Thursday, December 15, 2016

Recent Stock Purchase

Hello everyone,

While this market is making it somewhat difficult to find good value, I still want to nibble here and there to keep my portfolio rolling.  Today I purchased a company that I sold months ago, as I felt at the time it was overvalued so I took a profit with the hopes it would fall and I'd repurchase.  Today was that day!  That company is Realty Income, O, which has fallen considerably from when I sold it at a tad over $70.  I've been hoping for a nice drop in the REIT sector, along with a short drop with the FED interest increase.  It didn't drop too much with the FED increase but it's still at a good point with it's drop over the past few months.  I decided to only purchase a small position, with hopes it will continue falling and I'll add to it in the weeks ahead.  Here is a summary of the purchase:

Realty Income Corp. (O):
Shares: 20
Purchase Price: $54.05
Commission: $0
Total: $1081
Forward 12 month Dividend Income: $48.72

Overall, I feel it was a good starting point to get back into an O position.  I purchased these shares in my Roth account to maximize tax value with a REIT.  I still have some cash sitting in my Roth, so I may add more shares with any downward movement.  Well that's it for now and thank you for stopping by!

Saturday, December 3, 2016

November Dividend Income

Hello everyone,

I just wanted to give a quick snapshot of my dividend income for the month of November.  November, as many of you know, is pretty slow in the Dividend game, but I still had a few companies  paying. Here is a breakdown of all dividends received:

Apple Inc. (AAPL): $13.11
Verizon Communications (VZ): $16.86
Proctor and Gamble (PG): $12.69
Kinder Morgan Inc. (KMI): $5.88

In total, I received $48.54 in dividends for the month.  In 2015, for the month of November I received $29.11, so the snowball is rolling!  I'm hoping to substantially increase that number by next November, as my goal is to be over $100 for the month next year.  Anyways, that's it for now and I really appreciate you stopping by.

Friday, December 2, 2016

Recent Stock Purchase

Hi everyone,

I've steadily increased my purchases over the past month, as I'm putting some of my cash to work on
my dividend train to gain some speed.  This week, I added to my Coca-Cola Company, KO, position. I was able to add 19 shares at $39.90 per share for a total purchase price of $758.10 (no commisuon) With this purchase, I now hold 40 shares of KO in my portfolio.  I really loved picking up some more KO with sub-40 share prices, as I've been wanting to add to my position for awhile.  I'll be looking to add more soon if the price dips below $40 again.  This purchase brings my forward yearly income from KO to $56.00.

Thanks for stopping by!

Tuesday, November 22, 2016

Update

Hey everyone!

I'm sorry for lack of posting, as it's been a rather hectic half of year.   With that being said, I've still been following the progress of my fellow DGI and personal finance bloggers intently.  In addition, I've been slowly building up my investments one block at a time.  I'm happy to say my investments are nearly 150k!!  That includes available cash, as I've stashed quite a bit of cash in my portfolio, as I'm waiting on some good opportunities.   I've continued buying as well, when I see good value, such as recent buys of UL, OHI and SO.   Well that's it for the quick update, but I plan on writing a more detailed summary very soon, along with updated portfolios.

Friday, July 22, 2016

Weekly Activity - Investments

Hi everyone,

I hope everyone had a great week!  I'm ready to spend the weekend relaxing and maybe catching a movie with the wife.  As far as an update, I had a very slow week, as prices have continued to be relatively high for all the companies I'm currently watching.  I did have a few small buys, as I continue to dollar cost average into full positions.  In addition, I contributed $500 to my 401k, which was invested into index funds of the Thrift Savings Plan.  Here is a summary of my small buys for the week:

Target Corporation (TGT): $50
The Walt Disney Company (DIS): $25
Coca-Cola (KO): $25
Exxon Mobil Corp. (XOM): $65
Lockheed Martin Corp. (LMT): $55

Well, that is it!  Nothing substantial but I still tried to continue to invest small amounts into existing positions.  Overall, I invested $220 into my dividend portfolio and $500 into my 401k plan for a total of $720 invested for the week.  I'm really hoping for some buying opportunities in the coming weeks, as I am sitting on some cash to invest.  Enjoy the weekend!