Saturday, May 30, 2015

May 2015 Recap





Well another month is in the books and it has certainly been action-packed to say the least. Multiple birthdays, Mother's Days, graduations, massive flooding, six state road trips, and as always long work weeks kept me busy throughout the month. A lot of months tend to blur together and it is nice to have unique events/experiences to break the dull monotony that sometimes takes hold in my life. I also bought my wife a 2002 Pontiac Trans Am WS-6 that is totally BADASS! This is not an investment although she thinks it's a great investment. Actually I dig it as well even though the only time I will get to drive it is when it need gas. :-)

On the investment front things were relatively uneventful. I still managed to add a little to my passive income this month. After adding a record amount of cash in April, I tapered things back in May and contributed under $1000 not counting dividend reinvestments. I also received my first Adsense payment which is a nice complement to my dividend and interest income. Finally, I sold a BBL 55 call option that seems unlikely to be exercised before it expires in September.

I am really looking forward to what lies ahead in June. It should be a great dividend month and I am looking forward to continue volatility in the markets. I hope everyone has a great summer and I hope each of you stays relentless in your pursuit of FI. I know I will regardless of market conditions.

My current forward passive income is hovering around $16,500 and would love to go ahead and just blow past $17,000.


Anyway, here is the summary of my passive income for May.

Dividends/Interest

  • AHITX --- $257.17
  • HCP --- $186.45
  • T --- $174.99
  • KMI -- $112.68
  • PG --- $82.43
  • APU -- $70.83
  • VZ --- $65.88
  • CAT --- $50.23
  • CLX --- $39.98
  • PAYX --- $35.32
  • TIS --- $35.00

Total taxable investment income is $1110.96.

Other non employment income is $114.25 from AdSense.

Total passive income is $1225.21.


New capital invested

  • NEA --- $4754.69
  • WPC --- $1763.75
  • XOM --- $1050
  • SO --- $750
  • JNJ --- $500
  • BP --- $500
  • PG --- $300
  • KO --- $300
  • WMT -- $250
  • CAIBX --- ($9231.00)
Total capital invested is $937.44.

DEFY MEDIOCRITY


22 comments:

  1. Great stuff. What is your current value of the DG portfolio?

    ReplyDelete
    Replies
    1. FF,

      I'm just a hair over $400k invested right now.

      MDP

      Delete
  2. Awesome to hit four digits in May, MDP. That's quite the accomplishment.

    One bit of advice: I'm not sure I would count your Adsense income as passive. You have to write to generate the traffic and that's still an obligation. Food for thought :)

    Keep rocking it,

    DWC

    ReplyDelete
    Replies
    1. DWC,

      Thanks, buddy! I hear you on the Adsense income. I think I could make more per hour sacking groceries. :-) Also I am getting closing in on $1,000 minimum investment income every month of the year. Hopefully I will reach that threshold later this year.

      MDP

      Delete
  3. MDP,

    Congrate on another solid month. Since you look at your blog as more of a journal, the Adsense is somewhat passive. At the pace we are going, We won't see any Adsense monies until FI, if ever. That's ok though because that is not important to us. We can't wait to see you crush through $17k. Keep killing down in H-town. Stay safe.

    All the best.

    FD

    ReplyDelete
    Replies
    1. FD,

      Thanks for the encouragement! Adsense is cool, but the reality of it is that I need about 4 months worth of blog income to cover one night out at Saltgrass with four people. Unless you are a Dividend Mantra, then Adsense won't help make you much money. With that said, I never say no to free money. :-)

      MDP

      Delete
  4. Congrats, MDP. Another strong month for you.

    Keep up the great work!
    R2R

    ReplyDelete
    Replies
    1. R2R,

      Thanks for stopping over and the kind words. It has taken a long time to build and there is certainly a lot more construction that needs to take place, but I am pleased with the progress.

      MDP

      Delete
  5. Great forward dividends MDP and impressive Adsense revenue. I completely understand on the car, my wife is protective of her car also. Have a great weekend
    -Bryan

    ReplyDelete
    Replies
    1. Bryan,

      The car is sacred ground that I tread lightly on. Have a great weekend yourself!

      MDP

      Delete
  6. Awesome month MDP. Just loving it my friend. You're ripping it up!! Thank you for sharing this journey with us. I always enjoy visiting you here because you're a damn Hustler! :) Best wishes my friend and keep it up.
    P.S. Good job on keeping wifey happy. Happy wife = Happy life. :)
    Cheers.

    ReplyDelete
    Replies
    1. Hustler,

      Thanks! If we go around the Monopoly board enough times good things will happen. It's about earning money and picking up income producing assets. Simple game difficult at times to stay the course. You are a few levels ahead of me, but if I can stay close to you I will be a happy camper. Fight on!

      MDP

      Delete
  7. Impressive dividend income figures! Still many years to go but I hope I'll get there too some day.

    ReplyDelete
    Replies
    1. dividendsarecoming,

      Thanks for taking the time to stop by and comment. What you see is the result of a long term process of investing month after month. Keep focused on adding to your portfolio and the results will come over time.

      MDP

      Delete
  8. MDP,

    Straight rolling it in! Great/incredible month and also - congrats on your first payment received from Adsense, fun/good feeling. One of many.

    -Lanny

    ReplyDelete
    Replies
    1. Lanny,

      Thanks for the encouragement. You know how the game is played. Relentless forward progress!

      MDP

      Delete
  9. MDP, >$1000 a month is very impressive. Enough said.....
    D4S

    ReplyDelete
    Replies
    1. Div Son,

      I really appreciate the support. We all just need to keep circling the Monopoly board picking up assets as we can.

      MDP

      Delete
  10. Strong month there, breaking $1100 in May! Also congratulations on the Adsense cash and congrats to your wife on her new car. Hope you get a chance to drive it.
    -Gremlin

    ReplyDelete
    Replies
    1. DG,

      She is thrilled to death with the new (to her) car and she deserves it as she is pretty frugal herself. May is over and now it's on to June!

      MDP

      Delete
  11. Impressive, I will be approaching around $8000 in dividends this year, but I focus on growth stocks that pay dividends with strong dividend growth rates no high yields, my growth rates are in the double digits...I figure that in a decade the yields will catch up. Good stuff, indeed.


    Joe S.

    ReplyDelete
    Replies
    1. J. A.

      Congrats on your yearly dividends. That is an impressive accomplishment. If you look at my portfolio, you can see a wide range of yields within it. I try to focus on value over dividend rates, but I certainly appreciated your philosophy. Sometimes yields go up because stock values fall hence they can become good buys as well.

      MDP

      Delete