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.

Recent Purchase II - December 2016

Recent Purchase II

It has been awhile since I made any updates, this post will serve just as an update to recent purchase. As we close out 2016, I am looking forward to 2017. As alot of things are in the works to help build my portofolio going forward. With this in mind I have decided to stand pat for awhile, as I will be building cash reserves for upcoming house purchase, also selling our primary home are in the works more to come later.

But here is an update from recent purchase made:

Sharebuilder 
12/13/2016
MAIN $100 2.64 shares @ $36.36

ROTH IRA
12/13/2016
TOT $105 2.01 shares @ $50.23
CINF $170 2.11 shares @ $78.63

IRA
12/13/2016
CCP $150 5.85 shares @ $24.94
TUP $150 2.60 shares @ $56.05
VTR $175 2.72 shares @ $62.66

This week I took a break from purchase but stay tune!
What do you think of recent purchases?
What are you buying?

Thanks for visiting

Disclaimer: Long on WSBC, MAIN, ADP, OXY, DLR, RCI, GPC, KMB, LM and NJR 

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 and sell I - December 2016

Purchase/Sale update

Another week another opportunity to invest in the market. Mr market recent rally mostly due Trump effect. It is very possible for the DOW to reach mid 20000's in next few years. But we all know that the market is unpredictable, hence timing the market is never a posibility, or there in. No certainty.

This is why i try to invest little by little every week if possible. I have been bless to be able to do that in recent weeks. So here is what i purchase, and also what I sold in recent week.

First what I sold:
Roth IRA
11/30
WEC, CTAS, NNN,V, NSC, ED, CCL, CLX, FAST, TIS, CL, PFE, BLX, CMS, EV, CM and AVA

Their were sold here on ROTH mostly because I wish to hold them on the individual account and only try to hold blue chip stocks in ROTH going forward.

Individual account I sold few stocks here also mostly for TAX Harvesting.
12/01
FLO, CB, RY, PG, VLO, PSX, SO and ETP

So far I save $1400 on my 206 Tax bill. So here are my Purchase this week.

IRA 
12/06/2016
NJR $100 2.78 shares @ $34.48

ROTH IRA
12/06/2016
LM $100 3.06 shares @ $31.37
KMB $125 1.06 shares @ $114.06
GPC $110 1.09 shares @ $97.27
RCI $200 5.12 shares @ $38.23
DLR $200 2.14 shares @ $91.21
OXY $150 2.07 shares @ $70.28
ADP $252 2.59 shares @ $95.42

Individual account 
12/06/2016
MAIN $126 3.36 shares @ $36.24
WSBC $100 2.37 shares @ $40.44

What do you think of recent activities?
What are you buying? Do you ever sell? What tax strategies to you use?

Thanks for visiting

Disclaimer: Long on WSBC, MAIN, ADP, OXY, DLR, RCI, GPC, KMB, LM and NJR 

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 Update - November 2016

Dividend Update -November 2016

Every Dividend Investor favorite time of the month. For me it has a more special meaning since November 29, 2015 was my very first article on this blog. So not only we counting our dividend but also looking back and see what we achieve in our one year anniversary has a special meaning.

It has been a busy month stay active every week, since the month had five available Sharebuilder weekly plan to invest, I fully took advantage of it. Now without further ado lets count those dividends. So here is the list:

SHAREBUILDER 

11/01     DE 2.42

           VZ 9.96

11/4         QCP 71.93

11/10 WES 0.67

        HEP 0.82

11/14   ETP 4.43

        OKE 5.79

11/15 MAIN 4.58

           PG 3.72

        SUN 4.23

         OHI 12.38

11/21 HCN 1.87

        CAT 6.99

11/25 HCP 8.19

11/28    RY 0.93            SHAREBUILDER TOTAL 138.91

IRA

11/01       T 6.32

11/10 AXP 0.35

11/14 KNOP 2.26

11/15 ABT 1.32

11/17    SIR 1.3

11/18 ETN 0.75

            NI 0.34

11/28 GOV 2.03

11/29 BMO 0.45                        IRA TOTAL 15.12

ROTH

11/01            TD 1.77

               WDR 5.71

11/10          TOO 1.41

11/14         CLX 0.61

                 PBA 0.34

11/15            CL 0.74

                STAG 1.55

                   EV 0.69

               NNN 0.41

11/18          BLX 0.64

11/21           TIS 0.62

11/22        FAST 1.03

              PAYX 0.5

11/25         COF 0.53

              CLDT 1.03

11/30/2016 cms          0.55 ROTH TOTAL 18.13

Grand Total 172.16

Wow what a month set a new record in dividend $100.23 in divided and $71.93 is split stocks from new stock QCP which all sold towards the end of the month nevertheless $172.16 in total dividend received.

Since its my first year of investing lets compare to last November where I collected $52.09 wow that is an 89% increase year over year (YOY). This definitely shows the power of compounding over long term. I am bless to be in this position and look forward where all my expenses will be care for by these dividends.

How did you do last month?

Thanks for visiting

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 V - November 2016

Recent Purchase V

As as the market was closing I made one last trade for the month. This is mostly due to mismanagement on my part in setting up my weekly sharebuilder plan for the week You can read about it here. So i decide to make this last minute trade.

So without further ado here is what i purchase on Sharebuilder:

11/29/2016
FLO $334.72 21 shares @ $15.608 $6.95 commission

This purchase adds $13.44 to my forward dividend now stands at $948.43

What do you think of this purchase?
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 IV -November 2016

Recent purchase IV

As most of you already know I use Sharebuilder or capitalone investing if you prefer as my choice of broker. The reason been able to set aside as little amount I could afford for the week to invest in their weekly Sharebuilder plan. Given that fact I really enjoy months with five weeks to add to my investment, which means more opportunity to built dividend for the future and be able to reach ones goal that much faster.

So here is what I purchase last two weeks:

Sharebuilder
11/29/2016
WPC $100 1.62 shares @ $59.25
UNP $100 .95 shares @ $100.49

ROTH Sharebuilder
11/22/2016
STAG $50 1.99 shares @ $23.14

11/29/2016
$50 1.93 shares @ $23.84

IRA Sharebuilder
11/22/2016
UVE $50 1.84 shares @ $24.95
DGAS $50 1.77 shares @ $25.88
CSX $50 1.32 shares  $34.80

11/29/2016
UVE $50 1.84 shares @ $24.99
DGAS $50 1.72 shares @ $26.66
CSX $50 1.31 shares @ $34.90

Stay tune because I may still pull a trigger on a regular purchase due to fact that I forgot to change my weekly Sharebuilder plan. I am currently under medication which makes me drowsy, by the time I woke up yesterday it was 5 pm which is the deadline to setup weekly plans. Oh well I live with this purchases since I would eventually buy more and build up shares here.

The one expection here is WPC which just trigger a ash sale in my account. I was hoping to save on my 2016, since paying over 18,000 last year i need to start looking at ways to save on my tax. One way is to sell stocks at a loss which i hate to do since that's the time to buy more.

But in honor of been honest I decide last Friday to start selling stocks for loss to lower my tax here are some that I have sold so far and more to more next on the I am sure.

11/22/16
Sharebuilder
OHI 20.72 shares @ $28.91
HCP 22.40 shares @ $29.24
SUN 5.30 shares @ $21.78
GSK 4.88 shares @ $38.85
HCN 2.19 shares @ $62.55
WPC 10.66 shares @ $59.10
TUP 2.72 shares @ $59.22
HEP 1.4 shares @ $32.86
QCP 4.42 shares @ $14.57
WES .8 shares @ $ 56.63

With all this activity my forward yearly dividend is now at $934.99. Which means i have 1 month to now catch up on my goal to reach $1000 in forward dividend. Very achievable will see with all the holidays if i can come close.

Of course I will buy most of these stocks before year end after 30 days wash sale rule ends.

What do you think of recent moves?
What are you buy?
Are you selling?

Thanks for visiting

Disclaimer: Long on all stocks listed except for OHI, HCP, SUN, GSK, HCN, HEP, TUP, QCP and WES 

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 November 2016

Recent raises

After recent review it occurred to me it had been few Months since I last update raises receive via dividend increases by stocks I own in various portofolio. So lets get straight to the increase that have been announced in recent past.

CVX from $1.07 to $1.08 .9% increase ex-div November 16 payable December 12 
Small increase but better than nothing. CVX is my biggest holding, at this point would been better to stand pat with the dividend as oil price continue hovering below $60 dividend may not be sustainable long term. Put we cannot predict the future special with the incoming administration who will be oil friendly.

EMR from $0.475 to $0.48 1.1% increase Ex-div Nov 8 Payable Dec 9 3.71% yield 

EV from $0.265 to $0.28 5.7% increase Ex-div Oct 27 payable Nov 15 3.0% yield
I like this company a lot.  I will be adding more come next year. I do like to add their montly fund EVT as I owed it in the past and it did very well.

IP from $0.44 to $.04625 5.1% increase Ex-div Nov 10 payable Dec15 yield 4.05% 

MCD from $0.89 to $0.94 a 5.6% increase Ex-div Nov 29 payable Dec 15 3.26% yield
Jr owns this stock in his Loyal3 account. I may add it to my Loyal3 account soon.

OHI from $0.60 to $0.61 1.7% increase Ex-div Oct 27 payable Nov 15 7.31% yield
The yield is really sky rocket here I will wait till after new year to reevaluate 

UNP from $0.55 to $0.605 10.0% increase Ex-div Nov 28 payable Dec 29 2.45% yield
Really like recent rally but hopping for a pull back to add more

I missed this one on last update
WPC from $0.98 to $0.985 .5% increase Ex-div Sep 29 payable Oct14

Last but not least the great T.
T from $0.48 to $0.49 2.1% increase Ex-div Jan 6 payable Feb 1 5.23% yield.
Still time to add more shares specially with the recent pullback.

This adds $7.59 to my yearly dividend which now totals $1158.49

Have you receive recent raise?

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.