Friday, December 31, 2021

Weekly Stock Purchases


My final purchases of the year are additions to VTI and BND.

  • VTI:  4 shares @ $242.18 --- Yield 1.15%
  • BND:  6 shares @ $84.82 --- Yield 1.95%

Total capital invested is $1477.60 and the combined yield is 1.69%. Today's purchases will add $24.97 to my yearly dividends.

Happy New Year and I hope everyone has a fantastic and safe evening!


Pipeline re-construction in progress.


Wednesday, December 22, 2021

Weekly Stock Purchases


Yesterday I added to my MO position.

  • MO: 180 shares @ $47.82 --- Yield  7.53%

Total capital invested is $8607.60 and this purchase will add $648.00 to my yearly dividends.

I now have an even 1000 shares of MO which will provide $3600.00 of yearly dividend income.  

I should also mention that I have 12 open $45 MO puts that have been open most of this year. The first 7 expire on Jan 21, 2022 and the other 5 expire in Jan 2023. The assignment of next month's shares would be around $41.50 so it is unlikely that I will be assigned unless MO drops $5 dollars or so during the next few weeks.

Pipeline re-construction in progress

Monday, December 13, 2021

Weekly Stock Purchases


Today I added to my MO, IBM, and BP positions.

  • MO:  200 shares @ $44.83 --- Yield  8.03%
  • IBM:  40 shares @ $121.42 --- Yield  5.40%
  • BP:  50 shares @ $26.77 --- Yield  4.82%

Total capital invested is $15,161.30 and the combined yield is 6.91%. These purchases will increase my yearly dividends by $1,046.90.

I continue to like MO below $45. I also would like to add XOM if the price drops into the mid $50s. 


Pipeline reconstruction in progress.

Tuesday, December 7, 2021

Weekly Stock Purchases

 

Today I added share to MO, IBM, and CAH positions.


  • MO: 250 shares @ $44.54 --- Yield  8.08%
  • IBM:  50 shares @ $120.38 --- Yield  5.45%
  • CAH:  50 shares @ $48.14 --- Yield  4.07%

Total capital invested is $19,561 and the combined yield is 6.78%. These purchases will add $1,326 to my yearly dividends.

The markets have been rebounding nicely so far in December, but I still like these names. I'm also keeping my eyes on MRK as well and will start a position below $70.


Pipeline reconstruction in progress.

Wednesday, December 1, 2021

November 2021 Net Worth





November ended up being a wild ride. Patios, pergolas, landscaping and paying off my girlfriend's car did some serious damage to the net worth. 

After counting all the beans I was down just over $69,000 for the month and $1200 in the red for the year. Not bad considering I have spent a ton of money this year. 

It will be nice to regain Double Comma status, but living a healthy life in a work optional setting is enough for now.


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


Checking --- $109,770
Savings/Investments --- $290,832
HSA --- $1,550
IRA --- $13,604
401K --- $538,605
2014 Jeep Wrangler --- $14,000


Liabilities

$2278

Net Worth

$968,361


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
Nov 30, 2021 --- $968,361


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