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. 

Rental Income: December 2018 report

Rental Income: December 2018

December is now fully in the books, so let us review last month passive income from the rental units we own.

Last month we had a vacancy for the first time since September 2017.  I spend much of December working on the unit to get it back ready to be rented by January 1, 2018.

Last month I spend 80 Hours, renovating the unit, showing the unit - until the lease was signed with a new tenant on December 31, 2018. The tenant finally moved in January 6, 2018.

Rental Unit 

Now lets us review last month numbers:

Income:

$3700.00

Expenses:

Mortgage &Insurance & Tax $2171.93

Water bill $0.00 Next month.

Utilities $ $54.00

Material $300.00

Tenant screening $50.00

Total Passive Income: $634.07

The current federal minimum wage is $7.25 per hour, and has not increased since July 2009. With my effort and hour spend in managing the unit I Made just over the minimum wage $7.925. 

However, I was also able to paid the the mortgage with the tenants paying for it, which also increase our Net worth by: $503.60.

The updates done last month,will hopefully last few years. Hopefully the new tenant can stay few years.

The rental market keeps going up in Massachusetts as a whole particularly in Taunton, which is 45 min south of Boston. 

Now that all the units are rented will built some reserves to hopefully paid down all our debt and focus on savings in the next few years. 

I also appreciate my rentals right now. As a federal employee, I will probably miss my next check and who knows when we will be paid again. This is disappointed as I have been working not knowing when I will be paid. However, the rental will help paid all our bills in January, specially since the tenant paid first and last month.

So in total our passive income was $1269.73, when I calculate Dividend received, Rental income and Mortgage paid down.

So what is your excuse for not owing rental property?

How did you do overall in your passive income. 

Thanks for visiting,

Dividend Pursuit

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. 

December 2018 Dividend report

December 2018 Dividend Payout

New month, will always be every dividend investor favorite time of the month. It gives us an opportunity to review how we did on the previous month and count total dividend received.

My fund of stocks is now at a point that yearly dividend raises and the powder of compound will continue to fuel its growth, even if I do not invest much for awhile.

Let us review last month dividend payout:

Stocks	Dividend Amount	Notes
CMI	$4.56
PSX	$2.40
AFL	$1.56
F	$5.25	No longer on the fund
PFE	$1.02	No longer on the Fund
COP	$2.14
QCOM	$3.72
SO	$6.00
LB	$12.00
BLX	$7.70
XOM	$4.10
AGNC	$3.24	No longer on the fund
UL	$3.99
MAIN	$4.88	Regular monthly
IP	$3.00
O	$2.21	Monthly
KHC	$7.50
ADM	$2.35
ED	$1.43
EPR	$3.24	Monthly
IBM	$10.99
RDS.A	$3.99
D	$12.53
BP	$4.88
MAIN	$9.63	SPECIAL DIVIDEND
PFG	$5.40
LTC	$1.90
PBA	$0.45
TOTAL	$132.06

That is correct for the 3rd month in a row I average over $100 in dividend. I collected $132.06 in dividend last month.

How did you do last month?

Do we share some names?

Disclaimer: Long on all stocks listed except for PFE, AGNC and F

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 Raises

Recent Raises

As a federal employee, I have not talk about the government shutdown much. The shutdown will surely start o affect a lot of my employees starting next week. Tomorrow is the end of the pay period and with the furlough hiatus much of the payroll paperwork will not be processes. Majority of my employees in the 90% range live paycheck to paycheck, they count with their paycheck to survive and pay much of their financial obligations. 

My Job requires that I work without pay as an exempted employee. Although the gig economy allows a person to pick up gigs here and there we cannot since we working with a paycheck for the time being. I learn back in 2013 to work in savings and not depend on my paycheck, by having a six (6) month emergency money. Most of my employees are not so fortunate to have a cushion.

So there goes my shutdown rant! Now lets focus on what is more important to me. Building a passive income that will support me and my family. I have to assets that I concentrate on, Rental income and Dividend paying stocks.

In the last few months few of the stocks I hold, have share news with us that they will raise their dividend. Thus sharing some of their wealth with me, the shareholder. The government is in the shutdown mode, so is my salary, I will not receive another raise this year. However, my dividend paying stocks, will give me a raise in form of dividend increases.

Let us review some new names: 

Dominion Energy (D) 9.9% increase from $0.835 to $0.9175 current yield is at 4.8% and this will also raise my yearly dividend by $5.00.

AT&T (T) 2% increase from $0.50 to $0.51 current yield 6.82% also raises my dividend by $0.40 in yearly dividend.

Realty Income Corporation (O) 0.2% increase. O is a monthly paying dividend and this will raise its monthly dividend from $0.2205 to $0.221, this will raise by $0.12.

Abbott Laboratories (ABT) 14.3% increase from $0.28 to $0.32, this adds $0.80 to my forward yearly dividend.

Bristol-Myers Squibb (BMY) 2.5% increase from $0.40 to $0.41, this will only add $0.08 in my forward yearly dividend.

This are small increases, but the power of compounding is powerful and can build wealth over long term. That is my intentions to hold and accumulate assets to grow my passive income year after year.

The increases adds $5.55 in forward yearly dividend to my Dividend pursuit fund.

Do you share any of this names? Are others paying?

Thanks 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.

Purchase December 20th to January 4th

Recent Purchase Update

Timing the market is in my humble opinion impossible. Specially when the market volatility continues to dominate the headlines. It seems experts have different suggestions, which end up being just noises surrounding the market conditions. We saw during the recent holidays market down one day up the next, just like a seesaw. However, long time investor see it as an opportunity to buy at a discount. We all like to shop when there is a sale out there in our favorite retail or online marketplace. SO why not buy stocks when it is trading at a discount price?

Now let us review some of my purchase in the last few weeks. Due to the holidays, I have been busy with family and also took some time to get the apartment unit up and ready to be rented.

Without further ado....here is what I purchase recently:

December 21, 2018

ITW 4 shares @ $123.97 total $495.88

December 26, 2018 

CMI 2 shares @ $127.12 total $254.35

ITW 1 shares @ $119.99

EPR 3 shares @ $64.15 total $192.45

BLX 2 shares @ $16.82 total $33.64

December 27, 2018

BLX 1 shares @ $16.79 

December 28, 2018

BNS 5 shares @ $50.81 total $244. 05

CAH 6 shares @ $45.03 total $270.18

T 1 Shares @ $28.65

January 2, 2019

KDP 4 shares @ 25.21 total @100.84

I did not sell any securities, although I did consider selling a few but tauch it was not the right time to sell. As we entered a new year, this will give me time to consider some of my holdings to see which merits my full attention and those who are dogs and need to go.

Volatility gave me a chance to reduce my cost basis down a lit and add more shares on my stalwarts company who will take me forward to my Next goal.

With the result purchase I added $67.33 to my forward dividend to $1658.09. 

What do you think of recent purchase?

What are you buying?

Thanks 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. 

Watch List January 2019

Watch List January 2019

New year, new month. However, the market gyrations continue to see seesaw reactions, with every different news that it digest, either good or bad. We saw the market go up a 1000 points the day after Christmas day, and down again just the following day. So we cannot pay attention to the market gyrations if you are a long term investor, instead focus on why you are buying the stock in the first place. Either to hold for 5 or 10 years or even more.

Let us review what stocks are on my watch list for January 2019. 

ABT, VZ, T, TD, WDFL, CVS, MAIN, EPR, LTC, ABBV and O

Out of this list ABT, LTC and MAIN looks to be a top contender to buy for my portfolio. However, we all know Mr. Market tends to present other opportunity not consider at the time of evaluations.

What are you planning to buy this month? Are the market gyrations scary you to the sidelines?

Thanks 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.

Purchase and Sell December 5-20

To buy or sell

The market continues to be volatile in December. The down is at its lowest since early 2017. However, as a long term investor and dividend investor in particular it is time to buy at a discount. If you plan to buy an item you have covetect for awhile but the price was still expensive, wouldn't you buy it at a 20% discount? That is th ekind of mind set you need as a long term investor. It is time to buy at a discount during volatility in the market and not pay attention to market gyrations, that pundits tend to over enphasize or create fear amonst the general masses.

Are you buy or selling during the market volatility? Way back in early November I decided to trim the numbers of stocks I own at the time from 80 to 60. I began the journey with some turmoil and daily gyrations at the time. Some I sold turn out to be a good sell highsight 20/20. however, my intentions were not to sell due to market condictions. It was merely to lower the amount of stocks I am currently tracking due to other ventures that requires my attention.

Now lets see some of the activity that has taken place since December 5th in my account. without further ado... let us review the stocks sold first:

December 6, 2018

AGNC 18 shares @ $17.70 total $318.60

December 11, 2018

PAA 10 shares @ $22.32 total $223.25

PFE 3 shares @ $44.08 total $132.26

Decemeber 12, 2018

PCH 8 shares @ $35.18 total $281.45

Totol proceedes $955.56, was all put to work immediatelly on other stocks I wish to keep long term. It may come to a point where I could invision buying some of this stocks again. At the moment however, they do not fit in the fund.

Now let us look at the stocks I purchase or add more shares to:

Decemeber 6, 2018

DIS 3 shares @ $113.32 total $339.96

Decemebr 11, 2018

LEG 10 shares @ $37.64 total $376.40

MAIN 4 shares @ $37.42 total $149.68

December 12, 2018

IRM 14 shares @ $34.27 total $479.78

December 14, 2018

MAIN 6 shares @ $37.45 total $224.69

December 18, 2018

CB 2 shares @ $125.40 total $250.81

I Spend total of $1444.92 adding new shares and start a new position in Iron Mountain (IRM) they operate a highly durable business with consistent cash flow, it engages in the provision of storage and information management solutions. Its businesses operates in from its headquarters in boston to Asia pacific, Europe, Africa, Latin America and Western Europe. It has a range arrays of business serving customer worldwide and protecting their data and mission critical infrastruture.

IRM also just raised its dividend from $0.5875 to $0.611, that is an amazing 4% increase last quarter Ex-Dividend date was December 14, 2018.

What do you think of recent purchases and sale? Are you buying on this market condictions at a discount?

With the resent transactions I added $23.18 in forward yealry dividend, total yearly dividend is now at $1590.76.

What are you buying during the market volatility?

Thanks for visiting

Dividend Pursuit

Disclaimer: Long on all stocks listed, except for AGNC, PCH, PAA and PFE

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.