Friday, July 29, 2016

New Articles to Read

Just came across a couple articles related to 401(k)'s and investing it either disproportionately into your company or into the same sector.  These articles specifically mention KMI as many of us may be invested in, but think about the employees that could have a significant amount of their investments in their own company!  It could be disastrous! Fun quick reads that help us remember why we should avoid putting too many eggs in one basket. Personally, I do not invest much into my company stock although it has a history of outperformance, and I prefer to be in low cost funds for my 401(k).

I know many of us do not have time to search through many websites to follow the news, so maybe I can continue to share some articles that I find interesting/fun!  Enjoy!


401(k):
Your 401(k) is not Safe at Home - WSJ
Piling up Losses in a 'self-directed' 401(k) Account - WSJ

Other:
Amazon, Facebook race past Buffett's Berkshire - CNN Money


What funds do you invest your 401(k) into?  What percentage is invested into your company stock?

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, July 28, 2016

Loyal3 and Robinhood - Week 28: Recent Buys

July 11 - July 17

My investments for week 28 included PEP, SBUX, UL, WMT, WFC, and AMZN.  Each of these pay a dividend except for Amazon.  The yield this week was 2.58% compared to 1.86% the week prior.  The yield is higher this week as most of my investments went into dividend paying companies yielding more than the S&P.  The amount of yearly dividends added ($14.39) was higher than last week ($2.54) due to the yield and more money being invested this week.  This also marks 28 consecutive weeks without paying commissions! 




Total Invested - $557.28
Commissions Paid - $0.00
Current Streak - 28 weeks
Yearly Dividends Added - $14.39
Yield- 2.58%


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

Are you invested in any mutual funds?  Why or why not?

*Again sorry for the late post - hope to get back on track next month!

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, July 27, 2016

Fidelity - Week 27: Recent Buys

July 4 - July 10

My investments for week 27 included only FUSEX, which is Fidelity's S&P 500 mutual fund.  The yield this week was 1.86% compared to 2.16% the week prior.  The yield is lower as I invested into the high yielding VYM in the previous week.  The amount of yearly dividends added ($2.54) was lower than last week ($6.10).  This also marks 27 consecutive weeks without paying commissions! 



Total Invested - $136.92
Commissions Paid - $0.00
Current Streak - 27 weeks
Yearly Dividends Added - $2.54
Yield- 1.86%

Full Disclosure: Long FUSEX, ALL HOLDINGS IN MY PORTFOLIO

Are you invested in any mutual funds?  Why or why not?

*Again sorry for the late post - hope to get back on track next month!

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, July 8, 2016

Vanguard & Loyal 3 - Week 26: Recent Buys

June 27 - July 3

My investments for week 26 included VYM, AAPL, MSFT, NKE, and DIS.  All of them pay a dividend.  The yield this week was 2.16% compared to 3.19% the week prior.  The yield is lower as I invested into the high yielding SDIV the prior week.  The amount of yearly dividends added ($6.10) was lower than last week ($22.52) as I invested less this week and the SDIV investment was last week.  This also marks 26 consecutive weeks without paying commissions! 




Total Invested - $283.16
Commissions Paid - $0.00
Current Streak - 26 weeks
Yearly Dividends Added - $6.10
Yield- 2.16%


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

How long have you been investing for?  What is your main objective?

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, 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 $32,568.55 to $34,375.99 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.

May Dividend Income

I am about a month late, but better late than never right? With five months down in 2015, I have collected $189.78  in dividend income!  This month I received income from NINE different sources. Three more from April. Compared to 2015 my dividends in May went up by 4.56% despite all of the changes I am making to my portfolio.  I do expect some up and down months year over year, so I was glad to see that it was still an improvement over last 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.

Continuing to fight towards my goal of $750 in dividends this year, but it seems like I will be short of it.  Regardless, blogging has allowed me to see where others are investing and has made me a grounded investor that does his research. This has been great for me thus far and 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.  It's great to see various investors and











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, 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.