Dividend Update - November 2016

Dividend Update -November 2016

Every Dividend Investor favorite time of the month. For me it has a more special meaning since November 29, 2015 was my very first article on this blog. So not only we counting our dividend but also looking back and see what we achieve in our one year anniversary has a special meaning.

It has been a busy month stay active every week, since the month had five available Sharebuilder weekly plan to invest, I fully took advantage of it. Now without further ado lets count those dividends. So here is the list:

SHAREBUILDER 

11/01     DE 2.42

           VZ 9.96

11/4         QCP 71.93

11/10 WES 0.67

        HEP 0.82

11/14   ETP 4.43

        OKE 5.79

11/15 MAIN 4.58

           PG 3.72

        SUN 4.23

         OHI 12.38

11/21 HCN 1.87

        CAT 6.99

11/25 HCP 8.19

11/28    RY 0.93            SHAREBUILDER TOTAL 138.91

IRA

11/01       T 6.32

11/10 AXP 0.35

11/14 KNOP 2.26

11/15 ABT 1.32

11/17    SIR 1.3

11/18 ETN 0.75

            NI 0.34

11/28 GOV 2.03

11/29 BMO 0.45                        IRA TOTAL 15.12

ROTH

11/01            TD 1.77

               WDR 5.71

11/10          TOO 1.41

11/14         CLX 0.61

                 PBA 0.34

11/15            CL 0.74

                STAG 1.55

                   EV 0.69

               NNN 0.41

11/18          BLX 0.64

11/21           TIS 0.62

11/22        FAST 1.03

              PAYX 0.5

11/25         COF 0.53

              CLDT 1.03

11/30/2016 cms          0.55 ROTH TOTAL 18.13

Grand Total 172.16

Wow what a month set a new record in dividend $100.23 in divided and $71.93 is split stocks from new stock QCP which all sold towards the end of the month nevertheless $172.16 in total dividend received.

Since its my first year of investing lets compare to last November where I collected $52.09 wow that is an 89% increase year over year (YOY). This definitely shows the power of compounding over long term. I am bless to be in this position and look forward where all my expenses will be care for by these dividends.

How did you do last month?

Thanks for visiting

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

Recent Purchase V - November 2016

Recent Purchase V

As as the market was closing I made one last trade for the month. This is mostly due to mismanagement on my part in setting up my weekly sharebuilder plan for the week You can read about it here. So i decide to make this last minute trade.

So without further ado here is what i purchase on Sharebuilder:

11/29/2016
FLO $334.72 21 shares @ $15.608 $6.95 commission

This purchase adds $13.44 to my forward dividend now stands at $948.43

What do you think of this purchase?
What are you buying?

Thanks for reading

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

Recent purchase IV -November 2016

Recent purchase IV

As most of you already know I use Sharebuilder or capitalone investing if you prefer as my choice of broker. The reason been able to set aside as little amount I could afford for the week to invest in their weekly Sharebuilder plan. Given that fact I really enjoy months with five weeks to add to my investment, which means more opportunity to built dividend for the future and be able to reach ones goal that much faster.

So here is what I purchase last two weeks:

Sharebuilder
11/29/2016
WPC $100 1.62 shares @ $59.25
UNP $100 .95 shares @ $100.49

ROTH Sharebuilder
11/22/2016
STAG $50 1.99 shares @ $23.14

11/29/2016
$50 1.93 shares @ $23.84

IRA Sharebuilder
11/22/2016
UVE $50 1.84 shares @ $24.95
DGAS $50 1.77 shares @ $25.88
CSX $50 1.32 shares  $34.80

11/29/2016
UVE $50 1.84 shares @ $24.99
DGAS $50 1.72 shares @ $26.66
CSX $50 1.31 shares @ $34.90

Stay tune because I may still pull a trigger on a regular purchase due to fact that I forgot to change my weekly Sharebuilder plan. I am currently under medication which makes me drowsy, by the time I woke up yesterday it was 5 pm which is the deadline to setup weekly plans. Oh well I live with this purchases since I would eventually buy more and build up shares here.

The one expection here is WPC which just trigger a ash sale in my account. I was hoping to save on my 2016, since paying over 18,000 last year i need to start looking at ways to save on my tax. One way is to sell stocks at a loss which i hate to do since that's the time to buy more.

But in honor of been honest I decide last Friday to start selling stocks for loss to lower my tax here are some that I have sold so far and more to more next on the I am sure.

11/22/16
Sharebuilder
OHI 20.72 shares @ $28.91
HCP 22.40 shares @ $29.24
SUN 5.30 shares @ $21.78
GSK 4.88 shares @ $38.85
HCN 2.19 shares @ $62.55
WPC 10.66 shares @ $59.10
TUP 2.72 shares @ $59.22
HEP 1.4 shares @ $32.86
QCP 4.42 shares @ $14.57
WES .8 shares @ $ 56.63

With all this activity my forward yearly dividend is now at $934.99. Which means i have 1 month to now catch up on my goal to reach $1000 in forward dividend. Very achievable will see with all the holidays if i can come close.

Of course I will buy most of these stocks before year end after 30 days wash sale rule ends.

What do you think of recent moves?
What are you buy?
Are you selling?

Thanks for visiting

Disclaimer: Long on all stocks listed except for OHI, HCP, SUN, GSK, HCN, HEP, TUP, QCP and WES 

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

Recent raises November 2016

Recent raises

After recent review it occurred to me it had been few Months since I last update raises receive via dividend increases by stocks I own in various portofolio. So lets get straight to the increase that have been announced in recent past.

CVX from $1.07 to $1.08 .9% increase ex-div November 16 payable December 12 
Small increase but better than nothing. CVX is my biggest holding, at this point would been better to stand pat with the dividend as oil price continue hovering below $60 dividend may not be sustainable long term. Put we cannot predict the future special with the incoming administration who will be oil friendly.

EMR from $0.475 to $0.48 1.1% increase Ex-div Nov 8 Payable Dec 9 3.71% yield 

EV from $0.265 to $0.28 5.7% increase Ex-div Oct 27 payable Nov 15 3.0% yield
I like this company a lot.  I will be adding more come next year. I do like to add their montly fund EVT as I owed it in the past and it did very well.

IP from $0.44 to $.04625 5.1% increase Ex-div Nov 10 payable Dec15 yield 4.05% 

MCD from $0.89 to $0.94 a 5.6% increase Ex-div Nov 29 payable Dec 15 3.26% yield
Jr owns this stock in his Loyal3 account. I may add it to my Loyal3 account soon.

OHI from $0.60 to $0.61 1.7% increase Ex-div Oct 27 payable Nov 15 7.31% yield
The yield is really sky rocket here I will wait till after new year to reevaluate 

UNP from $0.55 to $0.605 10.0% increase Ex-div Nov 28 payable Dec 29 2.45% yield
Really like recent rally but hopping for a pull back to add more

I missed this one on last update
WPC from $0.98 to $0.985 .5% increase Ex-div Sep 29 payable Oct14

Last but not least the great T.
T from $0.48 to $0.49 2.1% increase Ex-div Jan 6 payable Feb 1 5.23% yield.
Still time to add more shares specially with the recent pullback.

This adds $7.59 to my yearly dividend which now totals $1158.49

Have you receive recent raise?

What are you buying? 

Thanks for reading

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

LOYAL3 Recent Purchase updated - November III

Recent Updates - November III

This has been a long week, mostly due to been ill and under the weather, seems like the bug is going around at work and in my family now.  Enough about me lets focus on catching all of you in my Loayl3 account.

This is a catch up post on Loyal3 account update ranging from mid October to November. My Loyal3 account has been mostly in the back burner, I have not been active with in regards to adding new stock or add to existing shares here. Starting next year I will be making at least one purchase a month here and maybe more. This goal should allowed me to pay more attention to it.

So without further ado lets see what I have added:

Loyal3

10/31/2016
TGT $75 1.09 shares  @ $68.27
INTC $25 .7192 shares @ $34.76

11/14/2016
LB $100 1.46 shares @ $68.11

What do you think of recent purchases here on Loyal3?

Thanks for reading

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money

November 2016 - Recent Purchase II

Recent Purchase Update II -Continue IRA/ROTH Sharebuilder

With the US election now over, what are you thoughts on the recent market upswing?

After catching up with my recent purchase on Sharebuilder individual account, its time to focus on catch up with my IRA sharebuilder account and ROTH IRA.

Lets see what we been buy here as I look forward to add some stocks where I will be adding shares on weekly basis, and for the most part at least once a month I will be looking to make a purchase here albeit small amounts, the power of compounding is on my side.

Without further ado here is what we purchase so far this month:

IRA Sharebuilder

11/01/2016
IBM $45 .26 shares @ $153.10
PPG $40 .38 shares @ $92.95
ETN $40 .58 shares @ $61.13

11/15/2016
SHW $50 .17 shares @ $265.52
MMM $60 .32 Shares @ $172.06

ROTH
11/1/2016
TOO $30 4.40 shares @ $5.91
PFE $40 1.15 shares @ $31.29
CMS $40 .85 shares @ $42.08
TIS $50 1.77 shares @ $25.95
NSC $40 .39 shares @ $92.42
CTAS $50 .43 shares @ $105.33

11/08/2016
ED $50 .61 shares @ $75.24
WEC $50 .78shares @ $58.87
COF $50 .63 shares @ $72.86

11/15/2016
CCL $50 .91 shares @ $50.48
V $59 .69 shares @ $79.44
AVA $100 2.36 shares @ $40.56

The recent purchases added $33.27 to my yearly  dividend income. Also updated all the exchange rate with recent dollar upswing thus my forward dividend is now at $1150.90

What do you think of recent purchases? What are you buying or are you stand pat waiting for a pullback in the market?

Thanks for reading.

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

November 2016 - Recent Purchase updates I

The month of November 2016 has come and almost over and I just realize I have not update my recent purchase since end of October 2016.

So without further ado lets get the update going. I will start with the Sharebuilder account and follow with my IRA, Roth and Loyal3 for last. I will try to do this is stages as my work schedule has change leaving little time to dedicate to updating the blog and other activities. But its all for good as my previous schedule kept me at 3 hour of sleep a night. I am for sure enjoying the 9 hour of sleep a night I have been getting this week.

So here is what I purchase since the month began back in November:

Sharebuilder 
11/01/2016
SUN $150 5.12 shares @ $28.48
HCN $150 2.16 shares @ $67.31
XOM $150 1.74 shares  @ $83.60
GSK $200 4.88 Shares @ $40.10
WFC $250 5.33 Shares @ $46.13
ETP $150 4.19 Shares @ $34.78

11/08/2016
EMR $150 2.88 shares @ $50.64
TROW $150 2.30 shares @ $63.47
PSX $50 .57 shares @ $80.28
ADM $150 3.07 shares @ $47.44

11/15/2016 
JNJ $100 .82 shares @ $116.08
VLO $150 2.33 shares @ $62.57
CMI $150 1.07 shares @ $136.09
SO $150 3.02 shares @ $48.24
MAIN $100 2.64 shares  $36.29

What do you think of recent purchase? What are you buying?

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money

Dividend update October 2016

All Dividend Growth community favorite time of the month including yours truly. Time to reflect on those company who showed us love last month and plan ahead for next month and quarters alike to continue to build dividend growth stocks that one day will cover all our expenses and allow us time to dedicate to other more important things in life.

So without further ado here are my dividend for the month of October 2016:

Total: $27.73

Here is the breakdown between all accounts

Sharebuilder:
WSBC $0.72
TUP $1.83
MAIN $4.05
WPC $10.35
CB $1.33
GE $2.57
BNS $0.89
Total $21.74

ROTH IRA
STAG $1.54
PBA $0.34
BKE $1.73
CLDT $1.02
CM $0.51
Total $5.14

IRA 
NJR $0.34
WDFC $0.51
Total $0.85

The first month of the quarter has been lagging as for as dividend growth in mine part. Mostly due to companies I have been investing in either pay in the second or third month of the quarter. I will be focus in buy quality stocks that pay in the first month for next two quarter and see how that chart my progress going forward.

How did you do this month?

Thanks for reading.

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money

Recent Purchase III - October 2016

Recent purchase to close out October 2016.

It been awhile since I added an of this stocks to my retirement fund. So it was opportune time to add them. I am still consider my self in the accumulation phase and building this dividend up is my main goal at the moment. One day they will cover all my expenses and allow me time to dedicate to other ventures and spend more time with my family and friends.

So without further ado here is my last week purchase in Sharebuilder accounts. After initiating my loyal3 accounts again was time to focus on sharebuilding:

Sharebuilder individual account:

10/25/2016

OHI $150 4.41 shares @ $33.06

WES $50 .79 shares @ $58.08

HEP $50 1.37 shares @ $33.44

PSX $50 .57 shares @ $80.05

ROTH IRA 

10/25/2016

PAYX $65 1.08 shares @ $56.08

BLX $50 1.66 shares @ $27.70

EV $50 1.22 shares @ $37.51

IRA

10/25/2016

BMO $50 .71 shares @ $64.58

STO $50 2.80 shares @ $16.42

NI $50 2.03 shares @ $22.68

What do you think of recent purchase?

Thanks for reading.

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money