Weekly Buys and Dividends

Hi fellow DGIers and readers,

Thank you for the continued support of my little blog, as I chronicle one dollar at a time (literally) in my investing journey.    As I mentioned last week, I've been traveling for work.  I had another slow week, as I'm having to pay my tax bill in a few weeks, so I've throttled down a tad to compensate for that money going to Uncle Sam.  However, I'm still plugging away with my small investments, especially my monthly buys that I directly invest.   While there is certainly better options, depending on each individual and/or preference, I feel this type of investment enables me to slowly accumulate shares and dollar cost average into full positions.   

Here is the breakdown:

Purchases:

Special Agent Dividend's Dividend Growth Portfolio

ConocoPhillips (COP) $60
The Walt Disney Company ((DIS) $20
Bank of America Corp. (BAC) $13.60 (one share)
The Proctor & Gamble Company (PG) $55

Total Purchases for the Week: $148.60

Dividends:
BP plc (BP) $36.82 (DRIP)
Lockheed Martin Corp. (LMT) $10.19 (DRIP)
Bank of America Corp. (BAC) $1.45

Total Dividends for the Week: $48.46

Well, not much going on this week, but I'm an advocate of every dollar counts in this investing journey.   With that in mind, I added $148.60 to prior positions and was able to reinvest dividends in two of my three dividends received this week.  Of note, as detailed in last post, I FINALLY crossed the $100 mark in monthly dividends, which was a nice little boost for me. Thanks so much for stopping by and I hope everyone had a great weekend! 

Another Small Milestone

Hi everyone,

I just wanted to make a small post to highlight a small milestone I just hit.   While I still have ALOT of saving, investing and reinvesting to go, it's nice to hit a little goal you have set in your mind that shows the benefit of DGI.   I received two more dividends today to add to my March total thus far and finally crossed that big 'three figure' mark of monthly dividend income.   I received $36.82 from BP and $10.19 from Lockheed Martin (LMT), which brought my total for the month to $119.66.   It's nothing spectacular but certainly a mark that makes you feel all warm and fuzzy inside!  With all the dividend cuts, it's nice to finally hit the +100 in dividend income for the month.   This is my second small goal achieved as of late, after hitting $20,000 in my portfolio.   Next up, crossing $100,000 in total 401k and DGI portfolio!! 

Thanks for stopping by.  

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!   

Weekly Investment Purchases, Dividends and Passive Income

Hi everyone,

I hope everyone is enjoying the weekend thus far.   I have plans to simply hang out with my family and get outdoors, weather permitting, as it seems the rain keeps coming.  It's nice to spend good quality time with the family after a long work week.  It's amazing how fast the little ones are growing up, so I try to spend every second with them before 'daddy' isn't as cool anymore and they want to be with friends more and more.   This post will detail my weekly activity, as I had several small automatic purchases and a few other purchases to add to existing portfolio holdings, dividends received and, lastly, semi-passive income generated from my rental property.   Here is the breakdown:

Purchases:

Special Agent Dividend's Dividend Growth Portfolio

The Walt Disney Co. (DIS) $50

Exxon Mobil Corp. (XOM) $50

Bank of America Corp. (BAC) $26.16 

Kinder Morgan Inc. (KMI) $36

Total Purchases for the Week: $162.16

Dividends:

Target Corp. (TGT) $4.29

Unilever: (UL) $3.31

Exxon Mobil Corp. (XOM) $14.99 (DRIP)

Total Dividends for the Week: $22.59

Other Income: 

Rental Property - Payment received for March rent, which netted $295 in positive cash flow.   

Another week in the books and I was able to add a little to my portfolio, as every dime helps!   I used $162.16 to add to existing holdings, received $22.59 in dividends and netted $295 in passive income from rental property.   Well, that's it for this short post, as I'm off to spend time with the family.   Thanks for stopping by and have a great weekend!

Small Milestone Hit - Portfolio

Hello everyone,

With the recent run-up in the overall market, especially in the energy sector, I hit a small milestone that brought a smile to my face.  I was about to update my portfolio on the blog and when I opened it up it had crossed over the 20k mark for the first time.  While nothing grand, it did make my portfolio seem legit for the first time, as I've been nickel and diming it to slowly accumulate wealth.   I'm pretty happy at where it is and how far it has came since that first stock purchase a little over a year and half ago.  With my Special Agent Dividend's non-top secret portfolio and my retirement accounts, I'm cruising right towards the six figure mark in investments!  I should be around 90k, plus or minus a tad, right now so well on the way of hitting that milestone soon.   While my portfolio has increased nicely with the market ride, my dividend income has taken a hit with three of my holdings, Kinder Morgan (KMI), ConocoPhillips (COP) and BHP Billiton (BBL) slashing dividends.   I don't plan to sell at the moment, as it was understandable in this market.  In any regard, it's a nice moment to hit a milestone, as it just gives you motivation to keep it going and improve each month.  If I hadn't started this journey, that 20k would have been wasted on something I'm sure and not generating $700 annually and compounding growth.  Well, thanks for stopping by and for the support!

Here is a snapshot of my portfolio:

Weekly Investment and Dividend Activity - DGI

Hello everyone,

Thanks for stopping by my little blog that chronicles my investing journey.   I can’t believe the first week of March is in the books, as this year is passing by fast.   I had a few small buys this past week, as I used a little cash that was in my Loyal3 account to add to my DIS and KO positions, as well as some automatic purchases in my DRIP plans.   I had another contribution go through to my 401k, Thrift Savings Plan (TSP).  Lastly, and my favorite, I had some dividends roll in, which was reinvested.  Ford (F) paid a special dividend on top of the quarterly payout, so that was a nice little bump in my income already for the month.   Here are the details of this week’s activity:



Purchases:

Special Agent Dividend's Dividend Growth Portfolio

The Walt Disney Co. (DIS): $30

The Coca-Cola Co. (KO): $10

Verizon Communications Inc. (VZ):  $50

Exxon Mobil Corporation (XOM):  $50

Total invested $140

Retirement Account

Thrift Savings Plan (TSP) 401k Employee Plan

C Fund (S&P 500 Index Fund) - $298 invested 

S Fund (Small Cap Index) - $105 invested

I Fund (International Index) - $95 invested 

Total invested $498

Dividends:

Ford Motor Co. (F):  $37.81

ConocoPhillips (COP):  $5.12

Total dividends received $42.93

Summary: 

Off to a decent start this month, as I hope to add fresh capital on a weekly basis to further kick start my portfolio.   I’ll continue to use my small investment strategy until I build a nice solid base of my core holdings and really start the momentum of the compounding effect.  Once again, thanks for stopping by and for the continued support!   

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!