Wednesday, January 2, 2019

2018 Investing Summary

Here are my investing numbers for the 2018 calendar year.

1/1/201812/31/2018Change since Jan 1stAvg/Week
Robinhood Portfolio Value$3,586.18$4,434.08$847.90
Money from my pocket$2,902.00$4,593.98$1,691.98$32.45
Dividends$137.76$240.00$102.24$1.96
Gains/Realized & Unrealized$546.42-$399.90-$946.32

2018 was a year of learning. I got into trading options, and made a lot of money at one point, and then lost all of that money with the market correction in October/November. It was a good experience to go through, and it's solidified my mission to become a dividend investor.

Below are specific numbers on the dividends I received in 2018.

Dividends Received in 2018$102.24
# of Dividends Received in 2018239
Average Dividend Payment Amount$0.428

I passed the $100 mark for dividends! I also almost received a dividend 2/3rds of the days of the year. 

I received dividends from 68 unique companies/stocks/ETFs. I currently have 63 unique companies/stocks/ETFs in my portfolio, so that means I had some companies/stocks/ETFs that I sold, or bought and sold, throughout 2018. 

Below is the completed dividends by month, including December 2018. 

2015201620172018
January-$1.92$4.19$7.26
February-$2.51$5.19$7.96
March-$2.47$9.41$12.86
April-$1.29$3.06$6.18
May-$4.48$5.02$9.17
June-$7.96$9.63$12.10
July-$1.97$4.55$4.23
August-$3.09$5.03$5.18
September$0.85$7.99$9.85$7.47
October$0.33$2.72$5.95$6.01
November$4.10$3.68$5.48$6.08
December$4.51$9.40$11.13$17.74
Total$9.79$49.48$78.49$102.24

Below is a breakdown of the $102.24 in dividends I received, sorted by the companies that paid the most dividends to the least.  

Stock TickerStock/ETF Name2018 Dividends
AAPLApple$7.10
QCOMQualcomm Inc$4.86
SDIVGlobal X SuperDividend$4.23
EMREmerson Electric$3.89
VZVerizon$3.54
MSFTMicrosoft Corp.$3.44
ITWIllinois Tool Works$3.34
WMTWal-Mart$3.11
UNPUnion Pacific$3.06
TAT&T Inc$3.00
JNJJohnson & Johnson$2.64
ORealty Income Delaware$2.63
DEJohn Deere$2.58
STXSeagate Technology$2.52
BNSBank of Nova Scotia$2.46
INTCIntel Corporation$2.40
KBWDPowerShares KBW High Div$2.29
SPHDPowerShares S&P 500$2.12
PFFiShares US Preferred ETF$2.00
IPInternational Paper$1.94
TGTTarget$1.88
DIVGlobal X SuperDividend$1.84
GEGeneral Electric$1.80
PEGPub Svc Enterprise Group$1.80
PEPPepsiCo$1.62
GISGeneral Mills$1.47
SYYSysco$1.44
PGProctor and Gamble$1.41
ULUnilever$1.38
ADMArcher Daniels Midland$1.36
MMM3M$1.36
CSCOCisco Systems, Inc.$1.28
KHCKraft Heinz Company$1.26
SOSouthern Company$1.18
MCDMcDonalds$1.16
ABTAbbott Laboratories$1.12
BKHBlack Hills Energy$0.96
DUKDuke Energy Corp$0.93
UPSUnited Parcel Service$0.91
CLColgate-Palmolive Co$0.82
ABBABB Group$0.81
KOCoca-Cola$0.78
FEFirst Energy$0.72
PEYPowerShares High Yield$0.69
PORPortland General Electric$0.68
PGZPrincipal Real Estate Income Fund$0.66
SBUXStarbucks Corporation$0.66
USBU.S. Bancorp$0.60
HPQHP Inc.$0.56
SPTNSpartan Nash$0.54
PGFPowerShares Financial Portfolio$0.49
WMWaste Management$0.47
BBYBest Buy$0.45
HYLDAdvisorShares High Yield ETF$0.44
FFord$0.43
HPEHP Enterprise$0.38
HRLHormel Foods Corp.$0.38
DNKNDunkin Donuts$0.35
DHSWisdomTree US High Dividend Fund$0.30
EVTEaton Vance Dividend Income$0.30
YYYYieldShares High Income ETF$0.26
VVisa Inc.$0.25
MDIVMulti-Asset Diversified Income ETF$0.23
SPLVS&P 500 Low Volatility$0.18
NVDANVIDIA$0.15
TCFTwin Cities Financial$0.15
PGXPowerShares Preferred Portfolio$0.14
SPFFGlobal X SuperIncome Preferred ETF$0.06

I'm happy with what 2018 yielded, and now I can start cost-averaging down on stocks in 2019.

Thanks for reading!

Signed,

Mitch

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