Tuesday, November 30, 2021

Recent Purchases ---- MO, IBM, CAH, VTI, BND

 

Today I created a new position in CAH and added to MO, IBM, VTI, and BND.


MO:  100 shares @ $42.60 --- Yield  8.45%

IBM:  50 shares @ $117.40 --- Yield  5.59%

CAH:  25 shares @ $46.71 --- Yield  4.20%

VTI:  4 shares @ $235.15 --- Yield  1.21%

BND:  6 shares @ $85.38 --- Yield  1.95%


Total capital invested is $12,750.63 and the combine yield is 5.95%.  These purchases will increase my yearly dividends by $758.35.


I've been buying VTI and BND throughout the year towards the end of each month.  Traditional dividend stocks continue to underperform so I'll gladly add to these position and start new positions as well.


Pipeline reconstruction in progress.

Friday, November 26, 2021

Black Friday Buys --- MO, IBM, BP

 

Today I added to MO, IBM, and BP.


  • MO:  250 shares @ $43.36 --- Yield  8.30%
  • IBM:   75 shares @ $115.29 --- Yield  5.65%
  • BP:   40 shares @ $25.70 --- Yield  5.02%

Total capital added is $20,514.75 and has a combined yield of 7.04%. This will increase my yearly dividends by $1,443.60.


Wednesday, November 24, 2021

Weekly Stock Purchases

 

Today I added to my MO position and initiated a position in IBM.


  • MO:  10 shares @ $44.11 --- Yield  8.16%
  • IBM: 5 shares @ $116.35 --- Yield  5.64%

Total capital invested is $1,022.85 and has a combined yield of 6.73%. This week's purchases will ad $68.80 to my yearly dividends.

MO continues to look pretty solid at these levels. I'm also keeping my eyes on BP, VZ, WBA, and AMGN.


Saturday, November 20, 2021

Weekly Stock Purchases

 Today I decided to re-start dividend investing.


  • MO:  10 shares @ $43.57 --- Yield  8.26%
  • BP:  10 shares @ $26.41 --- Yield  4.88%

Total capital invested is $699.80 and the combined yield is 6.99%. These purchases will add $48.90 to my yearly dividends. 

Back in the game! 

Thursday, November 18, 2021

October 2021 Net Worth

 

Here are my net worth totals for the end of October.


Another great month! I picked up $35K during October and this marks the 5th consecutive month in the double comma club.

The markets continue to defy gravity and are up roughly 25% for the year. 

November won't be so rosy as I have spent quite a bit on home renovations. Spending money to add small/large pleasures from time to time is what life is all about. Hoarding money and just watching numbers increase on a spreadsheet seems a bit more strange to me now.

Hope all is well with everyone out there!


Checking --- $170,163
Savings/Investments --- $298,543
HSA --- $1,550
IRA --- $13,808
401K --- $540,638
2014 Jeep Wrangler --- $14,000


Liabilities

$986

Net Worth

$1,037,716


YTD Totals

2021

***Jan 1, 2021 --- $969,595***

Jan 31, 2021 --- $966,773
Feb 28, 2021 --- $970,059
Mar 31, 2021 --- $986,189
Apr 30, 2021 --- $997,626
May 31, 2021 --- $998,560
Jun 30, 2021 --- $1,007,093
Jul 31, 2021 --- $1,017,133
Aug 31, 2021 --- $1,027,009
Sept 30, 2021 --- $1,002,049
Oct 31, 2021 --- $1,037,716


2020

Jan 31, 2020 --- $923,180
Feb 29, 2020 --- $887,924

Mar 31, 2020 --- $840,075
Apr 30, 2020 --- $883,292

May 31, 2020 --- $897,577
June 30, 2020 --- $898,663

July 31, 2020 --- $923,038
Aug 31, 2020 --- $944,156

Sep 30, 2020 --- $922,946
Oct 31, 2020 --- $901,082

Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
 

Dec 31, 2020 --- $969,595
Dec 31, 2019 --- $926,699
Dec 31, 2018 --- $864,613
Dec 31, 2017 --- $914,266