Thursday, July 2, 2015

Sharebuilder Weekly Purchases- RDS.B, CVX, BBL, PG, JNJ


Another catch-up post. Reporting my weekly buys that went through over the past few weeks.

6/9 (Dow 17,764):
  • $400 of CVX at $100.85. Yield 4.24% 
  • $400 of RDS.B at $58.20. Yield 6.46%. 
  • $200 of PG at $78.25. Yield 3.39%
$1000 of new capital invested and adding $49.58 to my annual dividend income.

6/16 (Dow 17,904):
  • $300 of CVX at $98.97. Yield 4.32% 
  • $400 of RDS.B at $58.87. Yield 6.39%.
  • $200 of JNJ at $98.04. Yield 3.06%
$700 of new capital invested and adding $31.86 to my annual dividend income. 

6/23 (Dow 18,144):
  • $300 of CVX at $99.76. Yield 4.29% 
$300 of new capital invested and adding $12.87 to my annual dividend income.

6/30 (Dow 17,620):
  • $300 of CVX at $96.75. Yield 4.42% 
  • $20\0 of BBL at $39.67. Yield 6.25%
 $500 of new capital invested and adding $25.77 to my annual dividend income.

Note: In the house of pain with my energy holdings but will keep adding.  CVX at 4.5%, BBL and RDS well over 6%...  It's a race to 7% with these two and I will keep buying!  Bring on more pain and more snow to the income snowball!

On radar for next week and the rest of the year: high yielding big oil names.

Tuesday, June 2, 2015

Sharebuilder Weekly Purchases- RDS.B, CVX, BBL, BP, PG


Reporting my weekly buys that went through today and over the past 2 weeks-

5/19 (Dow 18,313):
  • $150 of RDS.B at $62.04. Yield 6.06%
  • $150 of CVX at $105.44. Yield 4.06% 
  • $150 of BBL at $43.69. Yield 5.68%
$450 of new capital invested and adding $23.69 to my annual dividend income.

5/26 (Dow 18,042):
  • $200 of RDS.B at $60.26. Yield 6.24%
  • $200 of CVX at $103.34. Yield 4.14% 
  • $100 of BBL at $42.41. Yield 5.85%
  • $50 of BP at $41.53. Yield 5.78%
  • $50 of PG at $79.48. Yield 3.33%
$600 of new capital invested and adding $31.17 to my annual dividend income.
 
6/2 (Dow 18,068):
  • $500 of RDS.B at $60.43. Yield 6.22%
  • $400 of CVX at $102.38. Yield 4.18% 
  • $400 of BBL at $42.63. Yield 5.82% 
$1300 of new capital invested and adding $71.10 to my annual dividend income.

Note: Oil names are close to 52 week lows again and offering very attractive initial yields.  Lets hope Shell and BBL keeps dividend steady or else its gonna be look out below! But being a value shopper, gotta buy whats on sale.

On radar for next week: more of the same- especially if the above names are lower.


Wednesday, May 13, 2015

Sharebuilder Weekly Purchases- Catch Up Post

Ive been super busy over the last month and have not had a chance to post my weekly buys. Anyways, Ive still been adding to the pile- albeit is small doses.  Here is what I have been up to over the past few weeks-

4/14 (Dow 18,037):
  • $400 of BBL at $43.29. Yield 5.73% 
  • $400 of RDS.B at $62.06. Yield 6.06%
$800 of new capital invested and adding $47.15 to my annual dividend income.

4/21 (Dow 17,950):
  • $300 of DEO at $112.20. Yield 3.08%.
$300 of new capital invested and adding $9.25to my annual dividend income. 

4/28 (Dow 18,010):
  • $150 of PG at $80.72. Yield 3.28%
  • $100 of DEO at $113.16. Yield 3.06%
  • $50 of BP at $43.35. Yield 5.54%
  • $50 of CVX at $110.06. Yield 3.89%
  • $50 of JNJ at $100.05. Yield 3.00%
  • $50 of CAT at $85.11. Yield 3.29%
$500 of new capital invested and adding $18.79 to my annual dividend income.

5/5 (Dow 17,928):
  • $150 of PG at $80.04. Yield 3.31%
  • $250 of DEO at $109.81. Yield 3.15% 
$400 of new capital invested and adding $12.85 to my annual dividend income.

5/12 (Dow 18,068):
  • $150 of PG at $80.01. Yield 3.31%
  • $250 of DEO at $110.28. Yield 3.13% 
$400 of new capital invested and adding $12.81 to my annual dividend income.

Note: Valuations and prices seem stretched and I really only like a few names at these levels.  I will continue to add to the snowball on a weekly basis but am waiting for a pullback to add larger chunks of money.



Tuesday, April 28, 2015

Q1 2015 Update


Dividends Received

Total dividends received during the quarter were $3,990

Purchases

Q1's purchases ($8,000):
  • $1350 of DEO at $113.69. Yield 3.04%
  • $1225 of CVX at $105.55. Yield 4.05%
  • $1100 of PM at $79.05. Yield 5.06%
  • $1075 of CAT at $82.32. Yield 3.40%
  • $950 of RDS.B at $63.34. Yield 5.94%
  • 800 of BP at $37.57. Yield 6.34%
  • $600 of EMR at $57.82. Yield 3.25%
  • $350 of JNJ at $100.57. Yield 2.78%
  • $250 of BBL at $40.66. Yield 6.10%
  • $150 of MCD at $89.91. Yield 3.78%
  • $150 of PG at $85.69. Yield 3.00%

Also reinvested all dividends.
 
$11,990 in total new capital added (including reinvested dividends) with initial yield of 4.12%. 

Dividend Increases

  • KMI 2.27% raise. +$32.44 annual income.
  • FAF 4.2% raise. +$22.42 annual income.
  • PEP 7.25% raise. +$38.00 annual income.
  • ABBV 4.1% raise. +$23.30 annual income

Annualized Dividend Income

All together, annualized dividend income increased by $616 from Jan 1 total of $14,493 to $15,109. This means my dividend stocks will pay $15,109 in dividends over the next 12 months.

Other

  • Lending Club interest received: $436.32
  • Bank interest received: $68.22
Total Q1 passive income: $4,495.

 

Wednesday, April 8, 2015

Sharebuilder Weekly Purchases- PM, DEO, JNJ, PG

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

Last weeks purchases 3/31 (Dow 17,776):
  • $300 of PM at $76.00. Yield 5.26% 
  • $300 of DEO at $111.12. Yield 3.11%.
$600 of new capital invested and adding $25.13 to my annual dividend income.

This weeks purchases 4/7 (Dow 17,875):
  • $200 of JNJ at $100.57. Yield 2.78%
  • $200 of PG at $83.05. Yield 3.10%
$400 of new capital invested and adding $11.77 to my annual dividend income.

Note: Big Shell sell-off  today on plans to buy BG Group for $70B.  Will have to find some time for some DD on this and proably look to add some more next week. 

At 5% yield with PM, have a hard time from buying more even though it is one of my 3 largest positions.

Thursday, March 26, 2015

Sharebuilder Weekly Purchases- CAT, EMR

Reporting my weekly buys that went through on Tuesday. 

This weeks purchases 3/24 (Dow 18,011):
  • $200 of CAT at $80.61. Yield 3.47%
  • $200 of EMR at $56.90. Yield 3.30%.
$400 of new capital invested and adding $13.56 to my annual dividend income.

Note: On radar for next week: PM, DEO, CVX.

Thursday, March 19, 2015

Sharebuilder Weekly Purchases- CVX, RDS.B, BP, PM

Reporting my weekly buys that went through on Tuesday. 

This weeks purchases 3/17 (Dow 17,849):
  • $300 of CVX at $102.56. Yield 4.17%
  • $300 of RDS.B at $61.08. Yield 6.16%.
  • $250 of BP at $37.61. Yield 6.38%.
  • $300 of PM at $77.83. Yield 5.14%.
$1150 of new capital invested and adding $62.36 to my annual dividend income.

Note: Continue to nibble on high yielding integrated major energy names along with PM.  I cant help myself w/ PM over 5%! 

On radar for next week- more of the unwanted and unloved: same as above, CAT, BBL

Wednesday, March 11, 2015

Sharebuilder Weekly Purchases- BP, RDS.B, DEO

Reporting my weekly buys that went through yesterday.  We have had a bit of a sell-off over the last week and this weeks buys went through on an especially good day- market got pounded and was down 333 points.

This weeks purchases 3/10 (Dow 17,633):
  • $250 of BP at $39.50. Yield 6.08%
  • $250 of RDS.B at $62.74. Yield 5.99%.
  • $250 of DEO at $113.35. Yield 3.05%.
$750of new capital invested and adding $37.80 to my annual dividend income.

Note: Lot of names appearing attractive as I look over my watch list.  On radar for next week: PM, CAT, BBL, BP, RDS.B, DEO, ABBV.

Tuesday, March 3, 2015

Sharebuilder Weekly Purchases- CVX, CAT, PM

Reporting my weekly buys that went through today.

Market was down 83 points but we are still close to record territory.

This weeks purchases 3/3 (Dow 18,203):

  • $175 of CVX at $105.25. Yield 4.07%
  • $175 of CAT at $83.31. Yield 3.36%. 
  • $150 of PM at $82.76. Yield 4.83%.
$500 of new capital invested and adding $20.25 to my annual dividend income.

Note: Been a little light on the purchases the last few weeks. I have been adding to CVX the past 2 weeks.  Just nibbling.  Will continue to do so as long as yield is above 4%. May look to add to BP, RDS.B next week as well. I am full position PM but I find it hard not to buy more when it is yielding almost 5%.  
 

Sunday, March 1, 2015

Sharebuilder Weekly Purchases- EMR, CVX, CAT

Reporting my weekly buys that went through this past week.

This weeks purchases 2/24 (Dow 18,209):
  • $200 of EMR at $58.25. Yield 3.23% 
  • $150 of CVX at $108.11. Yield 3.96%
  • $150 of CAT at $84.10. Yield 3.33%.
$500 of new capital invested and adding $17.39 to my annual dividend income.