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!

Recent Investment Activity - DGI Portfolio

Hello everyone, 

Thank you so much for the continued support of my blog and my journey to grow wealth.  If you follow my blog, I try to invest small amounts on a weekly basis to existing portfolio positions, along with sprinkling a larger buy here and there when I see value in a particular stock.  For example, I initiated a position in Wells Fargo & Company (WFC) during the Brexit event a few weeks back.  Otherwise, I basically dollar cost average into my positions in my so-called core holdings, suck as Exxon Mobil Corp. (XOM).  Over the past year and half I've slowly accumulated decent positions in those core holdings and will continue to add weekly or monthly to build full positions and increase my dividend income.

So far in July, I've not been overly busy in investing, as prices are at all time highs so I haven't pulled the trigger on a new position or larger buy, but I've still had a few of my monthly buys go through.  In addition, I have of course contributed to my 401k plan, as I typically add $450-$500 bi-weekly to that account.  Here are my recent investments, as of July 8th:

Purchases:

Special Agent Dividend's Dividend Growth Portfolio

Target Corp. (TGT) $25
Exxon Mobil Corp. (XOM) $63
Wells Fargo & Company (WFC) $45.85
The Coca-Cola Company (KO) $31
Verizon Communications Inc. (VZ) $60

Total Portfolio Purchases: $224.85

401k - Thrift Savings Plan

Thrift Savings Plan (TSP) $495
Currently investing at 53% C Fund, 27% S Fund and 20% I Fund

Total TSP Purchases: $495

Overall investments: $719.85

That's it for this quick update.   Not too much action, but I'm hoping the cliche saying "slow and steady wins the race" proves true over the long haul.  Thank you for reading and I'll be posting a dividend income update soon, along with some awesome news on my rental property.  

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Portfolio Update - As of July 5th

Hi everyone,

I hope everyone enjoyed the 4th of July holiday weekend, as I know we did.  Well I should preface that with my fellow Americans, but nevertheless, I hope everyone had a good weekend and week thus far.  My portfolio is still slowly progressing and it's exciting to add to it each week.  As of my last update in mid-June, my DGI portfolio stood at $21,943.   As of July 5th, it is now valued at $23,213, as I've made new purchases adding to existing positions and initiating a small position in Wells Fargo & Company (WFC).  I'm still having difficulties with the blogger platform, as I'm unable to reply to messages and/or post messages to other blogger sites.  I'm not sure what the problem is but I'm still looking for a fix or simply just merge my site over to another platform.  Well, that's it for this update and I really appreciate you following along.  



Company Shares Market Value
AAPL         23.9523 $2,270.44
TGT         10.4341 $726.42
KO                 16.2464 $740.84
GE                 11         $345.29
WMT         5.0462 $370.59
MCD         4.1472 $500.77
LMT         7.311081 $1,823.02
COP         29.099372 $1,211.70
VZ                 24.763871 $1,409.56
XOM         25.564314 $2,368.53
PG                 16.348 $1,402.17
DIS                 17.1258 $1,667.88
F                 98.685 $1,219.75
BP                 63.852 $2,285.90
UL                 10.2055 $488.13
BBL         22.8         $557.00
BNS         28         $1,368.36
O                 11         $785.62
WFC         17         $782.51
KMI         46.39 $843.37
SOUHY         8         $46.72

Happy 4th of July

Hello everyone,

I wanted to submit a quick post to wish everyone a Happy 4th of July!   Please be safe and enjoy the time with family and friends, as we celebrate our Independence Day.  I'm off to some family fun and good eating, but I'll be posting my June update soon with all my purchases for the month and updating portfolio.  

Happy Independence Day!