As many of you know the Ultimate Sustainable dividend portfolio was built over a year ago as an attempt to slowly become financially free. By that I mean having enough passive income to not “need” to work any longer. I track my progress every month and I’m looking at many different ways to get that done, which includes real estate, my own business, etc. That being said, the core of my strategy relies on income generated from my portfolios.
The USDP, along with my ETF portfolio, generate the bulk of my passive income, and I decided to track this with a monthly post to keep myself accountable, and also because I’ve heard from many of you that this would be helpful.
Here are the portfolio holdings as of last night:
Sept 17 2014 Prices
Sept 17 2014 Values
|OMC||Omnicom Group Inc||32||$70.33||$2,250.56|
|JCI||Johnson Controls Inc||42||$46.37||$1,993.91|
|ITW||Illinois Tool Works Inc||30||$88.63||$2,658.90|
|SJM||JM Smucker Co/The||21||$99.71||$2,193.62|
|TROW||T Rowe Price Group Inc||31||$79.30||$2,537.60|
|OXY||Occidental Petroleum Corp||24||$98.17||$2,454.25|
|XOM||Exxon Mobil Corp||21||$97.08||$2,135.76|
|ADI||Analog Devices Inc||46||$49.63||$2,332.61|
|TXN||Texas Instruments Inc||32||$48.37||$1,596.21|
|VWO||Vanguard FTSE Emerging Markets||81||$44.20||$2,696.20|
|BND||Vanguard Total Bond Market||46||$81.46||$2,932.56|
Things are going absolutely great from this perspective. You will see in the below chart a clear trend in monthly income when you compare to the same period the previous year.
Ultimate Sustainable Dividend Portfolio News
Not much to report here. I can’t say I’d blame these companies for not announcing dividend increases in the middle of the summer!