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.

Thursday, July 17, 2014

Sharebuilder DRIP Purchases- ACN, AFL, KMR

Reporting my weekly buys that went through earlier this week.

This weeks purchases 7/15 (Dow 17,061):
  • $125 of ACN at $79.63. Yield 2.34%
  • $100 of AFL at $62.89. Yield 2.36%.
  • $100 of KMR at $77.45. Yield 7.13%.
$325 of new capital invested adding $12.41 to my annual dividend income.

Note: With the quickly escalating world turmoil that is occurring as we speak, we may be looking at lower stock prices coming in the near future if today's sell off is any indication.  

On my radar for next week: MCD, PM, GE, CVX

Tuesday, July 8, 2014

Sharebuilder DRIP Purchases- ACN, KMR, PM

Reporting my weekly buys that went through today.  Market was down 118 points to close at 16,907.
2/3 of the purchases were up for the day.

Today's buys: 
  • $125 of ACN at $81.03. Yield 2.30%.
  • $125 of KMR at $77.22. Yield 7.15%.
  • $125 of PM at $86.56. Yield 4.34%.
$375 of new capital invested adding $17.24 to my annual dividend income.

Note: $19 away from $1200 annual go-forward dividends from PM.  Should be able to close on that goal within the next month or so.

Thursday, July 3, 2014

Sharebuilder DRIP Purchases- V, AFL, PG, PM, GE

Reporting my weekly purchases that went through this week and last week.

Last weeks purchases 6/24 (Dow 16,818):
  • $200 of V at $210.30. Yield .76%.
  • $100 of AFL at $62.93. Yield 2.35%.
  • $100 of PG at $79.37. Yield 3.24%. 
$400 of new capital invested adding $7.11 to my annual dividend income.


This weeks purchases 7/1 (Dow 16,956):
  • $125 of PM at $84.50. Yield 4.45%.
  • $125 of GE at $26.49. Yield 3.32%.
  • $125 of PG at $79.30. Yield 3.25%.
 $375 of new capital invested adding $13.77 to my annual dividend income.


Note: Added to PM for first time in a while after their recent pullback.