2015 Dividend Calendar

Below you will find a copy of my 2015 Dividend Calendar. I utilize this calendar as a tool to track my dividends received each period as well as project my future dividends in upcoming months. I will update this throughout the month as I make transactions, receive dividends, and update the dividends received per share. Feel free to check out the finalized 2014 Dividend Calendar!

I currently hold my dividend growth assets in three separate accounts: a Roth IRA, a standard taxable account, and Loyal3 account. Each portfolio serves a different purpose for me and provides me the opportunity to take advantage of different opportunities. My IRA account allows me to invest in REITs and some foreign companies without concern for additional tax withholding or ordinary income issues. My taxable account will eventually hold the lion’s share of my dividend growth investments as I will put most of my new capital allocated for DG investments into this account. Lastly, my Loyal3 account will become my DRIP account for solid companies like UL, MCD, KO, PEP, and more. Because I can get credit card rewards and leverage no-cost transactions, Loyal3 makes it easy for me to put money to work regularly.  Not to mention a place where one can see how just a little bit of capital each and every month can build an impressive snowball in short fashion.

I currently DRIP shares in my taxable and IRA accounts due to the quantity of dividends received. I discuss the logic behind my DRIP or not to DRIP decision since contributing capital regularly isn’t always possible, so having an appropriate level of dividends per account prior to turning off the DRIP and selectively reinvesting the cash received make sense for me.

Comparing and keeping track of my increase in passive income year over year is important, so at the bottom of the dividend calendar below, you find a comparison to the prior period by month and in total for the entire year. I like to see these numbers as big as possible! And no year is complete without some goals. My 2015 dividend income goal is listed below; let’s see how close I come!

Finally, I keep careful track of my dividend growth portfolio as well as how my forward 12-month dividends look based on acquisitions throughout the year. You can see all that information on my dividend growth portfolio page.

Comments

  1. I like your dividend calendar set-up… the colored legend is a nice touch as well. I see you already filled in some amounts for dividends in the months that haven’t arrived yet. I’m assuming these are based on projections?

    • You’re absolutely correct, the amounts past the current period are projected amounts based on the shares currently held in my portfolios. This allows me to see where I stand in relation to my goals. Thanks for the comment!

  2. That’s a mighty interesting chart you have there! I have one too but it looks a little bare at the moment. Good to see others on this journey.

    • Josh, one of the perks I’ve found of the great online personal finance community is picking up ideas and concepts from other bloggers. I know I’ve learned a ton! Best of luck on your own journey, although you’re far ahead of the game given your age!

  3. I’m an accountant by day so I tend to appreciate nice spreadsheets. My forward dividends are much smaller but I may have to create something sooner to help visualize the bright future ahead. We have similar L3 holdings except I havr HAS rather than MAT and RL vs. VFC. Like you, I really like the flexibility they offer. I wish I could partake in P2P but it is a no go in TX at present. All the best and keep up the great work.

    • Always good to see other fellow accountants who can appreciate a high quality spreadsheet. The size of your portfolio is less important right now in comparison to the commitment to pursuing financial responsibility and independence. Loyal3 has been a great supplement to my main portfolio and I’m happy to have been able to invest in them over the last year or so. In a couple of years it will be its own dividend monster, especially since it is primarily filled with companies that will have higher dividend growth rates.

      Thanks for reading and best of luck on your investment journey.

  4. I love that you make a spreadsheet for this. I really need to lay out forward looking dividends, I currently just have that forward thinking when I purchase a dividend stock but really only track previous dividends. I hope you exceed your goal of $2750.00 this year!

    • My not-so secret love is spreadsheets. Just makes it so much easier to put things in a format so that you can visualize success and progress. The dividend calendar provides a nice combination of forward and historic views.

      Thanks for the comments FII!