Goal: To earn $560 per month in dividends by December 2035.
Initial Investment: $21,346.15 in weekly $500-increments from November 2015 to August 2016.
Dividends are automatically reinvested. Current cash on hand: $134.31.
Not on track to reach goal. Currently need 11.93% growth rate to achieve goal. Approximate current yield: 3.14% + Dividend Growth Rate 6.27% = only 9.41%. Plan for 2017: Sell up to 12 over-valued stocks and exchange for under-valued stocks.
1 Stock sold and replaced so far: CSX.
NGVT and ADNT are spinoffs from WRK and JCI.
| Ticker | Shares | Avg Monthly Dividends | One Year Ago | % Change |
| AAPL | 5.052 | $0.96 | $0.88 | 9.62% |
| ABBV | 9.341 | $1.99 | $1.77 | 12.28% |
| ADM | 12.443 | $1.24 | $1.16 | 7.14% |
| ADNT | 1.000 | $0.00 | $0.00 | |
| AMGN | 3.058 | $1.17 | $1.02 | 15.00% |
| AMP | 5.111 | $1.28 | $1.14 | 11.94% |
| BA | 4.134 | $1.96 | $1.50 | 30.28% |
| BBY | 16.368 | $1.53 | $1.25 | 21.74% |
| BG | 9.165 | $1.28 | $1.16 | 10.53% |
| CAH | 7.000 | $1.05 | $0.90 | 15.99% |
| CAT | 7.283 | $1.87 | $1.87 | 0.00% |
| CCL | 11.159 | $1.30 | $1.12 | 16.67% |
| CMI | 5.172 | $1.77 | $1.68 | 5.13% |
| EAT | 10.207 | $1.16 | $1.09 | 6.25% |
| EMN | 7.139 | $1.21 | $1.09 | 10.87% |
| ETN | 9.327 | $1.77 | $1.71 | 3.64% |
| GEO | 15.328 | $3.32 | $3.32 | 0.00% |
| GILD | 6.075 | $0.95 | $0.87 | 9.30% |
| GLW | 27.667 | $1.25 | $1.11 | 12.50% |
| HOG | 12.269 | $1.43 | $1.27 | 12.90% |
| HPQ | 37.269 | $1.65 | $1.54 | 7.02% |
| INTC | 14.166 | $1.23 | $1.13 | 8.33% |
| IP | 13.520 | $2.08 | $1.98 | 5.11% |
| JCI | 10.000 | $0.83 | $0.97 | -13.79% |
| JPM | 8.172 | $1.31 | $1.20 | 9.09% |
| KSS | 11.381 | $1.90 | $1.71 | 11.11% |
| LM | 16.234 | $1.19 | $1.08 | 10.00% |
| M | 12.259 | $1.54 | $1.47 | 4.86% |
| MPC | 16.395 | $1.97 | $1.75 | 12.50% |
| NGVT | 2.000 | $0.00 | $0.00 | |
| OHI | 15.555 | $3.16 | $3.11 | 1.67% |
| PFE | 15.271 | $1.63 | $1.53 | 6.67% |
| PRU | 6.213 | $1.45 | $1.45 | 0.00% |
| PSX | 6.093 | $1.28 | $1.14 | 12.50% |
| QCOM | 9.236 | $1.63 | $1.48 | 10.42% |
| R | 10.252 | $1.50 | $1.40 | 7.32% |
| T | 15.761 | $2.57 | $2.52 | 2.08% |
| TGT | 7.116 | $1.42 | $1.33 | 7.14% |
| UNP | 6.150 | $1.24 | $1.13 | 10.00% |
| VIAB | 12.180 | $0.81 | $1.62 | -50.00% |
| VZ | 10.223 | $1.97 | $1.93 | 2.21% |
| WFC | 10.146 | $1.29 | $1.27 | 1.33% |
| WHR | 3.035 | $1.01 | $0.91 | 11.11% |
| WRK | 15.391 | $2.05 | $1.92 | 6.67% |
| WYN | 7.096 | $1.18 | $0.99 | 19.05% |
| $66.40 | $62.48 | 6.27% | ||
| Annual growth rate needed | 11.93% |
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