My wife and I IRS's and my brokerage account are with Fidelity. They are linked together with one login and all I have to do is click on Performance to get the balance and dividend totals. The data below comprises the five accounts at Fidelity; my IRA, my wife's IRA, my Roth IRA, our HSA and my brokerage account added together.
All this focus on creating income with dividends started when the Coca-Cola Company bought us in 2015. You can
read the story here.In 2016 I found
Contrarian Outlook. Every first Friday of every month comes the new Newsletter on any buy and sell recommendations. The sales letter can be found
here. And
here is a screen capture of a small portion of the actual portfolio. There are about 20 holdings currently (2019). Looking at the screen capture you will see the first column is the recommended date. Then there is the "Buy Up To Price" which makes it either a Buy or Hold. There are also links to the Newsletter when it was recommended and another for Recent Analysis. I still own several that he has recommended selling.
Totals
| 2016 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
981.55 |
930.29 |
1,141.75 |
1,446.17 |
4,499.76 |
| End of Quarter Balance |
77,836 |
81,591 |
87,633 |
92,251 |
92,251 |
| 2017 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
1,253.12 |
1,570.30 |
2,091.97 |
2,901.43 |
7,816.82 |
| End of Quarter Balance |
96,962 |
99,743 |
140,376 |
149,453 |
149,453 |
| 2018 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
3,043.85 |
3,243.36 |
3,157.13 |
3,710.25 |
13,153.20 |
| End of Quarter Balance |
141,599 |
151,339 |
158,712 |
143,177 |
143,177 |
| 2019 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
3,679.52 |
3,314.16 |
3,242.84 |
3,248.38 |
13,485 |
| End of Quarter Balance |
164,161 |
171,009 |
177,440 |
185,678 |
185,678 |
| 2020 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
3,560.62 |
3,051.44 |
3,705.76 |
3,244.47 |
13,562.29 |
| End of Quarter Balance |
108,903 |
138,197 |
145,081 |
180,006 |
180,006 |
| 2021 |
1st Quarter |
2nd Quarter |
3rd Quarter |
4th Quarter |
End of Year Total |
| Dividends |
3,650.27 |
3,641.08 |
3,818.61 |
4,386.75 |
15,496.71 |
| End of Quarter Balance |
206,844 |
224,245 |
220,556 |
222,133 |
222,133
|
| 2022 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter | End of Year Total |
|---|
| Dividends | 3,955.59 | 4,105.85 | 4,161.72 | 4,752.25 | 16,975.41 |
| End of Quarter Balance | 223,854 | 190,760 | 232,925 | 254,956 | 254,956 |
| 2023 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter | End of Year Total |
|---|
| Dividends | 3,799.93 | 4,576.38 | 5,914.95 | 6,352.06 | 20,643.32 |
| End of Quarter Balance | 257,380 | 270,580 | 267,614 | 291,575 | 291,575 |
| 2024 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter | End of Year Total |
|---|
| Dividends | 6,565.72 | 6,863.60 | 7,174.01 | 8,044.09 | 28,647 |
| End of Quarter Balance | 310,377 | 321,710 | 364,916 | 387,787 | 387,647 |
| 2025 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter | End of Year Total |
|---|
| Dividends | 10,416 | 4 | 5 | 6 | 2 |
| End of Quarter Balance | 527,491 | 2 | 2 | 5 | 5 |
As a disclaimer I must admit there has been several deposits into these accounts.
1. Three old 401k rollovers, two from me and one from her.
2. Pension cash outs, two from me.
Total Dividends (includes my 401k through 2024. I retired on December 31 and rolled it over 1/25/25)
2018 $17,731
2019 $18,497
2020 $18,818
2021 $20,097
2022 $21,939
2023 $25,546
2024 $34,479
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