Tuesday, February 21, 2017

Week 7: Loyal3 - Recent Buys (TGT & VFC)

February 13 - February 19

My investment for week 7 of 2017 included TGT and VFC.  The yield this week was 3.48% compared to 6.07% last week.  The yield is lower this week because last week included SDIV, yet it is still a yield I am happy with. Both Target and VF Corp have yields over 3% and were not close to their 52 week highs, which led me to these purchases.  The amount of yearly dividends added ($15.67) is lower than last weeks $42.21 as the yield is lower and less money was invested.  This marks 59 consecutive weeks without paying commissions on my purchases! Slow and Steady. 



Total Invested - $450.00
Commissions Paid - $0.00
Current Streak - 59 weeks*
Yearly Dividends Added - $15.67
Yield - 3.48%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!

Full Disclosure: Long TGT, VFC, ALL HOLDINGS IN MY PORTFOLIO

What are your thoughts on TGT and VFC?  Do you own these? Why or why not?

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, February 16, 2017

Portfolio Value: January

Here is my January portfolio growth.  

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



My portfolio value grew from $23,723 from 1/1/17 to 28,448 on 2/2/17.  Pretty choppy graph of my portfolio value since I started the blog.  The dip was due to me selling the majority of my FUSEX mutual fund and reallocating some of the money to invest in Fundrise (which I should update to show in my portfolio).  Kind of regretting that right now as I figured I would quickly get to repurchase it cheaper.  Also wanted to lock in some taxable gains for the year in 2016 vs potentially in 2017.  Hope to get in at a good price, until then will continue to invest $200 a month into the fund.  In the future, I won't do this at such a big hit to my portfolio.  I invested $4,105.95 in January and the rest of the growth ($619.05) is due to appreciation.

Slow and Steady!

Cheers,
The Dividend Mogul

Sunday, February 12, 2017

Week 6: Fidelity & Robinhood - Recent Buys (FUSEX & SDIV)

February 6 - February 12

My investment for week 6 of 2017 included FUSEX and SDIV.  The yield this week was 6.07% compared to 3.44% last week.  The yield is much higher this week because of SDIV which yields over 6%.  My goal is to get this position to 100 shares and I will reach this by reinvesting my dividends in my robinhood account into SDIV shares.  The amount of yearly dividends added ($42.21) is higher than last weeks $8.51 as I have invested more money and into a high yielding ETF.  This marks 58 consecutive weeks without paying commissions on my purchases! Slow and Steady. 



Total Invested - $695.28
Commissions Paid - $0.00
Current Streak - 58 weeks*
Yearly Dividends Added - $42.21
Yield - 6.07%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!

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

What are your thoughts on SDIV?  Would you consider owning this ETF?  Why or why not?

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, February 8, 2017

January Buys

So this is my first monthly buy summary in a long time, but it might actually be one of my most active months in terms of money invested.  Pretty interesting considering the market is at all time highs and many companies I was watching were near their 52 week highs.  Regardless, it just goes to show you if you invest consistently over a period of time into high quality companies you will set yourself up great for the future.  My 401(k) obviously invests every two weeks regardless of where the market stands.  I might tweak the contribution percentage if I think that the market is overvalued or undervalued, but I will continue to invest throughout the year.  This and the returns that it has give me over the past year helps me justify buying consistently.

I am able to invest consistently with small amounts due to my strategy of paying no commission fees with the use of various brokerage accounts.  This month had unusually high amounts being invested as I had sold a lot of my holdings later in the year around all time highs and I was able to buy back great companies at a cheaper cost basis than I originally had.  I took earnings misses as an opportunity to build my core portfolio.

Using Fidelity, Loyal 3, and Robinhood, I invested $4,105.95 in January which gave me a total yield of 4.01% which I am very excited about.  These purchases have added $164.79 to my yearly dividend income! It has also been 58 weeks without paying a commission fee!  I expect to invest less in February, but lets see what happens!





What do you think of my January?  

Thanks for stopping by!  

Full Disclosure: Long T, FUSEX, MCD, SDIV, TROW, UL, VZ, WMT, GOOGL, BRK.B, 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.

Saturday, February 4, 2017

Week 5: Loyal3 - Recent Buy (UL)

January 30 - February 5

My investment for week 5 of 2017 included just the purchase of Unilever as it meets my criteria for being down from its 52 week high.  For that reason I decided to average down on UL once again.  The yield this week was 3.44% compared to 4.31% last week.  The yield is lower this week because of my purchases last week included high yielding stocks like VZ, SDIV, and T.  The amount of yearly dividends added ($8.51) is much lower than last weeks $149.88 as I have invested almost $3,250 less than last week and in a lower yielding stock (although it has a solid yield).  This marks 57 consecutive weeks without paying commissions on my purchases! Slow and Steady.  Great strides in my portfolio since last year!




Total Invested - $250.00
Commissions Paid - $0.00
Current Streak - 57 weeks*
Yearly Dividends Added - $8.61
Yield - 3.44%

*Paid Commissions fees on selling motifs but not on a purchase in over a year!


Full Disclosure: Long UL, VZ, SDIV, T, ALL HOLDINGS IN MY PORTFOLIO

What are your thoughts on UL?  Do you own it?  Why or why not?

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, February 1, 2017

January Dividend Income

I have collected $38.20 in dividend income so far this year!  This month I received income from SIX different sources. This is fewer than December, but I expected January to be a slow month. Compared to 2016 my dividends in January increased by 674.85%.  This is purely due to me not investing in dividend stocks at the beginning of last year when I earned only $4.93. Clearly, my slow but steady buying throughout the year has transformed my portfolio over this short period of time.  It is definitely not yet where I want it to be, but I know I'm on the right track.  There is a new investment paying out a dividend to me this month and it is no other than REITs from my Fundrise Account.  This allows me to invest in real estate and diversify further while earning a solid return.  I hope to eventually write a short blog post about my experience with it and how I am doing.  Thus far, I have received dividends from it in two quarters.  The next quarter will be the first time I receive my full dividend allotment as I have held some of its REITS for only a short period of time.

** 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.

I appreciate everyone who has viewed and commented on my blog.  As always, I strongly encourage you to comment even if you are just messaging that you have visited.  I'd like to hear your thoughts and views.

Also, I finally crossed 5k views in a single month on my site!  THANK YOU! 2017 is off to a great start!






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.