Sunday, April 16, 2017

Week 15: Fidelity & Robinhood - Recent Buys (SDIV & FUSEX)

April 10 - April 16

Auto-investment of $100 to my fidelity account and reinvestment of dividends earned in my robinhood account.  Working on getting SDIV holding to 100 shares.



Total Invested - $122.43
Commissions Paid - $0.00
Current Streak - 67 weeks*
Yearly Dividends Added - $3.28
Yield - 2.68%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!

Full Disclosure: Long FUSEX, SDIV, ALL HOLDINGS IN MY PORTFOLIO


I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Thursday, April 13, 2017

Week 14: Fidelity - Recent Buys (FUSEX)

April 3 - April 9

This week features a reinvestment of my Fidelity dividend.





Total Invested - $19.41
Commissions Paid - $0.00
Current Streak - 66 weeks*
Yearly Dividends Added - $0.36
Yield - 1.84%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!


Full Disclosure: Long FUSEX & ALL HOLDINGS IN MY PORTFOLIO


I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Saturday, April 8, 2017

Recent Sale: BX

sold 100 shares of BX (Blackstone) for a total loss of $175.40.  This is a move I made for a few reasons.  One is due to working towards that "strong core portfolio."  The other is to avoid K-1's during tax season.  In the future, any partnership I invest in will be in a retirement account.  It's just not worth the hassle for me to wait for K-1s to come out and then attempt to understand everything in them.

My loss on the sale was $419 from which I received $243.75 in dividends in the past two years.  For a net loss of $175.40.  For those of you investing in partnerships you may know that this $243.75 is not all treated as as a dividend at all and rather treated as a withdrawal on the k-1 so in reality the gain/loss may vary from the $175.40.   This is something I will have to calculate when the 2017 K-1 is released next April. Although the dividends were solid and I see it as a great company in the long run.  It does not belong in my portfolio and not worth the administrative tasks for me personally.  I have about $3k in cash now to deploy when needed.  The volatility in my portfolio remains high as I patiently work towards having a strong core portfolio while growing my dividends.  This will definitely take a hit to my annual dividends, but I hope to deploy the money in a favorable manner into companies that don't affect my sleep at all.  Been a while since a sale, but happy with the move!



You can see my updated portfolio here.

Thanks again for stopping by!

Are you invested in any companies providing you K-1s? What are your thoughts?

Photo Credit: FreeDigitalPhotos.net by suphakit73

I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Thursday, April 6, 2017

Week 13: No Purchases

March 27 - April 2

First time in a LONGGGGG time I have gone two consecutive weeks without a purchase. This marks 65 consecutive weeks without paying commissions on my purchases! 




Total Invested - $0
Commissions Paid - $0.00
Current Streak - 65 weeks*
Yearly Dividends Added - $0
Yield - 0%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!

Full Disclosure: Long ALL HOLDINGS IN MY PORTFOLIO


I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Tuesday, April 4, 2017

Week 12: No Purchases

March 20 - March 26

March is gearing up to be a pretty quiet month for me.  I had skipped my automatic investments for this week as I had deployed additional capital as I watched VFC and TGT drop in previous weeks.  This marks 64 consecutive weeks without paying commissions on my purchases! 




Total Invested - $0
Commissions Paid - $0.00
Current Streak - 64 weeks*
Yearly Dividends Added - $0
Yield - 0%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!


Full Disclosure: Long ALL HOLDINGS IN MY PORTFOLIO


I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Thursday, March 30, 2017

Week 11: Loyal3 & Robinhood - Recent Buys (SDIV, BUD, TGT, VFC)

March 13 - March 19

Unfortunately, I have not had as much time as I used to due to other commitments so my next posts may be pretty short, just summarizing buys and dividends.  This marks 63 consecutive weeks without paying commissions on my purchases! 

Slow and Steady! .




Total Invested - $321.19
Commissions Paid - $0.00
Current Streak - 63 weeks*
Yearly Dividends Added - $12.18
Yield - 3.79%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!


Full Disclosure: Long SDIV, BUD, TGT, VFC, ALL HOLDINGS IN MY PORTFOLIO


I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Wednesday, March 22, 2017

Portfolio Value: February

Here is my February portfolio growth.  

Please see the chart below for the updated chart with my portfolio value:



My portfolio value grew from $28,448 from 2/2/17 to $36,895 on 3/1/17.  As a reminder, the dip was due to me selling the majority of my FUSEX mutual fund and reallocating some of the money to invest in Fundrise, which I did not previously show in my portfolio.  This large increase is due mostly to my inclusion of a $6,000 investment in Fundrise.  In total, I invested $7,395.28 in February and the rest of the growth ($1,051.53) is due to appreciation.

Slow and Steady!

Cheers,
The Dividend Mogul

Thursday, March 16, 2017

February Dividend Income

I have collected $64.41 in dividend income so far this year!  This month I received income from FOUR different sources. This is fewer than January but I am not discouraged because I see great the great strides I have made in my investing journey. Compared to to 2016 my dividends in February decreased by 7.8%.  This is due to the volatility in the BX dividend paid - so will be staying away from this one for a little while.  In fact, I would actually like to close this position at some point so that I can stop having to file K-1s for it (previously I did not take into account the additional tax work necessary from this small investment).  STILL just like every month - my portfolio is definitely not yet where I want it to be, but I continue to follow the right track as you can see from my February purchases.  I am happy however to announce that Fundrise has started an automatic dividend reinvestment program.  SO, I will test this out and see what it leads to. 

** See more charts below thanks to my friend at Two Investing.  If you have not visited his site yet, I strongly recommend you do so. I found his Dividend Spreadsheet extremely useful.  The Screenshots below are from his workbook, which give a good overview of the direction I am headed in.

I appreciate everyone who has viewed and commented on my blog.  As always, I strongly encourage you to comment even if you are just messaging that you have visited.  I'd like to hear your thoughts and views.











Full Disclosure: Long ALL HOLDINGS IN MY PORTFOLIO

I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Monday, March 13, 2017

Week 10: Loyal3 & Robinhood - Recent Buys (SDIV & MSFT)

March 6 - March 12

My investment for week 10 of 2017 included SDIV and MSFT.  The yield this week was 2.91% compared to 3.55% week 9.  I contributed to MSFT since Loyal3 does not have an option to automatically reinvest dividends, the minimum investment is $10, and it had recently paid me a dividend of about $8. The yield is lower this week as I cInvested in MSFT.  The amount of yearly dividends added ($3.12) is higher than the previous $18.46 as the yield and amount invested is much lower.  This marks 62 consecutive weeks without paying commissions on my purchases! 

Slow and Steady! ... and for this week very slow and steady! 




Total Invested - $107.28
Commissions Paid - $0.00
Current Streak - 62 weeks*
Yearly Dividends Added - $3.12
Yield - 3.12%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!


Full Disclosure: Long SDIV, MSFT, & ALL HOLDINGS IN MY PORTFOLIO

Do you automatically reinvest your dividends, or do you prefer to build up cash and invest it as you find undervalued companies?

I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.

Wednesday, March 8, 2017

February Buys

Consistently investing small amount while paying no commission fees has been a great strategy for me so far.  Still working on getting out of some positions and building my dividend portfolio.   February was another great month!

Using Fidelity, Loyal 3, and Robinhood, I invested $1,395.28 in February vs $4,105.95 in January which gave me a total yield of 4.77% vs 4.01% in January.  The past two months have been great for getting my portfolio yield higher (only stands at 2.8%), but its a move in the right direction with purchases of quality companies.  These purchases have added $65.49 to my yearly dividend vs $164.79 the month prior.  Smaller addition is due to investing much less in February.  It has also been 60 weeks without paying a commission fee!  Look forward to a great end to the first quarter!





What do you think of my Feburary?  

Thanks for stopping by!  

Full Disclosure: Long FUSEX, SDIV, TGT, UL, VFC, ALL HOLDINGS IN MY PORTFOLIO

I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and decisions, which may not be appropriate for other investors. Please use common sense or consult with an investment professional before investing your money. I am not responsible for the outcomes of your decisions, nor am I responsible for the comments posted by readers or the contents of any linked websites. This blog should viewed for educational or entertainment purposes only.