Recent Purchases ---- MO, IBM, CAH, VTI, BND

 

Today I created a new position in CAH and added to MO, IBM, VTI, and BND.

MO:  100 shares @ $42.60 --- Yield  8.45%

IBM:  50 shares @ $117.40 --- Yield  5.59%

CAH:  25 shares @ $46.71 --- Yield  4.20%

VTI:  4 shares @ $235.15 --- Yield  1.21%

BND:  6 shares @ $85.38 --- Yield  1.95%

Total capital invested is $12,750.63 and the combine yield is 5.95%.  These purchases will increase my yearly dividends by $758.35.

I've been buying VTI and BND throughout the year towards the end of each month.  Traditional dividend stocks continue to underperform so I'll gladly add to these position and start new positions as well.

Pipeline reconstruction in progress.

Black Friday Buys --- MO, IBM, BP

 

Today I added to MO, IBM, and BP.

• MO:  250 shares @ $43.36 --- Yield  8.30%
• IBM:   75 shares @ $115.29 --- Yield  5.65%
• BP:   40 shares @ $25.70 --- Yield  5.02%

Total capital added is $20,514.75 and has a combined yield of 7.04%. This will increase my yearly dividends by $1,443.60.

Weekly Stock Purchases

 

Today I added to my MO position and initiated a position in IBM.

• MO:  10 shares @ $44.11 --- Yield  8.16%
• IBM: 5 shares @ $116.35 --- Yield  5.64%

Total capital invested is $1,022.85 and has a combined yield of 6.73%. This week's purchases will ad $68.80 to my yearly dividends.

MO continues to look pretty solid at these levels. I'm also keeping my eyes on BP, VZ, WBA, and AMGN.

Weekly Stock Purchases

 Today I decided to re-start dividend investing.

• MO:  10 shares @ $43.57 --- Yield  8.26%
• BP:  10 shares @ $26.41 --- Yield  4.88%

Total capital invested is $699.80 and the combined yield is 6.99%. These purchases will add $48.90 to my yearly dividends. 

Back in the game! 

October 2021 Net Worth

 

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

Another great month! I picked up $35K during October and this marks the 5th consecutive month in the double comma club.

The markets continue to defy gravity and are up roughly 25% for the year. 

November won't be so rosy as I have spent quite a bit on home renovations. Spending money to add small/large pleasures from time to time is what life is all about. Hoarding money and just watching numbers increase on a spreadsheet seems a bit more strange to me now.

Hope all is well with everyone out there!

Checking --- $170,163

Savings/Investments --- $298,543

HSA --- $1,550
IRA --- $13,808

401K --- $540,638

2014 Jeep Wrangler --- $14,000

Liabilities

$986

Net Worth

$1,037,716

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

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

September 2021 Net Worth

 

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

Markets dropped a bit, but I'm still a member of the double comma club. Looks like October is going to be fantastic! 

Onward and upward!

 

Checking --- $213,238

Savings/Investments --- $253,583

HSA --- $1,550
IRA --- $13,346

401K --- $517,390

2014 Jeep Wrangler --- $14,000

Liabilities

$558

Net Worth

$1,002,049

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

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

August 2021 Net Worth

 

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

I'm now comfortably above the 1M mark (until a market correction). Good all around month and year so far.

Now that I'm over 3 1/2 years into retirement I am starting to see how the next 30-40 years will unfold. Taxable accounts continue to hold up and provide daily income and more than cover my expenses. Retirement accounts also grow nicely and along with SS, I should be in really good shape in the decades to come.

Onward and upward!

 

Checking --- $253,218

Savings/Investments --- $209,054

HSA --- $1,550
IRA --- $13,763

401K --- $535,652

2014 Jeep Wrangler --- $14,000

Liabilities

$228

Net Worth

$1,027,009

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

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