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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Steve Felix who wrote (33596)6/1/2021 10:33:33 PM
From: RichInTheHeart  Read Replies (1) | Respond to of 34328
 
Just to clarify for my own sake, you invested $178,518 into the S&P 500 index fund and dripped the dividends and now you're achieving almost $24,000/yr in dividends (with current value of account at about $840,000)?

If so, that's fantastic!



To: Steve Felix who wrote (33596)7/2/2021 2:13:01 PM
From: Steve Felix  Respond to of 34328
 
Monthly update: Obviously unsustainable.

Todays totals: Non-income producing shares: $353,045 / 36.86% of portfolio. Cash +$192,587 = $464,400 / 56.97% non income producing.

Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield

May Total $840,380.88..... $812,206.32..... $28,174.56...... 3.5%.... $23,978.20... 2.9%
June Total $957,742.81..... $840,380.88..... $117,361.93...... 14.0%.... $25,060.32... 2.6%

YOC: 14.03% = $25,060 / $178,518

Since Jan. 1, 2021:

S+P 500 3756 to 4298 =…...…...+14.43%
My IRA $645,138 to $957,742 = +48.45%

Since inception Jan. 1, 2010:

Now using this for long term S+P return w/dividend reinvest: dqydj.com

S+P 500 Since Jan. 1, 2010 =.....+384.04%
My IRA $178,518 to $957,742 .....+436.49%

Actual dividends received:

2010 total: $12,317
2011 total: $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $20,564
2015 total: $19,565
2016 total: $17,634
2017 total: $19,328
2018 total: $17,700
2019 total: $20,914
2020 total: $23,319
2021 total: $11,345