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Showing posts with label Loyal3. Show all posts
Showing posts with label Loyal3. Show all posts

Monday, September 16, 2024

July 2024 Dividend Update

 July 2024 Dividend Updates


I am almost catching up with reporting my monthly dividend collected.  Folks this is a real money each of the companies paid me to hold their stock. In other words it is the reward for being a shareholder of these companies.   


Without further ado let us review July 2024, updates and see how this is coming along. 

In July 2024, in our taxable accounts we received a total of $749.25.  Wow truly amazing seeing the number growing each month and every year with continue investments and re-investing the dividend until one day when I can start to use it for every day expenses. 


How did you do in July 2024, or the months following that?
We will update August 2024, in the coming days as I catch up with life and work. 

Thank you for visiting,


Dividend Pursuit

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

Monday, January 2, 2017

Dividend Updated December 2016

Dividend Updated
Every dividend investor favorite time of the year. Time to collect and ponder on what was paid and plan accordingly for the next quarter. I always enjoy reflecting on my dividend received and look forward to the next one to evaluate how I am doing as far as building dividend growth portofolio that will sustain and cover 100% of my living expenses. To this end I have often compared it to what bills I could had cover with the dividend received for the month.

That been said lets look at who and how much dividend was collect in December 2016.

 SHAREBUILDER
12/1 WFC 6.94
CMI 5.69
PSX         0.72
12/6 SO         5.73
JNJ         8.75
12/7 ADM 3.82
12/9 EMR 1.92
XOM 10.01
12/12UTX 2.97
CVX 22.29
12/13MAIN 5.1
12/15.   IP 2.23
VLO 1.4
12/16FLO 6.45
12/19RDS.A 12.91
12/22MAIN 9.27
12/29UNP 2.35
TROW 2.37
Sharebuilder total $108.55


IRA
12/1 GWW 0.4
12/2 SHW 0.15
BG         0.46
12/12PPG 0.33
UVE 0.5
MMM 0.36
IBM 1
12/15CSX 0.24
DGAS 0.37
12/20STO 0.62
12/40VTR 2.12
IRA Total $6.55


ROTH
12/1 WEC 0.39
PFE         0.69
12/2 CTAS 0.58
12/6 V         0.11
12/12NSC 0.23
12/14PBA 0.34
12/15STAG 1.79
AVA 0.81
ED         0.41
12/16CCL 0.32
12/30CLDT 1.04
ROTH IRA Total $6.71

Loyal3 INTC 0.79
           UL 0.82
         TGT 0.66
Loyal3 Total  $2.27
GRAND TOTAL $126.45


Wow $108.55 in my Individual Sharebuilder account and grand total of $126.45.
Amazing that i short Period of time I was able to collect over $100 in to consecutive months. I collect this dividend without lifting a finger. But I did had the courage to start investing in this stellar companies who consistently raise their dividend to keep up with inflation.

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.



Sunday, November 27, 2016

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

Tuesday, November 1, 2016

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


Wednesday, October 26, 2016

Recent Purchase II October 2016 -Loyal3?

Recent Purchase II on Loyal3 account



Its been awhile since I made a purchase on loyal3 account back in July I sold all shares but Intc in that account and create a custodian account for JR with that cash proceeds. As the months have gone by ai kind of realize how much value there is when you pay no fees for purchase or sell for that matter on a account. So without further ado I started to add cash here to purchase so quality stocks i will want to hold forever which will also produce dividend for retirement.
So here is what I purchase here on Loyal3 account:

On 10/19/2016

UL $100 2.3541 shares  $42.48

10/24/2016
VFC $100 1.8954 shares @ $52.76

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


Sunday, August 14, 2016

Recent purchase -August 2016




Update on recent purchase I made, its been a fun summer so far as another week of vacation come upon us its time to take off on another road trip around new england. This week will be heading to the beautiful Newport RI. As we take on to the beach and some site visits of some beautiful mansions around the coast.

But before we go out here is an updated on last two weeks purchase.
I have also go ahead and transfer all my Loyal3 account into my sons Name. I will track only my tax investment account and report all dividend going forward.

Without further ado here is recent activity:

August 2, 2016
ETP $150 3.87 shares @ $37.65
OKE $150 3.38 shares @ $43.21
TIS $100 3.17 shares @ $30.23
HCP $200 5.01 shares @ $39.07
SUN $200 6.34 shares @ $30.89
WFC $100 2.02 shares @ $47.53
VLO $100 1.84 shares @ $52.18

August 9, 2016
EMR $50 1.03 shares @ $54.23
RDS.A $60 1.11 shares @ $50.25
ADM $60 1.26 shares @ $44.43
IP $60 1.21 shares @ $46.25
SO $60 1.05 shares @ $52.99
XOM $60 .63 shares @ $88.61

IRA sharebuilder
August 2, 2016
IBM $75 .44 Shares
PPG $50 .44 shares
GWW $75 .32 shares
ETN $50 .71 shares
GOV $50 1.93 shares

August 9, 2016
CCP $70 2.24 shares

ROTH IRA sharebuilder
August 2, 2016
CMS $45 .91 shares
STAG $40 1.43 shares
PFE $45 1.12 shares
COF $50 .69 shares

August 9, 2016
CLDT $60 2.56 shares

All recent activity adds $78.54 to my yearly dividend which now totals $934.02 in forward dividend.

Almost reach my first year goal of $1000.00 in forward dividend.

What do you thing of recent purchases?
What have you been buy lately?

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


Friday, July 15, 2016

Recent purchase II - July 2016

Recent purchase

While I am away this week with family on vacation in this amazing resort in Jay peak Vermont. Live out in the nature and away from the daily run around from the city. The most import thing is spending time with family. But let's focus why we are here.

Another week went bye, was time to add shares and start a new position to add shares too.
I have been neglecting my Loyal3 account for awhile was time to show it some love. So without further ado here is what I purchase there.

Loyal3 July 5, 2016
DIS $35 .3578 shares @ $97.83

July 11, 2016
MSFT $10 .1867 shares @ $53.57
SBUX $10 .1760 shares @ $56.81
LB $10 .1426 shares @ $70.12
YUM $20 .2329 shares @ $85.88

This adds $4.12 to my yearly dividend which total $774.72 in forward yearly dividend

The power of compounding is taking effect here, it's amazing to see the snow ball take affect here.

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

I will be looking to add to CAT, ABT, MAIN and LTC

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 

Tuesday, July 5, 2016

Recent Buy I - July 2016

Recent Buy I

So fresh of my best month yet, as far as dividend goes it's time to continue buy more shares and add new stocks to growing portofolio to reach financial freedom to allowed more time for more important time with family and other ventures.

With the long holiday weekend over it is now time to focus on get freedom to do just what the holiday afford us to do so, enjoy life and family.

So here is what I purchase this week to get one step closer to the ultimate goal:

LOYAL3 June 30, 2016
DIS $20 .2050 shares @ $97.55

SHAREBUILDER
July 5, 2016
MDT $150 1.66 shares @ $87.47
CAT $130 1.68 shares @ $74.60
VZ $120 2.04 shares @ $56.69

ROTH IRA
July 5, 2016
WDR $40 2.20 shares @ $16.32

IRA
July 5, 2016
ABT $50 1.16 shares @ $39.37
T $50 1.05 shares @ $43.70

This will add $15.88 to my forward yearly dividend which now totals: $770.60

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

I will be looking to add to CAT, ABT, MAIN, LTC. I will also be looking to add few extra stocks that I will add shares to going forward.

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 









Tuesday, June 14, 2016

Recent Purchase I - June 2016

Recent Purchase I June 2016



New month at its time to thing of possible purchases and plan ahead to meet yearly goal of $1000 in dividend on my first year of purchasing Dividend Growth Stocks. For that reason I added two new stocks to the portofolio to try to reach my early retirement goal.

So here is what I purchase recently and add to my early retirement fund.

Loyal3 account
June 1, 2016
MCD $125 1.0338 shares @ $120.91

Sharebuilder
June 7, 2016
TROW $160 2.05 shares @ $75.86
DLR $120 1.13 shares @ $102.03
MAIN $120 3.53 shares @ $32.85
WSBC $100 2.96 shares @ $32.42

This will add $26.73 to my yearly dividend and forward dividend is now at $692.15
Inching closer every day, wow amazing the power of compounding with Dividend Growth (DG)  stocks to reach the milestone.

What do you thing of recent purchase?

What are you buying this month? 
I am hoping to still add to BNS, MAIN, CINF, TUP, TPR, NHI, DE, GE, ITW, T and VZ hopefully by month end.

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 

Saturday, June 11, 2016

Recent purchase - April 2016 part II

Life is just been kick me on my but lately. So much to do so little time. That is one reason why investing in dividend growth stocks is essential to early retirement. As this allows you to take charge of your time to do as you see fit, i.e. Spending more time with your family.

Let's get right to the need grid of my recent purchases which took place in April 2016.

Sharebuilder
May 24, 2016
QCOM $115 2.0007 shares @ $55.61
UNP $100 1.1725 shares @ $81.92
IP $150 3.5220 shares @ $41.47

May 31, 2016
CAT $50 .6312 shares @ $72.96
MDT $50 .5735 shares @ $80.30
DLR $ 50 .4879 shares @ $94.38
FLO $50 2.4302 shares @ 18.95
WPC $50 .7204 shares @ $63.92
DE $50 .5578 shares @ $82.56
VLO $50 .8355 shares @ $55.12

LOYAL3 
May 31, 2016
LB $80 1.1660 shares @ $68.61
DIS $20 .2035 shares @ $98.30

The total purchase for the month of April couple with the dividend DRIP adds a total of $134.94 to my forward yearly dividend to $666.15

It is get closer to my 2016 goal of $1000 in yearly dividend.

What are your thoughts on recent purchase any suggestions?

I will add my first two weeks of purchase in the near future for the month of June, with Copa America Centenario 2016 and EURO 2016 happening now my time is really limited with all the other daily task and activities are planned for the summer. But stay tune for more to come.

What are you buying for next month as there are some potential I am looking at mostly Canadian banks and some industrials giants as well.

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 



Wednesday, June 1, 2016

Recent buys - Dividend Payout May 2016 Part I

May Dividend and Purchases

It's been awhile since a made a post to update everyone. It has been a crazy month with highs and lows. From working on my IRS tax audit to car accident, which cause me to have a concussion, (luckily I am ok and recuperating) to finally refinance our home to Lower interest rate.

Enough about me let get to the needy greedy of updating this post with my purchase throughout the month and may 2016 dividend payout.

Month of May provided 5 weeks for my regular weekly investment thru sharebuilder account and loyal3 accounts.

Here are the dividend payout first for May 2016: separated by Date each paid dividend into my accounts
5/2/2016      VZ 7.63
                      T 4.61
                   DE 1.21
           TRP         0.97
5/10/2016 NHI  2.75
5/11/2016 BLX 3.86
5/13/2016 OKE 3.58
5/16/2016 SUN 5.75
                   PG 1.42
                 OHI 4.09
               MAIN 1.81
             STAG 0.73
5/12/2016 PBA 0.34
5/20/2016 CAT 2.36
                  SBUX 0.03
5/23/2016 PAYX 1.98
5/24/2016 HCP 9.49
5/31/2016 LTC 1.08
Total: 53.69

Wow 2 months of the quarter that I am finally over $50 amazing the power of compounding!!!
Of course each one is automatic DRIP expect SBUX which I started in Loyal3 account.

Here are my purchase for May 2016 so far:

Sharebuilder:
May 2, 2016:
HCP $250 7.0976 shares @ $34.67
PAYX $250 4.7084 Shares @ $52.26
SUN $250 7.0312 shares @ $34.99
WFC $250 4.9550 Shares @ $49.66

May 10, 2016
ADM $50 1.2031 shares @ $38.28
XOM $50 .5145 shares @ $89.50
EMR $110 1.9962 shares @ 53.13
CVX $40 .3574 shares @ $100.86
AFL $50 .6659 shares @ $69.16
SO $50 .9190 Shares @ $50.11

May 17, 2016
CMI $100 .8290 shares @ $115.87
UTX $100 .9455 shares @ $ 101.59
JNJ $100 .8446 shares @ $113.73
LTC $50 .9652 shares @ $47.71
MAIN $50 1.4393 shares @ $31.99
RDS.A $100 1.8717 shares @ $ 51.32
VLO $100 1.7178 shares @ $55.91

Loyal3 
May 1, 2016
SBUX $21 .3724 shares @ $56.39

May 19, 2016
FTR $15 3.0182 shares @ $4.97
MCD $10 .0811 shares @ $ 123.30
WMT $10 .1432 shares @ $69.83
DIS $15 .1503 shares @ $99.79
LB $50 .7880 shares @ $63.45

May 23, 2916
KHC $50 .5970 shares @ $83.75
K $10 .1340 shares @ $74.61
LB $10 .1560 shares @ $64.1
DIS $10 .1001 shares @ $99.95

There will be a catch up post to follow by next week and updated dividend totals. As I am working with limited time at the moment, on other important matters at the moment.

There is Two more weeks of purchase on Sharebuilder weekly plan and loyal3 as well.

What are you buying for next month as there are some potential I am looking at mostly Canadian banks and some industrials giants as well.

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 





Tuesday, May 3, 2016

Dividend Income - April 2016

Dividend income for April 2016

Another month and time to reflect on those who paid us dividend. There really is nothing to compare to passive income via dividends. Its passive, nothing is required from you, but to constant invest in this stalwarts of company which year in year out continue to payout dividend and increase at a rate above that of inflation.

Below are company who paid me dividend in April.

April 2016
4/4/20164/5/20164/6/20164/7/2016
4/7/2016ITW1.06sharebuilder
4/8/2016KHC0.6loyal3.com
3/15/2016WPC3.93sharebuilder
CINF2.63sharebuilder
MAIN1.8sharebuulder
MDT2.67sharebuilder
STAG0.5Roth
PBA0.33Roth
4/25/2016GE1.38sharebuilder
4/28/2016BNS1.17
4/29/2016LTC0.9
$17.79
Wow $17.79 close enough to pay my monthly parking to commute to work. I will take that I had nothing else to do but started to invest in some of this companies. 

As all my stocks are set to reinvest the dividend this will add $0.28 to my yearly dividend to $531.21. How is this contributing to my yearly goal?

well so far first quarter (Q1) total dividend was $85.95, I will be looking to add and grow this income for the foreseeable future. 

How did you do in April?

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 

Tuesday, April 26, 2016

Recent Buy V

Added 3 new stocks to the retirement fund on Loyal3!!

Towards the end of last week I had less than $100 left on my account as I try to figure what to buy. I ponder towards buy myself a nice sneakers or even a dress shoe. Well many thoughts ran thru my head on what I should do. Ultimately I decide to transfer the fund to loyal3 and add few descend stocks on my watch list there.

So here is what I end up adding to my loyal3 account.

On April 21, 2016

MSFT $10.00 .1934 shares @ 51.70
WMT  $10.00  .1459 shares @ 68.52
SBUX  $10.00  .1742 shares @ 57.39
FTR     $10.00  1.8116 shares @ 5.52
VFC    $10.00   .1569 shares  @ 63.74
LB      $10.00   .1302 shares  @ 76.83
INTC  $10.00   .3174 shares   @ 31.51

A modest $70.00 total put to work. This will. Add 2.27 towards dividend. Total now stands at $499.40

I will surely reach the $500 in forward yearly dividend this week. This is an average of $41 dollars a month; this will surely pay my cable bill, one expense cover check!

What do you think of recent purchases?

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 


Tuesday, April 19, 2016

Recent Buy IV

Added 1 new stocks to the fund!

It's becoming hard to find stocks to park your money the market (DOW) is only few hundred points away from all time high, which is great for day traders but not for long term investors to be active. I see myself continue to place capital at work whenever I see value.

So here is what I purchase this week:

4/19/2016 on sharebuilder account:

CAT $250.00 3.06 shares @ $80.40
WFC $50.00 .92 shares @ 49.79
BLX $80.00 3.01 shares @ $25.18

CAT is a new position on my retirement fund portfolio; it has rebounded nicely lately but there is still room to grown, so it's a good time to start a position.

So recent purchases adds $15.44 to my yearly dividend and total now stands at $497.13 in forward dividend.

What do you think of recent purchases?

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 


Tuesday, April 12, 2016

April 2016 - Watch list

Watch list



New Month new possibilities exists.
After busy last month and a lot going on with other project it will be difficult to duplicate last month purchases. But never say never is the saying. The market has been going on a uphill mode of late and its becoming hard to find bargains. But as a new investor the is value for me to keep adding funds to the market no matter what. I see myself in the accumulation phase at this point in the game. We that said here is what are I am conteplating adding to my retirement fund during the month of April:

PG, BNS, GE, UNP, WFC, HCP, O, UTX and CAT.

On loyal3 account I looking to add to WMT, MCD, LB and VFC

Hope I can find hidden capital somewhere to continue to add to my fund. With the tax deadline looming it can be a difficult month to add capital.

About you what are your priorities this month?

Thanks for reading.

Disclaimer: Long on all stocks listed, except for PG and CAT

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

Monday, March 21, 2016

Recent buy IV - March 2016

As my retirement portfolio continue to grow, it was time to add side monthly dividend payers as complement to my portfolio that one day will fund my early retirement.

So here is what I purchase and add to my fund.

March 16, 2016 on sharebuilder account I added the following stocks:

Main Street Capital Corp. (MAIN) $318.95 10 Shares @ $31.20

LTC Properties Inc. (LTC)  $230 5 shares @ $44.61

Hoping REALTY INCOME CORPORATION (O) can pull back a little bit so I may initiate a position there as well.

But these two monthly dividend payers is as close as O as far as consistency, I will take that. My fair value is at $35 and $48 respectively So it is a bargain at this point.

It will add $32.40 to my yearly dividend. This bring my forward yearly dividend to $412.01

What are your thoughts on recent purchases?  What are you buying?
Hoping to still add some industrial and finance this month. The likes of ITW, WPC, WFC, CMI, CB, DE and JPM all seem appealing as far as valuation goes. But will see if capital will be available to invest.

Thanks for reading.
Disclaimer: Long on all stocks listed. Expect for O

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.







Saturday, March 19, 2016

Recent purchase III March 2016

This week was interesting week my overal portfolio was up 8.4% which is a great news. But as Dividend growth investor I am really not too concern about market up and down, or concern with taking profit when ever my portfolio is up as much it was this week. Although this is a new strategy for me been a dividend growth investor (DGI) as its benefits of stress free as far as market gyrations go.

This week I made some purchase towards long term contributions towards my dividend growth portfolio.

Here is what I add to my fund without further ado:

Loyal3 on 3/15/2016

LB $10 .01155 shares @  $86.61
K $10 .1333 shares @ $75.04
INTC $10 .3179 shares @ $31.46
WMT $15 .2222 shares @ $67.50
VFC $15 .2304 shares @ $65.11
KHC $35 .4503 shares @ $77.73

Sharebuilder on 3/15/2016

CINF $150 2.24 shares @ $65.17

It will add $7.06 to my yearly dividend. This bring my forward yearly dividend to $379.61

I have also added other stocks that was on my watch list for March to my retirement fund towards end of the week which I will update soon.

What are your thoughts on recent purchases?  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.

Monday, March 14, 2016

Recent Purchase - March 2016 II

Due to busy week I have not updated last weeks purchase. I made two small purchase with fund left over from previous week that was not deployed. I add little bit more shares to my portfolio. Like the saying goes another week another dollar towards investment.

So here is what I purchase last week.

3/8/2016 $25 NOV .65 shares @ 32.28 on Sharebuilder
3/7/2016 $30 MCD .25 shares @118.93 on Loyal3

It will add $2.94 to my yearly dividend. This bring my forward yearly dividend to $372.55

What are your thoughts on recent purchases?  What are you buying?

For next week I am looking to add to CINF, OKE, and maybe add MAIN.

Will see how much capital I can save towards the purchase. The key for me add this point is to consistently add to my investment albeit small at times.

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.



Friday, February 26, 2016

Recent Buy IV


Although the market has rebound a bit for the week and unlike previous weeks where there seem to be alot of blood bath on the street with the market in a nose dive trajectory. But Like the saying goes another week another dollar going towards building passive income.

When there is panic in the street there are always opportunity to add to shares at lower discounted prices. I don't know about you but I rather pay $.60 for a dollar. That is pretty much were we are at this level. Since we cannot project the future where the market is headed, consistently adding shares will cause anice snow ball effect on the dividend income the best of passive income.

Timing the market will only cause anxiety and I enjoy my sleep too much to be anxious about anything. Since we can't really predict future market outcome. Consistently adding shares of quality stocks and a discounted prices will either lower cost basis, or get you great long term stock to hold forever and of course collect passive income.

Passive income is the best income there is. Getting paid to basically manage you time and do as you please. There is no value to owning you time.


I can think of a million things I can do with my time. One of which is do volunteer work, travel and pretty much do what I please when I want to. For this week so far I did not add any new stocks to my retirement fund.

Here is an update to recent purchases from this week both on loyal3 and Sharebuilder account.

On February 22, 2016

MCD $10 .0860 shares @116.26
LB  $10   .1217 shares  @82.14
K $10    .1350 shares @74.07

February 23, 2016 on Sharebuilder

CMI $100  .98 shares @97.22
UTX $150  1.59 shares @91.56
RDS.A $150  3.25 shares @44.84

This small purchases added $22.65 to my 12 month trailing dividend. The yearly dividend income is now $350.60 with this purchase . Big step for first year of dividend investing. As I look forward to continue dividend growth I can see this continue to grow into a passive income to sustain my family lifestyle.

What are your thoughts on recent purchases?  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.

Tuesday, February 2, 2016

Recent Buy - Loyal3

Recent buy - Loyal3
February 2, 2016

It has been close to two weeks since I added to Loyal3 shares. So today I was due to add shares to my small portfolio of funds that will one day pay for all my expenses via dividend. I really like using Loyal3 to both add shares slowly and the ideal of buy stocks without any fees.

That been said here is what was posted on my Loyal3 for this week. I add one more stocks which I do believe is below valuation. So I added Intel (INTC) to my fund this week. Intel is the leader in the integrated design of manufacturing of microprocessors mostly in the personal computers side. But they are also moving to mobile devices and other venture which should add to core business. They also spend more on R&D than any of their peers which should bold well to changing dynamics in the interconnected world we live on.

They hold four fifths share of the market which makes it a wide moat in my view in the industry. Fourth-Quarter sales came in at astounding 14.9 billion, it's a modest 1% year over year; but consider market condition I think I will take that any day. My fair market price is $33.00 a share. I do think however it has room to grow. My purchase came in just above $30 which is fair. Morning star quantitative fair value is $35.80.

Without further ado here is the purchase which posted:

INTC $50  1.6656 shares @30.02
DIS $10  .1065 shares   @93.86
WMT $10  .1496 shares @66.83
VFC $10  .1583 shares  @63.17
KHC $10  .1310 shares  @76.32

I do not intend to make a lot of big purchase here on loyal3, but I do want to use
This account to show its possible to build shares even if you don't have a lot of additional capital to invest. It also possible to achieve financial freedom slowly if you continually invest regularly and let the power of compounding take over with time on you side.

This small purchases added $2.58 to my 12 month trailing dividend. The yearly dividend income is now $269.61 with this purchase. Also this does include recent raises from Valero, (VLO) and DRIP on dividend from last month. I am currently DRIP all stocks on Sharebuilder account, until I get to a point it's decent enough to add to and buy share on its own. I see that time fast approaching very soon on the near future, when such time arrive I will change my strategy

As I look forward to continue dividend growth I can see this continue to grow into a passive income to sustain my family lifestyle.

What are your thoughts on recent purchases?  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.

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