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.

Saturday, May 14, 2016

Loyal 3, Vanguard, and Robinhood - Week 19: Recent Buys

May 9 - May 15

My auto investments for week 19 are listed below and include VYM, AAPL, MSFT, NKE, and DIS.  I also added to my STAG position with dividends earned in my Robinhood account.  The yield this week was 2.34% compared to 3.82% the week prior.  Another week gone by investing only in companies that pay dividends.  I did invest more into DIS than normal due to the drop in the stock price from the earnings reaction.  The amount of yearly dividends added ($10.33) was lower than last week ($32.44).  This is partially due to a lower yield, but mostly due to the fact that I invested way less money this week. This also marks 19 consecutive weeks without paying commissions!  I wish I could look into the future to see what my portfolio will look like in a few years baring any setbacks! Slow and steady!  





Total Invested - $441.79
Commissions Paid - $0.00
Current Streak - 19 weeks
Yearly Dividends Added - $10.33
Yield- 2.34%

I also sold my position in AXP 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.

Full Disclosure: Long VYM, AAPL, MSFT, NKE, STAG, DIS, 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.

Friday, May 13, 2016

Portfolio Value : April 2016

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



My portfolio value grew from $31,418 to $32,568.55 from April 1st to May 1st.  Accounting for my April investments equaling $1,703.52 (Adjusting to subtract out from sales which were reinvested into dividend paying companies), my portfolio value was reduced by $552.97 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.

Tuesday, May 10, 2016

Loyal 3 & Vanguard - Week 18: Recent Buy

May 2 - May 8

My auto investments for week 18 are listed below and include VYM, WMT, BABA, and AMZN.  I also initiated positions in T and VZ which I hope to grow in the future and took advantage of the solid yield.  The yield this week was 3.82% compared to 2.73% the week prior.  This is the highest yield I have had for a week so far this year!  In addition, I have stopped my auto contributions into many growth stocks in hopes to grow my dividends faster and reach my goal of $750 of dividends earned. The amount of yearly dividends added ($32.44) was lower than last week ($36.65).  This almost totals last week despite investing almost $500 more during week 17. This also marks 18 consecutive weeks without paying commissions!  I am writing this a little later in the week than I had hoped, but it was a busy weekend.  Extremely excited for my new positions in T and VZ. 





Total Invested - $848.81
Commissions Paid - $0.00
Current Streak - 18 weeks
Yearly Dividends Added - $32.44
Yield- 3.82%

Full Disclosure: Long VYM, T, STAG, VZ, WMT, BABA, AMZN, ALL HOLDINGS IN MY PORTFOLIO

Which do you like better T or VZ?  Are you invested in either/both of them?

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 8, 2016

Earnings: Week 19

Three 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! AGN and SHAK are probably not in any DGI portfolio, while DIS is more likely as it pays a dividend.  Disney is the only company that I continue to invest into monthly out of the companies releasing earnings this week.

See the Calendar Below:





Full Disclosure: Long AGN, DIS, SHAK, 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.

Saturday, May 7, 2016

April Buys

 Using Vanguard, Fidelity, and Loyal 3, I invested $2,802.25 compared to $1,344.99 in March.  This was driven mostly buy the fact that I sold SPXL and SDIV for proceeds of almost $1,100.  The yield for the month is 1.78% which is exactly 0.01% more than last time!  It is only that much higher despite the higher amount invested because of my TWTR investment (and boy does it look like a bad one for now).  These purchases have added $49.79 to my yearly dividend income! My current projected dividend income in the next year has also grown DOWN from $648.50 to $554.40.  This is because BX gave out a much lower dividend and I had calculated it based off of the Q4 payment from BX.  I think maybe to normalize the dividend I can take an average of the previous 4 months? What do you think?  It has also been 4 months without paying a commission fee!  #SlowandSteady





What do you think of my April?  Any advice on projecting dividend income from BX?  

Thanks for stopping by!  

Full Disclosure: Long VYM, VYMI, AXP, AMGN, BUD, AAPL, FUSEX, MCD, MSFT, NKE, PEP, SBUX, STAG, UL, 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, May 5, 2016

PepsiCo: Dividend Increase

7.1% Dividend Increase

PepsiCo announced on May 3rd that its dividend will be $0.7525 per share.  This raises the annual income per share to $3.01 compared to the previous $2.81 per share  The quarterly dividend is payable on June 30, 2016.

I currently own 2.5 shares of PEP so it does not add much income just like the previous JNJ raise, but its a big raise for me doing absolutely nothing! #slowandsteady This will be the companies 44th consecutive annual dividend increase.  Like JNJ, it is definitely a company that I would like to make a larger part of my portfolio in the future.

Thanks for stopping by!

Full Disclosure: Long JNJ, PEP

What is your favorite investment?

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 3, 2016

April Dividend Income

With a third down in 2016, I have collected $148.74 in dividend income!  This month I received income from SIX different sources. Compared to 2015 my dividends in March actually decreased by 10.43% because of various changes I have made in my portfolio since last year. Next year I see myself growing from this amount without a doubt.


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.


Continuing to fight towards my goal of $750 in dividends this year! Slow and Steady!








Full Disclosure: Long CB, FUSEX, MO, MOTIF, NKE, 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.