May 2014 Passive Income

Here is the passive income I received during May.


Taxable Account:

• AHITX --- $271.15  (This is a high yield bond fund that pays monthly.)
• T --- $150.61
• HCP --- $114.45
• KMI --- $82.25
• PG --- $35.40
• CLX --- $9.63
• PAYX --- $7.73
• ARCP --- $3.21

Total taxable passive income is $674.73. 


Retirement Account:

• AHITX --- $106.42
• ABNDX --- $69.64

Total retirement account income is $176.06

Total passive income received in all accounts is $850.79


Monthly Purchases:

• ESV --- $1350
• VZ --- $1350
• PM --- $1350
• GE --- $1350
• ARCP --- $1050
• RDS-b --- $700
• KO --- $700
• BP --- $700
• KMI --- $650
• CLX --- $650
• PFE --- $650

Total new capital invested is $10,500.00.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• ESV:  13.25 shares @ $52.85 --- Yield  5.68%
• CLX:  7.93 shares @ $88.28 --- Yield  3.35%
• GE:  26.14 shares @ $26.78 --- Yield  3.28%
• PG:  8.72 shares @ $80.25 --- Yield  3.19%

Total capital invested is $2800 ($700 in each company).  The combined yield is 3.88% and will increase my yearly dividends by $108.57. 


$100/week Challenge---Week 6

Oil and tobacco companies have been on a surge lately along with everything else.  PG and CLX are underweighted so I added to those positions.  I will probably only make one or two more ESV purchases this year since it is close to full weight.  This will make it more difficult to increase my yearly dividends $100 per week going forward. 

Stocks on my radar for next week are BP, KO, TD, PFE, PEP, PAYX, GE, and PG.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• RDS-b:  8.52 shares @ $82.08 --- Yield  4.58%
• PM:  8.07 shares @ $86.66 --- Yield  4.34%
• GE:  26.29 shares @ $26.59 --- Yield  3.31%
• KO:  17.26 shares @ $40.56 --- Yield 3.00%

Total capital invested is $2800 ($700 in each company).  The combined yield on these purchases is 3.81% and this will increase my yearly dividends by $106.68.


$100/week Challenge---Week 5

This is the fifth straight week and the first full month that I have increased my yearly dividends by at least $100 each week.  All and all it was a pretty solid month.  I had to cut my expenses here and there while working a little bit harder at my day job.  This week  I was stretched a little thin.  My checking account balance this morning is at $133, but fortunately $114.45 will hit my account tomorrow courtesy of HCP. 

The market seems to hit new highs every day.  The S&P 500 is a hair over 1900 and bargain companies are in short supply.  I don't think I got any exceptional deals today, but the name of the game is consistent, methodical investing regardless of market conditions.  Someone in 1985 who waited to buy PG at the early 1982 levels would still be without a single share today.  This is not to say that there won't be some sort of correction soon, but many have been on the sidelines for the last 3-5 years waiting for the "second shoe to drop".  I am going to keep plowing forward one week at a time until FI. 

Stocks on my radar for next week are PM, GE, KO, PFE, JPM, TD, TGT, BAX, and AFL.  Of course I mostly ignored last week's radar stocks as I only bought PM. 

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• ARCP:  50.60 shares @ $12.85 --- Yield  7.78%
• ESV:  13.08 shares @ $49.71 --- Yield  6.04%
• PM:  7.62 shares @ $85.26 --- Yield  4.41%
• GE:  24.58 shares @ $26.45 ---Yield  3.33%

Total capital invested is $2600 invested equally in each company.  The combined yield on these purchases is 5.39%  and will add $140.14 to my yearly dividends.

Note:  My last three purchases of PM were in Februaray at prices between $76 and $79.  The share price has appreciated quite a bit in the last few months, but I still like the yield and growth prospects. 


$100/week Challenge---Week 4

Week number four is in the books.  My monthly expenses should come in less than $2700 for the month of May.  If I can keep up the current pace, $14,500 in forward dividends should be achievable by year end.

Stocks on my radar for next week are: 

BP, PG, CLX, VZ, TGT, PM, MO, WFC, IBM, JPM, CINF, and TD. 

Weekly Sharebuilder Purchases

Here are my purchases for this week.

• KMI:  20.05 shares @ $32.42 --- Yield  5.18%
• VZ:  13.49 shares @ $48.20 --- Yield  4.40%
• PFE:  22.28 shares @ $29.18 --- Yield  3.56%
• CLX:  7.33 shares @ $88.70 --- Yield  3.34%

Total capital invested is $2600 invested equally in each company.  The combined dividend yield is 4.12% and will add $107.12 to my yearly dividend income.

Note:  Clorox raised its quarterly dividend from $.71 to $.74 per quarter and I am using the new yield for my calculation.


$100/week Challenge---Week 3

This is my third consecutive week in which I have increased my yearly dividends by $100.  This is more difficult than I first envisioned, but like training for a marathon I plan on taking it one week at a time.  I have become hyperaware of my spending habits.  If nothing else this renewed focus on extreme savings is a nice byproduct of the challenge.

Weekly Sharebuilder Purchases

Here are my weekly purchases for this past week.

• ARCP:  31.04 shares @ $12.89 --- Yield  7.76%
• ESV:  13.84 shares @ $50.60 --- Yield  5.93%
• BP:  13.69 shares @ $51.13 --- Yield  4.58%
• VZ:  14.76 shares @ $47.43 --- Yield  4.47%

Total capital invested is $2500 ($700 each in ESV, BP, and VZ and $400 in ARCP).  The combined dividend yield is 5.44% and will add $136.00 to my yearly dividends.


$100/Week Challenge---Week 2

Well so far I'm 2/2.  ESV and ARCP are low hanging fruit however.  I'm ok with that for the first couple of months, but eventually I will have to start accumulating other companies.  This will be when the real challenge begins.  

April 2014 Passive Income

 

 

 

Here is the passive income I received in April.

 

 

Taxable Account:

 

• AHITX --- $241.75
• MO --- $72.00
• PM --- $68.15
• CSCO --- $45.60
• GE --- $44.45
• KO --- $36.60

Total taxable passive income is $508.55.

 

 

Retirement Account:

 

• AHITX --- $109.86
• ABNDX ---$35.53

Total retirement account income is $145.39.

 

Total passive income received in all accounts is $653.94.

 

 

Monthly Purchases:

 

• ESV --- $2100
• CLX --- $1200
• PFE --- $1200
• BP --- $1000
• KMI --- $1000
• PAYX --- $900
• ARCP --- $500
• VZ --- $500
• GE --- $400
• GM --- $400
• WM ---$400

Total new capital invested is $9600.00.