The Dividend Mogul: July 2016

Saturday, July 30, 2016

June Dividend Income

I am about a month late again, but better late than never right? With SIX months down in 2015, I have collected $243.08 in dividend income! This month I received income from FOURTEEN different sources. Five more than May. Compared to 2015 my dividends in June went up by 58.82% despite all of the changes I am making to my portfolio. Another big swing as I continue to make changes to my portfolio. It is a work in progress, but slowly getting there!

** 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.

As the months pass my goal of $750 in dividends this year seems unreasonable, but should not be surprising as I am making lots of changes to my portfolio. 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 hear your thoughts and to hear that people are reading my posts =)

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.

Loyal3 and Robinhood - Week 29: Recent Buys

July 18 - July 24

My investments for week 29 included SBUX and PYPL. Paypal does not pay a dividend, but is a high growth company (which owns Venmo) that was bashed down from the earnings results. Yet, I saw this as an opportunity as this is a company everyone (my age or younger) uses. Whether you know it or not Paypal owns Venmo which has revolutionized the way we pay our friends by making it so simple! The yield this week was only 0.04% compared to 2.58% the week prior. The yield was much lower because of my large Paypal purchase. The amount of yearly dividends added ($0.69) was much lower than last week ($14.39) for that reason. This also marks 29 consecutive weeks without paying commissions! Cannot wait to make it 30!

Total Invested - $1,918.50

Commissions Paid - $0.00
Current Streak - 29 weeks
Yearly Dividends Added - $0.69
Yield- 0.04%

Full Disclosure: Long SBUX, PYPL, 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!

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!

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!

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!