Lanny’s January Dividend Income Summary

Wow, here we are everyone!  We are 1/12th in the books and the engine is starting to make progress for 2017.  It has been one wild month, being in busy season – these are the days that last forever, but fly by at the same time.  When you are working 60-80 hours per week, it feels like there is so much to do and going on that you can’t seem to keep up, but yet, your days are longer, still yearning for more hours in the day.  Now that January is in the books, however, that means that one month of dividends is also recorded officially!  Let’s check out the January December Dividend Income round up!

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Bert’s January Dividend Income Summary

It is insane that I am already writing my January dividend income summary.  Time flies by.  It seems like just yesterday I was preparing my goals for the year and trying to map out my year.  Now, we are already 1/12 of the way through executing my strategy and aiming for the fences.    With one month in the books, I figured it is appropriate to review my January dividend income figures and compare the results to last year.  So much can happen in 12 months and now, it is time to see the fruits of my labor.  Let’s dive into the the results!

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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.

Roth IRA

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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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