April 2020 Month-End Portfolio Recap

This will be my first monthly portfolio / income recap.  In the month of April my dividend payers were:

Realty Income Corp (O) $8.05

EPR Properties (EPR) $3.83

Main Street Capital (MAIN) $2.05

Total April Dividends: $13.93

The chart shows the breakdown along with my year to date dividends:

SeekingDividends.com
Income
2020
	January	February	March	April	Total
O	7.11	7.29	7.31	8.05	29.76
ARCC					0
MAIN				2.05	2.05
EPR				3.83	3.83
AMC					0
XOM					0
Total	7.11	7.29	7.31	13.93	35.64

Since I DRIP my dividends they were re-invested and bought 0.153 shares of O, 0.1724 shares of EPR, and 0.0826 shares of MAIN.  As a result my portfolio at April 30th looked like this:

SeekingDividends.com
Portfolio as of 4/30/2020
Stock	Shares Held	Annual Dividend	Yield %	Annual Income
O	40.69	$2.80	5.10%	$113.93
ARCC	10	$1.60	12.46%	$16.00
MAIN	10.08	$2.46	9.43%	$24.80
EPR	10.17	$4.59	15.60%	$46.68
AMC	10	$0.63	12.80%	$6.30
XOM	3	$3.48	7.49%	$10.44
Total				$218.15

I expect to add to my portfolio in May and will likely work on adding other sectors to diversify.  My portfolio is currently top heavy with REITs and I need to become less dependent on the REIT dividends.

SeekingDividends.com
Portfolio as of 4/30/2020
Stock	Shares Held	Current Share Value	Portfolio Value	Yield %	Annual Dividend	Sector / Type
O	40.69	$54.92	$2,234.69	5.10%	$2.80	REIT
ARCC	10	$12.84	$128.40	12.46%	$1.60	BDC
MAIN	10.08	$26.08	$262.89	9.43%	$2.46	BDC
EPR	10.17	$29.42	$299.20	15.60%	$4.59	REIT
XOM	3	$46.47	$139.41	7.49%	$3.48	Energy
AMC	10	$4.92	$49.20	12.80%	$0.63	Consumer Discretionary
Total			$3,113.79

Starting a blog during COVID-19 has been a bit strange so far.  A lot of the stocks and sectors are the most vulnerable they have ever been.  

My strategy so far is unchanged.  Every month I hope to make my anticipated annual income higher than the previous.  

I wish everyone the best through this strange time we are living in.