Weekly Sharebuilder Purchases

Here are my automatic investments for this week.

• ARCP:  41.97 shares @ $11.91 --- Yield  8.40%
• RDS-B:  6.54 shares @ $76.36 --- Yield  4.92%
• BBL:  9.27 shares @ $53.95 --- Yield  4.60%
• GE:  19.91 shares @ $25.11 --- Yield  3.50%
• XOM:  5.28 shares @ $94.71 --- Yield  2.91%
• PEP:  5.37 shares @ $93.05 --- Yield  2.82%

Total capital invested this week is $3000 ($500 in each company).  The combined yield for these purchases is 4.53% and will add $135.75 to my yearly dividends.


$100/week Challenge --- Week 24   S&P 500:  1948

I am still working on equalizing my positions.  RDS has come down quite a bit along with most energy names.  GE is drifting near its year low and BBL continues to sit in bear market territory.  I plan on adding to XOM until the end of the year and hopefully can reach 100 shares.  ARCP is one of my smallest positions and looks reasonable at these levels.  PEP is on the other end of the spectrum as it along with KO are sitting near the year highs.  I wish I had picked up more shares early this year when it was in the 70s.  Oh well,  I am going to add to this position until it reaches equal weighting with KO.

Other stocks on my radar for next week include DE, ESV, CVX, WM, CAG, and PAYX.

September 2014 Passive Income

Here is the summary of my passive income and purchases that I made during the month of September.  Beginning this month, I will only list my taxable dividends and interest as this will be what funds my FI.  Dividends and interest from my retirement accounts will be logged on my dividend spreadsheet and income tabs.  Eventually I will use the income from these accounts, but that will occur many years after I leave the workforce. 

All in all this was a good solid income month.  My forward dividend/interest is now approximately $13,200 so I am pleased with my progress.  I now feel confident that I can reach my year end goal of $14,500 in forward passive income.


Taxable Account

• CAIBX --- $546.40
• AHITX --- $287.59
• ESV --- $91.01
• DLR --- $83.00
• TGT --- $75.40
• BBL --- $67.05
• BP --- $66.12
• DVY --- $58.72
• CVX --- $45.24
• PFE --- $43.09
• MSFT --- $42.00
• IBM --- $30.80
• AFL --- $24.79
• MCD --- $21.49
• GM --- $16.63
• RDS-B --- $15.05
• ARCP --- $12.30
• PEP --- $10.95
• WM --- $7.32
• RDS-A --- $.14

Total taxable passive income is $1545.09.


New Capital Invested

• MAT --- $5024
• BP --- $4596
• MCD --- $3100
• BBL --- $2900
• GM --- $2300
• KO --- $1600
• XOM --- $1400
• ESV --- $1000
• PM --- $600
• VZ --- $500
• BAX --- $500
• GE --- $300

Total new capital invested is $23,820.00.

Note: This month's capital includes most of the funds received from my mutual fund sale that took place in August.

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.