Cemanuel 2022 Portfolio Thread

[cemanuel]

Here are numbers for February:

Metric                               IRAs                          Taxable                       Overall

Buys                                0 (Roth)                          0                               0
 
Sells                                 0 (Roth)                         0                                0
 
Dividend Increase 
over February, 2021         N/A                              4.98%                        N/A

Dividend Increase 
over November, 2021      52.79% (Roth only)         9.31%                         N/A

Change in value 
over 1/31/22                 -2.25% (Roth only)           -1.20%                       -1.30%

Current Dividend Yield      1.60% (Roth only)          2.61%                         2.54%

Change in 12-mo 
projected Dividend 
Income fr 1/31/22            irrelevant                        1.13%                        irrelevant

Organic/Internal 
annual DGR                      13.03% (includes IRA)     9.04%

I had no transactions for the month beyond those made related to the IRA - believe I'm at 61 there. I'll post a summary once I finish that up. I plan to track the two IRAs together so comparisons of, say, the dividend income projection from the Roth in January vs the combined accounts today are meaningless.

Two companies gave me dividend raises this month, ABBV and CVS.