August is done. Hard to believe 8 months are down. Where does time go? It seems to fly by no matter what I’m doing. Portfolio goes up dividends come in. Portfolio goes down dividends come in. It’s a win win. It does seem like I am printing money.
This month was great another beat. 4 stocks were over $100.00 with another knocking on the door. What’s not to love? This month is 14.65 percent higher than last year for August. Year over year is 8.6 percent monthly is about where I want but yearly is a little low. Would like it about 15 percent. Don’t know if I can get it this year. I am going to try though.
My portfolio has been on fire, it rose over $28,500.00. That’s amazing numbers which it could do that for 12 months straight.
Top 10 went over $400,000 for the first time ever. PEG and ABBV swapped spots DHI vaulted back into the top 10 pushing KR down and BAC out of the top 10. It’s amazing how fast this is growing. The top 10 makes up 64 percent of my portfolio. This is up from 63.48 percent last month.
The amount of growth is amazing. Just the progress from the last couple of years to see this. While I always joked about having money as a kid this is like a wild dream.
August buys were OMF and TROW. One raise MO no sells.
Total portfolio value $627,193.81
Forward annual dividend $17,329.83
Trailing 12 months of Dividends $16,780.14. Expected dividend as of 2025 $15,867.06.
Net worth as of June 25 $823,646.92
Sells None
Bought OMF, TROW
Dividend raises MO.
Future goals
Future portfolio value of $750,000.00
Forward annual dividends of $17,500.00
Future net worth $1,000,000.00
This month I went over $98,300.00 in lifetime dividends.
As I wrap this months report up I’m very pleased with everything. This shows that no matter what you can do the same as I have done and the earlier you start the better off you will be. Just constant buying good quality stocks that raise their value and raise their dividends.