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.
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.
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
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.
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.
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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.
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.
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.
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