June '23 Month End: $11,007.11

July '23 Month End: $11,231.19

Value Difference: +$223.99

Performance: +1.72% (Excluding contributions)

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June '23 S&P Month End: $4,450.38

July '23 S&P Month End: $4,588.96

S&P % Difference: +3.11%

% Difference Portfolio vs S&P: -1.39%

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July '23: $37.27

July '22: $9.55

% Difference: +290%

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PADI: $282.83 to $283.08 (+0.1%)

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$35​

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Buys

7/5

$KMB - 0.1133 shares via dividend reinvestment

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7/10

$EMB - 0.0218 shares via dividend reinvestment

7/12

$HASI - 0.0465 shares via dividend reinvestment

7/14

$CTRE - 0.1150 shares via dividend reinvestment

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Sells

None

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Not too much activity buy/sell wise this month. Contributions have slowed with some life changes going on and the need for incoming cash elsewhere.

This was a great month for dividends. I have been building my $KMB position over the fist half of the year, and this month brought my first "big" (relative) pay day.

Similar to my Taxable account, I did some reworking of my Scorecard and added a 7th KPI for Dividend Growth. You can check that full post out here.

I am excited to transition to a Dividend Growth focus in this portfolio and try to accelerate dividend income for use in retirement - which has been the goal of this portfolio from the start.

As always, I appreciate any feedback or thoughts you leave below!