Dividend Investor Making $5,000 Per Month With $632,000 Reveals Portfolio–’It Takes Time, But It’s Doable’

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Dividend Investor Making $5,000 Per Month With $632,000 Reveals Portfolio–’It Takes Time, But It’s Doable’

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Investing in quality

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and letting your wealth increase despite short-term market volatility can do wonders over the long run. Data shows that dividends and reinvested dividends accounted for over 80% of the cumulative total return of the S&P 500 Index from 1960 through 2023.

But which dividend stocks can help you achieve a

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monthly income? Let’s turn to a case story for ideas.

Last month, an investor on r/Dividends — a

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community with over 650,000 members — said that he set up a dividend portfolio that generated about $5,000 a month.

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“I set up this portfolio for my wife so she can quit her job and maintain cashflow. The good news is that this income stream will pay no ***** tax and significant part of the distributions will not be taxed,” he said.

The portfolio screenshots shared by the investor showed his monthly dividend income stood at about $5,100 and his total portfolio worth was just over $632,000.

“I’m in my 50s and have several million in liquid investments. This portfolio for my wife is one of many I manage for our household,” he added.

Asked how was he able to accumulate wealth, the investor said he had a mechanical engineering degree and later moved to management consulting after getting an MBA.

“I have been saving and investing since 2000. After a couple of decades money multiplies in surprising ways. Besides the ME degree, I also have an MBA that turbocharged my earnings.”

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?

The investor said the dividend income from this portfolio was consistent so far but he planned to reinvest about 20% of it to reduce risk.

“It takes time to get there but it’s doable.”

Let’s take a look at some of the key holdings in this portfolio.

The SPDR S&P 500 ETF Trust

Number of Shares: 3,658

The SPDR S&P 500 ETF Trust (NYSE:

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) is one of the best ways to gain exposure to the broader US market as well as earn dividends. The fund pays quarterly and yields about 1.2%.

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The investor generating over $5,000 per month in dividend income had 3,658 shares of SPY in his portfolio.

Global X Nasdaq 100 Covered Call ETF

Number of Shares: 5,203

Global X Nasdaq 100 Covered Call ETF (NASDAQ:

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) is a notable ETF that earns money by selling covered call options on the Nasdaq-100 Index. The fund was started in 2013 and has since paid monthly income to investors. It yields about 12%.

Trending:

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, which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum.

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The Liberty All-Star Equity Fund

Number of Shares: 18,597

The Liberty All-Star Equity Fund (NYSE:

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) is a closed-end fund (CEF) that seeks capital appreciation and income generation by investing mostly in large-cap stocks. The fund pays quarterly and yields about 9.5%.

Putnam BDC Income ETF 

Number of Shares: 2,778

The Putnam BDC Income ETF (NYSE:

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) provides investors exposure to business development companies. PBDC yields about 9%. The fund is up 12% over the past year.

VanEck BDC Income ETF

Number of Shares: 3,813

Another ETF focused on business development companies, the VanEck BDC Income ETF (NYSE:

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) tracks the MVIS US Business Development Companies Index. The fund gives you exposure to top BDCs that are famous for their high dividend income. The investor raking in over $5,000 a month in dividends had 3,813 BIZD shares in his portfolio.

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The Virtus InfraCap U.S. Preferred Stock ETF

Number of Shares: 2,898

The Virtus InfraCap U.S. Preferred Stock ETF (NYSE:

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) targets income generation and capital appreciation by investing in U.S. stocks with over $100 million market caps. The fund uses about 20% to 30% leverage to boost income potential. PFFA has a dividend yield of about 9%.

Fidelity Government Money Market Fund

Number of Shares: 3180

The Fidelity Government Money Market Fund (NASDAQ:

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) is a money market fund that invests in US treasury securities, government agency securities, and repurchase agreements backed by government securities.

A Redditor asked the investor about SPAXX. Here is what he said in response:

“This is a money market fund where I park the cash for the portfolio (the sweep fund).”

Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today.

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to decide which one is right for you.

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. With over $1 million in dividends paid out last quarter and a growing selection of properties across various markets, Arrived offers an attractive alternative for investors seeking to build a diversified real estate portfolio.

In October 2024, Arrived sold The Centennial, achieving a total return of 34.7% (11.2% average annual returns) for investors.

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