Wednesday, August 1, 2012

Dividend Growth Portfolio, July 2012 Update


July brought some activity in my DGP. New funds entering the portfolio allowed me to add to an existing position, as well as initiate a new position

The annualized dividend is slightly over the top end of my 2012 goal now, an increase of $136.20 over the June 2012 values

New Purchases
JP Morgan - $78.00
Becton Dickinson - $45.00


Sales
There were no equities divestitures this month.

Intrinsic Dividend Changes
Cummins - $13.20 (quarterly dividend increase of 25% from 40 cents to 50 cents)


End of 1st Half 2012 Annualized Dividend: $3978.86

+ $123.00 (from new purchases)
-  $00.00 (from sales)
+ $13.20 (from intrinsic changes)

July 2012 Annualized Dividend: $4115.06
End of 2012 Goal: $3800 to $4000

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