Passive income is quite possibly one of the most important and central ways that the rich get richer. Creating a passive income stream is far from automatic. What is Passive Income? Passive income is income that’s received automatically with little requirement for maintenance. It is a beautiful thing, especially when it pays you additional money on a periodic basis.
Similar to a Bond Ladder where investors employ a strategy that attempts to minimize the risks associated with fixed income securities while managing cash flows for the individual, the monthly dividend portfolio is another important strategy to building multiple streams of income and put you on the path to early retirement.
Setting up monthly dividend income is going to take brain power and research. If you’re new to investing in the stock market this may feel like a foreign language you’re having a hard time learning.
For Planning purposes, Above the Green Line developed a Dividend Calendar to allow our members to track both dividends received and forecasted monthly payments. Shown below, is a summary of dividends received in our ATGL Growth and Dividend Portfolio so far this year along with the projected dividends.
| Ticker | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Totals | 1,277.36 | 226.02 | 910.41 | 140.93 | |||||||||
| ENB | 88.75 | 88.75 | 115 | 83.75 | 83.75 | 85 | 115 | 83.75 | 111.25 | ||||
| JNJ | 37.7 | 37.7 | 34.51 | 37.7 | 35.96 | 37.7 | 34.51 | 37.7 | 34.51 | ||||
| TXN | 38.34 | 38.34 | 36.72 | 35.1 | 36.72 | 35.1 | 38.34 | 35.1 | |||||
| OKE | 134.82 | 134.82 | 129.78 | 129.78 | 129.78 | ||||||||
| IBM | 84 | 84 | 83 | 84 | 83.5 | 84 | 83.5 | 84 | 83 | ||||
| EMR | 28 | 28 | 26.5 | 26.5 | 26.5 | 26.5 | 26.5 | 28 | 26.5 | ||||
| ABBV | 138.4 | 138.4 | 131.2 | 124 | 131.2 | 124 | 131.2 | 118.4 | |||||
| ADM | 84.76 | 84.76 | 81.5 | 83.13 | 81.5 | 83.13 | 81.5 | 83.13 | 73.35 | ||||
| AFL | 114.07 | 114.07 | 93.5 | 108.46 | 93.5 | 108.46 | 93.5 | 108.46 | 78.54 | ||||
| CVX | 149.52 | 149.52 | 136.92 | 143.64 | 136.92 | 143.64 | 136.92 | 143.64 | 126.84 | ||||
| KO | 69.43 | 69.43 | 64.19 | 66.81 | 64.19 | 66.81 | 60.26 | 64.19 | 66.81 | ||||
| MMM | 31.2 | 31.2 | 60.4 | 29.2 | 28 | 29.2 | 60 | 29.2 | 60 | ||||
| MO | 0 | 148.92 | 143.08 | 148.92 | 143.08 | 154.76 | 143.08 | 154.76 | |||||
| T | 49.28 | 49.28 | 49.28 | 49.28 | 49.28 | 49.28 | 49.28 | 49.28 | |||||
| TROW | 71.5 | 71.5 | 69.85 | 69.85 | 69.85 | ||||||||
| WBA | 0 | 27 | 27 | 27 | 27 | 51.84 | |||||||
| XOM | 157.59 | 157.59 | 145.35 | 151.47 | 145.35 | 151.47 | 145.35 | 157.59 | 145.35 |
Dividends Received by Industry Sector for ATGL Dividend Growth Portfolio is displayed in the Pie chart below. As dividends are received the pie chart will automatically be updated to reflect the most current receipts aggregated by sector. Displaying the dividends received by sector helps ensure that no sector is overweighed. Our goal is to optimize dividends and yield but at the same time trying to maintain a balance across industry sectors.
For Key Portfolio metrics such as Internal Rate of Return, Projected Monthly Income, Dividend Income received since inception, Percentage Payback, Average Yield on Cost and more for the ATGL Dividend Growth Portfolio, please refer to ATGL Dividend Growth Portfolio Summary.
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