Tuesday, October 21, 2014

Sharebuilder DRIP Purchases- CVX, MCD, ACN

Reporting my weekly buys that went through today.  Today's purchases went through on a big up day with the Dow gaining 215 points.

This weeks purchases 10/21 (Dow 16,615):
  • $250 of CVX at $113.15. Yield 3.78%.
  • $250 of MCD at $91.05. Yield 3.73%.
  • $250 of ACN at $77.27. Yield 2.64%
$750 of new capital invested adding $25.40 to my annual dividend income.

Note:  McDonalds is also now approaching 4%. Today's purchase is the highest initial yield I have gotten on MCD since I started my position in March 2012.

Wednesday, October 15, 2014

Sharebuilder DRIP Purchases- CVX, RDS.B, BBL, GE

Volatility has returned to the market and we are starting to enter 10% correction territory.

Here are my weekly buys that went through yesterday-

This weeks purchases 10/13 (Dow 16,315):
  • $300 of CVX at $112.07. Yield 3.82%.
  • $300 of BBL at $54.05. Yield 4.59%. 
  • $250 of RDS.B at $72.31. Yield 5.20%.
  • $200 of GE at $24.50. Yield 3.59%.
$1050 of new capital invested adding $45.40 to my annual dividend income.

Note: Chevron is now approaching 4%.  I have been a shareholder since the middle of 2010 and the highest initial yield I have seen was 3.94% back in July 2010.  It was trading at $73 and paying out $.72 quarterly.  I will continue to add at these levels and will be more aggressive at 4% ($107).  I would like to bring CVX to a full position.

This was my first addition to Shell this year.  I have a full position in Shell but will start adding more if it gets below $70.

On my radar for next week: CVX, BBL, MCD, V, ACN, AFL

Tuesday, October 7, 2014

Sharebuilder DRIP Purchases- CVX, PM, BBL

Reporting my weekly buys that went through last week and today.  Today's purchases went through on an extra ugly day with the Dow dropping 272 points.

Last weeks purchases 9/30 (Dow 17,043):
  • $200 of CVX at $120.41. Yield 3.55%.  
  • $200 of PM at $82.47. Yield 4.85%
$400 of new capital invested adding $16.81 to my annual dividend income.


This weeks purchases 10/7 (Dow 16,719):
  • $350 of CVX at $117.83. Yield 3.63%.
  • $250 of BBL at $53.95. Yield 4.60%.
$650 of new capital invested adding $24.20 to my annual dividend income.

Note: Bit of a sell-off over the past month or so.  BBL, CAT, and a few of the big oil names have lost around 10%.

BBL's initial yield of 4.60% is highest I have seen in the 2.5 years that I have owned the company.

Sunday, September 28, 2014

Sharebuilder DRIP Purchases- BBL, AFL

Reporting my automatic buys from last week.

Last weeks purchases 9/23 (Dow 17,056):
  • $250 of BBL at $57.06. Yield 4.35%.  
  • $200 of AFL at $58.43. Yield 2.54%
.$450 of new capital invested adding $15.94 to my annual dividend income.


Note: BBL at 52 week lows.

Tuesday, September 16, 2014

Sharebuilder DRIP Purchases- MCD, BBL, PM

Reporting my weekly buys that went through last week and today.

Last weeks purchases 9/9 (Dow 17,014):
  • $350 of MCD at $91.66. Yield 3.53%.  
  • $150 of BBL at $60.51. Yield 4.10%
.$500 of new capital invested adding $18.52 to my annual dividend income.


This weeks purchases 9/16 (Dow 17,132):
  • $250 of MCD at $93.54. Yield 3.46%.
  • $150 of PM at $84.45. Yield 4.74%.
  $400 of new capital invested adding $15.77 to my annual dividend income.


Note: First buy of BBL since 11/13.

Saturday, September 6, 2014

July & August 2014 Update


Time and life seem to be flying by as we come to the end of summer and the beginning of football season.  I am a huge football fan (as I type this watching the Stanford/ USC game) and my wife likes to joke that she loses her husband for 6 months during the season.

August was a good month as we celebrated my son's second birthday.  September will be extra special as we will be welcoming #2- a little girl-  into the world towards the end of the month.  

Keep plugging along with my investments and building my passive income.  I need to!  Raising kids in Southern California is expensive! 

Anyways, I didn't post an July update so here is a quick summary:

  • Dividends received $691.13:  $292.64 PM, $204.95 GE, $177.67 MO, $15.87 IDGTX
  • Purchases $1725: $400 PM at $85.31, $350 MCD at $96.12, $275 GE at $26.19, $250 ACN at $80.33, $225 KMR at $77.32, $125 PG at $79.30, $100 AFL at $62.81,
  • $2416 in total new capital including reinvested dividends
  • Dividend increases +$38.59
  • Annualized dividend income increased $140 from $13,313 to $13,253
  • Lending Club & interest income $286.98
  • Total passive income $978.11

Now for the August numbers:

Dividends Received

Total dividends received during the month were $925.34
  • KMR $247.53
  • KMI $148.96
  • ABBV $119.57
  • PG $96.31
  • CAT $80.65
  • PAYX $55.77
  • AAPL $51.35
  • VZ $45.09
  • ABT $61.02
  • CLX $18.82

Purchases

This months purchases ($2450):
  • $1000 of MCD at $94.07. Yield 3.45%
  • $600 of AFL at $59.64. Yield 2.48%
  • $350 of PM at $83.02. Yield 4.53%
  • $350 of CVX at $127.89. Yield 3.35%
  • $150 of V at $209.82. Yield  .76%.
Also reinvested all dividends.
 
$3,375 in total new capital added (including reinvested dividends) with initial yield of 3.48%. 

Dividend Increases

  • BBL 5.1% raise. +$31.63 annual income.
  • BHP 5.1% raise. +$3.69 annual income.
  • MO 8.3% raise. +$59.89 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $213 from last months total of $13,253 to $13,465. This means my dividend stocks will pay $13,465 in dividends over the next 12 months.

Other

  • Lending Club interest received: $226.22
  • Bank interest received: $39.63

Total passive income: $1,191.19. 

Note: YTD have brought home $7,845 in dividend income and $9,675 in total passive income.  Look to be on track to hit my 2014 goal of $14,500 passive income.

Wednesday, September 3, 2014

Sharebuilder DRIP Purchases- MCD, PM, CVX, AFL

Reporting my buys that went through last week and earlier this week. 

Last weeks purchases 8/26 (Dow 17,107):
  • $250 of MCD at $94.64. Yield 3.42%.
  • $150 of PM at $85.20. Yield 4.41%  
  • $150 of CVX at $128.52. Yield 3.33%
  • $150 of AFL at $61.28. Yield 2.42%.
 $700 of new capital invested adding $23.80 to my annual dividend income.


This weeks purchases 9/2 (Dow 17,068):
  • $250 of MCD at $93.32. Yield 3.47%.
  • $150 of PM at $85.51. Yield 4.40%  
  • $150 of CVX at $128.52. Yield 3.33%
  • $150 of AFL at $61.76. Yield 2.40%.  
 $700 of new capital invested adding $23.87 to my annual dividend income.


Note: Fast food, smokes, and gas! Yee Haw!

Tuesday, August 19, 2014

Sharebuilder DRIP Purchases- MCD, AFL, V, CVX

Reporting my weekly buys that went through last week and today.

Last weeks purchases 8/12 (Dow 16,560):
  • $250 of MCD at $93.40. Yield 3.47%.  
  • $200 of AFL at $59.24. Yield 2.50%
  • $150 of V at $209.82. Yield .76%.
.$600 of new capital invested adding $14.81 to my annual dividend income.


This weeks purchases 8/19 (Dow 16,920):
  • $250 of MCD at $94.59. Yield 3.43%.
  • $200 of CVX at $127.42. Yield 3.36%.
  $450 of new capital invested adding $15.28 to my annual dividend income.


Note: MCD continues to looks attractive here and I will keep adding.

Thursday, August 7, 2014

Sharebuilder DRIP Purchases- MCD, GE, PM, AFL

Catch up post.  Reporting my buys that went through over the past 3 weeks.

7/22 Purchases (Dow 16,946):
  • $150 of MCD at $96.25. Yield 3.37%.
  • $150 of GE at $25.85. Yield 3.39%
$300 of new capital invested adding $10.14 to my annual dividend income.


Last weeks purchases 7/29 (Dow 16,912):
  • $200 of MCD at $96.02. Yield 3.37%.
  • $150 of PM at $84.97. Yield 4.43%  
 $350 of new capital invested adding $13.38 to my annual dividend income.


This weeks purchases 8/5 (Dow 16,429):
  • $250 of MCD at $93.66. Yield 3.46%.
  • $250 of AFL at $59.00. Yield 2.51%
  • $200 of PM at $81.45. Yield 4.62% 
 $700 of new capital invested adding $24.15 to my annual dividend income.


Note: I'm now over $1200 go forward annual dividends from PM.  Even though it's my second largest position, I still can't help myself buying at these levels.

MCD is getting close to 3.5% initial yield.  Will continue to add here and lower.


Saturday, July 26, 2014

June 2014 Update

Dividends Received

Total dividends received during the month were $1,488.39:
  • RDS.B $164.87
  • RDS.A $104.29
  • INTC $157.38
  • LMT $142.47
  • JNJ $124.69
  • EXC $100.29
  • TEVA  $107.31
  • AFL $81.85
  • BDX $74.18
  • FAF $131.54
  • MCD $74.78
  • CVX $77.61
  • EMR $32.39
  • GS $17.32
  • FTR $2.03
  • V $1.87

Purchases

This months purchases ($1,550):
  • $550 of V at $211.53.  Yield  .76%.
  • $400 of PG at $79.81. Yield 3.23%.
  • $350 of AFL at $62.22. Yield 2.38%.
  •  $250 of CVX at $123.19. Yield 3.47%.
Also reinvested all dividends.
 
$2,974.07 in total new capital added (including reinvested dividends) with initial yield of 2.70%. 

Dividend Increases

  • CAT 16.7% raise. +$46.09 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $123 from last months total of $12,989 to $13,113. This means my dividend stocks will pay $13,113 in dividends over the next 12 months.

Other

  • Lending Club interest received: $255.99
  • Bank interest received: $36.97

Total passive income: $1,781.35


Note:
Saw my largest 1 month total ever in Lending Club interest.  I have about $26k in the account and have been investing with Lending Club for over 4 years.