I am going to start to title my monthly reports using the month that I am writing in, instead of writing about last month's status, since I usually end up writing my monthly report at the end of every month. This summary will detail how my portfolio is doing for October 2019, as now is close to end of October.
I'll start with the two most important charts, which show the progress of my saving and investing strategy.
Thursday, October 31, 2019
Wednesday, October 30, 2019
Recent buy: ADP , T
Bought the following today:
ADP: $2904.84
T: $114.42
My trades are commission free, I always trade with Limits. These are all previously existing positions, just adding more.
ADP: $2904.84
T: $114.42
My trades are commission free, I always trade with Limits. These are all previously existing positions, just adding more.
Wednesday, October 23, 2019
Recent buy: KMB, MO, D
I bought the following today:
KMB - $1073
MO - $929
D - $413
More dividends to come.
KMB - $1073
MO - $929
D - $413
More dividends to come.
Saturday, October 12, 2019
Recent buy: MO, ADP, GIS, SYK, T, D
I added the following to my taxable account on 10/10 (Thursday).
I now only add to my taxable account as I do not use a 401k with my new employer. I rolled my original 401k with previous employer to a self managed IRA with the same broker I have for my taxable account, so both accounts basically are "one" account, easier to manage. And I can just walk in the same branch and get all the same job done.
I have not contributed to the Roth IRA for many years now since the $5-6K or so annual contribution limit is small compared to the contributions I do to my taxable account. So the extra paperwork, doing the backdoor Roth IRA, and managing multiple accounts is not worth it.
I also want to be able to use my money whatever way I like before old age, so I chose to pay taxes instead of delaying everything. Anyways, below is the purchase list. I tried to mix higher growth stocks with low dividends with high dividend slow growth stocks to balance things out.
I now only add to my taxable account as I do not use a 401k with my new employer. I rolled my original 401k with previous employer to a self managed IRA with the same broker I have for my taxable account, so both accounts basically are "one" account, easier to manage. And I can just walk in the same branch and get all the same job done.
I have not contributed to the Roth IRA for many years now since the $5-6K or so annual contribution limit is small compared to the contributions I do to my taxable account. So the extra paperwork, doing the backdoor Roth IRA, and managing multiple accounts is not worth it.
I also want to be able to use my money whatever way I like before old age, so I chose to pay taxes instead of delaying everything. Anyways, below is the purchase list. I tried to mix higher growth stocks with low dividends with high dividend slow growth stocks to balance things out.
Order Date | Trade Action | Security | Quantity | Buy Price | Total Invested |
10/10/2019 10:46 AM ET | Buy | MO | 30 | $43.25 | $1,297.35 |
10/10/2019 10:49 AM ET | Buy | ADP | 6 | $158.88 | $953.27 |
10/10/2019 11:04 AM ET | Buy | GIS | 13 | $54.59 | $709.66 |
10/10/2019 11:05 AM ET | Buy | SYK | 2 | $210.80 | $421.60 |
10/10/2019 11:07 AM ET | Buy | GIS | 10 | $54.60 | $545.99 |
10/10/2019 11:14 AM ET | Buy | SYK | 10 | $211.40 | $2,114.00 |
10/10/2019 11:15 AM ET | Buy | T | 30 | $37.50 | $1,125.00 |
10/10/2019 11:15 AM ET | Buy | D | 5 | $81.27 | $406.35 |
Friday, October 11, 2019
September 2019 Dividends Received
Below are the dividends I received in September, close to $1800. All of this amount was reinvested back to keep the snowball moving.
It is a new high, and the dividends are pushing ever forward. The snowball looks to be set in motion.
Right now, the overall Portfolio is outputting $19,518 USD a year after several recent additions. It is getting close to the $20K mark.
Ticker | Total | Taxable | 401k |
JNJ | $251.94 | $246.16 | $5.78 |
PEP | $210.73 | $177.78 | $32.95 |
HD | $195.35 | $156.75 | $38.60 |
NEE | $178.74 | $134.44 | $44.30 |
MMM | $148.05 | $121.73 | $26.32 |
D | $138.22 | $86.54 | $51.68 |
WEC | $130.53 | $114.36 | $16.17 |
BDX | $77.76 | $77.76 | |
O | $72.45 | $72.45 | |
V | $59.60 | $45.81 | $13.79 |
MCD | $55.59 | $55.59 | |
ROST | $54.64 | $54.64 | |
TJX | $49.27 | $49.27 | |
BA | $45.47 | $45.47 | |
MSFT | $45.05 | $20.02 | $25.03 |
CHD | $44.27 | $29.62 | $14.65 |
HON | $39.25 | $39.25 | |
INTEREST | $0.37 | $0.37 | |
$1,797.28 | $1,455.56 | $341.72 |
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