Portfolio Value Update - September 2024

Portfolio Value
In September, my portfolio value increased by $9,326 from 172,628 to $181,954. It was another great month with solid gains. The portfolio reached a new milestone by surpassing 180K value for the first time. I don’t expect much gain in October. I feel like the markets will pull back.



Dividends
Dividends received in September 2024: $791.84
Dividends received in September 2023: $725.22
Year-Over-Year Dividend Growth: $66.62 or 9.18%
Year-To-Date Dividend Income: $6,935.66

Portfolio Value Update - August 2024

Portfolio Value
In August, my portfolio value increased by $5,091 from 167,537 to $172,628. It was another great month with solid gains. The portfolio hit a new record by surpassing the 170K milestone. I did not add new funds to my portfolio this month. All gains are purely from stock appreciation.



Dividends
Dividends received in August 2024: $793.28
Dividends received in August 2023: $727.29
Year-Over-Year Dividend Growth: $65.99 or 9.07%
Year-To-Date Dividend Income: $6,143.82

The dividend growth is at 9.07% compared to the same period of last year. The growth rate is sustained by dividend reinvesting and dividend increases.

Portfolio Value Update - July 2024

Portfolio Value
In July, my portfolio value increased by $11,141 from 156,396 to $167,537. So far this was the best performing month of the year. I’ve been trying to break above 160K and it finally happened. I did not expect the markets to go up that much in July. The month of August has started pretty rough and the markets are drifting down. Let’s wait and see how the markets play out.



Dividends
Dividends received in July 2024: $787.20
Dividends received in July 2023: $720.92
Year-Over-Year Dividend Growth: $66.28 or 9.19%
Year-To-Date Dividend Income: $5,350.54

The dividend growth is at 9.19% compared to the same period of last year. The growth rate is sustained by dividend reinvesting and dividend increases.

Portfolio Value Update - June 2024

Portfolio Value
In June, my portfolio value decreased by $3,185 from 159,581 to $156,396. We failed to break above 160K again. With the slow season ahead, it’s hard to predict the direction of the stock market. Regardless of the direction of the market, the dividends keep on rising.



Dividends
Dividends received in June 2024: $777.61
Dividends received in June 2023: $705.70
Year-Over-Year Dividend Growth: $71.91 or 10.18%
Year-To-Date Dividend Income: $4,563.34

The dividend growth is at 10.18% compared to the same period of last year. The growth rate is sustained by dividend reinvesting and dividend increases.

Portfolio Value Update - May 2024

Portfolio Value
In May, my portfolio value increased by $4,837 from 154,744 to $159,581. The stock market performed well in May, but got a little volatile towards the end of the month. I’m glad to see the number approaching 160K mark again. I need to get over that threshold to see continued positive momentum.



Dividends
Dividends received in May 2024: $769.47
Dividends received in May 2023: $692.29
Year-Over-Year Dividend Growth: $77.18 or 11.14%
Year-To-Date Dividend Income: $3,785.73

The dividend growth is at 11.14% compared to the same period of last year. The growth rate is sustained by dividend reinvesting and dividend increases.