Friday, November 30, 2012

November Recap

Another fantastic month for dividend growth investing.  Total dividends received since I started income investing surpassed $5,000 this month.  Not bad at all.  Perhaps I can hit $10,000 by this time next year...

DOW: 13,022 /// S&P 500: 1,416 /// 10-YR BOND: 1.62%

New Purchases:
1) 37 shares KMI at $33.91 - $53.28 annual income
2) 15 shares MCD at $85.91 - $46.20 annual income
3) 53 shares AVA at $23.27 - $61.48 annual income
4) 29 shares SO at $42.18 - $56.84 annual income


Dividends Received: $423.07
AT&T (T) - $80.52
General Mills (GIS) - $23.28
Raytheon (RTN) - $28.50
Linn Energy (LINE) - $43.50
Abbott Laboratories (ABT) - $27.54
Boardwalk Pipelines (BWP) - $91.06
Exchange Income Corp (EIFZF) - $17.21
Kinder Morgan, Inc (KMI) - $12.96
Procter & Gamble (PG) - $43.84
Realty Income Peferred F (O-PF) - $6.76
Senior Housing Properties (SNH) - $21.84
LTC Properties (LTC) - $26.06

Dividend Increases:
1) EMR: $.40 to $.41 per quarter.  $2.20 per year
2) T: $.44 to $.45 per quarter.  $7.32 per year
3) EIFZF: $.135 to $.14 per month (Canadian).  $7.51 per year

New Deposits: $6,390
$300 to ROTH IRA, $6,090 to taxable account.  (I received a bonus payment 6 months early)

Lending Club:
Added $50.



  1. Wow, you have a lot of holdings that pay during November. Most of mine seem to be on the March/June/Sept/Dec schedule. Nice work!

    1. On the A,B,C cycle most of mine pay on C also. I have 3 that pay monthly plus my high yielders pay on B. Half my holdings pay in December! I try not to worry about it and just track quarterly.

  2. Awesome progress! Love all the purchases, and the harvest this month was plentiful indeed. You are well on your way man!

    1. I had an unexpected windfall which made me confident to step up purchases this month. I do like to keep some money on the sidelines though.

  3. That's some awesome progress CI. $450+ in dividends for one month!! I'll probably hit that level next year but only because most of my portfolio pays out on the Mar/Jun/Sep/Dec schedule, I won't be close to averaging that sadly. Great job!

    1. Well I did fall a little short of $450, but I have a shot at it next month and again in February. You're making awesome progress I wouldn't worry about it.

  4. Nice month. I like the purchases, especially KMI and MCD. I added some MCD myself and KMI is high on my buy list still.

    You do have a lot of payers in November including several I'd like to eventually own. I'm not worried too much now about spreading out the dividends though, I only care that they are increasing yearly.

    Take care!

    1. You have a bunch I want to own eventually as well. BDX, VZ, etc. I orignally thought 35 stocks would be enough but now I think I'll end up at 40 or maybe even 50.

      Haha it looks like I'm in the minority of bloggers with my love affair of utilities. I prefer to play defense and prepare myself for bad times. When the market sours I know my utilities will still be in business because people will still need electricity. I know they aren't sexy or high flyers. I'm okay with that.

      If half my portfolio is consumer staples, healthcare, and utilities I will be less likely to panic sell when uncertainty strikes! In theory atleast. haha!

  5. What can I say? Solid month, man. You had a monster month of dividends and added some quality additions to the portfolio. Like others, November is a weak month for me as well. I haven't hit the $400 single-month dividend income mark yet, so that's fantastic. I hope to join you in that club very soon.

    Keep up the great work.

    Best wishes!

  6. Some solid purchases, a few dividend increases, and a nice monthly dividend total... I'd say that adds up to a great month. Keep up the good work!