Skip to main content

Recent Purchase & Sell: January 5 to January11

Recent Purchase & Sell: January 5 -January 11


The Market continues to see some volatility! Although we have seem some recent market upswing of late. The gyrations on the market are just noise. As a long term investor, we have to keep the noise out and follow our formula and keep investing at our own pace.

There are currently many bargains in the market relative to what the prices were 3 to 6 months ago. But we have to pick the best current value for our capital and deploy them where it makes more sense to invest rather than chase the darlings of market..

Let us now review what I recently purchase this month.

Without further ado...here is what I purchased:

January 8, 2019
T 8 shares @ $31.31 total $250.48
TD 2 shares @ $51.14 total $102.29
BLX 1 shares @ 17.86

January 11, 2019
ABBV 2 shares @ $88.20 total $176.40

Sell
January 8, 2019
BMY 2 shares @ $47.93 total $95.86



I added to 3 of the stocks on my watch list for January 2019. 

AT&T (T) has been on sale for awhile and has been on my watch list for awhile as well. T is a must in any portfolio as it continually increases its dividend year-after-year. The purchase adds $16.32 in forward yearly dividend to my fund.

TD, I have long wanted to start adding shares here. This also helps me average down 5.83% from my initial purchase. The purchase also adds $5.36 in forward yearly dividend.

BLX, I continue to add shares here. BLX is my best option to invest in Central America. The purchase adds $1.54 to my forward yearly dividend.



ABBV, this is also average down on my purchase. If I loved it at $94 and $95 dollars, I definitely love it at $88. 

ABBV, has also increase their dividend from $0.96 to $1.07. A whopping 11.5% increase. Got to love it when companies share their wealth either via dividend payout or raises every year. This more than cover yearly inflation. The purchase adds $14.28 in forward yearly dividend.

Sell:

BMY, the only reason I sold now is to trim the numbers of stocks I hold in my fund. It simply comes down to time of research and complimentary stocks. I also had a number of pharmaceutical which made this on easy sell. I also want to buy the must buy in the sector in the near future so did not want to have a heavy wait in the sector at this point in the accumulation phase.

All in all the current purchase, Dividend increase and sell, increases my yearly dividend by $69.39. My forward yearly dividend is now $1733.03.

What do you think of recent purchases?
What are you buying this month?

Thanks for visiting,

Dividend Pursuit

Disclaimer: Long on all stocks listed, except for BMY.

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. 

Comments

Popular posts from this blog

Passive income March 2018

Passive income March 2018 New month and its my favorite time of the year, time to collect passive income. That is correct I will be moving from dividend income to report my passive income. The change is mostly due to rental income cash flow generate every month. This will be more in-line with my current reality. Dividend income is surely great and its passive, rental cash flow is not as passive as I am currently managing the property myself. I wish is the hire a property management company down the line.
So let’s recap last month passive income:
March 2018 stocksdiv amount MAIN2.32 QCOM1.71 LTC         2.03 STAG3.95 PBA0.44 O        1.27 DLR2.2 Total $13.92
This is passive income the rental income to date is $555.00 for a total of $568.92 All I did is have the fortitude to invest and be an investor. Albeit in real estate and dividend paying stocks.
This is real progress. Seeing the passive income building up is a great feeling. How did you do last month?
Thanks for visiting 
Dividend …

October 2018 Watchlist

October 2018 Watch List  So October is here and the year is almost over. As we close in on the last quarter of the year. this is a good time to start planning for upcoming purchases and possible add one more position. Will look at current position to see where we can add more shares and continue to build my portfolio. My current forward yearly dividend sits at $1293.72. 
So here is what I be watching and possibly add more shares here and there to keep growing my dividend portfolio. I do see myself adding a position or two but Mr. Market will have to sort that out.
Here is my list: AGNC - a Mortgage REIT company current shares is 12 in my portfolio
KDP - Since merging with Keurig Dr. Pepper will pay dividend as one company for the first time in October. Current shares held 2.
BMY - Bristol-Myers Squibb is a major Bio pharmaceutical company earnings continue to grow quarter over quarter. However, the price is a little high for my liking, but I hope for some pullback in the near future. C…

April 2018 dividend update

April dividend update
Another month has come and gone. End of each month is the favorite time for all investors. This allows time to reflect, plan and ponder on what action to take next. As an investor there are many opportunities, but there are not many passive income opportunities except for dividend paying stocks and somewhat real estate in a form of rental properties. These are now my two focus as I built my passive income fund.

So here is what I collect last month. First let’s take a look at the dividend side.
stocksdiv amount
MAIN2.9s1
VTR4.01
LTC        2.53
STAG4.19
PBA0.44
O        1.28
EPR        1.31
WPC7.28
BNS2.6
Total$26.55

This is almost 50% increase from last month. Let’s take a look at real estate passive income. After all expenses are paid including mortage utilities and quarter water bill, I am left with a $68.00 of rental profits. I call it profits as this is not passive at the moment. I am managing my own rental units at this time. However I envision hiring a prope…