This past month set several records for my portfolio. It's great
to see that investment discipline is paying off. I keep investing
dividend income and fresh capital each month. I carefully screen for
companies with a track record of dividend growth. - I received $ 644.14 in dividend income this month. This is not only the best August ever, but also the best month ever.
- The trailing 12 months paid $ 4,043.42. Crossing into $ 4k territory is great. I work on my expected income, looking forward. But it's good to look back and see what money actually came in.
- Year to date income is $ 2,902.90, which is already higher than any previous year total!
I
had one oversight when I added RY to my portfolio. Being a Canadian
business, I had $10.84 foreign tax withheld. I will have to see about
getting this back at some point. If you have any tips on how to handle
this, please drop me a comment or email.
Plan
for September: keep investing. If markets stay down for a bit, I will
pick up some great companies at rock bottom prices. I expect September
dividends to be around $413.27.
File the long form and enter it as a foreign tax paid. End result should be tax neutral.
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