Saturday, December 3, 2016

Project: Dividend Stocks for Teenager November Dividends update

I wrote how we started Dividend Stocks portfolio for my daughter and keep track of our progress here.

My daughter turned 20 y.o. this month, so technically she is not teenager anymore but I will keep it as a teenager portfolio because we started it when she was a teenager.

We didn't purchase any new stocks this month. Maybe December we will have more time to discuss stocks and she will pick one or two stocks to finish 2016. So far she has 10 stocks in her portfolio.

November dividends:


PG$11.76
RY$12.83
T$18.68
Total $43.27


Here is dividends month by month:

2015janfebmaraprmayjunejulyaugsepoctnovdec
n/an/an/an/an/an/an/an/a49.8118.728.9150.27
Total147.69
janfebmaraprmayjunejulyaugsepoctnovdec
201618.7341.0352.3519.1142.4753.8819.4643.0369.2419.8143.27
Total422.38

We reached $400 this year and we are going to be very close to $500 to finish 2016. We automatically reinvest dividends.

Thanks for reading and please share your thoughts.

Friday, December 2, 2016

Loyal3 November transactions

I opened my Loyal3 account in October 2015 and I keep updates here

November transactions

I bought as a part of monthly purchase:
BUD  $205
STOR  $99
Total $304

Then I sold KSS $229 and bought more shares of BUD.

I received 0.722 stocks of YMCC due to YUM spin off

How was your month?

Thanks for reading


Friday, November 25, 2016

Stocks I bought and sold

In last two weeks I sold my shares of

WU - Western Union - to collect earnings and reinvest (IRA account)
DRI - Darden Restaurant -to collect earnings and reinvest (IRA account)
I could wait a little longer on DRI but it's story of my life... When I sell, stocks go up, when I buy they go down... :)

RIG - Transocean - Regular Brokerage taxable account - to claim losses to offset earnings. I plan to buy back in a month, just to keep this position.

Stocks I bought 11/23/2016

12 shares of DEO - Diageo at $100.48 in my IRA Account

100 shares of NEA at $13.33 - Nuveen Tax Free Municipal Fund - in my Regular Brokerage account 
I saw this fund on My dividend Pipeline  and was watching this fund.

At this moment I am trying to low my passive income for one more year in order to be qualified for FAFSA and so this purchase was part of this plan.

I did some transactions in my LOyal3 account as well but I will make a different post.

Thanks for reading and please share your thoughts.


Thursday, November 3, 2016

October 2016 Dividends and Passive Income Progress


In October I only made purchases in my Loyal3 account. I wrote a post here
I didn't purchase any stocks because I could not decide what stock I want. 
Plus I am accumulating cash on my account in order to pay property taxes for rental and my house.

Dividends received October 2016:
VER$32.99
BNS$14.50
BCE$18.73
CHSP$15.75
CSAL$20.43
DEO40.62
FOX3.08
HRB12.22
FCPT$3.64
GPS$1.83
GSK$29.71
KO$18.76
KHC$0.38
M$3.06
NKE$1.96
PM$12.03
STOR$0.67
RCII$8.00
SOUHY$1.23
UFS$15.89
WFM$3.18
WIN$4.31
Total$262.97

This is 42.5% increase comparing to October 2015

Here 2014/2015 vs 2016:

JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$48.61$12.44$63.58$90.04$65.67$126.98$122.68$118.36$185.28$93.18$123.70$263.68
Year to date$1,314.20
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date$2,311.66
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97
Year to date$2,391.46

Additional passive income or free money from different financial institutions:


Interest:                                                          $15.00
Points AMEX                                                    $4.38
Points Discover                                                $8.51
Promo gift cards                                             $45.00     
(Palais Royal/KOHLS/Best Buy)
My total financial passive income for the month of October was $335.86

At this moment my goal is to have $1k in monthly passive income from dividends and other financial institutions.      

I started tracking my passive income Summer 2014
June           $261.00
July            $209.67 
August       $235.62 
September  $212.97
October      $140.37
November  $207.05
December   $377.91

 2015 Passive Income
January      $167.44
February    $279.29
March         $397.80
April           $202.48
May            $229.70
June           $368.21
July            $205.56
August       $254.16
September $494.20
October      $231.18
November   $268.28
December   $458.46


2016 Passive Income
January     $298.49
February   $332.39
March       $500.67
April          $360.27
May           $249.71
June          $414.51
July           $278.08
August      $164.45  
September $441.78

Thanks for reading and please share your thoughts and progress.

Tuesday, November 1, 2016

Project: Dividend Stocks for Teenager October Dividends update

I wrote how we started Dividend Stocks portfolio for my daughter and keep track of our progress here.

We didn't purchase any new stocks this month. I actually probably need to talk to my daughter and see if she wants to purchase another stock at this moment. 

LHO was the only stock, which paid dividends this month $19.81

Here is dividends month by month:

2015janfebmaraprmayjunejulyaugsepoctnovdec
n/an/an/an/an/an/an/an/a49.8118.728.9150.27
Total147.69
janfebmaraprmayjunejulyaugsepoctnovdec
201618.7341.0352.3519.1142.4753.8819.4643.0369.2419.81
Total379.11

We are about to reach $400 next month in total and we should be very close to $500 by the end of the year, which is awesome passive income for 19 y.o. We automatically reinvest all her dividends.

She got another small scholarship from School of Business, so it means less stocks to sell from her portfolio. Our goal for her is to receive a Bachelor Degree without any loans. So far I am using 529 account to pay all differences after scholarships and FAFSA. 

Thanks for reading and please share your thoughts.