Sunday, January 22, 2017

Week 3: Loyal3 - Recent Buy (UL)

January 16 - January 22

My investments for week 3 of 2017 included just UL.  The yield this week was 3.41% compared to 1.53% last week.  The yield is much higher this week because I decided to use a different strategy for my automatic buys.  In the past I was putting about $50 a month to various positions but now as I reach close to $1,000 cost basis in most of my positions, I believe I have done a good job diversifying even though its a small amount invested.  Now I have decided to take a look at the 52 week highs for these companies and buying ones that have dipped from their highs more than 5%.  Out of the ones that met this criteria UL was down about 15% from its high so I picked this as my investment to average down on a great company with a great yield.  The amount of yearly dividends added ($8.51) is much larger than last weeks $1.91.  This marks 55 consecutive weeks without paying commissions on my purchases! The weeks without paying commission fees keep adding up!  As always, slow and steady has been a great strategy for me!



Total Invested - $250.00
Commissions Paid - $0.00
Current Streak - 55 weeks*
Yearly Dividends Added - $8.51
Yield - 3.41%

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

Full Disclosure: Long UL, ALL HOLDINGS IN MY PORTFOLIO

I paid $0 in commissions for my purchases made in 2016! How much did you pay in commissions in 2016? Would you consider using my strategy?

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.

Friday, January 13, 2017

Week 2: Loyal3 & Fidelity - Recent Buys (FUSEX & GOOGL)

January 2 - January 8

My investments for week 2 of 2017 included GOOGL and FUSEX.  The yield this week was 1.53% compared to 1.80% last week.  The yield is low because FUSEX doesn't pay a high dividend and Alphabet drove down the yield even more.  The amount of yearly dividends added ($1.91) is smaller than last weeks $4.49.  These two purchases were part of my automatic buys.  This marks 54 consecutive weeks without paying commissions on my purchases! The weeks without paying commission fees keep adding up!  Slow and Steady!



Total Invested - $125.00
Commissions Paid - $0.00
Current Streak - 54 weeks*
Yearly Dividends Added - $1.19
Yield - 1.53%

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

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

I paid $0 in commissions for my purchases made in 2016! How much did you pay in commissions in 2016?

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, January 7, 2017

Week 1: Loyal3 - Recent Buys (MCD, WMT, GOOGL, BRK.B)

January 2 - January 8

My investments for week 1 of 2017 included MCD, WMT, GOOGL, BRK.B.  The yield this week was 1.80%.  The yield is low because Alphabet and Berkshire Hathaway do not pay dividends.  The amount of yearly dividends added ($4.49) is small, but will add up over time.  All of these purchases were part of my automatic buys.  This marks 53 consecutive weeks without paying commissions on my purchases! FIFTY THREE - pretty incredible if you are willing to open up various brokerage accounts!  Maybe I will make a post about this at some point!  Glad to be back posting weekly buys, but clearly have made great strides since this time last year. Slow and Steady.




Total Invested - $250.00
Commissions Paid - $0.00
Current Streak - 53 weeks*
Yearly Dividends Added - $4.49
Yield- 1.80%

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


Full Disclosure: Long MCD, WMT, GOOGL, BRK.B, ALL HOLDINGS IN MY PORTFOLIO

I paid $0 in commissions for my purchases made in 2016! How much did you pay in commissions in 2016?

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, January 2, 2017

December Dividend Income

I have collected $636.84 in dividend income so far this year!  This month I received income from TEN different sources. This is five more than November. Compared to 2015 my dividends in December went down by 13.23%.  This is change in my dividend income is due to changes in my portfolio year over year as well as the fact that many of my holdings had paid out dividends in December.

** As always 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.

As always I appreciate everyone who has viewed and commented on my blog.  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.

November Dividend Income

I have collected $554.00 in dividend income so far this year!  This month I received income from FIVE different sources. This is one more than October. Compared to 2015 my dividends in November went up by 94.29%.  Almost DOUBLED my dividend income due to changes in my portfolio year over year. 

** As always 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.

As always I appreciate everyone who has viewed and commented on my blog.  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.

October Dividend Income

I have collected $494.78 in dividend income so far this year!  This month I received income from FOUR different sources. This is ten less than September. Compared to 2015 my dividends in October went up by 15.25%.  It is a decent increase due to changes in my portfolio year over year and portfolio starting to take shape. 

** As always 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.

As always I appreciate everyone who has viewed and commented on my blog.  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.

September Dividend Income



I have collected $440.91 in dividend income so far this year!  This month I received income from FOURTEEN different sources. This is six more than August and a record for me. Compared to 2015 my dividends in September went up by 27.10%.  It is a decent increase due to changes in my portfolio year over year.  $0.97 difference in the two screenshots is due to WMT dividend.

** As always 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.

As always I appreciate everyone who has viewed and commented on my blog.  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.

August Dividend Income

I have collected $367.47 in dividend income so far this year!  This month I received income from EIGHT different sources. This is the same amount as July, so it is great to be receiving dividends from eight different sources in consecutive months. Compared to 2015 my dividends in August went down by 12.12%.  It is a decent decrease but it is due to changes in my portfolio year over year.  

** As always 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.

As always I appreciate everyone who has viewed and commented on my blog.  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.

Sunday, January 1, 2017

Blog Update: 2016

Wow, it has been a while. Happy New Year - Cannot believe it is over already!  Clearly, I missed out on a lot of my goals and have not posted since September.  There have been many changes going on that have kept me extremely busy and made it difficult for me to keep up with the blog.  I have also sold a lot of my portfolio as the market reaches all time highs.  I know this is not planned for the typical long-term dividend investor, but these were also some positions which I hoped to close out and I had a large purchase coming.  I had set a goal to clean up my portfolio and this definitely helped me strive towards that. I plan to post my monthly dividends slowly over time in the month of January and reset my goals to be more achievable....like maybe ONE post a month.  Really makes me appreciate the bloggers that consistently make time to post for the readers, it's a big commitment. Hope you all had a great new year and look forward to enjoying 2017!

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, September 5, 2016

Stock Dividend: Under Armour (UA, UA.C) - UPDATE #2

Update September 2016

I wanted to follow up on my post five months ago regarding Under Armour's Stock Dividend.  On April 8th UA reorganized its ownership structure offering one share of UA Class C share (Non voting) for each share of UA owned.  At the time of the dividend I was very curious as to what the cost basis would be for each share of the stock as Robinhood was showing a 50% loss on my UA shares and infinite gain on my UA.C shares.  Through further research, I found out what the cost basis of the UA shares should be.  IRS Form 8937 gives us the breakout of the basis as posted on the filing on the UA website.

I was paid a $10.83 cash payment from UA due to a Class C Settlement dividend.  UA had agreed to pay $59 million to shareholders due to litigation over the stock dividend.  The distribution was .007098 shares of Class C stock for each share of Class C held.  As mine would have been fractional shares, I received cash instead.

I hope this short post and links helps you understand what went on with the stock dividend this year. If you have any questions or have a correction feel free to ask/comment!

As always thanks for stopping by!

Full Disclosure: Long UA

What are some unexpected dividends that you have received?

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.