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.

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


  1. Young Div -

    WOW, that's all I have to say. Almost $8k!? That's some serious income you just added. Congrats, inspiring.


  2. Awesome stuff YD! Over $7.5k invested is great especially since you're building up those futures dividends to then reinvest again. I really want to get some more SYK in my portfolio. The yield is kind of blah, but the company and its growth make up for it.