Dividend Update - December 2012
Money and Finance

Dividend Update - December 2012


December was a great month for dividends.  I was nearly able to double September's payout in my FI portfolio which was my previous high month, but December set a new personal record with $314.48 received.  The majority of companies that I own payout on the March, June, September, December schedule so I always have my largest months then.  It's amazing to see that after the 1st quarter of the year my forward 12-month dividends were only around $450 and this month alone I received almost 70% of that in my taxable account.  My Roth IRA also saw it's biggest month yet with 3 scheduled payouts and then Wal-mart's acceleration of their usual January payout to allow shareholders avoid the potential jump in tax rates.

I made 5 purchases in my FI portfolio this month by starting new positions in Medtronic and Phillip Morris as well as adding to my position in Target twice and adding to my new Medtronic position.  These 5 purchases will add $270 in annual dividends before further increases or reinvestment.  My forward 12-month dividends for my FI portfolio now sits at $1,770.93 and for my Roth IRA they're at $203.03
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