Portfolio Value Update - December 2022

Happy New Year everyone! Wishing you all the best in 2023!


Portfolio Value
In December, my portfolio value decreased by $3,595 from $145,864 to $142,269. The year-end selling has dragged my portfolio down and it’s actually back to the same level it was a year ago. But I'm glad that we can contribute an additional $6,500 starting next month. This will boost the value and the payouts!



Dividends
Dividends received in December 2022: $661.15
Dividends received in December 2021: $620.15
Year-Over-Year Dividend Growth: $41 or 6.61%
Year-To-Date Dividend Income: $7,405.42

Please note that this year I did not receive any special dividends in December, that’s why the YoY dividend growth is only 6%.



Portfolio Value Update - November 2022

Portfolio Value
In November, my portfolio value increased by $1,057 from $144,807 to $145,864. It was a modest increase in value considering half the amount came from dividends. The year-end is around the corner. Let’s see how December month plays out.



Dividends
Dividends received in November 2022: $655.76
Dividends received in November 2021: $479.27
Year-Over-Year Dividend Growth: $176.49 or 36%
Year-To-Date Dividend Income: $6,744.27



Portfolio Value Update - October 2022

Portfolio Value
In October, my portfolio value increased by $4,388 from $140,419 to $144,807. I was expecting a small recovery after a two-month sell-off. Not sure how the markets will perform in November and December, but most likely we will not see big gains.



Dividends
Dividends received in October 2022: $653.13
Dividends received in October 2021: $479.19
Year-Over-Year Dividend Growth: $173.94 or 36%
Year-To-Date Dividend Income: $6,088.51

The year-to-date income has already surpassed the total income of 2021. I also reached a new milestone of $650+ per month in regular dividends.



Portfolio Value Update - September 2022

Portfolio Value
In September, my portfolio value decreased by $11,979 from $152,398 to $140,419. That was a big drop, but regardless of what the markets are doing, I keep buying stocks every month. October might be a better month for stocks as “high-inflation” and “high-interest rate” news are fading away.



Dividends
Dividends received in September 2022: $647.13
Dividends received in September 2021: $479.19
Year-Over-Year Dividend Growth: $167.94 or 35%
Year-To-Date Dividend Income: $5,435.38



Portfolio Value Update - August 2022

Portfolio Value
In August, my portfolio value decreased by $3,108 from $155,506 to $152,398. The first three weeks the markers were performing very well and I had my portfolio almost crossing $160K, but in the last week the markets took a beating and lost about a thousand points which dragged my portfolio value down. At least we have better buying opportunities for September.



Dividends
Dividends received in August 2022: $642.09
Dividends received in August 2021: $453.41
Year-Over-Year Dividend Growth: $188.68 or 41%
Year-To-Date Dividend Income: $4,788.25