November Dividend Income Report - Portfolio Shifts Highlighted 🚨
$3,142 in dividends collected. Here's what I sold and bought over the last month.
November was a month of strategic shifts and continued accumulation. My portfolio generated $3,142 in dividend income.
While this is lower than October’s record high, this was expected due to payout schedules. More importantly, this month wasn’t just about collecting checks. It was about refining the engine. I made significant moves to trim high-yield positions that were suffering from NAV erosion and reallocated that capital into high-conviction growth stocks.
In this update, I will cover:
Total Income Per Holding
Major Portfolio Shifts (Sold Positions)
The New Growth Additions
The “Snowball” Progress
That is $3,142 paid to me without clocking in. As always, I am not spending this income. I am recycling it back into the market to capture the best of both worlds: immediate income and long-term capital appreciation.
Buy income funds → Reinvest dividends into growth → Outperform Indexes
I choose to reinvest these distributions so that I can keep momentum flowing upwards. When you have a large dividend stream, your portfolio essentially becomes self funding over time. I don’t have to contribute money that I actively earned, because the money that I passively earned is being used to accumulate shares.
Over the next twelve months, Yieldly estimates that my forward income remains strong, but with a much healthier foundation in growth equity. November was a pivot point. Yieldly helps me visualize how these shifts impact my future compounding.
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The Power of Compounding in Action
The goal has never changed. I want an income stream that covers my life expenses. But I also want a portfolio that grows in value over decades.
This month I made the decision to sacrifice some “paper yield” to secure actual asset growth. You don’t need to hold onto losing positions just for the payout. Sometimes the best move is to cut the losers and feed the winners.
Annual Goal: $100,000 Progress: ~$40,752 / $100,000 ██████████████░░░░░░░░░ 41%
After selling some YieldMax funds, my estimated annual dividend income has been reduced down to $40,752. I anticipate that this will increase back to the $50K range after I add more capital towards a more secure holding like QDTY 0.00%↑.
I can refer to the payment schedule in Yieldly to get a better idea of what payments will be received in December.
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Portfolio Weight Snapshot
My strategy is evolving. While I still utilize option ETFs for cash flow, I am becoming stricter on which ones deserve a spot in the portfolio. Reinvesting dividends into growth positions like Amazon and Meta is the key method we use to offset NAV erosion.
Top Holdings by Weight (via Yieldly):
Invesco NASDAQ 100 ETF - QQQM 0.00%↑
ASML Holdings ASML ASML 0.00%↑
Amazon AMZN (Increased position) AMZN 0.00%↑
Microsoft - MSFT 0.00%↑
Meta Platforms META (New Core Position) - META 0.00%↑
Alphabet GOOG 0.00%↑
Mastercard MA (New Core Position) MA 0.00%↑
PepsiCo PEP 0.00%↑
As we can see below, Yieldly current identifies Mastercard MA 0.00%↑ as the #1 stock within the ‘Quality Compounders’ category of the AI screener.
Holdings That Paid Me in November
These are the positions that deposited cash into my account this month:
