I received $153.91 in taxable June 2018 dividend income.
The third month of the quarter is when my sizable VTI holding pays out, along with quite a few other taxable holdings.
In other news, I’ve maxed my 2018 Roth IRA. I’ll be more prepared when January 2019 comes around. Nothing makes me happier in the short-term than buying shares in dividend growers in my taxable account!
June 2018 Purchases
1 share of Hormel (HRL) @ $36.16/share; 1 share of Cisco (CSCO) @ $43.80 (Taxable Account)
My Hormel and Cisco are really turning into formidable holdings in my portfolio, thanks to reinvested dividends.
1 share of Accenture (ACN) @ $162.07/share (Taxable Account)
As I resume taxable contributions, ACN, MDT, and MCD are a few of my priorities to build long term holdings in.
1 share of Medtronic (MDT) @ $85.99/share (Taxable Account)
Just a strong company that deserves more room in my portfolio. I’ll keep picking up shares.
1 share of McDonald’s (MCD) @ $164.67/share (Taxable Account)
Another strong company that I want to add significantly more of to my portfolio. Slow and steady!
1 share of Texas Instruments (TXN) @ $112.80/share (Taxable Account)
My original purchase in early May of last year at $79.32 has been one of my better investment decisions. I was past due to add more TXN. Better late than never?
4 shares of VTI @ $144.16/share; 8 shares of VXUS @ $56.70/share (Roth IRA)
Finally! My 2018 Roth IRA contributions are maxed out. Same as before, I added low-fee, broad market ETFs (VTI/VXUS). I actually intend to restructure my Roth IRA into a simpler total stock/total bond ratio in July. I also took much longer to max out my Roth IRA than usual this year due to my surprise bathroom remodel. That will be a lesson going forward. I can’t wait to get back to my hobby account
June 2018 Dividend Growth
June’s dividend growth was very meager! I’ll still take it. I have to appreciate the JNJ, NOC, and TRV increases. Yield on Cost will improve as the years go on. I haven’t added to SO, IBM, or FLO since my initial purchases and they are not high on my list to add more shares to my portfolio.
My dividend increases in June totaled up to $6.04 in additional annual income, which would have required $255 of additional investments at my current portfolio yield of 2.37%.
June 2018 Taxable Income
June 2018 Tax-Sheltered Income
Head on over to my portfolio page if you’d like to see what companies pay me in other months!