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.

Friday, February 20, 2015

Sharebuilder Weekly Purchases- JNJ, PM, DEO, EMR, CAT

Reporting my weekly buys that went through last and this week

Last weeks purchases 2/10 (Dow 17,869):
  • $200 of JNJ at $99.93 Yield 2.80% 
  • $200 of PM at $80.75. Yield 4.95%
  • $200 of DEO at $115.12. Yield 3.01%.
$600 of new capital invested and adding $21.52 to my annual dividend income.

This weeks purchases 2/17 (Dow 18,048):
  • $200 of DEO at $115.67. Yield 2.99%
  • $200 of EMR at $58.32. Yield 3.22%
  • $150 of CAT at $84.56. Yield 3.31%
$550 of new capital invested and adding $17.40 to my annual dividend income.

Note: First addition (outside reinvested dividends) to EMR since 2012.

Tuesday, February 3, 2015

Sharebuilder Weekly Purchases- CAT, JNJ, PG

Reporting my weekly buys that went through today.

This weeks purchases 2/3 (Dow 17,666):
  • $200 of CAT  at $82.96. Yield 3.38%
  • $150 of JNJ at $101.44. Yield 2.76%
  • $150 of PG at $85.69. Yield 3% 
$500 of new capital invested and adding $15.40 to my annual dividend income.

Note: Today's buys went through on a big up day with the Dow closing up 305 points.  Oil led the way a closed at around $53 a barrell.  All the energy names were up pretty big.

First time adding to my JNJ and PG positions in quite a while.

Tuesday, January 27, 2015

Sharebuilder Weekly Purchases- CVX, RDS.B, DEO, CAT, PM, MCD

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

Last weeks purchases 1/20 (Dow 17,515):
  • $200 of CVX at $105.19. Yield 4.07% 
  • $200 of RDS.B at $66.35. Yield 5.67%
  • $200 of DEO at $115.18. Yield 3.00%.
$600 of new capital invested and adding $25.48 to my annual dividend income.

This weeks purchases 1/27 (Dow 17,387):
  • $200 of CAT at $79.71. Yield 3.51%
  • $150 of PM at $82.28. Yield 4.86%
  • $150 of MCD at $89.91. Yield 3.78%
$500 of new capital invested and adding $19.99 to my annual dividend income.

Note: Big sell-off today as the Dow closed down 291 points.

CAT is now at 3.5% initial yield after a big 7% sell-off today after missing earnings.  It's now offering its highest yield since the financial crises.

Wednesday, January 14, 2015

Sharebuilder DRIP Purchases- CVX, RDS.B, DEO

Reporting my weekly buys that went through yesterday.

1/13 Purchases (Dow 17,614):
  • $200 of CVX at $106.78. Yield 4.01% 
  • $200 of RDS.B at $64.79. Yield 5.80%
  • $200 of DEO at $113.26. Yield 3.05%.
$600 of new capital invested and adding $25.74 to annual income.

Note: Another big down day today (1/14) dropping 186 points. 

On radar for next week: BP is approaching 7%. BBL was also hammered and hit $38 and change today.  CAT is well over 3% at $86. GE starting to look interesting and approaching 4%.

Tuesday, January 6, 2015

Sharebuilder DRIP Purchases- BBL, BP, CVX, PM


Catch up post. Reporting my buys that went through over the past 2 weeks and today.

12/23 Purchases (Dow 18,024):
  • $500 of BBL at $43.00. Yield 5.77%
  • $500 of BP at $38.75. Yield 6.19%
  • $250 of CVX at $113.83. Yield 3.76%
$1250 of new capital invested and adding $69.21 to annual income.

Last weeks purchases 12/30 (Dow 17,983):
  • $200 of PM at $82.71. Yield 4.84%.
+ $9.67 annual income.

This weeks purchases 1/6 (Dow 17,372):
  • $250 of BBL at $40.66. Yield 6.10%
  • $300 of BP at $36.08. Yield 6.65%
  • $200 of CVX at $107.78. Yield 3.97% 
$750 of new capital invested and adding $43.15 to annual income.

Note:  Oil at 5 year lows- around $48 a barrel.  Same names as above on my radar for next week.  CAT is approaching 3%.  Like DEO also.

Tuesday, December 16, 2014

Sharebuilder DRIP Purchases- BBL, BP, CVX

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

Chasing the same rabbits down the hole-

Last weeks purchases 12/9 (Dow 17,801):
  • $500 of BBL at $44.55. Yield 5.58%
  • $500 of BP at $38.57. Yield 6.22%
  • $250 of CVX at $107.37. Yield 3.99%
$1250 of new capital invested and adding $68.92 to the pile.

This weeks purchases 12/16 (Dow 17,069):
  • $500 of BBL at $41.17. Yield 6.02%
  • $500 of BP at $36.03. Yield 6.66%
  • $250 of CVX at $104.05. Yield 4.11% 
$1250 of new capital invested and adding $73.31.

On radar for next week: more nose holding with the above names, RDS.B, and to chase it all down, some DEO.

Saturday, December 13, 2014

November 2014 Update


Dividends Received

Total dividends received during the month were $955.17
  • KMR $253.65
  • KMI $154.07
  • ABBV $120.50
  • PG $97.06
  • CAT $81.18
  • PAYX $56.28
  • AAPL $51.60
  • VZ $47.29
  • ABT $61.33
  • CLX $18.98
  • ACN  $13.23

Purchases

This months purchases ($2700):
  • $850 of BBL at $51.24. Yield 4.85%
  • $750 of BP at $41.43. Yield 5.79%
  • $550 of DEO at $117.60. Yield 2.94%
  • $350 of CVX at $115.60. Yield 3.70%
  • $100 of PM at $86.60. Yield 4.62%
  • $100 of AFL at $60.02. Yield 2.60%
Also reinvested all dividends.
 
$3,655 in total new capital added (including reinvested dividends) with initial yield of 4.34%. 

Dividend Increases

  • INTC 6.7% raise. +$42.58 annual income.
  • BDX 10.1% raise. +$34.72 annual income.
  • EMR 9.3% raise. +$12.21 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $248 from last months total of $14,060 to $14,308. This means my dividend stocks will pay $14,308 in dividends over the next 12 months.

Other

  • Lending Club interest received: $216.29
  • Bank interest received: $34.88

Total passive income: $1,206.39 

Note: Hit my 2014 goal of $14,250 annual dividend income. With high yields in energy names, Q1 2015 should shape up nicely for adding to the snowball.

Wednesday, December 10, 2014

Lending Club IPO


I have been a Lending Club investor since 2010 and been pretty happy with the platform and returns. I have about $27k currently invested.

Tomorrow, Lending Club goes public and since I am a LC investor, I was given the chance to request shares at the IPO pre-market price.  I requested the max of 350 shares @ $15 a piece.  This is my first time that I have had the opportunity to invest in an IPO pre-market so I am kinda excited to see what happens tomorrow.

The way I look at it, this is pure gambling, I don't have too much capital at risk,  and I'm looking for a big pop.  Will probaly sell before the insider shares unlock.

Hopefully the shares perform better the my oil stocks!

Sunday, December 7, 2014

Sharebuilder DRIP Purchases- BBL, BP, CVX

Reporting my automatic buys from last week.

Last weeks purchases 12/2 (Dow 17,880):
  • $750 of BBL at $47.83. Yield 5.19%
  • $750 of BP at $40.93. Yield 5.86%
  • $250 of CVX at $115.85. Yield 3.77%
$1750 of new capital invested adding $92.30 to my annual dividend income.


Note: Will continue to buy energy names with continued weakness in oil.  Yields are getting juicy.