457K Account: $0
Robinhood Account: $34.23
AGNC (American Capital Agency Corp.) – $4.00
ARTNA (Artesian Resources Corp.) – $1.80
DF (Dean Foods Comp.) – $2.07
EPR (EPR Properties) – $.64
HCP (HCP Inc.) – $6.33
O (Realty Income Corp.) – $2.39
ORC (Orchid Island Capital Inc.) – $10.64
PER (Sand Ridge Permian Trust) – $3.60
YUM (YUM Brands) – $2.76
Sharebuilder Account: $31.13
CNSL (Consolidated Communications) – $13.08
HAS (Hasbro Inc.) – $3.68
KMI (Kinder Morgan Inc.) – $.40
O (Realty Income Corp) – $1.48
ORC (Orchid Island Capital Inc.) – $12.49
Total From All Sources: $65.36
Added shares of the following companies:
ARTNA (Artesian Resources Corp.)
FTR (Frontier Communications)
DF (Dean Foods Comp.)
O (Realty Income Corp.)
ORC (Orchid Island Capital Inc.)
Sold shares of the following company:
None
OK so it was bound to happen eventually that I would have a month where compared to last year I didn’t make as much in dividends. It isn’t a great feeling but I am not too worried. Last year I made $70.16 and this year it was $65.35, -6.84% . This was mostly due to some special declared dividends that came my way. I made a lot of what I think are good buys this month. In particular I am excited about FTR. A lot of people are mad about their implementation plan, and I agree with that, but at the end of the day they are taking on more market share and that means a lot in the communication business. Another thing I am excited about is I just looked at the worth of my investment accounts compared with this year and last year and I am up 20%. That is a great rate of return and a lot of that is in retirement accounts so it is growing tax free right now, which is awesome.
Still very solid progress despite the YOY decrease. If you take out the special dividend from last year, do you know how much the YOY growth is?
I think it would be about 20%, thank you for reading