With a new year upon us, it is time post my 2025 review and look at the real numbers for my dividends and my portfolio.
How did I do this past year?
For one, I hit my annual dividend goal of surpassing $17,000 in forward dividend income!
That was a great achievement! And I already set my new goals for 2026.
But let us get back to 2025!
I will start with the numbers and the numbers don’t lie.
Financial Review of 2025 – Dividends and Portfolio
The numbers don’t lie!
I collected a record $16,347.06 in dividend income for 2025!
That is the most dividends I ever received for any year.
Next, let’s look at my projected annual dividend income (PADI) from start to finish over the past year.
- PADI on January 1, 2025: $15,620
- PADI on January 1, 2026: $17,074
That is an 9.3% increase on PADI since the first day of 2025. That amounts to $1,454 in dividends added over the year.
As for dividend raises and cuts, it was a pretty good year. Only one dividend suspension from a stock I no longer own (WBA).
The dividend raises themselves were good for the year.
- 2024 dividend raises: $418.74
- 2025 dividends cuts: $85.00
Dividend raises this year were great! I was well in the green this year.
When you combined the raises minus the cuts, I was in the green at positive $333.74 in organic growth.
As for my overall portfolio value for 2025:
- I started the year with a portfolio value of $380,810.89
- I ended the year with a portfolio value of $444,670.19
This means my portfolio grew in value by 16.8% in 2025!
Conclusion
Thus, we conclude my 2025 Review – Dividends and Portfolio
I am hoping the year 2026 will bring even greater prosperity!
As stated above, I set new goals for 2026 for projected dividend income.
My main goal is to surpass $19,000 in 2026 which would be my ultimate crowning achievement.
I don’t know what the new year has in store, but only time will tell if I will accomplish this.
So, how was your year? Let me know in the comments below!
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