About Dividends

This dividend income is only for my stock portfolio. I do receive dividends and capital gains from the mutual funds but it is inconsistent and is a little harder to track. I will show total dividends and capital gains for the funds as one lump sum at the bottom of this page for the last few years. 2015 was great for fund income but 2016 saw a drop-off. I added the non-retirement numbers in here as well but the bulk of the totals are from retirement funds.

2017 Dividend Income    (As-of May 31st, 2017)

  • Progress towards 2017 yearly dividend goal 35.87%
2017 Dividend Goal:       $ 7,927.10
2017 Dividends Received:       $ 2,843.35
Dividends Avg. / Month YTD:       $236.95

2016 Dividend Income    (As-of Dec 31st, 2016)

 

  • Progress towards 2016 yearly dividend goal 100.41%
2016 Dividend Goal:      $ 5,848.12
2016 Dividends Received:      $ 5,871.93     $100.41 %
Dividends Avg. / Month YTD:      $489.33

 

The 2016 Dividend Goal includes the small amount I have in non-retirement totals as well.

Retirement Stock Dividends (As of December 31, 2016)

2017 Mutual Fund Dividends/Cap Gains – Retirement Funds YTD

Total :  $317.29

 

2016 Mutual Fund Dividends/Cap Gains – Retirement Funds YTD

Total :  $3,150.75

 

2015 Mutual Fund Dividends/Cap Gains – Retirement Funds

Total :  $6,653.07