For February 2021, the Divs4Jesus Portfolio received dividend income from five different companies (T, TXN, AOS, ABBV, and OHI). The total was $135.87. This was a 193% decrease from February of 2021 where the total was $398.97. As noted in the January post, this was expected as FL, CIM, and MSM all paid out in January this year as opposed to their typical February payment. Further, MSM last February paid out their regular dividend plus a special one-time dividend of $5/share which really boosted Feb 2020s total. We hope to turn things around in March and get back to seeing increases yr/yr.
For January 2021, the Divs4Jesus Portfolio received dividend income from ten different companies (SEIC, MO, LECO, GNTX, CSCO, SPG, MSM, CMCSA, FL, and CIM). The total was $274.08. This was a 167% increase from January of 2020 where the total was $102.76. The increase was due to new payments from LECO, SEIC, CSCO. Increased payments from MO, GNTX, and CMCSA. We also had FL, CIM, and MSM pay out in January instead of Feb like last year, which will lower Feb’s payout. And despite payments from AVGO and EVC paying out in December this year instead of Jan like in 2020.
For December 2020, the Divs4Jesus Portfolio received dividend income from twenty-one different companies (V, INTC, HON, LYB, JNJ, SNA, SWKS, EVR, WBA, MET, RHI, MSM, NWL, TSN, PRU, LEA, TROW, EVC, AVGO). The total was $444.73. This was a 174% increase from December of 2019 where the total was $162.27. The increase was due to new payments from AFL, PSX, INTC, HON, JNJ, MET, MSM (Special Dividend). Increased payments from V, LYB, SNA, SWKS, EVR, WBA, RHI, NWL, TSN, PRU, TROW. Payments from AVGO and EVC paying out in December this year instead of Jan 2021. And finally, despite no payment from F, and a decreased payment from LEA.
This massive December payment put us well over the $3000.00 mark for the year, with the total dividends in 2020 coming in at $3,426.54.
A full recap of 2020 and comparison year over year will be posted in the coming weeks.
For November 2020, the Divs4Jesus Portfolio received dividend income from six different companies (ABBV, AOS, MSM, OHI, T, TXN). The total was $149.29. This was a 10% decrease from November of 2019 where the total was $166.70. It was the first time this year that we’ve seen a percentage decrease year over year for any month. However, there is good news. As noted in the October report – CIM and FL paid out in October this year instead of November like in 2019. If these two stocks would have paid out in November instead, we would have had a 28% increase and October still would have been a blow out month. So we can’t complain too much!
Also while we didn’t quite crack $3,000.00 for the year in dividends with the November totals, we had a few December 1st payers that officially put us over the $3,000 mark. So we hit our target and December’s totals will just be icing on the cake.
Lastly, while not typically discussed on this blog, we want to point out one final milestone of the portfolio that occurred in November. On November 24th the Divs4Jesus portfolio for the first time ever closed above $100,000.00 dollars. While we don’t track overall portfolio value on a monthly basis, since it will rise and fall with market swings, it is never the less important to mark these milestones. This portfolio was started in November 2017 at zero dollars with $319 purchase of 11 shares of OHI. In just 3 short years we now are at the 6 figure amount with 39 different stocks. This is even more remarkable considering the portfolio hit a low this year in March at $46,000.00. It gives us motivation to push forward to the next $100,000.00. It also severs as a reminder to stay the course even when the sky seems like its falling.
For October 2020, the Divs4Jesus Portfolio received dividend income from nine different companies (VALE, MO, LECO, GNTX, CSCO, SPG, CMCSA, CIM, and FL). The total was $737.43. This was a 656% increase from October of 2019 where the total was only $97.56. This massive increase was due mostly because stocks paying in odd months due to COVID-19 delays. Particularly for this month, VALE paid out $532.69 of the $737.43 and typically pays out in September. Also CIM and FL paid out in October this year as opposed to November last year. The rest of difference can be attributed to increased payments from MO, GNTX, CMCSA and new payments from LECO and SPG.
This is also in spite of EVC and AVGO paying out in September this year instead of October like last year. We hope to continue the beat streak month over month and finish the year out strong though November will be tough with some of the bigger payers CIM and FL paying out this month. We are also closing in on the $3,000.00 mark for the year and we still have two months to go!
For September 2020, the Divs4Jesus Portfolio received dividend income from seventeen different companies (PSX, SWKS,V, HON, JNJ, LYB, SNA, EVR, WBA, RHI, TSN, NWL, PRU, AEG, TROW, EVC, AVGO). The total was $243.18. This was a 59% increase from September of 2019 where the total was only $153.35. The difference was increased payments from V, SNA, LYB, PRU, WBA, TSN, NWL, RHI, SWKS, and TROW. New payments from PSX, HON, JNJ, and EVR. Plus EVC and AVGO paying out in September this year instead of October like last year.
This is also in spite of F making no dividend payment and payments from AEG and EVC essentially being cut in half due to COVID-19. We cautiously hope to continue the beat streak month over month and finish the year out strong. We are also happy to see our yearly total break the $2,000.00 mark this month and we still have three more months to go!
For August 2020, the Divs4Jesus Portfolio received dividend income from seven different companies (CIM, T, OHI, VALE, ABBV, AOS, TXN). The total was $425.27. This was a 483% increase from August of 2019 where the total was only $72.91. The difference was increased payments from T, TXN, AOS, ABBV, OHI. Further CIM paid out in August this year instead of July like in 2019. However, the largest part of the increase was from VALE who reinstated their dividend after suspending it back in early 2019 due to a dam collapse at one of their facilities. As VALE is our biggest paying company we’re happy to see regular dividends to start up again. Overall, this is a another great month in spite of everything going on in the world. We cautiously hope to continue the streak month over month to finish out the year strong.
For July 2020, the Divs4Jesus Portfolio received dividend income from nine different companies (TROW, AVGO, EVC, MO, LECO, GNTX, CMCSA, SPG, & MSM). The total was $202.21. This was a 27% increase from July 2019 where the total was $159.10. The difference was increased payments from TROW, AVGO, MO, GNTX, and CMCSA. New payments from LECO, MSM, and SPG. And in spite of EVC cutting their dividend and CIM not paying dividends this July, but instead in August. Overall, this is a another good month and we cautiously hope to continue the streak month over month as the companies in our portfolio deal with the Covid-19 Pandemic. The great news is with the increase this month we have now surpassed our entire yearly total from 2019 ($1,389.58) and we still have five more months to go!
For June 2019, the Divs4Jesus Portfolio received dividend income from nine different companies (F, V, SWKS, WBA, TSN, NWL, LYB, PRU, & AEG). The total was $121.60. This was a 48% increase from June 2018 where the total was $81.99. The increase was due both to new stocks added to the portfolio since last year, as well as repeat payments from F, V, and TSN. The 48% increase is great to see since the Portfolio had another dividend suspension this month. GME has suspended its dividend indefinitely as it tries to figure out a path for the future. The Divs4Jesus Portfolio has now lost its two biggest dividend paying stocks; GME and VALE. GME’s looks gone for the foreseeable future, but I hope to see VALE’s resumed before the end of the year if it gets its dam and safety issues under control. The good news is even without these two top payers the portfolio is ahead of where it was last year. Through continued diversification we still hope to top our total dividends from 2018. Let’s see how the second half the year turns out for the Divs4Jesus portfolio.