I know I'm not the only one, but with quarantine and more free time than usual I went through my account data, tallied up the dividends and thought I'd share with others.
I knew anecdotally my dividends were growing, but it was nice to see the numbers. I've added some notes to briefly explain the dramatic jumps and other information that may be of interest. I've dripped 90% of my dividends. (Started my portfolio a year or so before 2013, but don't remember exactly when and don't have that data unfortunately.)
Feel free to chime in and share your dividend (or anti-dividend) thoughts and journey!
| Year | Taxable | Y-o-Y increase | Roth IRA | Y-o-Y increase | Total Dividends | Total Increase | Notes |
|---|---|---|---|---|---|---|---|
| 2013 | $38.48 | - | $189.95 | - | $228.43 | - | Excludes Jan - March data for Taxable, excludes Jan for Roth |
| 2014 | $109.11 | 183.5% | $238.14 | 25.4% | $347.25 | 52.0% | |
| 2015 | $102.97 | -5.6% | $286.11 | 20.1% | $389.08 | 12.0% | Did not contribute to Roth IRA |
| 2016 | $118.61 | 15.2% | $347.79 | 21.6% | $466.40 | 19.9% | Did not contribute to Roth IRA |
| 2017 | $988.86 | 733.7% | $404.35 | 16.3% | $1,393.21 | 198.7% | Maxxed out Roth, received some stock as a gift |
| 2018 | $2,245.33 | 127.1% | $538.07 | 33.1% | $2,783.40 | 99.8% | First full year of dividends from the gifted shares, maxxed out Roth |
| 2019 | $2,784.70 | 24.0% | $678.83 | 26.2% | $3,463.53 | 24.4% | Maxxed out Roth, gifted shares' dividend increased |
| 2020 | $3,114.61 | 11.8% | $786.63 | 15.9% | $3,901.24 | 12.6% | Stop DRIPing my largest taxable investment so I can diversify, maxxed out Roth |
Submitted January 12, 2021 at 01:59AM by ChocolateTsar https://ift.tt/2MNr4EG
