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My Financial Independence Journey » Investment portfolio » Portfolio Status – January 2013

Portfolio Status – January 2013

Hopefully increasing in value.

We all have to start somewhere.  In the interest of transparency, I’m posting my portfolio as it is at the beginning of January of 2013.  For this year, the goal is pretty simple – keep shoveling money into my brokerage account and building passive income streams.

Under the portfolio tab above is where I am keeping a more or less current list of my positions.  The below is where my portfolio stands as of Jan 1, 2013.

I began dividend growth investing in 2010.  For comparison, here’s where my portfolio stood at the end of each of the preceding two years.


  • Total Invested: $23,911.92
  • Year End Value: $26,297.00
  • Dividends Received: $528.00


  • Total Invested: $51,292.44
  • Year End Value: $51,471.28
  • Dividends Received: $1,589.59
  • Options Premiums Received: $978.00
  • Total Cash Received (Dividends + Options): $2,567.59


  • Total Invested: $77,523.40
  • Year End Value: $91,567.06
  • Dividends Received: $2,593.82
  • Options Premiums Received: $1,002.68
  • Total Cash Received (Dividends + Options): $3,596.50

Starting 2013 Portfolio:

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13 Responses to "Portfolio Status – January 2013"

  1. You have a nice portfolio. I have a lot of the same names including INTC, COP, MO, CLX and JNJ. I look forward to seeing some of your trades and like that you are trading options. It looks like you will be having some expire soon. Good luck!

    1. The NLY put should expire soon. I’ll probably be assigned NLY, but that’s okay with me. The other ones have a while to go. I’m working on buying some NSC, if it drops some. I’ll probably put out some more limit orders as I get more capital. At this point, I just need to set the orders and wait. I’m sure that the upcoming debt ceiling debate will create a nice dip in the market in a couple of months.

  2. says:

    Nice increase in the portfolio value over the last 3 years. Was it a combination of growth/dividends and new investments or did you take dividends out?

    I have a couple of the stocks that you have (INTC, JNJ) should study the rest of the companies. I am planning to increase our dividend portfolio significantly (compared to what we have now).

    1. Suba,

      It was indeed a combination of reinvested dividends and new capital. Good luck growing your dividend portfolio.

  3. says:

    Good looking growth you got there! What happened before 2010? I’d be curious to know how your investment portfolios performed during the downturn. S

    1. I lost money in the crash. But I didn’t really have a strategy at the time. After that I pulled my money out and waited while I read up on investing. Apparently there was more to it than just pick any stock in a bull market and make money. The dividend growth investing strategy grew out of all that studying. Eventually, I’m going to post an article about my money and investing mistakes so that everyone can learn from my previous follies.

  4. Good to see the options income. My plan is to start selling more puts on the companies I want to own to collect option premium. There’s a few that I’m interested in now, but I haven’t received a paycheck yet, so I’m waiting to make sure that my tax spreadsheet is calculating my net pay correctly. So, I guess I’ll just have to wait until the 15th.

    1. I’d be selling a lot more puts if I had more available capital. I don’t think I would switch to a put centric strategy, but I’d sell a lot of puts in place of limit orders. Just such a great way to enter into a position. And you can’t beat being paid to wait.

  5. says:

    Great looking portfolio! There’s definitely a few names up there that I’d like to own. GPC is a name I track and would like to own at some point.

    That looks like it’s poised to pay out some large dividends in 2013! That big T position pretty well ensures that. Keep up the great work!

    Best wishes.

    1. My 2013 goal is $3,000 in dividends. But I’m thinking I might be selling my portfolio short. I wonder if I should make $3,250 a stretch goal.

      1. says:

        You grew your dividend income $1,000 YOY between 2011 and 2012. At that rate you should be able to hit around $3,500 in dividend income during the year of 2013 if you keep at your current pace. That’s not factoring in accelerated growth as you receive larger and larger dividend totals. You can do it! :)

        Best wishes.

  6. fifighterx says:

    Awesome progress you’ve been making on the dividends these past 3 years. This is really encouraging for me to see, especially as I enter Year 2. I earned about $1100 or so in Year 1, and am projecting around $2300 in Year 2. This is kind of similar to the results you saw from 2011 and 2012.

    Best wishes!

    1. FI Fighter,

      Thanks for stopping by. Good job on growing your dividends. So long as we keep our eyes on the prize and keep saving and investing, we’ll reach our financial goals. Maybe even sooner than we think.


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