2023-01 Dividend Income Report

Here is the dividend income report for January, 2023.

The monthly dividend income came out to $98.53. The yearly income total for 2023 through the end of the month was $98.53. This is the only month the math is this easy.

The income for January, 2022 was $73.28, and the yearly income for 2022 through the end of January was $73.28.

First month and I am already beating the prior year by 20%.

This is the seventh month that my twelve-month moving average was above $1,000.

The only security to pay out in January was the Global X S&P 500 Covered Call ETF. There were two payments, since the payment for December always gets paid in January. That fund usually has four months in a year where the fund has a record date in one month, but pays in the next month.

I have been studying for a certification for work. It is looking more likely I will be leaving my employer soon. Right now I do not have another position lined up, so I will have to live on savings. I could probably get by for three years on my savings. My Roth 401k would go into my Roth IRA, and my dividend income will go up by a lot.

I logged onto the Social Security website, and if I understood the graph correctly, even if I had no income between now and when I turn 62, I could get $1600/month. I do plan on working more, so that is the worst-case scenario. All I have to do is survive until then.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each January from 2012 through 2023:

Month YTD Amount 3MMA 12MMA
2023-01 $98.53 $98.53 $1173.95 $1017.58
2022-01 $73.28 $73.28 $1215.96 $911.36
2021-01 $88.40 $88.40 $1258.54 $884.83
2020-01 $12.01 $12.01 $1236.27 $866.30
2019-01 $90.72 $90.72 $818.52 $583.57
2018-01 $59.59 $59.59 $819.32 $614.81
2017-01 $218.88 $218.88 $584.54 $504.86
2016-01 $237.08 $237.08 $550.81 $457.97
2015-01 $213.49 $213.49 $471.54 $374.28
2014-01 $159.67 $159.67 $335.67 $287.98
2013-01 $110.12 $110.12 $348.07 $292.20
2012-01 $188.68 $188.68 $316.66 $256.77

Here are the securities and the income amounts for January, 2023:

  • Global X S&P 500 Covered Call ETF: $47.29
  • Global X S&P 500 Covered Call ETF: $51.24

Big Jim has a principle of never touching the principal.

Painting of Godfrey of Bouillon at Mount Sinai by Federico de Madrazo y Kuntz (1815-1894); image from Wikimedia; image assumed to be under public domain.

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Page created on 2023-02-23_1:16:16, last modified on 2023-02-23_1:16:16.

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