Bert’s December Dividend Income Summary

I’ve been getting excite to write this post ever since I published my November 2016 dividend income summary.  Why?  Because December is the BEST DIVIDEND INCOME MONTH OF THE YEAR!  Not only do we receive dividends from the majority of companies in our portfolio, but we also receive distributions from our mutual funds.  More often than not, the capital gains distributions cause you to fall out of your seat as the number never seems to disappoint, especially when you have been contributing to your 401k throughout the year.   Now that it is officially 2017, time for me to perform my final dividend income summary of 2016!  Let’s see my December dividend income figures!

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One Downside of a Roth IRA

I’m starting with a disclaimer here.  We could debate for hours the pros and cons of a Roth IRA; Heck, Lanny has written about both sides of the Roth vs. Traditional argument already…first about maximizing your Roth IRA contributions for 10 years and then writing about his plan to use a Traditional IRA going forward during the summer.  What am I proving here?  There is not a one size fits all approach and using a Roth or a Traditional account may (and should) change as your financial situation changes.   This last week I experienced one of the downsides of a Roth IRA and I wanted to share it with all of you.

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Goal Accomplished – $3,250 in Annual Dividend Income!

I threw a teaser in my last purchase article by mentioning that there was something else that I wanted to share with the community.  Well, back when I was setting my goals for 2016, I pushed myself to achieve at least $3,250 in annual dividend income.  You guessed it….my last purchase of Realty income pushed me over this mark and my forward dividend income total now sits at $3,265.  Now, I’ll summarize how I was able to knock this goal out with just under two months to spare in 2016.

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Realty Income (O) Dividend Stock Analysis – REVISITED

If you want to talk about how fast time flies, here is a perfect example.  I was prepared to re-visit a dividend stock analysis that I thought I performed over Realty Income (“O”) a couple of quarters ago.  When I looked at the date on the original analysis…it was November 2015.  I cannot believe 12 months have flown by that quickly…where has time gone?   Even though I have reviewed the company in the past, I thought it would be a good idea to update the stock analysis I performed considering the recent pullback in price, the fact that they were one of the four stocks on my October Watch List, and the company’s recent earnings release.  A lot can change over 12 months, I think we can all attest to that in some capacity.   So let’s re-run Realty Income through our stock screener.

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Bert’s October Stock Watch List

My last two articles have been reviewing my past performance, checking in on my goals through the end of September and reviewing my September dividend income.  Both of the articles were showing that my portfolio and dividend income are trending in the right direction.  With three months to spare, I’m looking to keep that momentum going.   So I took some time tonight to prepare my October stock watch list and see if I can pinpoint a few stocks to keep a close eye on over the next several weeks.

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Lanny’s January Dividend Income

YES!  January of 2016 is already in the books.  Can you believe it?  Already one month down and here we are, getting started with the first monthly dividend income post for the new year.  I am pumped.  Why?  Because this is the first month to see what rewards were benefited from the 2015 work, and is also the first month to start tracking the yearly progress.  January was a crazy month in the stock market, but we like crazy, right?  You betcha.  Without further a-do, let’s check out the January Dividend Income Total!

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Bert’s December Dividend Income Summary

Happy New Year everyone!  It still blows my mind that the calendar has officially turned over and it is 2016.  HOLY COW!  I hope you all have had the chance to set your goals so we can hit the ground running in 2016.   It seems appropriate that the first article published on our website in 2016 is a review of the dividend income received during my favorite dividend month of the year…December.   Let’s take a look at my December dividend income summary, my final report of 2015!

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