in even more because you've done 1000% due diligence on everything.

So that's your quick blog update for March and tell you the truth.........i can't wait to get back to work. Don't get me wrong sometimes I enjoy just sitting in my game room laying back on the couch eating ice cream watching tons of anime and playing video games but after like 3 days..........I'm ready to make some money lol. Currently, I have another full week left of paid vacation in April (2 weeks total). My next trip will be to Washington D.C. I'm going to see the White House for the first time in my life. I like to take my vacations in the first half of the year so I can just go full throttle throughout the rest of the year. I can honestly say that I truly understand why Ellen DeGeneres (worth over $350 million btw) was having a hard time just sitting in her big mansion laying on the couch calling her celeb friends during the peak of covid-19. She doesn't know how to not work, that's why she's so successful and has a hit talk show with celebrities. I also understand why billionaires work the way they do.....I get it. Anyways I have nothing left to share for the month so ill see guys in the next update. 

Dividend Update February 2022

 ⚠ TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO TAB" ABOVE ⚠

Welcome back to the blog fellas, my biggest agenda for the month was should I get a Kirby pillow or a Pikachu pillow for my game room?........... I'm having a hard time deciding. Meanwhile, people are crying like a baby over the current market fluctuations. It feels like the fourth quarter of 2018 all over again, from a percentage drop comparison the numbers look similar but the time frame is different. I bet 2 years from now people are going to regret either selling all their shares or the classic "I wish I would have bought more". For me, I'm just buying more shares of strong metrics/fundamentals at a discount. The strong revenue growth is still the same, strong net cash flow growth is still the same, or the consistent double-digit return on invested capital is still the same. As far as my single picks on my watchlist or in the taxable account, the only thing that has changed is the stock price.........that's it. Quarterly earnings are still hitting new records, so dollar-cost averaging is all I'm doing. I'm about to buy a crapload more of Mastercard (MA).  So let's get to why you even clicked on this blog in the first place and get to the dividend income below. 

Roth IRA

Total: $98.32

Taxable Account

Total: $12.89

Grand Total: $111.21

Dividend raise: Coca-cola (KO) 4.8%

Purchases: 3 shares of (MSFT) ($902.30), 7 shares of (NKE) ($963.97)

As you can see above KO has given out a 4.8% dividend raise which is just average. I'm not like one of those people that get down to their knees being grateful for like a 1% dividend raise lol 😆 . Because once you understand how a dividend increase is created behind the scenes, you ignore all the emotional bullsh$t and get straight to the metrics. A set of metrics that give you the highest probability of receiving dividend increases to the size of 20%, 25%, or even 30%. So like I stated above ill be buying a lot of (MA) in March, and then dollar-cost average some more into (MSFT) & (NKE). After that ill be loading more shares of (MSCI), (INTU), & (ODFL). This is another short update, so I'll see you guys in the next update.

Dividend Update January 2022

TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO TAB" ABOVE

Don't worry about January it's only the start of the year, for me the first month of the year is usually the lowest payout.  All I can say for 2022 is that I'm going to destroy the F$CK out of this year. From what you saw in the December 2021 update, I guess the biggest question is that. Will I hit $3,000+ invested in a month again?.........oh hell yeah, definitely going to hit that number again. $2,475 for January 2022 but I want to see that number again. Side note: Just a little friendly disclaimer, 99% of my contributions go towards the regular brokerage account (Taxable Account). Not the Roth IRA, I have 0 plans on having any of my serious investments being tied up until age 59.5. (just keeping it real) For 2022, it has gotten soo ridiculous that a 16 hour day has become nothing more than pulling off my favorite Michael Jackson dance moves, or a 14 hour day is nothing more than performing my favorite James Brown footwork. It's almost like when Michael Jordan enters the zone he becomes untouchable on the basketball court, and all of his maneuvers look like a dance move. It's now to the point that I cant wait to do another 16 hour day again and capture more double time. Anyways that's enough on the intro let's scroll down to the info you came here to see.

Roth IRA

 

Total: $74.78

Taxable Account

Total: $2.04

Grand total: $76.82

Purchases: 3 shares of (MA) ($1,108.50), 1 share of (INTU) ($552.17), & 1 share of (NVDA) ($268.99)

So recently on February 2nd, I've received a massive annual dividend raise of 50% from my Truck driving stock (ODFL). This showcases my unique low dividend yield/total return style supported by strong double-digit dividend raises. With a ~ 11% dividend payout ratio Old Dominion Freight line could give out a 30% annual dividend raise over and over and over again. Double-digit quarterly earnings growth back to back throughout 2021, the board of directors was more than impressed with the performance of management so they approved the 50% dividend raise. Aggressive yearly net cash flow growth combined with a low dividend payout ratio gives the business the ability to give out massive annual dividend raises. In the future I see ODFL giving out a 25% dividend raise in January 2023. I'll continue to do more screenshots of other dividend increases from Seeking Alpha throughout the year on my Facebook page. I'll talk more about the dividend raises that ill receive in February in next month's update. Since this is just the first month of the new year, this one will be a very short update. I've just been funding the Taxable account and dollar-cost averaging into my high conviction plays throughout this market dip. So that pretty much wraps it up for this one and ill see you guys in the next update.