December 2021 (Recap) - DIVIDENDS RECEIVED

  

This is a late post but work has been kicking my butt and I haven't really had much time to do anything other than work, family, a little bit of exercise, and sleep. I know there is no set time that a post needs to go out but regardless of how busy I get, I usually always try to do a monthly temperature reading on our family's finances. Our monthly dividends are one part of that temperature reading. So here it is, our December recap: 

Our family had to hit the pause button on building our dividend income portfolio while we were trying to cash flow our home improvements last year and the earlier part of this year. I'm happy to say that our home improvement project is now complete and we resumed active trading back in May. Since we continued to make more purchases this past month, we saw our forward dividends increase roughly $128 This past month! I must admit that it is great to see our monthly and forward dividends continue to grow once again.

Although we no longer post full details of our buys and sells activities, we had 0 sells and 9 buys this past month.

Sells (decrease in Fwd Dividends: $0):

• None

Buys (increase in Fwd Dividends: $127.98/yr):

• IQ (IQIYI INC ADR) - none
• CAH (CARDINAL HEALTH INC) - $68.70
• AI (C3.AI INC CL A) - none
• YUMC (YUM CHINA HOLDINGS INC) - $7.20
• DIDI (DIDI GLOBAL INC SPONSORED) - none
• IBM (INTERNATIONAL BUSINE MACHINE CORP) - $19.68
• BMY (BRISTOL MYERS SQUIBB CO) - $32.40
• KIND (NEXTDOOR  HLDGS INC CL A) - none
• CRON (CRONOS GROUP INC) - none

What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 

During the past month, 19 companies/ETFs/Partnerships/Cash In-Lieu. The total monies received from those 19 companies/ETFs/Partnerships was: $840.85 

Below is a breakdown of the dividends/partnership distributions received this past month:

WELLS FARGO INVESTMENT ACCOUNT:
12/01/21 - PNW (PINNACLE WEST CAP CORP): $25.50

12/01/21 - PSX (PHILLIPS 66): $7.36

12/01/21 - HP (HELMERICH & PAYNE INC): $15.00
12/01/21 - ENB (ENBRIDGE INC): $65.18

12/07/21 - ARMK (ARAMARK): $4.40

12/10/21 - LUMN (LUMEN TECHNOLOGIES): $31.25

12/10/21 - IBM (INTERNATIONAL BUSINE MACHINE CORP): $19.68

12/10/21 - XOM (EXXON MOBIL CORP): $52.80

12/10/21 - AEP (AMERICAN ELECTRIC PO INC): $11.70

12/15/21 - O (REALTY INCOME CORP): $4.18

12/15/21 - BRMK (BROADMARK REALTY CAPITAL): $3.50

12/15/21 - LCEAX (INVESCO DIVERSIFIED DIV FUND CL A): $13.57

12/15/21 - LCEAX (INVESCO DIVERSIFIED DIV FUND CL A): $459.45*

12/15/21 - LCEAX (INVESCO DIVERSIFIED DIV FUND CL A): $14.45**

12/17/21 - NOV (NOV INC): $6.00

12/20/21 - RDS.B (ROYAL DUTCH SHELL PLC ADR B): $28.80

12/23/21 - EDIV (SPDR S&P EMERG MKT DIVIDEND): $19.73

12/27/21 - LMT (LOCKHEAD MARTIN CORP): $8.40

12/28/21 - SU (SUNCOR ENERGY INC): $24.55

12/30/21 - GILD (GILEAD SCIENCES INC): $17.75

12/31/21 - LTC (LTC PROPERTIES INC): $7.60

*       LONG-TERM CAPITAL GAIN

**     SHORT-TERM CAPITAL GAIN

EDWARD JONES INVESTMENT ACCOUNT:

N/A

OVERALL DIVIDENDS TOTAL THIS MONTH: $840.85

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 

In case you are interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:

Dividend Stocks Portfolio