Passive income by year

Here is the list of all dividends I have received from both taxable and retirement accounts.  Most of my 401k dividends are received in the month of December. 

2019 (Taxable and 401k)

January --- $973.27
February --- $1052.10
March --- $2439.21
April --- $989.15
May --- $1043.99
June --- $2496.32
July --- $1195.80

2019 Yearly Total:  $10722.27

2018 (Taxable and 401k)

January --- $253.58
February --- $433.73
March --- $1342.94
April --- $259.14
May --- $469.77
June --- $1282.95
July --- $302.14
August --- $600.09
September --- $1364.43
October --- $544.27
November --- $637.55
December --- $1890.78

2018 Yearly Total:  $9380.38

2017 (Taxable and 401k)

January --- $453.25
February --- $391.02
March --- $2160.55
April --- $843.99
May --- $637.60
June --- $2280.85
July --- $536.04
August --- $215.96
September --- $1163.67
October --- $213.50
November --- $255.44
December --- $1563.44

2017 Yearly Total:  $10,693.50

2016  (Taxable and 401k)

January --- $255.30
February --- $226.61
March --- $1616.73
April --- $200.58
May --- $322.62
June --- $1354.38
July --- $201.54
August --- $384.04
September --- $1642.23
October --- $368.74
November --- $375.65
December --- $2258.62

2016 Yearly Total: $9207.04

2015 (Taxable and 401k)

January --- $918.97
February --- $1127.51
March --- $3072.15
April --- $1071.15
May --- $1305.61
June --- $2818.88
July --- $2425.25
August ---- $1345.10
September --- $3331.05
October --- $1020.36
November --- $1219.63
December --- $2179.38

2015 Yearly Total:  $21,835.04

2014  (Taxable and 401k)

January --- $690.82
February --- $787.61
March --- $2358.71
April --- $653.94
May --- $850.79
June --- $2258.67
July --- $848.19
August --- $1098.80
September --- $2447.42
October --- $976.80
November --- $1149.92
December --- $3357.09

2014 Yearly Total:   $17,478.93

2013     (First year to buy individual companies)

January --- $227.00
February --- $133.07
March --- $903.73
April --- $455.38
May --- $372.57
June --- $921.49
July --- $596.08
August --- $466.34
September --- $1317.62
October --- $537.54
November --- $532.27
December --- $3663.74 (401k heavy month)

2013 Yearly Total:   $10,126.89

2012     (First year to start investing in mutual funds in taxable account)

January --- $29.48
February --- $31.08
March --- $343.68
April  --- $47.84
May --- $54.83
June --- $467.96
July --- $88.86
August --- $117.38
September --- $551.14
October --- $293.04
November --- $256.44
December --- $2238.23 (401k heavy month)

2012 Yearly Total: $4519.96

2011     (401K ONLY)

QUARTER 1 --- $375.01
QUARTER 2 --- $401.81
QUARTER 3 --- $422.41
QUARTER 4 --- $1273.98

2011 Yearly Total: $2473.21

2010     (401K ONLY)

QUARTER 1 --- $391.26
QUARTER 2 --- $405.07
QUARTER 3 --- $407.32
QUARTER 4 --- $828.12

2010 Yearly Total: $2031.77

2009     (401K ONLY)

QUARTER 1 --- $350.34
QUARTER 2 --- $404.94
QUARTER 3 --- $406.94
QUARTER 4 --- $579.79

2009 Yearly Total: $1742.01

2008     (401K ONLY.  Amounts are higher because of high bond concentration)

QUARTER 1 --- $857.03
QUARTER 2 --- $671.48
QUARTER 3 --- $648.12
QUARTER 4 --- $913.14

2008 Yearly Total: $3089.77


  1. Hi My Dividend Pipeline,
    I just wanted to wish you you luck on your new blog. I would wish you luck on your investments but it doesn't look like you need it! Your dividend payments are looking really healthy, and I have to mention your growth from 2012 to 2013, it's quite staggering!
    I've just started a blog, but I've also just started Dividend Growth Investing. I want to use DGI as my main source of passive income. I'm also very interested in property letting, and at some stage I would like to get my first property and see what that form of investment has to offer. I'm interested to see how you get on with that goal this year.
    I'm not sure I'll become a mentor for you, but you have my support for what it's worth. :-)
    All the best

    1. Huw Davies,

      Thank you for the kind words. I wish you all the best on your own journey in acquiring passive income producing assets.


  2. Your snowball is starting to roll...
    Great income from investiments!

    1. Trader,

      Thanks. I hope to keep adding to the snowball for the next few years and then she will be rolling all by herself.


  3. Looks like you are doing well...your dividend income is growing at a very fast pace. $3-5K/year since 2011 is impressive. Plus, you are on pace to reach $14K this year. Keep it up...wishing you continued success!

    1. A Frugal Family's Journey,

      I started investing heavily in mutual funds about a year after I paid off my mortgage. Luckily housing is relatively inexpensive here in Texas. I just recently (last summer) started purchasing individual companies and the change is great. I appreciate the comment and wish you well on your family's journey!


  4. Grats on the over 10k dividends a year mark. You are well past it now, You will be at 20k in no time at your current rate. I was wondering what your average yield on cost is for all your holdings?

    1. Asset-Grinder,

      I wish I could tell you. For a many years I only invested in mutuals funds in both my taxable and tax exempt accounts. Last summer I started buying individual companies and I love it. I would guess somewhere between 5 and 6 percent. Hopefully ten years from now it will be double that! :-)


  5. How do you invest automatically? Do you manually do it at end of the week? this can be time consuming no? i wonder how you automate this. I understand power of weighted average and i'd like to do this on some selected stocks i like and want to hold long term...but fidelity doesn't let you do this...any recommendations?

    1. Anonymous,

      I make my investments using Sharebuilder. I joined the program at the beginning of this year and at the time, for $12 a month you can make 12 stock purchases. The only catch is the investment choices have to be selected on Monday before the market closes. Then on Tuesday usually between 10 and 10:30 the stocks are purchased. This is why I make my blog post each week on Tuesday. Some days I catch an up day and sometimes I get a down market. It all averages out over time.


    2. I am a new dividend investor and I was wondering how you handle the taxes for the dividends you receive in your taxable account? If you receive $10,000 + in dividends for 2014 don't you have to pay taxes at your normal income tax rate? If that is correct, if you are reinvesting the dividends back into the stocks that produced the dividends, at some point does the tax burden become too large to pay through your regular income? Any advice would be appreciated. Thanks for the blog and great information.

    3. Bogart,

      Great question. This year I elected to increase my federal withholding from my regular paycheck. I claim zero dependents plus recently I requested and additional $500 per pay period to be withheld. You can alternatively pay the IRS quarterly tax payments which I may do next year if I fall short of my taxes this year.


    4. That is precisely the reason why I tried to get as much money into IRA accounts as possible. If we eventually get to the point with the compounding effect, it would be utterly destroyed by having to dip into it each year to pay taxes. If at that point the stocks dip and you need money, you might have to sell low to pay taxes. I hope to minimize the effects of increased dividends by keeping them sheltered in IRAs. That is how I try to handle it at least. Good luck.

      Keep cranking,

      Robert the DividendDreamer

  6. You have an incredible workhorse working for you! At this point in time I can only dream of a portfolio spitting off that many dividends per year. Congrats

    1. ADD,

      Thanks. Rome definitely wasn't built in a day. Keep adding to your portfolio and you will get there sooner than you think.


  7. trying to find a answer to this: i have around 3000 shares of Kraft stock in my 401k. I have elected to have my quarterly dividends sent to my as cash. With the announcement of the Heinz/kraft merger and the 16.50/ share dividend payout, will that be rolled back into my 401k, or come as a check to me?

  8. Nice work. Your year over year annual dividend income increases is truly inspiring.

  9. I have learned so much from your spread sheet, have you slowed your contributions any? Or are you still adding as much to your portfolio as you first started? Thanks

    1. DG,

      I keep saying that I am going to slow down the pace a bit, but haven't. The second half of 2015 should be a much slower investing time for me.


  10. WOW!!!! I like the fact your dividend income increase rapidly each year. May I know how much additional money are you putting into your portfolio each month?? I recently just started my dividend growth portfolio and my blog. It's not doing that well now since the overall market is down. However I am using this opportunity to purchase more dividend growth stocks. Please check out my blog at

  11. How much is total invested amount

    1. Anonymous,

      Right now about $75k in my taxable account and $280k in my retirement account. Last year this time I had approximately $385k in my taxable account.


  12. How come you are earning much less in dividends in 2016 than 2015?

    1. Anonymous,

      Two reasons. I got divorced late last year and I have been heavy in cash most of this year. Hopefully in a few years I'll be back to last year's levels.


  13. 20000$ WOW amazing. You inspired me.

  14. How come the drop in dividend between 2015 & 2016?