Wednesday, July 18, 2018

Recent buy: JNJ

I bought $3000 of JNJ today.

Forward PE of 15, cheap
At a low compared to its peak.
Steady business earnings and dividend increases for decades.
Recession resistant.
Dividend aristocrat
AAA balance sheet, cleanest in the world.
Conservative 2.8% yield with around 8% growth.

JNJ is my #2 position now.
Here are my top 5 positions. Over time with growth and additions they are reaching moderate 5 figure sizes.

Name Ticker Sector       Value
Altria Group Inc MO Staples $31,805.96
Johnson & Johnson JNJ Health $30,892.28
Visa Inc V Financial $30,206.00
Philip Morris International Inc PM Staples $28,093.25
Home Depot Inc HD Discret $25,731.12

Tuesday, July 10, 2018

Recent buy: HON, V, CLX, XEL, etc.

Today I bought the following stock. Around $10,000 was deployed today.

sortTrade
Date
descending
sortSettlement
Date
ascending
sortDescriptionascending
sortTypeascending
sortSymbol/
CUSIP
ascending
sortQuantitydescending
sortPricedescending
sortAmountdescending
07/10/201807/12/2018
Pending
Buy
XCEL ENERGY INC
XEL
30$45.77-$1,373.10
07/10/201807/12/2018
Pending
Buy
CLOROX CO DEL COM
CLX
15$132.44-$1,986.60
07/10/201807/12/2018
Pending
Buy
MASTERCARD INC
MA
7$201.61-$1,411.27
07/10/201807/12/2018
Pending
Buy
VISA INC CL A SHRS
V
5$136.84-$684.20
07/10/201807/12/2018
Pending
Buy
ABBOTT LABS
ABT
10$62.80-$628.00
07/10/201807/12/2018
Pending
Buy
HONEYWELL INTL INC DEL
HON
15$148.13-$2,221.95
07/10/201807/12/2018
Pending
Buy
STRYKER CORP
SYK
10$174.40-$1,743.99

Saturday, July 7, 2018

June 2018 Dividends Received

Here is the income from dividends I received in June 2018.
All dividends were reinvested back in even more shares.

Ticker      Total    Taxable         401k
JNJ $195.88 $190.05 $5.83
PEP $136.63 $105.46 $31.17
HD $131.43 $102.03 $29.40
NEE $130.78 $100.41 $30.37
MMM $112.91 $88.43 $24.48
D $99.66 $54.67 $44.99
WEC $59.54 $47.38 $12.16
BDX $58.38 $58.38
O $57.30 $57.30
KHC $42.82 $42.82
V $41.67 $30.01 $11.66
ROST $41.13 $41.13
MCD $35.12 $35.12
CHD $33.29 $19.43 $13.86
TJX $33.24 $33.24
MSFT $23.52 $9.66 $13.86
HON $7.45 $7.45
INTEREST $1.03 $0.11 $0.92
$1,241.78 $965.78 $276.00

I'm very happy with the progress. $1240 is a lot of money when I first started. And now I get that in one month. I plot below the actual dividends I have received since I started. The trend is moving in the right direction.


Saturday, June 16, 2018

May 2018 Portfolio Summary

In this post I will go over my current portfolio status. The portfolio has been growing at a faster rate recently due to share price accumulation and some non-reoccurring income that I cashed in during May to June. I'll start the portfolio summary with a short summary of what the environment is like in the market. Let's start with some charts of various market KPIs.


Friday, June 15, 2018

Some charts back up

My Portfolio Charts are back up (link on top of page). The new charting tool is interactive instead of just being a standing picture.

I had to break up the portfolio charts to two pages since there were too many charts to display on one page and it slows down the browser as the charts are not interactive.

For my Watchlist charts (link on right), those are still under construction and should be back hopefully in another week.

Tuesday, June 12, 2018

Site's stock charting is down

Looks like Scottrade has got bought out by TD Ameritrade a few months ago and this week TD changed the Scottrade embedded charting feature.

I will have to work on updating the charting system for the blog, so for the time being charts are unfortunately down :(

Thursday, June 7, 2018

Recent buy: V, CLX, KMB, PG, PEP

Added the following today

V $1330
CLX $1000
KMB $300
PG $300
PEP $400

Visa is slowly climbing to my #1 position in my portfolio. Here are my top 5s:
When I started the portfolio 4-5 years ago I thought $3000 was a large position. Now these positions are each big enough to buy their own new car.