Weekly Sharebuilder Purchases

Here are my automatic investments for this week.  S&P 500:  1982

• BBL:  5.38 shares @ $55.61 --- Yield  4.46%
• GM:  9.34 shares @ $32.02 --- Yield  3.75%
• GE:  11.66 shares @ $25.64 --- Yield  3.43%
• XOM:  3.16 shares @ $94.64 --- Yield 2.92%

Total capital invested is $1200 ($300 in each company).  The combined yield on this week's purchases is 3.64% an will add $43.53 to my yearly dividends.

Stocks on my radar for next week include the four listed above as well as PEP, CVX, MCD, and BP.

Stock Purchase: MAT

Today I added another company to my portfolio.

• MAT:  165 shares @ $30.45 --- Yield  4.99% (Initial position, somewhat speculative)

Total capital invested is $5024.25 and this will add $250.80 to my yearly dividends.


$100/week Challenge --- Week 23  S&P 500  1971

I will add some capital tomorrow to my Sharebuilder account, but it will be much lower than usual as this purchase will be the bulk of my investments for this week.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• ESV:  11.40 shares @ $43.76 --- Yield  6.86%
• BBL:  8.75 shares @ $57.06 --- Yield  4.35%
• MCD:  5.32 shares @ $93.78 --- Yield  3.63%
• GM:  14.97 shares @ $33.34 --- Yield  3.60%
• BAX:  6.94 shares @ $71.91 --- Yield  2.89%
• XOM:  5.16 shares @ $96.65 --- Yield  2.86%

Total capital invested is $3000 ($500 in each company).  The combined yield on these purchases is 4.03% and will raise my yearly dividends by $120.87.


100/week Challenge---Week 22   S&P 500:  1989

MCD and BBL are close to reaching full positions.  I am slightly overweight in ESV and have been adding more shares on continued weakness.  BAX and XOM have come down quite a bit in the last month and look good around 3% yield.  GM still looks solid and I think it is undervalued in the low 30's.

Stocks on my radar for next week include MCD, XOM, CVX, BBL, GM, GE, KO, HCP, and CAT.

McDonald's raises dividend 4.94%---New yield is 3.64%

I am happy to report another dividend raise today.  This time McDonald's raised its quarterly dividend 4.94% from $.81 to $.85.  Since I currently own 49.34 shares, this will increase my yearly dividends by $7.89.

Microsoft raises dividend 10.71%---New yield is 2.66%

Yesterday Microsoft (MSFT) raised its quarterly dividend 10.71% from $.28 to $.31.  The ex-dividend date is November 18th and the pay date is December 11th.  Since I currently own 150 shares this raise will increase my yearly dividends by $18.00.  Last September I received $34.00 from MSFT then it raised its dividend 21.74% and I received $42.00 during the last four quarters.  Starting in December I will be receiving $46.50.  I have not dripped or added to my position during this time. This is a perfect illustration of the power of dividend growth and I am glad to own shares of this fine company.

Microsoft has been a top performer within the DJIA trailing only Intel for the year.  This is a bit reminiscent of 1999.  Hopefully Microsoft will continue to deliver value for shareholders by continuing the yearly dividend increases.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• PM:  7.09 shares @ $84.45 --- Yield  4.74%
• BBL:  10.07 shares @ $59.56 --- Yield  4.16%
• MCD:  6.40 shares @ $93.54 --- Yield  3.46%
• KO:  14.48 shares @ $41.44 --- Yield  2.94%
• XOM:  6.18 shares @  $97.16 --- Yield  2.84%  (Initial position)

Total capital invested is $3000 ($600 in each company).  The combined yield on this week's purchases is 3.63% and will add $108.84 to my yearly dividends. 


$100/week Challenge---Week 21   S&P 500:  1996

BBL continues to drift lower and really looks good over 4% yield.  I wanted to buy shares of MO, but it keeps surging so I opted to add to my PM position.  MCD is getting close to a full position and should receive a nice dividend raise in the next couple of weeks.  To balance out the high yielders I added some more shares of KO and started a new position in XOM.  I plan on adding more to XOM until it gets close to equal weight with CVX and ultimately with BP. 

Note:  Several months back I mentioned that I wanted to reach $14,500 in forward dividends by the end of the year.  At the time I was tracking for maybe $12,800, so I needed to really ramp up purchases.  I am currently tracking $14,500 but I must continue increasing each week by at least $100.00.

I have been working six days a week, 10-11 hours a day for the past year.  I checked the math and I just realized that I will spend over 300 days this year at the office.  Hopefully the sacrifice will continue to pay...well you know....dividends.

Philip Morris raises dividend 6.4%---New Yield is 4.77%

Today Philip Morris (PM) raised its quarterly dividend 6.4% from $.94 to $1.00 per share.  This makes the new yield 4.77% as of yesterday's close. The ex-dividend date is September 23rd and the pay date is October 10th. Since I own 108.49 shares my yearly dividends will increase by $26.04.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• ESV:  10.55 shares @ $47.38 --- Yield  6.33%
• VZ:  10.22 shares @ $48.94 --- Yield  4.50%
• BBL:  8.26 shares @ $60.51 --- Yield  4.10%
• GM:  15.08 shares @ $33.17 --- Yield  3.62%
• MCD:  5.45 shares @ $91.66 --- Yield  3.53%

Total capital invested is $2500 ($500 in each company).  The combined yield of these purchases is 4.42% and will add $110.40 to my yearly dividends.


100/week Challenge---Week 20   S&P 500:  1994

I continue to like BBL, GM, and MCD at these levels and will add until I reach a full position in each.  Other companies on my radar for next week are MO, DE, PAYX, GE, KO, PEP, AND KMI.

August 2014 Passive Income

 

Here is the passive income I received during August.


Taxable Account

• AHITX --- $277.38
• T --- $150.80
• HCP --- $114.45
• KMI --- $99.64
• PG --- $54.79
• VZ --- $50.66
• APU --- $44.32
• CLX --- $34.02
• PAYX --- $30.52
• CAG --- $15.52
• ARCP --- $12.23

Total taxable income is $884.33

Retirement Account

• AHITX --- $111.55
• ABNDX --- $102.92

Total retirement income is $214.47

Total passive income received in all accounts is $1098.80.


New Capital Invested

• MCD --- $2400
• BP --- $1100
• BBL --- $900
• KO --- $900
• T --- $900
• CLX --- $600
• PM --- $600
• PG --- $600
• ESV --- $500
• BAX --- $500
• CVX --- $500
• APU --- $500
• PFE --- $500
• GM --- $500
• VZ --- $500
• ABALX --- ($15088.34)

Total net capital invested is ($3588.34).  September should offset August's net loss.

Verizon raises dividend 3.8%---New yield is 4.42%

Today Verizon announced that it is raising its quarterly dividend from $.53 to $.55 per share.  This is an increase of 3.8% and the yield is now 4.42%.  Since I own 106.87 shares, this will increase my yearly dividends by $8.55.

Stock Purchase: BP

Today I added shares to BP and now it is my second largest holding behind T.

• BP:  100 shares @ $44.86 --- Yield  5.22%

Total capital invested is $4496 and this will add $234.00 to my yearly dividends.  This may be a bit premature and has "value trap" written all over it, but I will be content to collect dividends while BP sorts out its continued legal issues.

Note:  This is not part of my Weekly Sharebuilder purchases.

Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• BBL:  15.75 shares @ $63.49 --- Yield  3.91%
• MCD:  10.72 shares @ $93.32 --- Yield  3.47%
• GM:  28.57 shares @ $35.01 --- Yield  3.43%
• KO:  24 shares @ $41.67 --- Yield  2.93%

Total capital invested is $4000 ($1000 in each company).  The combined yield on these purchases is 3.44% and will add $137.20 to my yearly dividends.


$100/week Challenge---Week 19   S&P 500:  2005

This week I am adding to some underweight positions.  BBL, GM, and MCD continue to show weakness in an otherwise strong market.  I will continue adding to these positions if they pull back further.

Other stocks on my radar for next week include BP, GE, CVX, BA, ESV, CLX, T, and DE.