Showing posts with label MA. Show all posts
Showing posts with label MA. Show all posts

Wednesday, June 3, 2026

May Monthly Dividend Report for 2026

May Dividend Income Report (2021–2026): My 6‑Year Growth Journey

May has consistently been one of the strongest months for my dividend portfolio, and the 2026 results set a new personal record. In this post, I break down my six‑year May dividend history, highlight the top performers, analyze growth trends, and share insights into how the portfolio evolved over time.

Disclaimer: This report is for personal financial tracking only and reflects my own dividend income journey. It is not financial or investment advice.


At a Glance: May 2026 Dividend Snapshot

Metric Value Insight
Total May Income (2021–2026) $4,480.37 Strong multi‑year compounding
May 2026 Income $1,033.01 Highest May income to date
5‑Year CAGR 14.5% Consistent long‑term growth
New 2026 Income Added $200.39 19.4% of total May 2026 income
Active Positions 26 / 28 Two positions sold before May

This year’s results were driven by both organic dividend growth and six new income‑producing positions added in 2026.


Year‑Over‑Year May Dividend Growth

Year May Income YoY Growth
2021 $524.61 Baseline
2022 $617.39 +17.7%
2023 $706.33 +14.4%
2024 $790.46 +11.9%
2025 $808.57 +2.3%
2026 $1,033.01 +27.8%

The jump in 2026 was the largest since 2021–2022, primarily due to new structured‑income positions.


Complete Holdings Breakdown (2021–2026)

Ticker202120222023202420252026Trend
SBUX9.7011.6613.4414.7816.2016.93🟒
RY10.6012.9814.0415.3819.2022.12🟒
AMP17.0719.2021.0823.4825.6927.66🟒
CAT52.7758.0464.1070.8178.0084.56🟒
HRL11.5515.6816.9517.9819.13Sold⚫
ABBV73.8586.5094.43104.35114.35124.47🟒
T53.5631.2730.8030.8331.1031.10πŸ”΄
AAPL88.5693.1497.78102.39106.98107.33🟒
O6.267.357.958.9912.7015.73🟒
MA0.803.357.089.2410.7012.32🟒
WRK8.539.9415.9518.1326.41Sold⚫
HOOY-----49.44⚪
NVDW-----46.08⚪
TSLW-----39.61⚪
PLTY-----21.97⚪
HOOW-----20.45⚪
TOPW-----22.84⚪

Trend Legend: 🟒 Growth  |  πŸ”΄ Drop  |  ⚪ Stable  |  ⚫ Sold

Some highlights from the full holdings table:

  • ABBV, AAPL, and CAT remain long‑term anchors with steady year‑over‑year increases.
  • MA showed the strongest percentage growth, rising from $0.80 to $12.32 (+1,440%).
  • O (Realty Income) more than doubled its May income over six years.
  • T experienced a decline after its corporate restructuring.
  • HRL and WRK were sold before May 2026.

New Positions Added in 2026

These six positions contributed $200.39 in their first May:

Ticker May 2026 Income Notes
HOOY $49.44 Strong initial payout
NVDW $46.08 High‑yield structured income
TSLW $39.61 Steady monthly payer
PLTY $21.97 Smaller but consistent
HOOW $20.45 New income stream
TOPW $22.84 Balanced contribution

These additions accounted for 19.4% of total May 2026 income — a major driver of this year’s growth.


Cumulative May Dividend Income (2021–2026)

Year May Income Running Total
2021 $524.61 $524.61
2022 $617.39 $1,142.00
2023 $706.33 $1,848.33
2024 $790.46 $2,638.79
2025 $808.57 $3,447.36
2026 $1,033.01 $4,480.37

Crossing $4,400+ in cumulative May income marks a major milestone in the compounding journey.


Key Insights From This Year

Top 2026 Income Generators

  • ABBV — $124.47
  • AAPL — $107.33
  • CAT — $84.56

These three alone contributed roughly 31% of total May 2026 income.

Fastest Growers (2021–2026)

  • MA: +1,440% growth from $0.80 to $12.32
  • O: more than doubled from $6.26 to $15.73
  • VZ: rebounded strongly after 2024

Positions Exited

  • HRL and WRK were sold before May 2026.
  • Combined May income over their lifetime: $160.25.

Final Thoughts

This six‑year review shows how consistent contributions, dividend reinvestment, and selective portfolio expansion can steadily grow income over time. While past performance never guarantees future results, tracking dividend history helps me stay focused on long‑term progress rather than short‑term market noise.

If you enjoy this kind of breakdown, consider following along for future monthly and annual dividend updates.

Monday, August 18, 2025

August Dividends Update

 August brought another round of passive income from my dividend portfolio. While the amounts vary, each payout represents businesses sharing profits directly with shareholders — and that never gets old.

Here’s the breakdown of my August 2025 dividends so far:

  • Mastercard (MA): $10.72

  • CVS Health (CVS): $39.25

  • Verizon (VZ): $27.45

  • AT&T (T): $37.27

πŸ‘‰ Total for August (so far): $114.69


Highlights:

  • CVS continues to be my largest payer this month, contributing over a third of August’s dividends.

  • Verizon & AT&T show why telecoms remain reliable income machines.

  • Mastercard may look small today, but it’s a long-term compounding powerhouse.

Every dollar is automatically reinvested, fueling more dividends in the future. The snowball keeps rolling. ❄️

Wednesday, December 18, 2024

Riding the Dividend Wave: Strong Increases Across My Portfolio with MA, AVGO, BMY, AMGN, and O

 Here are the recent dividend increases for several companies:

  1. Mastercard (MA)

    • New Dividend: $0.76 per share
    • Previous Dividend: $0.66 per share
    • Increase: 15.15%
    • Dividend Yield: 0.57%
    • Ex-Dividend Date: February 7, 2025
    • Payable Date: February 21, 2025
  2. Broadcom (AVGO)

    • New Dividend: $0.59 per share
    • Previous Dividend: $0.59 per share
    • Increase: 8.70%
    • Dividend Yield: 2.10%
    • Ex-Dividend Date: December 19, 2024
    • Payable Date: December 29, 2024
  3. Bristol-Myers Squibb (BMY)

    • New Dividend: $0.62 per share
    • Previous Dividend: $0.57 per share
    • Increase: 8.77%
    • Dividend Yield: 4.35%
    • Ex-Dividend Date: January 3, 2025
    • Payable Date: February 1, 2025
  4. Amgen (AMGN)

    • New Dividend: $2.37 per share
    • Previous Dividend: $2.13 per share
    • Increase: 11.27%
    • Dividend Yield: 2.87%
    • Ex-Dividend Date: February 14, 2025
    • Payable Date: March 8, 2025
  5. Realty Income (O)

    • New Dividend: $0.2555 per share (monthly)
    • Previous Dividend: $0.2545 per share (monthly)
    • Increase: 0.39%
    • Dividend Yield: 6.20%
    • Ex-Dividend Date: January 2, 2025
    • Payable Date: January 16, 2025

These companies are showing strong dividend increases, which could contribute positively to your portfolio's overall yield. Let me know if you want to dive deeper into any of these or need further analysis!


Key Takeaways

  • Diverse Opportunities: The analyzed companies span sectors from financial services to real estate, showcasing opportunities across industries.

  • Compelling Yields: While Realty Income and Bristol-Myers Squibb offer high yields for immediate income, Mastercard and Amgen focus on growth.


Thursday, June 20, 2024

2024 May Dividends

 As the month of May comes to a close, it's an opportune moment to reflect on the dividend distributions from a variety of prominent companies over the past four years. Dividends are a critical aspect of shareholder returns, often signaling a company’s financial health and its commitment to returning value to its investors.

Dividends received for the month of may are $790.45.

2021202220232024Difference
SBUX9.711.657113.4414.7751.335
RY10.612.9814.0415.37751.3375
AMP17.0719.221.0823.482.4
CAT52.7758.0464.170.816.71
HRL11.5515.6816.952517.981.0275
ABBV73.8586.594.4325104.359.9175
NNN3.633.884.224.580.36
AGNC6.177.178.229.561.34
DE23.0127.0732.602538.856.2475
GD24.9931.9434.1837.603.4225
T53.5631.2730.802530.830.0275
AAPL88.5693.1497.78102.394.61333
O6.267.357.958.9901.0408
PG22.9526.52828.510.51
T54.4830.8332.6534.952.3
VZ17.5247.2866.9882.7915.81
CVS25.3828.5632.1837.955.77
MA0.83.357.089.242.16
SBUX13.2316.1720.4226.786.36
BMY048.8852.77561.97759.2025
SCHW0010.510.550.05
WRK8.539.9415.9518.132.18
524.61617.3871706.335790.456684.12166

The data reveals a robust upward trend in dividends received, with the total dividends from the companies analyzed growing from $524.61 in May 2021 to $790.46 in May 2024. 

Key Insights:

  1. Overall Growth in Dividends:

    • The total dividends received in May increased each year from $524.61 in 2021 to $790.46 in 2024. This represents a total increase of $265.85 over the four years.
    • The average annual increase across all companies is approximately $66.46, indicating a consistent growth trend in dividends.

May Dividend Comparison: 2023 vs. 2024

In analyzing the dividends received in May from 2023 to 2024, we observe substantial changes across various companies. This year-over-year comparison highlights growth patterns and identifies companies that have increased their payouts significantly over the past year.

Key Findings:

  1. Overall Increase in Dividends:

    • The total dividends for all companies combined rose from $706.34 in May 2023 to $790.46 in May 2024. This represents an overall increase of $84.12, translating to a 11.9% growth in dividend payouts within a year.
  2. Companies with Significant Dividend Growth:

    • VZ (Verizon): Demonstrated the most notable increase in dividends, rising from $66.98 in 2023 to $82.79 in 2024, an increase of $15.81. Added shares and DRIP last few quarters showed improvement
    • ABBV (AbbVie): Increased its dividend from $94.43 in 2023 to $104.35 in 2024, a rise of $9.92, or 10.5%. This substantial growth reflects AbbVie’s strong financial health and strategic dividend policy. Completely  Drip enabled on this one.
    • BMY (Bristol-Myers Squibb): Experienced a notable dividend increase from $52.78 in 2023 to $61.98 in 2024, up by $9.20, or 17.4%. This indicates a significant upward adjustment in their payout strategy.
    • CAT (Caterpillar): Saw a growth from $64.10 in 2023 to $70.81 in 2024, a $6.71 increase, marking a 10.5% rise. Caterpillar’s consistent dividend increases highlight its stable financial performance.
  3. Moderate Dividend Increases:

    • DE (Deere & Company): Increased its dividends by $6.25, from $32.60 in 2023 to $38.85 in 2024, a 19.2% rise.
    • AAPL (Apple Inc.): Grew its dividend from $97.78 in 2023 to $102.39 in 2024, an increase of $4.61, or 4.7%, showing Apple’s steady approach to dividend growth.
    • GD (General Dynamics): Saw a rise of $3.42, from $34.18 in 2023 to $37.60 in 2024, a 10.0% increase, maintaining a strong dividend policy.
    • CVS (CVS Health): Increased its dividend from $32.18 in 2023 to $37.95 in 2024, a growth of $5.77, or 17.9%, reflecting its solid operational performance and financial stability.
  4. Companies with Smaller Increases:

    • O (Realty Income Corporation): Grew from $7.95 in 2023 to $8.99 in 2024, a modest increase of $1.04, or 13.1%.
    • PG (Procter & Gamble): Had a slight increase of $0.51, from $28.00 in 2023 to $28.51 in 2024, marking a 1.8% rise.
    • NNN (National Retail Properties): Increased its dividend by $0.36, from $4.22 in 2023 to $4.58 in 2024, an 8.5% increase.
  5. Minimal Changes:

    • SCHW (Charles Schwab): Increased by only $0.05, from $10.50 in 2023 to $10.55 in 2024, showing almost no change.
    • MA (Mastercard): Increased by $2.16, from $7.08 in 2023 to $9.24 in 2024, marking a 30.5% increase, albeit from a lower base.
2024 Dividend Goal:

Current Status:

  • YTD Dividends Received (2024): $5,943.70
  • Annual Dividend Goal for 2024: $19,500.00
  • Progress Towards Goal: Approximately 30.47%

With a YTD dividend total of $5,943.70, investors have achieved about 30.47% of the annual goal of $19,500. This percentage reflects the dividends received from January to the end of May.

Saturday, February 10, 2024