Showing posts with label IRA. Show all posts
Showing posts with label IRA. Show all posts

Thursday, April 30, 2015

April EOM Update

Total dividend income for April was: $109.68.

It is pretty fun to watch these grow since Jan's income was 35.79 (mostly because i had missed the ex-dividend date on most of the purchases when i rolled over the old 401k).

Excel skillz chart:


This month I took refund money and added money to my two Motif's see:
http://hackyourfinances.blogspot.com/2015/04/march-update-2.html

The majority of the cash went to the one that is performing well vs my "bets" one but I'll continue to add to that one until it reaches my max position/bet size. I'm still bullish on 3D printing long term.  I may also rebalance to add in some solar stocks, still thinking about it.

I also made contributions in my Loyal3 portfolio to:

DIS
UL
KO

For the most part Loyal3 doesn't dividend reinvest, but did for KRFT. I just take any dividends and add it to the next purchase i make.

That's all for now, thanks for reading.

Monday, January 26, 2015

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

Wednesday, January 21, 2015

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.

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

Bought 20 GE @ 23.7199           

DRIP Purchase (KRFT)

Bought 0.21 KRFT @ 65.5547 via DRIP

This adds .46 to my yearly dividend income.

Sunday, January 18, 2015

Drip Purchase (O)


Bought 0.088 O @ 52.4085 via DRIP  this adds $.19 to my yearly dividend income

Friday, January 9, 2015

IRA Purchase COP

COP 10 shares @64.15

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

chart


Thursday, January 8, 2015

DRIP Purchase (CB)

Bought 0.049 CB @ 101.6596

This takes projected income from $20 to $20.10        

Monday, January 5, 2015

DRIP Purchase (HDV)

1/02/2015  Bought 0.087 HDV @ 76.5371  via DRIP

This took annual dividend on this stock holding from $24.50 to $24.71   wwwwwwooooohooooo!

The public sheet hides the shares but the weight was updated

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




Friday, January 2, 2015

DRIP Purchase (IDV)

Will try to update DRIP purchases on this blog

12/30/2014  Bought 0.672 IDV @ 34.0445  via DRIP

This took annual dividend on this stock holding from $88.37 (2014 values) to $98.21 (2015 $/per share). (Dividend increase for 2015)

portfolio spreadsheet was updated to reflect the new amount of shares owned.

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

Tuesday, December 30, 2014

DRIP Purchase (VYM)

Will try to update DRIP purchases on this blog

12/26/2014  Bought 0.081 VYM @ 69.9863  via DRIP

this took annual dividend on this stock holding from 18.93 to 19.09. (Hold onto your socks!)

portfolio spreadsheet was updated to reflect the new amount of shares owned.