Tuesday, March 29, 2016

Topic Discussion: YUM! Brands

I always have different thoughts and ideas going through my head about what to invest in/how to invest.  Thus, I have decided to start discussion topics every now and again in hopes that the community comes together to share their thoughts on various companies/issues.

The company I would like to bring up for conversation is YUM Brands.




Yahoo Finance
Google Finance

YUM Investor Relations


Are you currently invested in YUM?  Does this dividend and growth potential entice you?  With the possibility of a spin-off, are you a buyer of this 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, March 27, 2016

Loyal 3 & Vanguard - Week 12: Recent Buys

March 21 - March 27

My auto investments for week 12 are listed below and include NKE, UL, SBUX, and VUM.  The yield improved a lot from 1.7% to 2.6%, due mostly to my investment in VYM this week as well as the $8.63 of dividends reinvested.  I typically have a monthly contribution to NKE of $10 a month, but decided to put in an extra $50 as Nike's earnings resulted in the stock dropping as much as 6%.  The one downside to Loyal3 is you cannot get the company stock at the exact time you put in the order so I did not get it down 6%.  It slowly recovered and I was able to get in about 3% higher.  Regardless, it is a nice long term investment for me.  Weekly buys are adding up! One more week in March - let's see how it goes.











Total Invested - $295.88
Commissions Paid - $0.00
Yearly Dividends Added - $7.75
Yield- 2.6%

Full Disclosure: Long NKE, UL, SBUX, VYM

Are you interested in ETF's like VYM or companies like NKE and SBUX?

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, March 22, 2016

Loyal 3 & Vanguard - Week 11: Recent Buys

March 14- March 20

My auto investments for week 11 are listed below and include BUD, PEP, NFLX, MSFT, and VYMI.  I have previously included the MSFT purchase in week 10, but it should be in week 11.  This week added a much higher yield (1.7%) than week 10, especially after removing MSFT from my last post.  Although, the yield is not as high as where I would want it $4 of additional yearly income added in one week is not so bad. I also made my first purchase into VYMI through Vanguard since it is commission free there.  Slowly but surely trying to get the ball rolling!









Total Invested - $253.27
Commissions Paid - $0.00
Yearly Dividends Added - $4.48 
Yield- 1.7%

Full Disclosure: Long BUD, PEP, NFLX, MSFT, VYMI

Are you invested in any of these companies?  Would you ever invest in NFLX although it does not pay a dividend?


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, March 15, 2016

Loyal 3 - Week 10: Recent Buys


Moving forward, I hope to do a quick weekly summary of my Loyal3 purchases.  For now, I will not write about why I am invested in them.  I do plan to write a blog post for each of my holdings as time goes on.  Clearly, each of the stocks I have invested in below have a history of strong performance.  Although, that does not mean future performance, with the exception of BABA, I use each of these services in my daily activities.  I feel like they are an integral part of our society.  I will post about my research in the future, but hope you enjoy my weekly buy posts from Loyal3!






Total Invested - $380.00
Yearly Dividends Added - $2.81

Clearly, does not add much in dividend income, but it will add up by the end of the month with the addition of investments in VYM and FUSEX.

Full Disclosure: Long MSFT, FB, BRK.B, NKE, AAPL, DIS, AXP, GOOGL, AMZN, BABA, VYM, FUSEX



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, March 12, 2016

Recent Buy

Bought 3 shares of 3M!

Three shares seems insignificant, but after the sale of my Modern Warfare Motif I wanted to reinvest the money into 2-4 companies with a history of raising dividends.  

I purchased 3 shares of 3M Company on 3/9/16 for $160.59 a share.

Overview

3M (MMM) was founded in 1902 and was formerly known as the Minnesota Mining and Manufacturing company.  In 2002, it began going by the name 3M Company.  It is a conglomerate based out of Minnesota.

3M is a leading manufacturer in the following five business segments (% of net sales in 2015):

  1. Industrials (34.1%)
  2. Safety and Graphics (18.2%)
  3. Health Care (17.9%)
  4. Electronics and Energy (17.2%)
  5. Consumer (14.6%)
  6. Elimination of Dual Credit (-2%)
Industrials - Includes items such as manufacturing products for automobiles, electronics, packaging, food and beverages, and more.

Safety and Graphics Business - Major items in this segment include traffic safety and security items as well as reflective material used in construction work zones.

Health Care -  Provide medical and surgical supplies to clinics, hospitals, pharmaceuticals, and dental practitioners.  Also, manufacture medical tapes, dressings, wound closing products, etc for surgical needs.

Electronics and Energy - Provides products for LCD computers, televisions, cellphones, tablets, notebooks, and automotive displays.

Consumer - This is the area we are all familiar with including Scotch and Post-it branded items.

The list above shows just some of the areas and items 3M is involved in, but clearly it is involved in five business segments which are all part of our daily lives.  No single segment accounts for over 35% of the business sales and the lowest is the Consumer segment, which brings in 14.6% of net sales.

$12 billion of the net sales were in the US accounting for 39.8% of worldwide sales.  Net Sales internationally equaled $18.2 billion or 60.2% of the worldwide net sales.  

Friday, March 11, 2016

Recent Sale

March 7, 2016: Sold out of Tesla

Feel free to share where I can improve/if there is anything else you would like to know in future posts.

Overview

Prior to starting this blog I had began investing into Tesla in my Loyal3 Account.  I got excited as this was one of their new offerings.  I began to invest here as I saw how low the price had gone for this stock and I absolutely love seeing this car.  Another impulse buy....



1 Year Return

Currently on March 11th TSLA trades at $207.50.  The one year return for the stock is 7.02% and my first monthly investment purchase price was at $175.75.  This got me .2845 shares for $50.
Image from: Google Finance


Why I Invested?

I invested in TSLA because of the growth prospects and because of the fact that I love the car. Moreover, from scanning their financials I saw that the growth blew out the competition.


Tesla Annual Report 2015


Saturday, March 5, 2016

Recent Sale

March 3, 2016: Sold out of Modern Warfare Motif

Excited to share about my first sale since starting this blog, so please let me know what you think/where I can improve/if there is anything else you would like to know in future posts.


Overview

In December I had bought the Modern Warfare Motif.  It is currently made up of 25 companies and has outperformed the market over the course of the past year.  It was essentially a bet in Aerospace for me.  The companies that make up this list are all related to "modern warfare" such as drones and other advanced technologies.  They all work primarily with the United States Department of Defense.  If you are unfamiliar with 'Motifs' stay tuned as I plan to write about it soon!



1 Year Return


Photograph from www.motifinvesting.com/motifs/modern-warfare


Why I Invested?

I invested in this Motif as I see defense spending going up I could own 25 companies all for just a $9.95 commission fee.  Hoping to invest in the sector, I thought that this was my best option. Moreover, it holds companies such as LMT, NOC, BA, GD, and RTN which are all strong companies that I had heard of before.  Since creation in March of 2011, the Modern Warfare motif has gained 121% compared to 67.3% by the S&P.  It also yields 2.3% and a P/E ration of 19.64.  The staggering returns and political turmoil led me to make this purchase.


See below for a breakdown of the companies and weight in the Motif

Friday, March 4, 2016

February Dividend Income : Update

Update 3/4/2016 - I had accidently recorded the Blackstone (BX) dividend in January.  I have updated my dividend income tab to reflect the correction.  February was not a bad month after all.  I earned $69.86 this month which was a 274% increase from February 2015!  What a great start to 2016.


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.