In the month of December we continued buying stocks we already own that we feel have fallen below their fair value. Here’s what we purchased in December: 1 share of SWKS for $90.30; 3 shares of MO for $136.73; 4 shares of CMCSA for $139.00; 2 shares of INTC for $52.39; 3 shares of VZ for $117.84; 8 shares of SWK for $604.96; 12 shares of SMG for $590.76; 1 share of RHI for $73.54; and 3 shares of AEG for $15.12. In total we purchased $1,820.64 worth of stocks this month.
For December 2022, the Divs4Jesus Portfolio received dividend income from twenty-seven different companies (AFL, PSX, V, INTC, F, HON, LYB, JNJ, AMGN, SNA, EVR, SMG, WBA, CVX, MET, SWKS, RHI, FAF, NWL, TSN, PRU, SWK, LEA, TROW, EVC, AVGO, & SPG). The total was $709.55. This was a 44% increase from December of 2021 where the total was $491.66. While we did have two new payors this month (SMG, & SWK) this only accounted for $13.52 of the increase. The majority of the increase is due to added to our existing stocks and dividend increases year over year.
These December payments just squeaked us over last year’s total. The total dividends received in 2022 was $7,420.95 vs the $7,241.99 we received in 2021. A $178.96 increase or 2% year over year. While this is extremely close year over year we are happy to have beat out 2021 at all since we have some major ‘onetime’ payments from VALE that we knew would not repeat in 2022. For example, in 2021 VALE paid us out a total of $3,642.56 but only $2,175.21 in 2022 – a difference of $1,467.35 we had to overcome and we are happy we were able to.
A full recap of 2022 and comparison year over year will be posted in the coming weeks.
In the month of November we continued buying stocks we already own that we feel have fallen below their fair value and added to our newest tickers SWK and SMG. Here’s what we purchased in November: 2 more shares of SWKS for $179.24; 3 shares of MO for $136.53; 4 shares of CMCSA for $141.56; 4 shares of INTC for $113.12; 4 shares of VZ for $153.24; 7 shares of SWK for $551.53; 10 shares of SMG for $531.06; and 3 shares of AEG for $14.28. In total we purchased $1,820.56 worth of stocks this month.
For November 2022, the Divs4Jesus Portfolio received dividend income from eight different companies. (BMY, VZ, T, AOS, TXN, ABBV, OHI, & MSM). The total was $307.95. This was a 16% increase from November of 2021 where the total was $265.79. There were no changes in the companies that paid out so the increase is due to additional purchases of these stocks as well as dividend increases year over year. And also despite T cutting there dividend. It looks like it will come down to the wire to see if we can surpass our 2021 total year income with only December to go.