Thursday, August 16, 2018

July 2018 Dividends Received

Here is a chart of my dividends in July:

Ticker      Total    Taxable         401k
PM $389.90 $337.70 $52.20
MO $387.07 $333.79 $53.28
KMB $87.55 $47.34 $40.21
XEL $76.36 $76.36
KO $74.29 $74.29
MKC $62.70 $40.64 $22.06
O $57.66 $57.66
ADP $52.81 $52.81
ITW $46.50 $46.50
MDT $33.50 $33.50
SYK $13.76 $9.48 $4.28
INTEREST $1.10 $0.06 $1.04
$1,283.20 $1,052.47 $230.73


Friday, August 3, 2018

New milestone hit $500,000

The stock market has recently been generous to my holding positions. Today I checked my computer and found that my asset less debts have reached $502,147 which puts me over my second to last milestone: $500K 

The growth is done by a combination of my bi-weekly contributions plus growth and dividends from my investments.

I think this number will obviously fluctuate up and down in the short term with market fluctuations, but in the long term it is good to see the trend is moving upwards steadily to my goal or $1MM.

Although I have completed my 100K, 250K, and now 500K milestones, I do not really feel anything different in my life. It is rather anticlimactic. My daily life and vocation and investing is business as usual. I suppose I will pop a bottle of champagne and go buy a cake to celebrate my personal milestone.



Thursday, July 26, 2018

June 2018 Portfolio Summary

In this post I will summarize what has recently happened to my portfolio in the last 30 days. This post will be more of just numbers and summary. Not a lot of analysis as I am on holiday right now overseas.

Here are some of the market metrics to see what has recently happened in the market.  The S&P500 is growing strongly in the summer (so far). Bond yields have gone up. The dollar remains a bit stronger than before. Crude oil continues an upward trend.






Tuesday, July 24, 2018

Recent buy: ITW, MMM, HON

I bought some ITW and MMM on their way down after earnings. Along with a few HON.

ITW: $699
HON: $464
MMM: $394

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.