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Saturday, November 19, 2016

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.






Thursday, November 17, 2016

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


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


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


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


Tuesday, October 18, 2016

Recent Purchase I -October 2016

Recent purchase updates

Its been couple weeks since I last post an updated purchase order. So lets catch up on recent purchases and set the path for next months watch list.

So without further ado here is the recent purchase for the month of October so far.

Individual Sharebuilder acct:

10/04/2016
VZ $75 1.38 shares @ $51.49

10/11/2016
MAIN $100 2.7837 @ $34.50

10/18/2016
RY $100 1.5160 shares @ 63.36
EMR $50 .9247 shares @ $49.80
PG $100 1.0926 shares @ $87.91
CAT $100 1.1052 shares @ $86.91
OHI $50 1.3744 shares @ $33.51
UTX $50 .4606 shares @ $99.99
WFC $100 2.1465 shares @ $44.75

IRA Sharebuilder
10/4/2016
T $75 1.7707 shares @ $40.13
AXP $75 1.1093 shares @ $64.05

10/11/2016
ABT $75 1.7155 shares @ $41.42

10/18/2016
WDFC $51 .4276 shares @ $110.04
GOV $30 1.2262 shares @ 21.25
SIR $45 1.5801 shares @ $25.98

ROTH Sharebuilder
10/4/2016
TD $100 2.1605 shares @ $44.46
WDR $50 2.5266 shares @ $18.23

10/11/2016
BKE $75 3.3555 shares @ $21.17

10/18/2016
CLX $55 .4167 shares @ $122.52
FAST $50 1.2116 shares @ $38.01
CL $50 .6368 shares @ $72.32

This adds $51.95 to my forward yearly dividend to $1102.59.
It is specially satisfying to buy to off my favorite holding, that of CAT and PG. Albeit at high level, I don't really see where else to keep building shares a little bit at a time.

Since I have pretty much achieve my first years goal of receiving $500 in dividend and grow forward dividend to over $1000, I have been thinking if its wise to continue the course given that the market its at almost all time highs. I am not really into chasing the market low but the possible crash at any given day does seem realistic at this point. What are you doing are you hoarding cash at this level waiting for a pullback?

What have you been buying?
What do you think of my 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, October 4, 2016

September 2016 dividend payout

Dividendpursuit dividend payout September 2016


With September firmly on the books is now time to collect the dividend payout and see how we doing so far. Since it's also end of the quarter its will be great to evaluate how far we came towards meeting our year end goal, as far as the dividend are concern. 

Here is the wonderful companies who decided to share their goodwill with us in September 2016.
Date  ticker amount
9/1 WFC 4.07
INTC 0.6
GWW 0.4
AFL 0.97
PFE 0.34
CMI 4.56
9/2 BG 0.46
9/6 SO 4
JNJ 8.03
9/7 ADM 2.87
9/8 VLO 4.73
9/9 EMR 1.45
XOM 8.63
9/12 UTX 2.65
CVX 21.85
PPG 0.18
IBM 0.62
9/15 STAG 1.31
IP 2.1
MAIN 3.68
9/16 FLO 2.26
9/19 PBA 0.34
9/20 RDS.A 12.68
9/21 QCOM 1.07
9/29 TROW 1.12
9/30 CCP 6.04
UNP 2.12
CLDT 0.76
TOTAL 99.89

So close to reaching the $100.00 mark. This could almost cover this month electric bill of $145.00. Most of recent purchases have been focusing on my ROTH and IRA accounts, and the transfer of my Loyal3 account to JR. But it still inch me closer to first year dividend mark of $500.

My forward dividend now stands at $1050.64 after this month dividend reinvestment of $6.86
Also the first three quarters total dividend now stands at $485.50, I will definitely take that since I hope to only achieve $500 for the year and built the forward dividend to $1000 this year.

About you how did you do last 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.




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