September was a busy month at work. Teaching took up a lot of my time, but I also finished getting my lab ready for research and the first experiments were started. I do not have much in the way of lab personnel right now (just one undergraduate student working in the lab on a part-time basis), so I am doing nearly everything by myself. It will probably be this way for the rest of this academic year, then hopefully I will get a graduate student and more undergraduate students working with me. However, it is refreshing and motivational to finally have complete independence and control over my research, so I do not mind being an essentially one-man operation at this point.
On the investing front, here is a review of what happened in September:
Dividends: I received a total of $248.29 in dividends from 11 stocks, as indicated on my Dividends page. This represents a solid 84.6% increase compared with the same month a year ago. My year-to-date dividend total is now $1,765.21, which surpasses my year-end dividend total for 2012. I'm on track to bring in about $2,400 in dividends in 2013.
Dividend Increases: I was pleased to see dividend increases announced for the following stocks (click on each stock to see my post about the increase):
Contributions: As mentioned in a recent post, from now on I will be reporting contributions of new capital instead of savings. A Contributions page has replaced what used to be the Savings page on the blog. In September I contributed $2,165 in new capital for investment, which was divided between my taxable account and Roth IRA. My year-to-date contribution total is $15,215, which is an average of $1,522 per month. The monthly average is essentially identical to last year's monthly average, which is remarkable given that I went a few months earlier this year without any contributions. Fortunately, a few above-average contributions made up the difference.
Transactions: I made two purchases during the month (click on the transactions to see my posts about them):
Portfolio: My portfolio (taxable account and Roth IRA together) consists of 30 stocks and has a market value of $93,148.24 (including cash), which is a 5.5% increase over last month's value. The unusually large increase reflects strong capital gains and an above-average influx of new capital.
Seeking Alpha: This month I published one new article on the investing website Seeking Alpha:
Looking Ahead: October will yield a relatively low dividend total due to fewer companies in my portfolio paying out in that month. I expect dividend increases to be announced by two companies, UTX and VFC. (I had previously anticipated that UTX would make an announcement in September, but I had mixed up my calendar dates.) At the start of October I contributed $2,800 to my brokerage accounts, maxing out the 2013 contribution to my Roth IRA. I also went ahead and invested that new capital right away, doubling my position in XOM
and starting a position in WMT. Thus, there will be no more investing activity in October, but I look forward to seeing what the market has to offer in November.