March 2021 - Monthly Dividend Portfolio Update

Dividend Income: $157 | Yield: 4.32% | Value: $26,299

👋 Hello Dividend Growth Investors.

I hope you are doing wonderful.

In March, the markets continued their upward trend in large part due to the passage of the $1.9 trillion stimulus package.

To end the month, the S&P 500 was up 4.24%, the Dow was up 6.62% and the Nasdaq was up 0.41%.

Highlights

  • A cargo ship became stuck in the Suez Canal, causing an already stressed global supply chain to get worse.

  • The US Government passed the $1.9 trillion American Rescue Plan of 2021, a one-time stimulus for families that can help speed up economic growth.

  • Covid-19 vaccinations continued to ramp up as more and more people became eligible for the vaccination. 

  • A strong economy and hopes of infrastructure spending of $2.3 trillion fueled inflation fears and forced a significant sell-off in long-dated US Treasuries. 

  • Throughout the month, corporate headlines indicated the upswing in economic activity.

Let’s do the numbers.

March Summary

Value: $26,299 | Gain: +$1,419 | Return:▲5.73% | Dividends: $157 | Investment: $500

In March, I received $157 in dividend income and reached $25,000 in portfolio value.

$0 to $25,000 in under a year. I like that!

In this video, I talk about how I did it starting from just $100 on February 27, 2020 and what I have learned over the past one year.

Dividends Received

In March, I received $157 in dividends from the following companies:

  • INTC:$2.48

  • V: $0.52

  • WFC: $0.65

  • QYLD: $76.70

  • XYLD: $42.70

  • CMI: $0.76

  • SBUX: $0.90

  • JNJ: $1.32

  • CDW: $0.76

  • UPS: $0.80

  • MSFT: $1.31

  • YUM: $0.60

  • MCD: $1.02

  • XYL: $0.41

  • EBAY: $0.37

  • BLK: $5.38

  • ANTM: $0.35

  • LMT: $5.82

  • GS: $1.07

  • EXR: $5.73

  • ES: $4.97

  • NVDA: $0.14

  • PEP: $1.81

Dividend Increases

In March, one company in my portfolio announced a dividend increase.

  • Oracle announced a dividend increase of 33% to $0.32 per share.

Portfolio All-time (4/5/2021)

Value: $26,925 | Gain: +$3,025 | Return: ▲13% | Link to portfolio: M1 Finance | Website | Excel

Projected Dividend Income

Annual: $1,167 | Monthly: $97

That’s it for this month. Let me know if you have any questions or feedback. It’s always wonderful to hear from you.

Until next month, ✌️

Zahid

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Disclaimer: Dividend.Fun is an informational publication and by reading it, you understand you are not receiving investment advice. Unless otherwise noted, all data is as of the date the newsletter was published. The M1 Finance link above is an referral link.