Tuesday, May 12, 2015

Weekly Sharebuilder Purchases


Here are my automatic investments for this week.

  • WPC:  7.88 shares @ $63.46 --- Yield  6.00%
  • BP:  11.69 shares @ $42.78 --- Yield  5.61%
  • SO:  11.52 shares @ $43.37 --- Yield  5.00%
  • XOM:  5.73 shares @ $87.26 --- Yield  3.35%

Total capital invested today is $2000 ($500 in each company). The combined yield on these purchases is 4.99% and will add $99.80 to my yearly dividends.

Gotta love how the market plummets at the open and then my buys go through near the days high. :-(


Mutual Fund Sale

  • CAIBX --- 150 shares @ $61.54 --- Yield  approx. 3.9%

This transaction took place on Friday and I received $9231 this morning. This sale will reduce my yearly dividends by approximately $360.93.


With a variety of expenses coming at me during the next couple of weeks, I will not reinvest everything right away. With that said, the way the market is bouncing around today, I might still pick up a position or two before the end of business today. We'll see.

Sectors that look interesting right now include interest rate sensitive names within REITs, utilities, and telecoms. Some energy sector and consumer names also look appealing. In particular I am watching HCP, WPC, SO, T, WMT, PG, XOM, GM, and JNJ. On the more speculative side, I am also watching TIS and NOV.

REITs are really taking it on the chin right now similar to the way oil companies did six months ago. It's really exciting to watch things play out. Stay alert!

DEFY MEDIOCRITY

12 comments:

  1. Solid list of yields you got there, and if/when energy prices recover they could beat the market.

    Any concerns from you that these stocks haven't beaten the market when looking backwards?

    ReplyDelete
    Replies
    1. brian,

      No concern at all. In fact if bonds were yielding 4-5% I would have no problem having a 100% bond portfolio. Passive income is my #1 concern. If price appreciation was my primary concern, I would own GOOG, AMZN, NFLX, CMG, etc. I am looking forward to day that my passive income exceeds my monthly expenses by $.01. Besides I have plenty of stocks that have recently outperformed the market in TGT, WM, MO, CSCO, KRFT, KMI, CLX, and PEP to name a few. I also have several energy companies that have underperformed, but are making a huge comeback even as we speak (write).

      I normally focus on contrarian plays like TGT, GM (last year), IBM, REITs (currently and late 2013), oil companies (late last year), and utilities (now). Call me a "Storm Chaser" if you like. Over time I feel this strategy will pay dividends (pun intended) over a longer time horizon.

      Now with that said I also am invested 65/35 S&P 500 index and Vanguard bonds as well. That will serve as my drawn down strategy 20 years from now.

      MDP

      Delete
  2. 4.9% yield is massive. No worries about buying higher on the days, overtime you'll get it all back.
    Cheers!

    ReplyDelete
    Replies
    1. vivianne,

      Ok so I guess there is no conspiracy. :-) I agree it averages out over time and I guess I could have made a manual trade early in the day.

      Thanks for stopping by!

      MDP

      Delete
  3. Thanks for sharing MDP. Here we go again every Tuesday. Planting these seeds slowly and surely my friend. I friggin love it. Take care and keep up the hustle. Cheers to us MDP.

    ReplyDelete
    Replies
    1. DH,

      You got it brother! Every Tuesday like clockwork. The castle walls get a little higher week after week. Keep up the hustle yourself.

      MDP

      Delete
  4. Solid purchases here, especially at 4.9% yield on average.

    ReplyDelete
    Replies
    1. Tawcan,

      High yielding energy, utilities, and REITs make it easy to get yield.

      MDP

      Delete
  5. MDP,

    Solid consistency here. Personally am waiting on funds to transfer to make a purchase, you would think that a transfer would be quicker than 3 business days now in 2015... c'mon!

    Nice job though and SICK addition of a cool $100 to the annual div income total.

    -Lanny

    ReplyDelete
    Replies
    1. Lanny,

      Thanks buddy. I think the word transfer is a euphemism for the word float. :-)

      MDP

      Delete
  6. I agree its annoying when buys go through near highs of the day. Over time, I've learned to ignore that... as dividend growth investors, our intended time frame is "forever", so the exact entry on a particular day shouldn't be too much of a concern, right?

    Great average yield on cost, BTW!

    Cheers
    FerdiS

    ReplyDelete
    Replies
    1. Ferdi,

      Your are correct about thinking long term. Whether I paid a few extra dollars for shares today really doesn't have a long term impact on journey. As long as I keep investing in income producing assets, the results with be there in the end.

      MDP

      Delete