Tuesday, September 16, 2014

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.



Wednesday, September 10, 2014

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.

Tuesday, September 9, 2014

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.

Thursday, September 4, 2014

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.

Tuesday, September 2, 2014

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.