Wednesday, April 29, 2020

Recent buy: GD and KO

Today I bought more shares of the following:

GD: $1941
KO: $95 (rounded up remainder cash with KO).

Both companies yield above 3% still.

Saturday, April 18, 2020

Portfolio Summary April 17, 2020

I have not had much time in the last few months to write a portfolio summary. This post is to try and recap what has happened in the last few weeks.

As every one knew, Coronavirus has been wrecking share prices, there was a precipitous drop when investors started realizing the economy of many countries will have to be shut down. Although the drop down sharply really happened around February 20th, people were already seeing vast effects of the virus in China where it originated.

From around the beginning of December 2019 until February 21, 2020 I did not add anything in my portfolio. This is around a 3 month window where my dividend income did not really increase except for dividend raises. I really felt before the S&P500 tanked, the market was incredibly expensive and the yields paltry in comparison to what I was able to get before. By the time Coronavirus appeared my cash pile has reached $30K and peaked at around $40K, this is cash saved from my vocational income.

When the S&P500 started dropping by 10% every day, I started adding. I have been adding all the way down to the bottom and am still adding on the way up as I want to acquire more shares with higher yields than before. At the moment I till have around $22K in cash to invest.

Wednesday, April 15, 2020

Recent buy: O, ADP, ITW, HON

I made several purchases today. The following are added:

MDT: $486
MSFT: $1380
ADP: $827
HON: $798
ITW: $744
O: $3521

This is a mix of healthcare, REIT, technology, and industrials, on average they pay moderate dividends together.

Happy investing.


Wednesday, April 8, 2020

Recent buy: GD and SYK

I added the following today:

GD - General Dynamics - $1349
SYK - Stryker Corp - $846

Saturday, April 4, 2020

March 2020 Dividends Received

Although Coronavirus is spreading its damage around, it has so far not changed the dividends I have received in the month of March. Here are the dividends I got and they were all reinvested back to the companies that paid them.

Ticker      Total    Taxable         401k
JNJ $255.54 $249.68 $5.86
HD $218.08 $174.99 $43.09
PEP $213.70 $180.28 $33.42
NEE $203.80 $153.64 $50.16
MMM $158.14 $130.81 $27.33
D $154.32 $100.17 $54.15
WEC $143.65 $126.09 $17.56
BDX $80.26 $80.26
O $75.72 $75.72
V $71.73 $55.13 $16.60
ROST $61.35 $61.35
MCD $60.62 $60.62
MSFT $50.28 $22.35 $27.93
TJX $49.66 $49.66
CHD $46.99 $31.44 $15.55
HON $43.51 $43.51
BA $33.67 $33.67
INTEREST $0.40 $0.31 $0.09
$1,921.42 $1,553.96 $367.46

March was a good month, very close to $2K. The moving average monthly dividend cashflow is setting new highs. I have been investing more heavily in the last few weeks as stocks are now cheaper than at the highs, so yields are good values relative to the past. April I am predicting a large income month barring any dividend cuts, I am expecting $2100 at least. For May I am predicting at least $1280. 

Wednesday, April 1, 2020

Recent buy: KO, MSFT, SYK

Today I added the following companies to my portfolio:

Stryker: $769
Coca Cola: $649
Microsoft: $623

Total invested is around $2K