Monday, June 27, 2016

Portfolio Value : May 2016

Sorry for the late post!  Here is my May portfolio growth.  I will be posting my May Dividend Income shortly and probably June a week later.

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




My portfolio value grew from $34,375.99 to $32,568.55 from May 1st to June 1st.  Accounting for my May investments equaling $1,817.02, my portfolio value was reduced by $9.58 this month.

Slow and Steady!

Cheers,
The Dividend Mogul


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, June 26, 2016

Robinhood, Fidelity, and Vanguard - Week 25: Recent Buys

June 20 - June 26

My investments for week 25 included only ETFs and a Mutual Fund (VYM, SDIV, FUSEX).  All of them pay a dividend - SDIV paying monthly.  The yield this week was 3.19% compared to 2.46% the week prior.  The yield is higher as I invested into the high yielding SDIV.  The amount of yearly dividends added ($22.52) was higher than last week ($10.44) as I invested more this week and into higher yielding stocks.  Generally, my auto investment invests $100 into FUSEX two times a month, but I took this opportunity to invest more as the market was down around 600 points.  I believe there may be some more opportunities around the corner, so stay patient. This also marks 25 consecutive weeks without paying commissions! 



Total Invested - $705.40
Commissions Paid - $0.00
Current Streak - 25 weeks
Yearly Dividends Added - $22.52
Yield- 3.19%

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

Do you invest in ETF's and Mutual Funds?  If so, which ones are you invested in?

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, June 24, 2016

Robinhood and Loyal 3 - Week 24: Recent Buys

June 13 - June 19

My auto investment for week 24 included AMGN, SDIV, PEP, SBUX, UL, WMT, and AMZN.  Of all of the investments AMZN is the only one that does not pay a dividend.  The yield this week was 2.46% compared to 1.86% the week prior.  The yield is higher as most of the money was invested into companies yielding more than the S&P which was my only purchase last week and SDIV always pushes up the yield.  The amount of yearly dividends added ($10.44) was higher than last week ($1.86) as I invested $324.27 more this week and into higher yielding stocks.  This also marks 24 consecutive weeks without paying commissions! 


On a side note, I will not be writing a blog post, but I have sold out of my BABA position, as I would like to keep striving towards that strong core portfolio!

Total Invested - $442.27
Commissions Paid - $0.00
Current Streak - 24 weeks
Yearly Dividends Added - $10.44
Yield- 2.46%

Full Disclosure: Long AMGN, SDIV, PEP, SBUX, UL, WMT, AMZN, ALL HOLDINGS IN MY PORTFOLIO

For all of the dividend bloggers out there, how do you consistently find time to write posts.  Do you find it refreshing once in a while to just step away from everything?

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, June 17, 2016

May Buys

Using Vanguard, Fidelity, and Loyal 3, I invested $1,817.02 in May compared to $2,802.25 in April.  Although, I invested about $1,000 less this month my one year forward looking dividends were higher by about $15.  The yield for the month is 3.61% compared to 1.78% the month prior!  These purchases have added $65.52 to my yearly dividend income! My current projected dividend income in the next year has also grown UP from $554.40 to $617.  This is mostly due to my new investments in SDIV, T, and VZ..   It has also been 5 months without paying a commission fee!  #SlowandSteady






What do you think of my May?  

Thanks for stopping by!  

Full Disclosure: Long VYM, VYMI, AXP, AMGN, BUD, AAPL, FUSEX, MCD, MSFT, NKE, PEP, SBUX, SDIV, STAG, T, UL, VZ, YUM, DIS, WMT, WFC, FB, BABA, GOOGL, AMZN, BRK.B, NFLX, TWTR, 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, June 16, 2016

Fidelity - Week 23: Recent Buys

June 6 - June 12

My auto investment for week 23 included only FUSEX.  The yield this week was 1.86% compared to 1.86% the week prior.  The yield was exactly the same.  The amount of yearly dividends added ($1.86) was lower than last week ($3.71) as half of what was invested last week was invested this week.  This also marks 23 consecutive weeks without paying commissions! 

Cheers!



Total Invested - $100.00
Commissions Paid - $0.00
Current Streak - 23 weeks
Yearly Dividends Added - $1.86
Yield- 1.86%

Full Disclosure: Long FUSEX, ALL HOLDINGS IN MY PORTFOLIO

For all of the dividend bloggers out there, how do you consistently find time to write posts.  Do you find it refreshing once in a while to just step away from everything?

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, June 15, 2016

Loyal3 - Week 22: Recent Buys

May 30 - June 5

My auto investment for week 22 included AAPL, MSFT, NKE, and DIS.  The yield this week was only 1.86% compared to 3.40% the week prior.  The yield down as the companies do not pay very large dividends, but they are growing.  The amount of yearly dividends added ($3.71) was lower than last week ($11.29) as much less was invested during this time.  This also marks 22 consecutive weeks without paying commissions!  As I have been away and have large expenses this month, I do not expect to invest as much as prior months for the time being.

Again, I am sorry for the delayed post and I hope to have the monthly summaries from May up by the end of the weekend.... hopefully!!  I must say that it was nice to step away from my investments completely and watch my auto investments work on their own.

Thanks for stopping by!!



Total Invested - $200.00
Commissions Paid - $0.00
Current Streak - 22 weeks
Yearly Dividends Added - $3.71
Yield- 1.86%

Full Disclosure: Long AAPL, MSFT, NKE, DIS ALL HOLDINGS IN MY PORTFOLIO

For all of the dividend bloggers out there, how do you consistently find time to write posts.  Do you find it refreshing once in a while to just step away from everything?

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, June 1, 2016

Loyal3, Robinhood, and Fidelity - Week 21: Recent Buys

May 23 - May 29

My auto investment for week 21 included only PEP, SUBX, UL, and FUSEX.  I added to my position in SDIV in my Robinhood account.  The yield this week was 3.40% compared to 5.90% the week prior.  The yield down slightly as I SDIV (which yields 7% was a larger part of my purchases last week).  The amount of yearly dividends added ($11.29) was lower (but barely) than last week ($11.46).  This also marks 21 consecutive weeks without paying commissions!  Slow and Steady.

I am sorry for the late post as my Memorial Day Weekend was very busy.  I would also like to apologize as my monthly summaries will be delayed this month (closer to the middle or late part of June.  Truly appreciate all of the bloggers that are able to post timely as I see this month being a challenge for me because of prior commitments.  Let's see how my portfolio does as I focus on other aspects of my life while watching myself make money and invest money without any effort on my part.  Cheers and have a great few weeks!





Total Invested - $332.08
Commissions Paid - $0.00
Current Streak - 21 weeks
Yearly Dividends Added - $11.29
Yield- 3.40%

I also sold out of my small STAG position.  I know that was very soon, but I found SDIV to cover may REITS and I would rather invest my money in that ETF.


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

Have you closed a position shortly after starting one with no changes in the market or underlying company?

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, May 22, 2016

Loyal3 and Robinhood - Week 20: Recent Buys

May 16 - May 22

My auto investment for week 20 included only MCD.  I also initiated a position in SDIV in my Robinhood account.  The yield this week was 5.90% compared to 2.34% the week prior.  The yield is up significantly because of my investment in SDIV which yields around 7%.  The amount of yearly dividends added ($11.46) was lower than last week ($10.33).  This adds more to my forward looking dividends that week 19 even though I only invested about $200. This also marks 20 consecutive weeks without paying commissions!  This was one of my slowest weeks in a while, but in terms of dividends this was a great week.  As I have seen many DGI investors mention - BORING can be good. I think this week really shows how far I have come as an investor.  Slow and Steady.





Total Invested - $194.34
Commissions Paid - $0.00
Current Streak - 20 weeks
Yearly Dividends Added - $11.47
Yield- 5.90%

I also sold my position in BUD this week, but will not write a separate article on it as it was a very small position.  I wanted to close out a small position and continue to grow positions that I already have similar to my AXP sell last week.

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

Do you add to your positions after large drops due to earnings?

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, May 17, 2016

Recent Buy: SDIV

Today, I initiated a position in SDIV in my Robinhood Account.  This fund invests in 100 of the highest yielding companies in the world and gives monthly distributions.  It has not missed a month in four years and helps give me exposure to the world while yielding over 7%.  24% of its assets are invested in REITS and about 40% in the United States - the rest being outside. This purchase is not yet reflected in my Portfolio, but will be by the end of the month.  I do not plan for this to be an extremely large position in my portfolio, but I was missing REITs and this will give me exposure and help me get a better overall yield.  Plus- the monthly dividend makes it an enjoyable one to own.

Purchase Summary
  • 28.5716 shares of (SDIV) on 4/19/2016 @ 20.62/share totaling $144.34
This will add $10.08 of yearly dividend income to my portfolio.

Thanks for stopping by!

Full Disclosure: Long SDIV, ALL HOLDINGS IN MY PORTFOLIO

Do you invest in ETFs? Which ones and why?

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.

Sunday, May 15, 2016

Earnings: Week 20

Two companies I am invested in report earnings this week.  I plan to retweet earnings results on my Twitter Page, so follow if you would like! CRM is one of my favorite growth stocks (even though it is yet to make money...).  Walmart will be interesting to learn about as most of the retail sector seems to be tanking, with the exception of Amazon (another one of my holdings)!

See the Calendar Below:




Full Disclosure: Long CRM, WMT, AMZN, ALL HOLDINGS IN MY PORTFOLIO

Do you follow the earnings releases of the companies you are invested in?

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.