Recent buy V - March 2016

It was time to add to health care as my portfolio continues to grow steady little by little every day.
I talk about the reasons I initially purchase this stocks why I am bullish about this stock here.

On March 18, 2016 I but a order for Medtronic PLC (MDT), but it did not fill as I was hopping it dip more towards my target of fair value. But I am happy to report I was able to change the price to reflect fair value using Dividend Discount Model Calculator (DDM) recently post on Seeking Alpha. As I adjusted the Beta to reflect MDT correct beta of 1.16 and using its 5 years dividend growth of over 8% I came up with a fair value of $80.31.

So on March 21, 2016 I purchased
MDT $233.75 3 Shares @ $75.60 6.95 Commission

This was well below fair value which is a bargain. Hopefully I can add few more shares before it reaches fair value for the dividend aristocrat. It has a current yield of 1.99% below my target of 2.50% but 38 years of continue dividend payout and raises, I think I will take those numbers.

Morning star rates fair value at $76.00 with a three star rating. Their quantitative equity report shows value at $81.98, just above my DDM calculations. So all and well it's a fair value at this level.

It will add $4.56 to my yearly dividend. This bring my forward yearly dividend to $416.57

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.

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 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.

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.

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.

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.

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.

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.