A dividend income portfolio chronicle
Year 4 of the FiveTwenty portfolio experiment is in the books with the close of 2024. It’s a moment to review the portfolio’s performance against the easy-peasy benchmark and contemplate any newfound insights.
Continue reading “2024: year in review”
The FiveTwenty portfolio received no dividends in the past week.
| Past Week Dividend | $0 |
| Current Quarter Dividend (Q1 2025) | $1,013.93 |
| LifeTime Dividend | $30,863.41 |
| Estimated Annual Dividend | $12,996.52 |
The capital allocation for the week of 02/02/2025 to 02/08/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $96.60 in dividends in the past week. OZK paid their quarterly dividend during the week.
| Past Week Dividend | $96.60 |
| Current Quarter Dividend (Q1 2025) | $1,013.93 |
| LifeTime Dividend | $30,863.41 |
| Estimated Annual Dividend | $12,967.35 |
The capital allocation for the week of 01/26/2025 to 02/01/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $686.00 in dividends in the past week. ORI paid a special dividend of $2/share during the week.
| Past Week Dividend | $686.00 |
| Current Quarter Dividend (Q1 2025) | $917.33 |
| LifeTime Dividend | $30,766.81 |
| Estimated Annual Dividend | $12,897.88 |
The capital allocation for the week of 01/19/2025 to 01/25/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received no dividends in the past week.
| Past Week Dividend | $167.95 |
| Current Quarter Dividend (Q1 2025) | $231.33 |
| LifeTime Dividend | $30,080.81 |
| Estimated Annual Dividend | $12,855.46 |
The capital allocation for the week of 01/12/2025 to 01/18/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $63.38 in dividends in the past week. GPC and MDU paid their quarterly dividends during the week.
| Past Week Dividend | $63.38 |
| Current Quarter Dividend (Q1 2025) | $63.38 |
| LifeTime Dividend | $29,912.86 |
| Estimated Annual Dividend | $12,818.77 |
The capital allocation for the week of 01/05/2025 to 01/11/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $866.02 in dividends in the past week. LMT, TROW, VIG, and VIGI paid their quarterly dividend during the week.
| Past Week Dividend | $866.02 |
| Current Quarter Dividend (Q4 2024) | $3,540.23 |
| LifeTime Dividend | $29,849.48 |
| Estimated Annual Dividend | $12,758.16 |
The capital allocation for the week of 12/29/2024 to 01/04/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $144.36 dividends in the past week. ORI and PII paid their quarterly dividends.
| Past Week Dividend | $144.36 |
| Current Quarter Dividend (Q4 2024) | $2,674.21 |
| LifeTime Dividend | $28,983.46 |
| Estimated Annual Dividend | $12,724.12 |
The capital allocation for the week of 12/22/2024 to 12/28/2024 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $615.28 in dividends in the past week. ADM, EMR, HD, JNJ, K, KLG, MMM, SON, and WBA paid their quarterly dividends during the week.
| Past Week Dividend | $615.28 |
| Current Quarter Dividend (Q4 2024) | $2,529.85 |
| LifeTime Dividend | $28,839.10 |
| Estimated Annual Dividend | $12,809.79 |
The capital allocation for the week of 12/15/2024 to 12/21/2024 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
The FiveTwenty portfolio received $572.44 in dividends in the past week. AFL, BKH, ENB, FTS, SJM, and SWX paid their quarterly dividends during the week.
| Past Week Dividend | $572.44 |
| Current Quarter Dividend (Q4 2024) | $1,914.57 |
| LifeTime Dividend | $28,223.82 |
| Estimated Annual Dividend | $12,755.87 |
The capital allocation for the week of 12/08/2024 to 12/14/2024 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).