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September 2017 Passive Income Report

October 29, 2017

 

Man time is flying! I have been so, so busy at work that I haven’t even gotten to writing my September income report even as we’re about to enter November. The busy aspect of work is all good though as it has come with much responsibilities as well as raises and promotions. Without further delay, here is my September!

 

Roth IRA

 

Nice! 32.4% growth for the month which also happens to obviously be my biggest dividend paying month at the end of every quarter.

 

Lots of raises across the board from my holdings as well as a few purchases to add to my income with Qualcomm (QCOM) and Unilever (UL).

 

12-month dividends for this account are now $1,849.48 after ending August at $1,835.18. This is a 0.78% increase. This is purely from raises, no purchases for the month. I should be make some purchases in my Roth account shortly, just need to decide what stocks!

 

Rollover IRA

 

Unfortunately I’m seeing a decrease in this account for the month, but the good news is that is just due to a shift in payment dates. Eaton (ETN) switched it’s payment month, so in reality I did have a small increase in my dividends from last year.

 

Forward 12-month dividends for this account are now $991.90 after ending September at $1,005.35. Timing of payments and no purchases led to a 1.34% decrease in my forward income. It’s ok! Still marching on. In related news, I got an unexpected profit sharing distributions from my old employer. I didn’t think that I would have new capital available to this account, so this is awesome! Will be deployed shortly after it’s rolled over into the account.

 

Brokerage Account

 

Target purchase amped up the dividends in this account in a big way. Along with raises from Wal-Mart (WMT) and Exxon (XOM) this was an awesome month.

 

Forward 12-month dividends for this account are now $525.77 in comparison to $535.94 at the end of August, meaning I decrease my forward income by 1.93%. Disappointing, but this is related to my Blackstone holding which has variable income distributions.

 

401K Account

 

The new 401k account is already starting to pay dividends! If you get my drift! There is nothing to compare to as far as last year goes as I did not have this account at that time. I have now mapped out my forward 12-months in dividends though and it is certainly exciting. After ending August with $110.76 in forward dividends, I am not up to $139.25 in forward income. This is a 20.46% increase. This increase percentage will slowly become smaller, but for now, I’ll take that type of bump!

 

Summary

 

In total, my dividend income for the month of September 2017 was $360.00, up 31.28% from my September 2016 total of $274.22. Amazing stuff, huge month of growth for me that will hopefully never dip below these numbers again!

 

Forward dividend income now sits at $3,506.40 up from $3,487.23 for a total increase of $19.17, or .55%. The forward income continues to step up on a monthly basis which of course is incredible to see. My goal by the end of 2017 was to have $3,600 of forward 12-month income. If I deploy a lot of my fresh capital and receive a few raises prior to year end, it is looking as though this number will end up much closer to $4,000 than $3,600. Goal setting for 2018 is going to be super exciting.

 

With how late I am posting this September report, October will be following shortly!!

 

Cheers!!

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