01-01-2022, 09:44 AM
These two images are graphs representing my total dividend income by quarter since I opened my accounts in March, 2017. One is a bar graph, the other a line graph with trend line. I'll offer comments after the line graph.
You can see from the line graph that my dividend growth was doing great until the 2nd quarter of 2020. As may have been true for many of us, my dividend income suffered as, with COVID, a couple of my common stocks and several of my REITs either cut or suspended their dividends. But by the 4th quarter I had sold some of those such as DIS and OXY and other companies had announced hikes. It took a little while but by the 4th quarter the DG seemed to be back in place.
So the 2020 impact was something that happened to all of us, with varying impacts - I know some people who had no cuts but this was not me. 2021 was something I did to myself. I suspect that all of the declines came when I converted the Roth first from a RIC account and then to a TR rather than DG/Income Account. I expect overall DG to resume in 2022.
Unfortunately I did not track dividend income separately by account until September.
On the plus side, Fidelity statements include an estimated forward cash flow. Those are separated by account. Once I receive those statements, probably next Tuesday or so, I'll add a comment in this thread with what they indicate.
Again, I'm happy to answer any questions except for anything involving dollar figures.
You can see from the line graph that my dividend growth was doing great until the 2nd quarter of 2020. As may have been true for many of us, my dividend income suffered as, with COVID, a couple of my common stocks and several of my REITs either cut or suspended their dividends. But by the 4th quarter I had sold some of those such as DIS and OXY and other companies had announced hikes. It took a little while but by the 4th quarter the DG seemed to be back in place.
So the 2020 impact was something that happened to all of us, with varying impacts - I know some people who had no cuts but this was not me. 2021 was something I did to myself. I suspect that all of the declines came when I converted the Roth first from a RIC account and then to a TR rather than DG/Income Account. I expect overall DG to resume in 2022.
Unfortunately I did not track dividend income separately by account until September.
On the plus side, Fidelity statements include an estimated forward cash flow. Those are separated by account. Once I receive those statements, probably next Tuesday or so, I'll add a comment in this thread with what they indicate.
Again, I'm happy to answer any questions except for anything involving dollar figures.