In the last few weeks market presented quite a few chances to average down on some of the companies in my account.
So i Bought 3 T @ 33.55 on 8/5.
8/5 Added 1 share of MMM at 167.27
8/23 Added 1 share of MMM at 156.47
These will add another $17 to my account.
Due to multiple credit card spending requirements for meeting Bonus ,i have to slow it down on the buying till i accumulate cash in my account.These Credit card bonus have paid for my Recent Vacation in orlando . Flights were on american airlines deals,hotels were hyatt card and Universal and legoland were Sweepstakes Wins.
In other news my current company is acquired by a much bigger Company . With this they stopped deductions from paycheck for 401k. My older company didn't have any matching programs.Newer Company has 3% matching. So hopefully will try to max out matching by the end of the year.
Monday, August 26, 2019
Tuesday, August 6, 2019
July 2019 Dividend Report
Summer is brutal here in texas most of the days averaging above 90F ,Month 7 in books,It seems the clock is running too fast . My oldest son just turned 8 this month . I have received dividend income from 19 different companies . Total Dividends received is $363.90 .Compared to last year this was an increase of 6%.
Some of the 401k investing is showing up in the form of BHYIX.
My july month dividend income has shown growth over the last 5 years .
Most of the new funds are going into 401k and trying to make extra mortgage payments. Some of the extra mortgage payments are done using plastiq.These earn me extra credit card rewards .
Dividend Hikes:
Two of the companies in my portfolio announced dividend increases.
HSY & UNP these increases add another $23 to my annual fund.This is almost like purchasing 11 new shares of T.
I hope everyone has a good July income from dividends.
Some of the 401k investing is showing up in the form of BHYIX.
My july month dividend income has shown growth over the last 5 years .
Most of the new funds are going into 401k and trying to make extra mortgage payments. Some of the extra mortgage payments are done using plastiq.These earn me extra credit card rewards .
Dividend Hikes:
Two of the companies in my portfolio announced dividend increases.
HSY & UNP these increases add another $23 to my annual fund.This is almost like purchasing 11 new shares of T.
I hope everyone has a good July income from dividends.
Friday, July 19, 2019
Recent Transactions
This week i made the following additions and subtractions to my account.
Buys:
7/15 1 Share of MO purchased $48.95
7/16 1 Share of WFC purchased at 45.70.
7/19 15 Shares of ABBV at $68.8 . This will bring total shares to 52 in my account . With this purchase i maxed out Roth IRA. This stock is the pick of DGI community now 1.
All these purchases will add another $69 in dividends to my account.
I will pause Buying for few weeks ,to get things in order.
Buys:
7/15 1 Share of MO purchased $48.95
7/16 1 Share of WFC purchased at 45.70.
7/19 15 Shares of ABBV at $68.8 . This will bring total shares to 52 in my account . With this purchase i maxed out Roth IRA. This stock is the pick of DGI community now 1.
All these purchases will add another $69 in dividends to my account.
I will pause Buying for few weeks ,to get things in order.
Friday, July 12, 2019
2019 Mid Year Check
Q2 2019 is in Books ,Here are some overall portfolio details.
Overall for Q2 my net worth increased by 6% .
Dividend Increases received in Q2 in my Portfolio :
These all will help me in achieving my goal .AAPL was my biggest increase with 100 shares.
Still trying to add ABBV to round it to 50 shares in my Account. All dividends are reinvested .
How Did everyone do in Q2.
Overall for Q2 my net worth increased by 6% .
- New Funds invested : 2100 in Taxable accounts and 9700 in retirement accounts.Trying to max out 401K/Roth IRA.
- 1 New position initiated in my accounts ABBV,Added 22 shares on April 20th. and Second batch of shares added on June 28th .
- Dividends received: Total Dividends received Q1 : $1744 ,Q2 : $1920 ,if the next two quarters end the same with no new additional Funds ,2019 Dividend income will end at $7330.
| 339.11 | $374.23 | $1,206.78 |
Dividend Increases received in Q2 in my Portfolio :
- AAPL
- CAT
- KR
- JNJ
- FLO
- PEP
- PG
- TGT
- O
These all will help me in achieving my goal .AAPL was my biggest increase with 100 shares.
Still trying to add ABBV to round it to 50 shares in my Account. All dividends are reinvested .
How Did everyone do in Q2.
Monday, July 8, 2019
Recent Buy --KR,MO,MMM
In the last few Days i added the following Positions in my account. All of them are existing ones ,KR is one of my smallest position .
14 Shares of KR added at $22.29 including commision of $4.95 .This will bring total shares to 24 shares and Will add another $8.96 to my account.
1 Share of MMM at $169.9 ,will bring total shares to 10 . This will add another $5.76 to my account.
2 Shares of MO at $48.9 will bring total shares in all accounts to 31. This will add another $ 6.40
I will be watching ABBV for final purchase in my roth IRA account. All these purchase will add another $20 to the account. These small purchases are slowly making impact on the account.
14 Shares of KR added at $22.29 including commision of $4.95 .This will bring total shares to 24 shares and Will add another $8.96 to my account.
1 Share of MMM at $169.9 ,will bring total shares to 10 . This will add another $5.76 to my account.
2 Shares of MO at $48.9 will bring total shares in all accounts to 31. This will add another $ 6.40
I will be watching ABBV for final purchase in my roth IRA account. All these purchase will add another $20 to the account. These small purchases are slowly making impact on the account.
Thursday, July 4, 2019
June 2019 Dividend Report
Half of the year is completed and Here are the dividends received for this month. For 2019 i crossed 1000 Dollars in dividend income 2nd time. 41 Companies Paid me dividend this month.
Compared with 2018 this almost 800 dollars less . This happened due to reshuffling of my Funds in my retirement accounts and smaller dividend payment from RERGX due to no capital gain distribution like last year. Last year my retirement funds provided $1529 vs $576 this year . Some of the funds in my account doesn't pay dividends.
Overall its not bad ,i like the progress happening in my Funds . Net worth Went up by 4% compared to June 1st.
Compared with 2018 this almost 800 dollars less . This happened due to reshuffling of my Funds in my retirement accounts and smaller dividend payment from RERGX due to no capital gain distribution like last year. Last year my retirement funds provided $1529 vs $576 this year . Some of the funds in my account doesn't pay dividends.
Overall its not bad ,i like the progress happening in my Funds . Net worth Went up by 4% compared to June 1st.
Saturday, June 29, 2019
Q2 Final Buy--ABBV
On the last day of the quarter i added ABBV,i was watching it for last few weeks was going to add at 75 and decided to wait and with the purchase of Allergan the share price collapsed .I was itching to buy on that day and decided to see if it would go any more lower ,But it trended up and decided to add 15 shares at 71.45 with a commission of 4.95
This would bring my total ABBV Shares to 37 and reduced my average price to 77. This would add another $60 to my account.
This would bring my total ABBV Shares to 37 and reduced my average price to 77. This would add another $60 to my account.
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