Weekly Investment Activity - Dividend Growth Investing Recent Buys

Weekly Investment Activity - Dividend Growth

Hi everyone,

Thank you for stopping by to check out my little blog, as I strive for financial independence and overall wealth building.  This posting will detail my investment activity for the week of November 10th to November 14th.  I continued my investment activity through my Loyal3 and direct investment accounts.  Also, I made one purchase in my main brokerage account, had a dividend reinvestment and contributed to my Thrift Savings Plan, TSP, account.  

Overall, I was able to invest $1483.93 during the week, as I continued my effort to invest on a weekly basis.  I added two new positions to my portfolio, as I initiated positions in BP Plc (BP) and Unilever Plc (UL).  In addition, I added to my small positions in the Walt Disney Company (DIS), the Coca-Cola Company (KO) and Wal-Mart (WMT).  

Dividend Growth Investing:

Loyal3:

I invested $155.00 in my Loyal3 account for the week.  I added small amounts to my positions with The Coca-Cola Company (KO), The Walt Disney Company (DIS), Wal-Mart (WMT), and added a new position with Unilever Plc (UL).  I really think UL is attractively valued at the moment, so I wanted to initiate a new position and will add to it during the coming weeks.  I have several purchase orders pending for UL in my Loyal3 account, which should go through this coming week.  My purchases were spread out in the following:

The Coca-Cola Company ( KO ): $75.00 invested adding 1.7478 shares

The Walt Disney Company ( DIS ):  $20.00 invested adding 0.221 shares

Wal-Mart ( WMT ):  $10.00 invested adding 0.1217 shares

Unilever Plc ( UL ): $50.00 invested adding 1.2255 shares 

Brokerage: 

I made one purchase in my brokerage account this week.  I ended up choosing to initiate a position in BP Plc (BP), as it has been on my watchlist and the current price allowed an attractive entry point with a very nice yield.  The summary of the purchase is:

BP Plc ( BP ): $907.50 invested at a share price of $41.25 for 22 shares.  

Dividend:

During the week, I had one automatic dividend reinvestment go through.  I received $9.43 from Apple Inc. (AAPL), which was reinvested into .087 shares.  This does not include my AAPL dividend in my Loyal3 account, which should post this week.  

Thrift Savings Plan (TSP):

I had a bi-weekly contribution to my Thrift Savings Plan (TSP) account this week.  I contributed $412, which was spread between the C Fund, S Fund and the I Fund.   

Summary:

Overall, I invested $1483.93 during the week.  I added two new positions, UL and BP, which brings my total to 16 companies in my portfolio.  I received a dividend payment of $9.43 from Apple (AAPL).  At the end of the week, my portfolio value stands at $7,641.99 and my TSP account is approximately $49,000, which brings my investment total to $56,641.99.  Thanks for stopping by and please leave a comment!  
  

Special Agent Dividend