Thursday, September 24, 2015

Recent Buy --- CAT




Today I added more shares to my CAT position.


  • CAT:  45 shares @ $65.61 --- Yield  4.69%

Total capital invested is $2959.40 and this will increase my yearly dividends by $138.60. CAT, similar to a lot of energy names, continues to hit multi year lows. With the announcement of lowered revenue guidance and massive layoffs the blood continues to flow. I almost initiated a position in EMR, but it looks like it is taking a fast train to the $30s. I may look at it again next week.

DEFY MEDIOCRITY

Tuesday, September 22, 2015

Recent Buy --- RDS-b


Today, on further weakness, I added to my Shell position.


  • RDS-b:  35 shares @ $48.26 --- Yield  7.79%

Total capital invested is $1696.05 and will add $131.60 to my yearly dividends. BP and BBL are also very tempting at their current levels. I may be wrong, but I really believe these are great times to be creating and adding to energy positions. I haven't updated my portfolio sheet in a few months, but this purchase puts me right at 200 shares of Shell.

DEFY MEDIOCRITY

Tuesday, September 8, 2015

Catch up post --- July and August Dividend Recaps





Here is my passive income summary from July and August.


July Passive Income

  • KHC --- $1278.75
  • AHITX --- $264.18
  • PM --- $213.27
  • GE --- $99.96
  • MO --- $78.00
  • WPC --- $72.82
  • KO --- $70.52
  • CSCO --- $50.40
  • TD --- $43.02
  • BAX --- $34.26
  • NEA --- $22.58
Total taxable July passive income is $2227.76.


August Passive Income

  • HCP --- $242.95
  • AHITX --- $176.78
  • T --- $175.19
  • KMI --- $118.98
  • PG --- $88.63
  • VZ --- $77.43
  • APU --- $72.18
  • CAT --- $55.38
  • CLX --- $41.89
  • PAYX --- $39.33
  • TIS --- $35.56
  • NEA --- $22.69
Total taxable August income is $1146.99.

DEFY MEDIOCRITY

Friday, September 4, 2015

New Purchase --- PX


After another volatile day in the markets I added shares of PX to my portfolio.


  • PX:  25 shares @ $101.70 --- Yield  2.81%  (initial position)

Total capital invested is $2549.45 and will raise my yearly dividends by $71.50.

DEFY MEDIOCRITY

Tuesday, September 1, 2015

New Purchase --- UL


Today I purchased shares of UL.


  • UL: 100 shares @ $39.21 --- Yield  3.32%  (initial position)

Total capital invested is $3927.95 and will add $130.41 to my yearly dividends.

DEFY MEDIOCRITY

Tuesday, August 25, 2015

Weekly Purchases


I went with the shotgun approach today as I haven't made any weekly purchases this month. I think I picked up some good companies! Here they are.

  • KMI:  8.09 shares @ $30.90 --- Yield  6.34%
  • GM:  8.77 shares @ $28.50 --- Yield  5.05%
  • PAYX:  5.64 shares @ $44.36 --- Yield  3.79%
  • PG:  3.53 shares @ $70.90 --- Yield  3.74%
  • KO:  6.41 shares @ $39.00 --- Yield  3.38%
  • JNJ:  2.65 shares @ $94.36 --- Yield  3.18%
  • WMT:  3.82 shares @ $65.38 --- Yield  3.00%
  • UNP:  3.01 shares @ $83.10 --- Yield  2.65% 

Total capital invested is $2000 ($250 in each company). The combined yield is 3.89% and will increase my yearly dividends by $77.80.

DEFY MEDIOCRITY

Monday, August 24, 2015

New Purchase --- IBM


Today I added to my IBM position.

  • IBM: 13 shares @ $143.44 --- Yield  3.63%

Total capital invested is $1871.67 which will increase my yearly dividends by $67.60.

I haven't made any weekly purchases this month yet, but intend to make several tomorrow. I hate letting the $12 go to waste! :-)

Exciting times are upon us. Be careful PUT sellers. 

DEFY MEDIOCRITY