Sat. Jan. 15, 2011

Pocket Change Portfolio – December 2010 *

The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the “pocket change” earned from my various online endeavors. Each month I report on the portfolio’s progress and update its holdings.

Dividends Received

Total dividends received during the month were $217.51, consisting of:

Dividend Stock Purchases

The following securities were purchased during the month:

  • 140 Shares Universal Health Realty Income Trust (UHT) providing $338.80 in annual dividend income
  • 66 Shares Leggett & Platt, Incorporated (LEG) providing $71.28 in annual dividend income

Annualized Dividend Income

Including the above purchases, my annual PCP dividend income is now $3,046.63 at the current dividend rates. This is up $354.08 from last month’s $2,692.55 amount. The PCP has never experienced a monthly decline in annualized dividend income.

Portfolio Returns

  • Month: 1.37%
  • Year-to-date: 16.86%
  • Life-to-date: 17.11% (annualized)

My PCP holdings are always available by selecting the Holdings option from the menu in the header. The next PCP update will be mid-February.

Full Disclosure: Long all the aforementioned securities. See a list of all my income holdings here.

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(Photo: Arcelia Vanasse)

2 Responses to “Pocket Change Portfolio – December 2010 *”

  1. Zach Tripp says:

    Your annual return, does that include dividend re-investment or is that purely capital appreciation?

  2. D4L says:

    Zach Tripp: it includes dividends reinvested, but not necessarily in the same security.

    Best Wishes,