Well after totally dismantling my portfolio over the last quarter of 2015, the result have finally showed themselves in a very big way this month. :-( I had one lone company (WMT) and my municipal bond fund (NEA) pay me this month. Total dividend income was a whopping $42.98.
On the flip side I was extremely active with purchases this month. I added $32496.23 in new capital which increases my yearly dividends by $1377.51.
It definitely feels a bit strange going from $18,500 in forward dividends to receiving less than $50.00 this month. On the other hand, it feels pretty damn good sitting on a ton of cash right now.
I have no idea what lies ahead in February. I could invest another $30,000 into the market, invest $0, or just sell everything again. It's a bit crazy. While I loved buying a lot of great companies this month, the economy in Houston is a bit shaky right now. Focusing on both business and trying to pay attention to the market is a bit taxing. When I took a break from buying I actually stopped paying attention to the markets for the most part. It was kind of relaxing actually. January provided great opportunities to buy companies, but it was a bit exhausting. Maybe I should just buy shares of XOM, JNJ, PG, and KO every month. I don't know. We'll see how it goes.
Dividends and purchases are shown below...