Free Spreadsheet + August Dividend Portfolio Update 2023 ✅
Free Warren Buffett Spreadsheet & Portfolio Update!
I made quite a few buys during the month of August.
But before we get to business…
Just like I promised, I’m sharing with you a FREE spreadsheet with details on every holding in Warren Buffett’s portfolio.
You can get access to it here!
In order to use this spreadsheet, open the sheet, click ‘file’, then click ‘make a copy’. Enjoy!!
Now let’s get to the portfolio update.
Portfolio Updates - August 2023
In the month of August, I made $181.57 in dividend income.
As great as that is, I have even better news.
My yearly dividend income has skyrocketed this month, going from around $2,900, all the way up to $3,509.71.
The reason for this jump?
It’s due to the fact I made a move I had been wanting to make for a while.
I sold out of my positions in VOO 0.00%↑ and SPY 0.00%↑ and allocated most of the capital to SCHD 0.00%↑ .
My average monthly dividends is now quickly approaching $300, and next month is shaping up to be by FAR my highest month of dividend income ever.
My portfolio value is now sitting at $97,500, which means I’m about to hit the $100,000 milestone. (Like always, you can download my spreadsheets here.)
I also added capital to some existing positions in my portfolio this month. These positions include:
Due to current market conditions and valuations remaining high, I’ll likely continue to dollar cost average into SCHD 0.00%↑ .
As you can see, my allocation to SCHD 0.00%↑ continues to increase.
I’m currently sitting on about $19,000 in cash, so I’m ready for opportunities when one presents itself.
With all of these moves in my portfolio this month, I continue to inch closer to my goal of one day being able to live off dividend income.
In fact, I’m projecting that 5 years from now, I’ll likely be making over $12,000 a year in dividend income, or $1,000 a month.
This is with somewhat conservative projections as well, meaning I could potentially be making more than that.
With $12,000 a year in dividends being reinvested, the snowball effect will really take off.
Tweet of the Week:
That’s a wrap on this months update! Let me know if you have any thoughts!
Link to download my spreadsheets:
https://www.patreon.com/dividendology
My contact at Seeking Alpha just allowed me to run a new promotion for them. Get a $50 coupon + a 7 day free trial to Seeking Alpha here:
https://seekingalpha.me/Dividendology
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