Lanny’s April Dividend Income Summary

Put it on the board!  Yes, another month is down and how exciting are these times for us dividend investors?  Tax discussions, price swings within the stock market and a plethora of dividend increases to boot.  One thing that i wished that cooperated better was the weather here in Ohio – it has swung wildly from mid-40’s to mid 80’s on a few occasions.  All is okay, as the Cavs are cruising in the 2nd round and the Tribe are playing okay!  Without further-ado here is April’s dividend income summary!

dividend income

Dividend income

A fairly decent month of April, nothing too crazy, but less than last year, as this month I came in with a total of $367.19.  One would have thought this should have trended upwards, similar to the other announced dividend income posts, but this one didn’t make the cut!  Why?  Kraft (KHC) moved their payment date and Glaxo (GSK) did not have a special dividend this time.  See below:

MPW Properties (MPW) is churning along quite well and I’m still waiting on Dow Chemical (DOW) to get out of this merger slump as no dividend increase has occurred!  Further, next year should be different with future increases from this category – such as Realty income (O), Philip Morris (PM) and others; and should be more comparable, as opposed to having drastic changes to occur on when they decide to pay.

Similarly, I have split out between the individual stock amounts and the retirement accounts, as the ” – R” indicates a retirement account dividend (or the furthest column to the right).  I separate these two, as I like to know what portion of my dividend income is coming from those retirement accounts that I cannot touch until 59.5 (barring any other usage rule I could use).  Here, it shows that I received a small total of $35.45 (up from $31.20 last year due to DRIP & Growth!)  or 9.65% of my income from retirement accounts and the other 90.35% was from my individual taxable account portfolio.  Additionally, this shows from retirement accounts that I’m all ready for my set it and forget it mentality to keep that income going.  To see my portfolio – one can go to our portfolio summary page.

Dividend income year over year comparison

2016: LB April Div Income

2017: 

Dangit!  Kraft (KHC) kills me with not making the payment this month vs. last month!  The new addition you can see this year, however, is South32 (SOUHY), which was the Spin off from BHP (BBL).  However, this was not enough to compensate for the special dividend that Glaxo (GSK) also had.   I need to invest more which is another reason why I’m looking forward to 2017, that’s for sure and one can see my goals for 2017 here.  My latest purchases of CVS and Grainger are not in the month of May, but looking at the current 2017 list – there are quite a few stocks that should be increasing their dividend later on in the year that could/should boost this figure up before it’s over!  We’ll see what Philip Morris (PM) has in the bag and we know Canadian Imperial (CM) increases their dividend periodically during the year, in fact – I think they even could this month!  Overall, factoring out KHC from last year’s month, still leaves me in a decline.  Agh!

dividend increases

A month wouldn’t be a month without high quality companies increasing their dividend!  See the small chart below for the details on the dividend increases announced this month that are holdings in my portfolio.

Here we go!  As  Bert mentioned in his recent article – some great dividend companies had announced in April!  The fun part was this: Tuesday I had IBM, Wednesday was Grainger and then Thursday was Johnson & Johnson.  Those were some exciting days and a much  better week : )  Further, loved that Procter & Gamble (PG) are back in their stride here.  $20.30 added would equate to, at 3.50% yield, an investment required of $580!  Thank you dividend aristocrats and other dividend growth announcements!

dividend income conclusion & Summary

Still mad!  I had a solid earning month but with the GSK special dividend last year + KHC switching their payment schedule, I am down compared to last month.  That’s OK, but irks me nonetheless!  I know there are other ways to increase the amount going forward, and that will occur!

As I discussed with my updated – normal monthly expenditures at the moment, this $367.90 would cover ~37% of my average $984 monthly expense for my house, including utilities; which this is awesome and is more than 1/3 of my monthly expenses.  Also – looking forward to getting rid of my auto loan payment, so the dividend income this  month and going forward will taste that much better.  In similar fashion –  all of the investing from last year and moves this year, show being frugal to save 60% of my income, that every dollar counts, has helped me in achieving lofty goals that I set in place for my 2017 year.  LET’S GO!!!!

Did you also experience the change in a few dividend payments?  Feeling like there are more or less investing opportunities out there?  Please share below!

Remember – keep it up everyone, stay consistent, turn off the noise and lay your passions out on the line and make an impact to what matters to you!  The time is now and we should take advantage of the time that we have.  Thank you again everyone, please share your thoughts, feedback, guidance and notes below!  Talk soon and happy investing!

-Lanny

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36 thoughts on “Lanny’s April Dividend Income Summary

  1. Nearly $370 is still a solid total for April. I hate when the payment schedule gets changed just because it messes up the comparisons but as long as the dividends keep getting paid AND raised it’s all good in my book.

    • JC –

      Yes; no dividend cuts, dividend raises have occurred on the list; exchange rate changes are hurting quite a bit oddly enough. DRIP should always help though too!

      -Lanny

  2. Hi Lanny,
    even though there was a decrease 370 USD is still very good for April. Especially as you didn’t have to work for it :).
    Cheers
    Andy

  3. You got to love the switches in dividend payment dates. Completely screws up pretty ever increasing dividend income graphs (albeit you don’t show any here). Several of you follow bloggers had the same issues. We actually ended up with a winner with the month of April, due to such a shift in payment date (new position too). Topped €700! Seriously stoked 🙂 Post to follow on thursday.

    • CF –

      Always appreciate the comment. HAH, funny how a shift can also make your month better : ) Guess what – in the end – as long as there aren’t cuts, but stability & increases – that is what it’s all about!

      -Lanny

  4. I agree with you on the weather. I’m in the northern states too, even higher up so its just been rainy and windy for the past week. Hope that changes soon. Only difference is we don’t really care about bball because hockey is where it’s at lol. Still a great month even though you have to postpone seeing the gain until KHC actually pays. But Love seeing a spin off finally start producing dividends. Still waiting for QCP to kick in for me. Cheers!

    • Daze –

      Great stuff with hockey. I went on a run tonight – a brisk ~50 degrees, lucky that it’s 50, but this time in Cleveland is usually around 60-65 degrees, kills me!

      Agreed, agreed; waiting on QCP as well… been extremely patient with this one. What are your thoughts with it?

      -Lanny

  5. Look, you still put up a solid number for the month in objective terms. Sure, those payout schedules threw all of us off and it did “irk” me but so what… as long those dividends keep rolling in who cares which month they hit your account. Bottom line, great results from many really strong companies and that’s what counts. Keep it flowing!!!

    • Hut –

      I agree and couldn’t agree more. What the best part is – at least no big discount cuts occurred, investments are producing cash flow. Done and done. Keep it flow, always keep it flowing!

      -Lanny

  6. Still a great month Lanny, trends all are heading in the right direction still. I’m starting to get excited about some buying opportunities as a few stocks had some pretty big negative reactions to earnings, notably keeping my eye on T, VZ, O and MO, looking forward to my next purchase, for sure!

    • Stacker –

      Thanks for the comment! Yes, there are some discounts coming on strong – I am with you on T & O; those have come down QUITE a bit : ) Let’s make some moves!

      -Lanny

  7. I absolutely love it when one of the companies that I own a tiny sliver of decides to increase the payout. I also like the way that you look at it in terms of the capital that you’d need to invest at your current yield to get that income if there was no dividend increase. When you combine this with the actual payments themselves, the snowball starts to really roll.

    • Chris –

      Hands down have to love an increase to the dividend. Snowball begins to be huge; at times that number can be higher each month in terms of what $ amount would be required to produce that new income – such as March of February may have been bigger; but I expect this trend to continue, so far I have about a dozen or so companies that have increased dividends this year, awesome.

      -Lanny

  8. Oh the dwellings of dividend companies, hopefully you will notice it the other way around in May.
    We had similar experiences for the past month, but because of that may is going to be boost even harder. although we can’t really take that into account 😉

  9. Very nice work. Although the dividend income is smaller because of Kraft (seems a lot are like this), you are still doing really well. An additional $20 added for next year? Fantastic!

    • BHL –

      Combination of Kraft and GSK’s special dividend. Looking forward to the future and making more moves! And yep – April is a fun month for dividend increases, that’s for sure, big one for those aristocrats!

      -Lanny

    • Time –

      Yah, that punk guy doesn’t stop copying my purchases, haha, joking, joking, we trade off on each other’s picks and stock analysis discussions. Love that the production was solid and looking forward to making it better, that’s for sure.

      -Lanny

  10. Not too bad. I’ve gotten thrown off when a stock occasionally pays a different month than normally. Makes it odd to forecast each month exactly. Really looking forward to June for the big payouts. This June is going to be about 400% higher than last June haha. Annual projection is 36% higher than 2016. Can’t wait until 2018!

    • Andrew –

      Haha; but now we are talking! See, you are looking forward and into the future, instead of dwelling on the past. Only reason to do that, is to see what you can do differently or learn. Can’t wait for 2018, no doubt.

      -Lanny

    • Bean –

      Appreciate it – it should have been better!!! I need to make an investment move, feeling the itch and the market is dropping in a few areas at the moment – seeing GWW, O, T and a few others.

      -Lanny

  11. You can’t help special dividends and month switches. But as long as it grows YOY you are good and next year you should be back on track. Gotta love those dividend increases I want to build up to where I’m getting a 100 dollars a year in dividend increases don’t think I’m close yet but as I add to my stocks and get more should get there sooner rather than later

  12. Still a great month, Lanny! Thanks for sharing. I was excited to get many of the same dividend increases as you. $20.30 increase in forward dividends is not bad at all…that’s like investing $667 at around a 3% yield!

    Scott

  13. Lanny,
    That’s a solid report. Although you were slightly down from last month, you still enjoyed dividend increases from several companies including one of my personal favorites, JNJ. Finally, staying consistent and turning off the noise is very good advice, but can sometimes be very difficult to do. It’s amazing sometimes the curveballs that life throws your way. Thanks again for the inspiration.

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