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.
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Monday, March 21, 2016
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.
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.
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, March 4, 2016
Dividend raise
The most important aspect of buy dividend growth stocks it's the raises it provides year in-out. Some of my stocks gave me raises which is actually higher that I received as a federal employee. Beginning of the year all federal employees received a meager 1.3% raises. This is actually less than the minimum average inflation of 2%.
So it's wonderful to see some of my stocks raising their dividend to at least keep up with inflation.
So without further-a-do here is the recent raises I received.
CINF raised their dividend from .46 to .48 a quarter which is actually 4.3% raise. And this brings their yield to 3.37%. Not bad at all.
DLR raised their dividend from .85 to .88 a 3.5% raise. The yield is currently at 4.41% yield. I am planning on make them a cornerstone of my retirement fund in the near future.
VLO raised their dividend from .50 to .60 a whopping 20% wow that is what I am talking about. The yield is now 3.78%; there is a lot of room to grow here at current stock price with the oil set to stabilized between 35 to 50 long term.
WMT also raised raised their yearly dividend from .49 cents a quarter to .50 cents. Not bad this is a 2% raise to bring the yield to 3.03%. I will take that any day. As I continue to build up my portfolio each set of raises will bring me closer to an early retirement.
My current yearly dividend now stands at $369.96.
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.
So it's wonderful to see some of my stocks raising their dividend to at least keep up with inflation.
So without further-a-do here is the recent raises I received.
CINF raised their dividend from .46 to .48 a quarter which is actually 4.3% raise. And this brings their yield to 3.37%. Not bad at all.
DLR raised their dividend from .85 to .88 a 3.5% raise. The yield is currently at 4.41% yield. I am planning on make them a cornerstone of my retirement fund in the near future.
VLO raised their dividend from .50 to .60 a whopping 20% wow that is what I am talking about. The yield is now 3.78%; there is a lot of room to grow here at current stock price with the oil set to stabilized between 35 to 50 long term.
WMT also raised raised their yearly dividend from .49 cents a quarter to .50 cents. Not bad this is a 2% raise to bring the yield to 3.03%. I will take that any day. As I continue to build up my portfolio each set of raises will bring me closer to an early retirement.
My current yearly dividend now stands at $369.96.
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, March 2, 2016
Recent Buy - March
With a new month brings fresh new capital to put to work. Since money never sleeps and I do. It is wonderful to just sit back and relax put my feet up drink couple shots of Coke and Hennessy.
Since we cannot project the future where the market is headed, consistently adding shares will cause a snowball effect on the dividend income the best of passive income.
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.
Here is an update to recent purchases from this week on Sharebuilder account.
On March 1, 2016 on Sharebuilder
NOV $90 2.91 shares @29.57
DLR $90 1.06 shares @80.58
OKE $40 1.50 shares @24.03
This small purchases added $12.44 to my 12 month trailing dividend. The yearly dividend income is now $369.61 with this purchase . 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, March 1, 2016
Dividend Income - February 2016
For the month of february 2016, these wonderful companies send me a small check that will continue growing every year.
SHAREBUILDER ACCT
stocks div amount shares DRIP div div add
VZ 7.02 0.14 0.565 0.0791
T 4.14 0.11 0.48 0.0528
OKE 1.81 0.09 0.3 0.027
STAG 0.35 0.02 0.115 0.0023
PBA 0.3 0.01 0.1525 0.001525
HCP 3.97 0.13 0.575 0.07475
Total $17.59 $0.237475
Since I am at accumulation phase still the biggest takeaway from this post is the fact I am DRIP all dividend to add to forward yearly dividend income.
Last month DRIP added $.23 cents to my yearly dividend which now stands at $356.34.
Also adding recent raises on VLO, DLR, T, VZ and MCD my current yearly dividend income now stands at $357.17. Nice raise without lifting a finger, just the desired to control my future by investing in these wonderful companies.
Not bad since starting all over again in dividend strategy in late November 2015.
How did you do last month with your dividend income?
Thanks for reading
Disclaimer: Long on 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.
SHAREBUILDER ACCT
stocks div amount shares DRIP div div add
VZ 7.02 0.14 0.565 0.0791
T 4.14 0.11 0.48 0.0528
OKE 1.81 0.09 0.3 0.027
STAG 0.35 0.02 0.115 0.0023
PBA 0.3 0.01 0.1525 0.001525
HCP 3.97 0.13 0.575 0.07475
Total $17.59 $0.237475
Since I am at accumulation phase still the biggest takeaway from this post is the fact I am DRIP all dividend to add to forward yearly dividend income.
Last month DRIP added $.23 cents to my yearly dividend which now stands at $356.34.
Also adding recent raises on VLO, DLR, T, VZ and MCD my current yearly dividend income now stands at $357.17. Nice raise without lifting a finger, just the desired to control my future by investing in these wonderful companies.
Not bad since starting all over again in dividend strategy in late November 2015.
How did you do last month with your dividend income?
Thanks for reading
Disclaimer: Long on 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 Buy V
I have been looking to start a position in this recent purchase company for a while since I sold towards the beginning of November 2015. At the time I always said it was going to be one of my stalwarts going forward. Any dividend income investor should take a look at this conglomerate giant. They did suffer some setbacks during the great financial crises of 2008, but are rebounding nicely and recently have been divesting some of those assets that brought it down to its knees during the crisis. This will bode well going forward to dividend investor.
As I continue to build my retirement fund, which one day will cover all expenses. It has become obvious to me to find solid company which will not only support dividend but grow the dividend year after year. I have seen many of the DGI community express their feelings toward both BBL, and KMI which cut their dividend within the past three months.
With every possible dollar earmark towards buy dividend growth stocks. It will continue to build my retirement fund my way towards early retirement.
So here is what I purchase on February 24, 2016 7 shares of General Electric Company (GE)
Action: Buy
Symbol: GE
Description: GENERAL ELECTRIC CO
Quantity*: 6 shares
Execution time: 02-24-2016 15:10 ET
Price: $28.97
Total Commissions & Charges: $6.95
Total Transaction Amount: $180.77
Trade Settlement Date: 02-29-2016
This will add $5.52 to my yearly dividend to $356.11 yearly. Not bad for first year of dividend buy strategy.
A little about GE strategies for 2016:
We are a $130B high-tech industrial leader, with strong global franchises that use our enterprise strength in technology, brand, globalization and services to collectively generate consistent growth, high margins and high returns.
Sounds like a company I want to be invested in. I believe fair value long term is at $35 dollars.
Here is what morningstar had to say about GE:
With oil prices hitting new lows and renewed fears of a slowdown in China, 2016 is already shaping up to be a tough year for diversified industrials. However, resilient 2015 results support our belief that wide-moat General Electric has enough ammunition to withstand near-term
critical year of industrial segment execution as GE Expansion of GE’s established product categories, such as manages the Alstom integration, completes the turbines aircraft engines, locomotives, and medical appliances sale, and reinvests divestiture gains to drive imaging, is likely to continue to follow the overall pace of greater efficiency in a newly streamlined industrial economic growth. As such, increasing the attachment rate portfolio.
We expect all of these initiatives to support the service contracts is an important factor in sustaining average organic revenue growth in the mid-single-digit range. With services generating attractive 30%-plus margins on average, upselling customers with long-term maintenance agreements is another key driver of future profitability growth and enhanced returns on invested capital over time. Growth of higher-quality earnings in the long run. As such, our long-term thesis for General Electric is intact, and we reiterate our fair value estimate of $30 per share.
Far off my value but as a long term investor I am ok with that.
What are your thoughts on recent purchases? What are you buying?
Thanks for reading
Disclaimer: Long on GE
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.
As I continue to build my retirement fund, which one day will cover all expenses. It has become obvious to me to find solid company which will not only support dividend but grow the dividend year after year. I have seen many of the DGI community express their feelings toward both BBL, and KMI which cut their dividend within the past three months.
With every possible dollar earmark towards buy dividend growth stocks. It will continue to build my retirement fund my way towards early retirement.
So here is what I purchase on February 24, 2016 7 shares of General Electric Company (GE)
Action: Buy
Symbol: GE
Description: GENERAL ELECTRIC CO
Quantity*: 6 shares
Execution time: 02-24-2016 15:10 ET
Price: $28.97
Total Commissions & Charges: $6.95
Total Transaction Amount: $180.77
Trade Settlement Date: 02-29-2016
This will add $5.52 to my yearly dividend to $356.11 yearly. Not bad for first year of dividend buy strategy.
A little about GE strategies for 2016:
We are a $130B high-tech industrial leader, with strong global franchises that use our enterprise strength in technology, brand, globalization and services to collectively generate consistent growth, high margins and high returns.
Sounds like a company I want to be invested in. I believe fair value long term is at $35 dollars.
Here is what morningstar had to say about GE:
With oil prices hitting new lows and renewed fears of a slowdown in China, 2016 is already shaping up to be a tough year for diversified industrials. However, resilient 2015 results support our belief that wide-moat General Electric has enough ammunition to withstand near-term
critical year of industrial segment execution as GE Expansion of GE’s established product categories, such as manages the Alstom integration, completes the turbines aircraft engines, locomotives, and medical appliances sale, and reinvests divestiture gains to drive imaging, is likely to continue to follow the overall pace of greater efficiency in a newly streamlined industrial economic growth. As such, increasing the attachment rate portfolio.
We expect all of these initiatives to support the service contracts is an important factor in sustaining average organic revenue growth in the mid-single-digit range. With services generating attractive 30%-plus margins on average, upselling customers with long-term maintenance agreements is another key driver of future profitability growth and enhanced returns on invested capital over time. Growth of higher-quality earnings in the long run. As such, our long-term thesis for General Electric is intact, and we reiterate our fair value estimate of $30 per share.
Far off my value but as a long term investor I am ok with that.
What are your thoughts on recent purchases? What are you buying?
Thanks for reading
Disclaimer: Long on GE
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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