Today, on July 13th, we are celebrating both 1-year anniversaries for our baby daughter and her stock investment portfolio.

In today's article, I will shed some light on the second (investment portfolio) a year after.

Originally I come up with a plan to build a high-yield $10,000 child investment portfolio by the time our baby girl will turn 2. (July 2020). Right now we are looking at $80-$100 monthly dividends by the time she will turn 2.  

Since July 2018 we have invested $5,485.07 in 8 stocks. In our first year, we have generated a dividend income of $241.36 ($71.12 back in 2018; $170.14 in 2019). That's about 4.4% dividend yield.

Unfortunately, we have experienced a -4.75% value drop, luckily dividends level things up, and after the first year, the value + dividends = -0.13%. 

Ticker Price Shares Cost Basis   Dividends
      Invested

Market value

2018 2019 Lifetime
CLM $12.03 35 $504.80 $421.05 $35.18 $36.66 $71.84
EDI $12.97 100 $1,269.40 $1,297.00 $17.34 $34.67 $52.01
WPG $3.76 88 $550.88 $330.88 $18.70 $37.40 $56.10
CODI $19.75 38 $608.38 $750.50   $8.72 $8.72
NCV $5.69 95 $602.77 $540.55   $12.63 $12.63
AWP $6.34 100 $601.00 $634.00   $12.75 $12.75
RA $21.91 28 $616.84 $613.48   $9.46 $9.46
PEI $6.49 100 $731.00 $649.00   $17.85 $17.85
Total   584 $5,485.07 $5,236.46 $71.22 $170.14 $241.36

Our child's portfolio now has as TTM at $590.64, giving daily $1.62 and hourly 0.07$. 

  • On the average portfolio generates $49.22/mo

Plans / Goals for Second child's Stock Investment anniversary

We are looking on about invested $10.000 by July 2020, our goal is to reach on the average $110/mo from dividend income.

For the next year, I will look for more stocks on which we could sell options to generate additional income, and boost our dividend income portfolio for baby daughter. 

Investment Goal #7 - Selling Puts to Own / Generate Income

Wow, time flies, those previous 12 months flew like a flicker, having reached almost $50/mo for our baby daughter in her dividend income portfolio on her first year of life feels awesome, 

Get the latest dividend income article in your inbox

Join more than 200 subscribers and get notified once the newest dividend income article is is out.
* indicates required

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit Privacy policy