Thursday, April 24, 2014

March 2014 Update


Dividends Received

Total dividends received during the month were $1,708.55:
  • BBL $305.16
  • BHP $35.70
  • RDS.B $157.85
  • RDS.A $97.20
  • INTC $155.96
  • LMT $141.29
  • JNJ $116.74
  • EXC $99.26
  • TEVA  $104.97
  • AFL $79.02
  • BDX $73.83
  • FAF $65.48
  • MCD $73.14
  • CVX $71.03
  • EMR $32.18
  • GS $17.27
  • FTR $2.00

Purchases

This months purchases:
  • $1050 of KMI at $31.76. Yield 5.16%.
  • $800 of KMR at $70.29. Yield 7.74%.
  • $225 of PM at $80.31. Yield 4.68%.
  • $125 of MCD at $98.45. Yield 3.29%.
  • $100 of AFL at $62.98. Yield 2.35%.
Also reinvested all dividends.
 
$3,963.55 in total new capital added (including reinvested dividends) with initial yield of 4.82%. 

Dividend Increases

  • FAF 100% raise. +$261.94 annual income.

Annualized Dividend Income

All together, annualized dividend income increased by $453 from last months total of $12,180 to $12,633. This means my dividend stocks will pay $12,633 in dividends over the next 12 months.

Other

  • Lending Club interest received: $73.26
  • Bank interest received: $45.15

Total passive income: $1,826.95

Note: Running a little late on the monthly update.  Nothing too exciting to report. Had $171 in charged off loans in Lending Club account.  I think this is the largest amount of charge offs I have ever had in a month.  I did deposit another $3450 into the account to boost the total to $25k.  Thinking about taking out any interest above $25k each month and putting that into stock purchases.


Tuesday, April 22, 2014

Sharebuilder DRIP Purchases- ACN, KMI

Reporting my weekly buys that went through today.

Market closed at 16,514.

This weeks purchases:
  • $125 of ACN at $79.87. Yield 2.33%
  • $125 of KMI at $33.40. Yield 5.03%.
$250 of new capital invested adding $9.20 to my annual dividend income.

Note:  Market keeps chugging along going up more days than not.  Waiting for a pullback before I put more capital to work.

Thursday, April 17, 2014

Sharebuilder DRIP Purchases- V, ACN, AFL

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

Last weeks purchases 4/8  (Dow 16,256):
  • $250 of V at $205.56 Yield .78%.
  • $150 of ACN at $78.46. Yield 2.37%.
  • $100 of AFL at $61.82. Yield 2.39%. 
$500 of new capital invested adding $7.90 to my annual dividend income.


This weeks purchases 4/15 (Dow 16,263):
  • $250 of V at $200.67 Yield .80%.
  • $150 of ACN at $77.76. Yield 2.40%.
  • $100 of AFL at $61.23. Yield 2.42%.
 $500 of new capital invested adding $8.00 to my annual dividend income.

Note:  Ive had my eye on Visa (V) since the end of 2011 but never pulled the trigger.  Since then, it has doubled.  Decided to initiate a position on the recent pull back.  It's a little pricey here (PE 26), but I will average down if it falls in price.

Sunday, April 6, 2014

Sharebuilder DRIP Purchases- ACN, PM, AFL

Reporting my weekly buy's that went through earlier this week.

This weeks purchases 4/1 (Dow 16,533):
  • $200 of ACN at $79.24 Yield 2.35%.
  • $100 of PM at $81.87. Yield 4.59%. 
  • $100 of AFL at $63.26. Yield 2.34%.
$400 of new capital invested adding $11.62 to my annual dividend income.

 Note:  Initial purchase of Accenture (ACN).

Sunday, March 30, 2014

Sharebuilder DRIP Purchases- KMI, KMR, PM, AFL

Reporting my weekly buys that went through the last 2 weeks.

Last weeks purchases 3/18 (Dow 16,336):
  • $250 of KMI at $31.72. Yield 5.17%.
  • $250 of KMR at $70.34. Yield 7.73%.
  • $100 of PM at $80.52. Yield 4.67%. 
$600 of new capital invested adding $36.93 to my annual dividend income.


This weeks purchases 3/25 (Dow 16,368):
  • $150 of KMI at $31.50. Yield 5.21%.
  • $150 of KMR at $71.05. Yield 7.66%. 
  • $100 of AFL at $62.98. Yield 2.35%.
 $400 of new capital invested adding $21.64 to my annual dividend income.


Note: Continue to like Kinder and PM at these levels.

Tuesday, March 18, 2014

February 2014 Update



I am very happy to report that I broke $12k forward annual dividend this month.  I have been looking forward to hitting this goal for quite a while.  Averaging $1000 month in dividend income has a very nice ring to it.

I started my dividend growth investment strategy in April 2010 so this has taken me a little less then 4 years to accomplish this goal.

Next milestone on my checklist will be $18k forward annual income.  I should be able to hit that by the end of 2015.

Dividends Received

Total dividends received during the month were $798.08
  • KMR $196.69
  • KMI $117.23
  • ABBV $112.09
  • PG $83.99
  • CAT $68.31
  • PAYX $50.50
  • AAPL $47.07
  • VZ $44.09
  • ABT $60.34
  • CLX $17.77


Purchases

This months purchases:
  • $2295 of PM at $76.40. Yield 4.92%. 
  • $650 of CVX at $112.43. Yield 3.56%. 
  • $400 of KMR at $72.67. Yield 7.49%.
  • $200 of PEP at  $78.01. Yield 3.36%.
  • $200 of GE at $24.60. Yield 3.58%.
  • $100 of KMI at $32.44. Yield 5.06%.
  • $100 of MCD at $95.87. Yield 3.38%.
  • $50 of MO at $35.86. Yield 5.35%.
Also reinvested all dividends.
 
$4,793 in total new capital added (including reinvested dividends) with initial yield of 4.69%. 


Dividend Increases

  • PEP 15.4% raise. +$48.73 annual income.
  • TEVA 5.2% raise. +$55.89 annual income.
  • ABBV 5% raise. +$22.42 annual income.

Annualized Dividend Income


All together, annualized dividend income increased by $349 from last months total of $11,831 to $12,180. This means my dividend stocks will pay $12,180 in dividends over the next 12 months.


Other

  • Lending Club interest received: $185.13
  • Bank interest received: $47.04

Total passive income: $1,030

Saturday, March 15, 2014

FAF raises dividend 100%




Yes, that is not a typo.

First American Financial (FAF) announced earlier this week a dividend increase of 100% from $.48 to $.96.

FAF is one of the largest title companies in the US and also provides property data and risk solutions to banks, lenders, and the real estate industry.

I have been a long time shareholder (10 plus years) and this investment has been nothing short of outstanding.  I have sold shares over the years to help buy 2 cars and a wedding ring.

Since I currently own 545 shares, this will increase for annualized dividend income by $262.  Needless to say, this is the largest dividend increase I have ever received in terms of percentage and go forward dividend income.

Tuesday, March 11, 2014

Sharebuilder Weekly DRIP Purchases- KMI, PM, MCD

Reporting my weekly purchases that went through today.

Market closed at 16,351.

This weeks purchases:
  • $250 of KMI at $31.74. Yield 5.17%.
  • $125 of PM at $80.16. Yield 4.69%.
  • $125 of MCD at $98.45. Yield 3.29%.
$500 of new capital invested adding $22.89 to my annual dividend income.

Note: KMI continues to sit at 52 week low and is now trading at my cost basis. MCD did jump almost 4% today after the CFO said they may look to return more cash to shareholders including taking on more debt to increase share buybacks.

Wednesday, March 5, 2014

Sharebuilder Weekly DRIP Purchases- KMR, KMI

Reporting my weekly buys that went through yesterday.

Market was up big- about 228 points- to close at 16,396.

This weeks purchases (3/4):
  • $400 of KMR at $69.97. Yield 7.77%.
  • $400 of KMI at $31.92. Yield 5.14%.

$800 of new capital invested adding $51.65 to my annual dividend income.


Note: Both are sitting at 52 week lows and I will continue to add at these levels.

Saturday, March 1, 2014

Sharebuilder Weekly DRIP Purchases- KMR, KMI, PM, MO

Reporting my weekly purchases that went through earlier in the week on Tuesday.

This weeks purchases 2/25 (Dow 16,180):
  • $300 of KMR at $71.70. Yield 7.59%.
  • $100 of KMI at $32.44. Yield 5.06%.
  • $150 of PM at $79.92. Yield 4.71%. 
  • $50 of MO at $35.86. Yield 5.35%.
$600 of new capital invested adding $37.56 to my annual dividend income.


Note: KMR and KMI both sitting at 52 weeks thanks in large part to an unfavorable Barron's article that came out on Monday. The article questioned the KMI- KMP financial relationship, said Kinder was unattractive compared to other big MLP's, and questioned Kinder's reported cash flow and true maintenance costs.  It also quoted the opinion of an analyst (who has been a vocal critic of Kinder) who said KMI was worth $20 and KMP $50.  At $20, KMI would be yielding over 8% and KMP at $50 would be close to 11%!

I believe this is all just noise and am happy to buy more shares that are now on sale.