The Dividend Mogul: January 2017

Sunday, January 29, 2017

Week 4: Loyal3 & Robinhood - Recent Buys (T, FUSEX, SDIV, TROW, VZ)

January 23 - January 29

My investments for week 4 of 2017 were much more exciting than expected and included purchases of T, FUSEX, SDIV, TROW, and VZ. The yield this week was 4.31% compared to 3.41% last week. The yield is much higher this week because of my purchases of high yielding stocks. Since I have decided to take a look at the 52 week highs (and now lows as well) for these companies and buying ones that have dipped from their highs. This week, however, with so many companies reporting I was looking out for strong companies that had a earnings miss (expecting a short term downtrend). The ones that fit the bill were T, VZ, and TROW. What made it even more exciting for me was that my new cost basis is now lower than my first time around owning these companies. I later sold them as my positions were less than $1,000 and I had a decent gain on the run up. This time since I had cash ready to invest from previous sales I was able to initiate positions over $1,000 and plan to hold these for the long run. The amount of yearly dividends added ($149.88) is much larger than last weeks $8.51 as I have invested almost $3,500 this week - which may be a record? Not sure. This marks 56 consecutive weeks without paying commissions on my purchases! As always, slow and steady!.... although this week doesn't seem that way.

Total Invested - $3,480.95

Commissions Paid - $0.00
Current Streak - 56 weeks*
Yearly Dividends Added - $149.88
Yield - 4.31%

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

Full Disclosure: Long T, FUSEX, SDIV, TROW, VZ, 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.

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?

Friday, January 13, 2017

Week 2: Loyal3 & Fidelity - Recent Buys (FUSEX & GOOGL)

January 2 - January 8

My investments for week 2 of 2017 included GOOGL and FUSEX. The yield this week was 1.53% compared to 1.80% last week. The yield is low because FUSEX doesn't pay a high dividend and Alphabet drove down the yield even more. The amount of yearly dividends added ($1.91) is smaller than last weeks $4.49. These two purchases were part of my automatic buys. This marks 54 consecutive weeks without paying commissions on my purchases! The weeks without paying commission fees keep adding up! Slow and Steady!

Total Invested - $125.00

Commissions Paid - $0.00
Current Streak - 54 weeks*
Yearly Dividends Added - $1.19
Yield - 1.53%

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

Full Disclosure: Long FUSEX, GOOGL, 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?

Saturday, January 7, 2017

Week 1: Loyal3 - Recent Buys (MCD, WMT, GOOGL, BRK.B)

January 2 - January 8

My investments for week 1 of 2017 included MCD, WMT, GOOGL, BRK.B. The yield this week was 1.80%. The yield is low because Alphabet and Berkshire Hathaway do not pay dividends. The amount of yearly dividends added ($4.49) is small, but will add up over time. All of these purchases were part of my automatic buys. This marks 53 consecutive weeks without paying commissions on my purchases! FIFTY THREE - pretty incredible if you are willing to open up various brokerage accounts! Maybe I will make a post about this at some point! Glad to be back posting weekly buys, but clearly have made great strides since this time last year. Slow and Steady.

Total Invested - $250.00

Commissions Paid - $0.00
Current Streak - 53 weeks*
Yearly Dividends Added - $4.49
Yield- 1.80%

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

Full Disclosure: Long MCD, WMT, GOOGL, BRK.B, 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?

Monday, January 2, 2017

December Dividend Income

I have collected $636.84 in dividend income so far this year! This month I received income from TEN different sources. This is five more than November. Compared to 2015 my dividends in December went down by 13.23%. This is change in my dividend income is due to changes in my portfolio year over year as well as the fact that many of my holdings had paid out dividends in December.

** 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 always 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. I'd like to hear your thoughts and views.