Weekly Investment Activity and Dividends

Hi everyone,

I've been traveling this week for work, so I haven't had much spare time for my blogging addiction of reading fellow DGIers.  Also, I didn't make any proactive buys this week, as I didn't see any deals I wanted to jump on (plus still waiting to see the damage done by the taxman!).  However, I did have two ongoing buys go through, with $50 to Exxon Mobil and $60 to Lockheed Martin.   I also invested $598 into my TSP retirement account.   I had two dividends roll in this week, while small, it's still a passive stream of income that keeps growing!  Well this will be a short post to detail my weekly activity.  I hope everyone is enjoying the weekend!  

Here is the breakdown:

Purchases:

Special Agent Dividend's Dividend Growth Portfolio

Exxon Mobil Corp. (XOM) $50

Lockheed Martin Corp. (LMT) $60

Thrift Savings Plan (TSP) Retirement Account

C Fund (60%), S Fund (20%), I Fund (20%) $598

Total Purchases for the Week: $708

Dividends:

McDonald's (MCD) $3.69

Realty Income (O) $1.99

Total Dividends for the Week: $5.68

Well, that's it for this week, as it was relatively slow, but still managed to invest $708 to add to my growing snowball.   Thanks so much for stopping by!   

February Investment and Dividend Summary

Hello everyone!
I wanted to post an update for all of my February investment activity.  For the month, I had several smaller purchases of existing companies and added one, Bank of America (BAC).   Overall, I used $898.48 in fresh new capital to make the buys, slowly adding to the Dividend Growth Portfolio, as it slowly chugs along.  In addition to those buys, I was able to contribute $996 to my Thrift Savings Plan (TSP) account, as I build my retirement account.   I had a relatively slow month in dividends, as I received a grand total of $38.71.  However, that is a nice step up from last year’s February total of $16.60, which is a nice year over year increase.   Lastly, I had $369.51 in other passive income, which includes my rental property.   Here is the breakdown of my activity:

 

Purchases:

Special Agent Dividend's Dividend Growth Portfolio
 

Bank of America Corp. (BAC) $354.23

The Walt Disney Co. (DIS) $60

Apple Inc. (AAPL) $20

Target Corp. (TGT) $20

The Coca-Cola Co. (KO) $10

Lockheed Martin Corp. (LMT) $60

ConocoPhillips (COP) $85

Proctor & Gamble Company (PG) $55

Bank of Nova Scotia (BNS) $40.25

Exxon Mobil Corporation (XOM) - $119
Verizon Communications Inc. (VZ) - $100



Total investment purchases:  $898.48



Retirement Account

Thrift Savings Plan (TSP) 401k Employee Plan

 

C Fund (S&P 500 Index) - $596 invested 

S Fund (Dow Jones U.S. Completion Total Stock Market Index) - $210 invested

I Fund (MSCI EAFE Index) - $190 invested 

Total invested in TSP Account:  $996

Dividends:

Kinder Morgan (KMI) - $5.75 (DRIP)

Proctor & Gamble (PG) - $8.03 (DRIP)

Realty Income (O) - $1.99

Apple Inc. (AAPL) - $12.15 (DRIP)
Verizon Communications Inc. (VZ) - $10.79



Total Dividends received:   $38.71

Other Passive Income: 

Rental Property:  I received $1300 in payment for my rental house, which netted approximately $300 after mortgage payment and management expenses.  

Bank Account Interest:   $19.51


Credit Card Rebate:  $50.00


Total Passive Income received:  $369.51

Another month in the books and a step forward in growing my wealth!   This month I was able to invest $1894.48 in fresh capital, along with reinvesting $38.71 in dividends, for a grand total of $1933.19.   Income generated this month totaled $408.22.   Well, that’s it for February, so thank you so much for stopping by and supporting my journey! 

Retirement 401K i.e. TSP

Hello all,

Thank you so much for commenting on my first posting about my individual stock holdings.  I really appreciated the blogging vets viewing and commenting on my posting.  I've found inspiration from your blogs and will continue reading, learning and sharing along the way.  I have to admit, it’s a little addictive. 

In this post, I’m going to detail my retirement holdings, which is a part of my overall strategy to build wealth and live an enjoyable retirement at a young age.  I've very fortunate to have a career that has very good benefits that affords a pension retirement, along with a 401k type investing plan. 

My 401k type plan is known as the Thrift Savings Plan or TSP for short.  I've seen some fellow bloggers that contribute to the plan, so some know about it at least.  I contribute to the plan on a bi-weekly basis, which has a few options for investments (not many but it is decent).  You have the ability to control your contributions by percentages or dollar amount to specific funds, and are able to shift funds twice monthly.  I’m passive with this account but will change allocations at times to maximize returns.  Currently, the value of the account is $47,131.  My current allocations are 60% to the C Fund, 20% to the I Fund, and 20% to the S Fund.  Overall, my past 12 month performance is 22.05%.  

Here is a summary of the funds, from TSP: 

C Fund:  “Stocks of large and medium-sized U.S. companies” that attempt to match S&P 500

I Fund: “International stocks of 21 developed countries” to match Morgan Stanley Capital International EAFE 

S Fund:  “Stocks of small to medium-sized U.S. companies (not included in the C Fund)” 

I hope that didn't bore you, but I plan on detailing this account sporadically, to keep the larger picture of my overall investment plan.  It’s not as sexy as DGI. ;)   

Any other TSPer’s out there?