My July dividends are in and to my surprise they fell under $20. It is really due to a technicality due to the KHC (Kraft Heinz) dividend changes. Although the payout was scheduled for 7/31, for some reason OptionsHouse recorded it on 8/1/15 while Loyal3 still captured it on 7/31. I track my dividends on when they show up in my accounts so I’ll keep the OptionsHouse KHC dividend in August. Not a big deal really. I’m splitting hairs if I start worrying if a dividend lands on 7/31 or 8/1. While it would have been nice to keep my monthly dividends above $20, in the end I’m really looking at my annual returns as a better gauge of my progress. My July dividends totaled $15.71. As a comparison, in July 2014 I had $11.91 in dividends.
Here’s my July 2015 dividends breakdown:
LOYAL3 | |
Symbol | Dividend |
PEP | $0.30 |
NKE | $0.04 |
KO | $2.10 |
DIS | $0.16 |
KHC | $1.27 |
ROTH IRA (OptionsHouse) | |
Symbol | Dividend |
PM | $5.19 |
MORL | $6.65 |