March 2020 Dividends Paid Update

March was the beginning of shelter in place and shutdowns in large swaths of the global economy. In the sea of uncertainty the dividends kept rolling on in. I did have one holding suspend dividends which was Cracker Barrel (CBRL) otherwise the show goes on.

In March I was paid $129.80 in my 3 accounts combined. The breakdown is below:

  1. M1 Finance Main Account: $86.36
  2. M1 Finance Roth IRA: $17.11
  3. Fidelity Traditional IRA: $26.33

Here is all of the payouts over the course of March by each holding:

TickerAmount PaidM1 Main AcctM1 Roth IRAFidelity IRA
ABR$15.62/$7.67
DLR$4.52
BPYU$9.98/$3.57
DFS$3.56
V$0.60
IBM$2.78
ROST$1.83
BIP$4.37
BEP$5.54
LIN$1.81
SBSI$2.19
MAIN$3.79/$0.95
EPR$5.32/$1.54
MMM$6.76
NEE$1.43
STAG$2.15
O$2.15
UTX$3.83
WTRG$1.55
PEP$2.05
DUK$3.78
SO$3.04
TickerAmount PaidM1 Main AcctM1 Roth IRAFidelity IRA
AVGO$11.78/$4.15
INTC$2.02
JNJ$2.62
MSFT$0.22
CVX$1.93
CDW$0.65
LYB$3.58
CSL$0.52
Total$129.80

2020 Investing Goals

2020 Investing Goals

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I don’t make a lot of goals, not that I’m advocating not setting goals, but I do find it easy for me to set financial goals. One reason that may be the case is I can break out a calculator for financial planning. Also with financial planning, there really isn’t too much speculation involved once you have a budget in place. What would derail financial goals is if that budget changes, your salary gets cut or decreases, or some life event cuts into the budget. At any rate here’s to a prosperous 2020 to all of you and here are the investing goals I have created for 2020!

Main Portfolio:

  • $35,000 by year’s end
  • $123.33 monthly dividend average ($1,470 total dividends)

Roth IRA:

  • $9,500 by year’s end
  • $20.83 monthly dividend average ($250 total dividends)

Traditional IRA:

  • $5,500 by year’s end
  • $15.83 monthly dividend average ($190 total dividends)

Combined Portfolio:

  • $50,000 by year’s end
  • $160 monthly dividend average ($1,920 total dividends)

YouTube Channel Goals

  • 4,000 Subscribers
  • Build Emergency Fund With YouTube Income