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January 2018 Passive Income Report

February 8, 2018

Holy market swings to start off the month of February! It will be interesting to see how the market unfolds this year as we still sit around all-time highs in the market. I hope we have more opportunities like the drops we experienced this week, but either way I will be continuing on with my strategy, as I’m sure many in the DGI community will!

 

Roth IRA

Where I have the data available I have started to now include 3 years of dividend growth. This is fun to see how the persistence of the strategy works.

 

I had a good 14% growth rate in my dividends from 2017 primarily as the result of my KMB purchase. This help set off a painful little cut from GE.

 

12-month dividends for this account are now $1,932.81 after ending December at $1,918.26. This is a mild 0.76% increase. I will hopefully be heading toward $2,000 in forward income with the next purchase I make in the account, now I just have to choose my victim.

 

Rollover IRA

Sizable decrease in the payments received this month with the Dow DuPont merger changing the payment date to a different month, so no big deal. Nothing else exciting going on here, just marching on.

 

Forward 12-month dividends for this account are now $1,166.11 after ending December at $1,150.29. This is again a moderate 1.38% increase in my forward income. Nothing too crazy here but still fun to watch this stuff grow with no purchases. I’ll be looking to make a purchase in February at some point to bump this up a little more.

 

Brokerage Account

Nice percentage increase for the month, but it was only two bucks so nothing big to report here, just a raise from WalMart and swapping out PM for CSCO.

 

Forward 12-month dividends for this account are now $667.09 in comparison to $627.09 at the end of December, for a 6.38%. Bump is a result of BX declaring a nice heavy distribution for February.  

 

401K Account

Haulingggg it in! This account is my favorite one right now because every single month it is creeping on up, both in income as well as the forward dividend payout.

 

After ending December with $280.91 in forward dividends, I am now up to $294.67 in forward income. This is a 4.67% increase. Awesome increase in my forward income as the contributions continue to roll in.

 

Summary

 

In total, my dividend income for the month of January 2018 was $190.65, up 1.29% from my January 2017 total of $188.23. Small bump from prior year, but that’s ok as it would have been more respectable without a month payout change from DOW.

 

Forward dividend income now sits at $4,060.68 up from $3,976.55 for a total increase of $84.13, or 2.12%. There it is! Over $4,000 in forward income finally! Exciting to cross a benchmark. I still need to put together my 2018 goals, but I am glad that I waited as I actually ended up entering into a contract to purchase another rental property. This will end up soaking up a lot of my cash this year, but I still will have some aggressive investing goals.

 

 

Keep Stackin’!

 

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