Cemanuel 2022 Portfolio Thread

[cemanuel]

Here are my numbers for March. Keep in mind the dividend numbers for the IRAs and overall are meaningless - with the T-IRA in place everything's skewed. But I'm plugging them in to keep track and a year from now they'll start to mean something again.

Metric                         IRAs                            Taxable                       Overall
Buys                            38                                  2                               40

Sells                             7                                   1                                8

Dividend Increase 
over March, 2021        200.20%                         5.52%                       40.75%

Dividend Increase 
over December, 2021   533.10%                        1.55%                        47.96%

Change in value 
over 2/28/22                2.07%                          3.05%                          2.53%

Current Dividend Yield   1.15%                          2.56%                          1.81%

Change in 12-mo 
projected Dividend 
Income fr 2/28/22        -4.25%                         .85%                            -.93%

Organic/Internal 
annual DGR                 14.57%                        9.44%                            N/A

Most transactions were from finishing filling my IRA. In my Roth I swapped out WHR for KLAC. In my taxable account I sold PFE and replaced it with WHR and BBY.

I received dividend increases from ADM, NEE, PFE and WHR.

Easily a record high dividend month for me but that doesn't mean much as it was from the IRA boost. A solid - not great - month in my Taxable Account. April looks like it will be excellent though. The BBY dividend increase and my owning more of it will make a big difference.