June Portfolio Dividend Update
Seeking AlphaDividend StrategyJune Portfolio Dividend UpdateJul. 14, 2020 1:49 AM ET|| Includes: AAPL, ABBV, AGNC, AGNCM, AGNCN, AGNCO, AGNCP, AINV, APLE, ARCC, ARI, AVGO, AVGOP, BA, BAC, BAC.PA, BAC.PB, BAC.PC, BAC.PE, BAC.PK, BAC.PL, BAC.PM, BAC.PN, BACRP, BAMXF, BASFY, BAYRY, BAYZF, BEP, BFFAF, BGS, BINFF, BIP, BML.PG, BML.PH, BML.PJ, BML.PL, BMWYY, BNS, BNSPF, BP, BPAQF, BRENF, BX, BYMOF, CBAUF, CCIXF, CL, CM, CMWAY, COR, CSCO, CTL, CVS, D, DDAIF, DIS, DMLRY, DRHKF, DRUA, EPD, FMCQF, FMS, FSLY, FSNUF, FSNUY, GE, GEO, GILD, GIS, HD, HON, INTC, JNJ, JPM, JPM.PC, JPM.PD, JPM.PG, JPM.PH, KMI, KO, LNXSF, LVGO, MA, MAIN, MCD, MDT, MIC, MMM, MO, MPLX, MPW, MS, MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MSFT, NEE, NEP, NVDA, O, OSAGF, OSAGY, PEP, PFE, PG, PM, QTS, QTS.PA, RBCDF, RDS-A, RDS-B, RY, RYDAF, RYDBF, RYMTF, RYYLF, SHE, SHLX, SHOP, SO, SOJA, SOJB, SOJC, SOJD, SOLN, SQ, STAG, STAG.PC, STOR, STWD, SVC, SXTSY, SYK, T, T.PA, TBB, TBC, TD, TGT, TORDF, TSLA, TTD, TXN, UL, UN, UNIT, UNLVF, UNLYF, V, VNNVF, VONOY, VZ, WBA, WCAGY, WFC, WFC.PL, WFC.PN, WFC.PO, WFC.PP, WFC.PQ, WFC.PR, WFC.PT, WFC.PV, WFC.PW, WFC.PX, WFC.PY, WFCNP, WPC, WRCDF, XOM, ZMby: Stefan RedlichStefan Redlich Growth, dividend investing, long-term horizon, valueSummaryJune was a disappointing month in terms of dividend income, as it fell notably short Y/Y due to dividend cuts, suspensions and delays.
I am continuing my monthly investment plans and suspiciously follow the massive tally in technology stocks.
June generated $356 in net dividend income, down 5% Y/Y and down 20% sequentially.
We are truly living in unprecedented times. Millions have been exclusively working from home around for many months (myself included - since end of February, actually), tens of millions are unemployed, cyclical stocks are at decade lows, whereas the tech mega-caps, tech in general and the whole EV sector are not just rallying but literally breaking out. There is hardly a day where the hot pandemic-play stocks like... Read more