Dividend Portfolio Holdings For February 2023
Welcome to the February 2023 portfolio review! In this email, I will share the updated dividend growth portfolio as of February 28, 2023.
The goal of the portfolio is to generate $1,000 in monthly dividend income by investing roughly $1,000 every month in the best ideas I could find at the moment. Based on previous communication, this could take anywhere from ten to fifteen years from the launch date of the newsletter. The portfolio and this project are geared towards long-term investors, whether they are in the accumulation phase or the distribution (retirement) phase.
After 56 months of meticulous saving and investing, we are slowly but surely progressing towards the end goal. I am updating the list of dividend portfolio holdings below. I have included the company name, shares owned, entry price and estimated annual dividend income. You can download the spreadsheet behind the tables and charts below.
I have invested $66,102.74 so far in 88 companies through February 28, 2023. This figure includes the amount of automatically reinvested dividends, as well as new contributions to the account. It does not include companies I have sold so far.