Motif rebalances & creation of a new Motif

For end of April and May I did some motif rebalancing and created a new Motif.

First up was:

 

Only change here was to add BUD to the Motif.

Up next is my betting on the future Motif, which I think is all red at the moment :-/

I rebalanced this Motif to add a bunch of solar companies. I really liked the Tesla powerwall announcement and it spurred me to look into some of the other solars.  I plan to dollar cost average this Motif over the next few quarters until it hits full position and then I'll just wait and see what happens. This is a long term bet portfolio and I think I've mentioned that I'm willing to ride this one out and really have no plans to sell anything in the portfolio (for now).

 

If you are curious as to which solars and why, here you go:

TSLA (why cars + batteries)
SCTY (why walmart partnership)
SUNE (why Kohls partnership)
FSLR (why Apple partnership)
SPWR (why warren buffet involvement && J&J + many others)
VSLR (why up on the year)
CSIQ (why up on the year)

Lastly with some cash back from uncle Sam I created a simple credit card companies motif consisting of V, MA, AXP, and DFS.  Long term I don't see the world doing better with credit card debt (meaning I think we will continue to pile it on) so I think they are a good buy and hold opportunity.

 

End of February Update

Update for Feb:

Opened a Loyal 3 account and established 9 positions. There is some overlap with the IRA. The portfolio page was updated to reflect the new positions. I plan to add to these positions every month.

1 purchase of STWD (REIT)  10 shares @24.50

More background here: http://divgro.blogspot.com/2015/02/recent-buy-starwood-property-trust-inc.html   The 10 shares should generate $19.20 of annual dividend income.


Dividend income for the month was: $140.28  Everything in the IRA is DRIP so it was all reinvested back into the stock that generated it.  I'll add that it is pretty exciting to get paid to just hold onto stocks.

Purchased a logo on Fiverr for 5 bucks. Its OK and better than I would have come up with, so it stays for now.

Thanks for reading

End of January updates

Wrap up for January

-initiated a postion in OHI @ 44.4599 and MKC @ 70.85

-add to PG @ 84.50 to average down

-GE DRIP 0.238 GE @ 24.3306


Musings:

Wow CAT. Really couldn't have gotten too much worse of an entry in retrospect. Thankfully its a long term hold.

Dividend income predictions, did notice that my dividend income predictions will be lower than I have on my spreadsheet. Why? spreadsheet assumes 4 dividend payments throughout the year which wont be the case for some of the stocks (or I added after ex-div date and).   Some of the positions I initiated this month were based on ex-dividend date.

Need to do more research/planning on determining Fair Value, this should help make entries and additions to the portfolio at a better price point. Thanks to DivHunt for the reminder. Still new to this.

       
         

IRA Purchase TD

added to my TD position today. Trying to get the remainder of my 2015 money to work and the stock is near 52 Week lows

bought 11@$42.13

Weights have been updated on the shared portfolio

IRA Purchase VOD, RY, GE

Bought 10 RY @ 62.3999

I want to slowly add some foreign exposure.  Historically Canadian banks have held up ok. So figured some exposure wouldn't hurt and the dividend yield is good (3.97%).  This adds $25.10 in passive dividend income.

Chart

The stock is looking weak right now but I guess i'm hoping its on sale.  Checking out a monthly chart most of the time the 50 SMA has held up as support. If we blow through that maybe i'll start to get worried.

On the weekly the 200 has held as support.

Will also be eyeing that $60 area for a swing trade if it holds.

other info

http://www.dividendgrowthinvestingandretirement.com/2013/07/the-great-canadian-banking-series-royal-bank-of-canada-dividend-stock-analysis-part-4-of-10/

There was also a more recent article on Canadian banks but i cant find it.

---

Bought 15 VOD @ 34.86

In the theme of a little more foreign exposure I bought VOD.  This adds $16.50 in passive dividend income.

Chart

---
I also added to my GE position as planned if it went under $24.

Bought 20 GE @ 23.7199

IRA Purchase COP

COP 10 shares @64.15

Entry position in another Energy stock.  This should add $29.20 to passive income stream.

chart

IRA Purchase HP, EMR, UTX, PFE

Took starter positions in HP, EMR, UTX, PFE today. Mostly because the last of my 2014 IRA money posted and I wanted to put it to work as quickly as possible.

15 HP @60.36

Why? Energy play and stock opened down 5%.  My uhoh was i wanted a ~$500 position which should have been 10 shares.  This is basically a $800 bet this company will survive the current energy shenanigans and be back to $100+ in 5-10 years.

10 EMR @60.41

Why? Partly this. But it was on my to buy list

20 PFE @31.65

Why? on my buy list

5 UTX @112.66

Why? want to slowly develop a position in the defense contractor space.

Those purchases put my projected dividend income in at $1319.50, which is above my $1250 goal. I will change the goal to $1500 as I have a few more dollars to purchase some additional things if the opportunity presents itself and i'm using yahoo finance API to pull in the dividend data and it seems behind what my broker shows.

IRA Purchases CAT

Bought an additional 10 shares @87.78  of CAT as the stock approaches 52 week lows of 85.88 and because the ex-dividend date is coming up 1/15/2015.

The stock was listed as underweight yesterday/today (1/5/2015)  && reasoning TLDR; its profits related to selling equipment to the energy(oil/gas) sector.

This is  a long term hold and as its close to 52 week lows, I see it as a buying opportunity. Below 85 or closer to 80 i'll by another 10. A few years from now when this is back above 110 i'll be a happy guy.

chart

IRA Purchases GE, WEYS, PID

Some alerts went off today on GE and WEYS. I don't have a full position on GE and I wanted to add WEYS.

Bought 25 GE @24.94, lowering my overall price on the position to $25.59. I'll most likely consider adding another 25 below $24

Chart for GE 1/2/15

Why WEYS?
partly here: http://www.dividendgrowthinvestor.com/2014/12/best-dividend-stocks-for-2015.html

Bought 20 WEYS @28.55  I would consider adding more below $26 and have alerts set if it reaches that point.

Chart for WEYS 1/2/15

PID
Bought 25 @17.3999

why foreign dividend exposure via ETF

Chart for PID 1/2/15

This increases projected dividend income for the year to: $1,197.03