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.

6 comments:

  1. Like the UL pick up. I added to this stock towards the end of 2016 several times nibbling a bit here and there. I would gladly buy more but will wait for prices to go below $40. Great long term hold for any dividend growth portfolio. Thanks for sharing.

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    1. Keith,

      Thank you! Great to see another owner as well. Would love for it to go below 40 as I plan to keep buying over time! Their list of products can go on for a while! As well as paying a great dividend.

      Cheers,
      TDM

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  2. Nice buy. UL is on an uptick lately. I was waiting for it to drop under $40. I missed the boat here.

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    1. IH,

      Thank you! I was able to average down a bit as I was doing $50 a month towards it, but I have slightly adjusted my strategy to continue investing in my positions but those that are down from their 52 week high or close to their 52 week low having priority and buying in larger amounts. I believe UL is great in the long run.

      -TDM

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  3. I'm a small owner in UL as well. Nice purchase! I also try to buy a lot of products from the companies I own...Dove and Ben & Jerry's are both Unilever brands!

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    Replies
    1. SORRY for the late reply! Thanks Two Investing! Exactly - buying what you use has been a good strategy.

      -TDM

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