Friday, March 11, 2022

February 2022 (Recap) - BUY/SELLS & DIVIDENDS RECEIVED

    

Happy Friday everyone!! Well, this year hasn't been great for our investments in general but our family's dividend stocks portfolio has surprisingly performed well due to our somewhat heavy exposure to oil-related stocks. But with the recent run-up due to supply concerns from the Russia-Ukraine conflict, we have taken the opportunity to cash out some of our gains lately. We are hoping to spend a little of that on some growth stocks since we don't need access to the money in our dividend stocks account for at least 8-10 years.

After a brief pause to do some home improvements, our family resumed active trading in May of last year. We have since resumed active trading activities each month.  Although we no longer post full details of our buys and sells activities, we ha3 sells and 6 buys this past month.

Sells (decrease in Fwd Dividends: $39.80/yr)
  • XOM (EXXON MOBIL CORP) - $17.60
  • BKR (BAKER HUGHES A GE CO) - $7.20
  • HP (HELMERICH & PAYNE INC) - $15.00
Buys (increase in Fwd Dividends: $222.60/yr)
  • OHI (OMEGA HEALTHCARE REIT INVESTORS INC) - $40.20
  • KIND (NEXTDOOR HLDGS INC CL A) - N/A
  • DIDI (DIDI GLOBAL INC ADR) - N/A
  • AI (C3.AI INC CL A) - N/A
  • LUMN (LUMEN TECHNOLOGIES INC) - $175.00
  • INTC (INTEL CORP) - $7.40
With the activities seen above, our forward annual dividends increased roughly $182.80. Look for our March transactions as we have been very active this month. We've had 15 buys/sells in only eleven days so far! And we are looking to possibly buy more with valuations looking more attractive these days.   

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, 12 companies/ETFs/Partnerships/Cash In-Lieu. The total monies received from those 12 companies/ETFs/Partnerships was: $469.82 

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


WELLS FARGO INVESTMENT ACCOUNT:

2/01/22 - VZ (
VERIZON COMMUNICATIONS COM): $38.40
2/01/22 - BMY (BRISTOL MYERS SQUIBB CO): $18.90
2/01/22 - (AT & T INC): $117.00
2/04/22 - VOD (VODAFONE GROUP PLC): $101.12
2/15/22 - (
REALTY INCOME CORP REIT): $4.19
2/15/22 - OHI (OMEGA HEALTHCARE REIT INVESTORS INC): $43.55
2/15/22 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
2/17/22 - DHC (DIVERSIFIED HEALTHCARE): $4.75
2/18/22 - ET (ENERGY TRANSFER LP): $61.85
2/18/22 - BKR (BAKER HUGHES A GE CO): $4.75
2/28/22 - LTC (LTC PROPERTIES INC REIT): $7.60
2/28/22 - HP (HELMERICH & PAYNE INC): $15.00

EDWARD JONES INVESTMENT ACCOUNT:
2/01/22 - (AT & T INC): $49.21

OVERALL DIVIDENDS TOTAL THIS MONTH: $469.82

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:


2 comments:

  1. Nice income for Feb. I'm still nibbling here and there. Not sure what I'll do with my T after the cut. Are you planning on keeping the spin off? Keep up the good work.

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