The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the "pocket change" earned from my various online endeavors. Each month I report on the portfolio's progress and update its holdings.
Dividends Received
Total dividends received during the month were $626.73, consisting of:
$65.94 Intel Corporation (INTC)
$89.76 ConocoPhillips (COP)
$23.10 AFLAC Incorporated (AFL)
$40.00 Emerson Electric Company (EMR)
$18.24 United Technologies (UTX)
$17.16 Chevron Corporation (CVX)
$55.86 Johnson & Johnson (JNJ)
$68.60 McDonald's Corporation (MCD)
$15.60 Consolidated Edison, Inc. (ED)
$31.02 The Coca-Cola Company (KO)
$76.85 CenturyLink, Inc. (CTL)
$30.00 Lockheed Martin Corp (LMT)
$85.40 Universal Health Realty Income (UHT)
$09.20 Owens & Minor, Inc. (OMI)
Annualized Dividend Income
During the month, new purchases increased the PCP's annualized income by $175.92. With the new purchases and dividend increases, my annual PCP dividend income is now $6,234.46 at the current dividend rates. This is up $266.00 from last month's $5,968.46 amount. The PCP has never experienced a monthly decline in annualized dividend income.
Portfolio Returns
Month: 2.31%
Year-to-date: 17.03%
Life-to-date: 17.08% (annualized)
Full Disclosure: Long all the aforementioned securities. See a list of all my dividend growth income holdings here.
