Saturday, February 11, 2017

January 2017 Dividends and Passive Income Progress


I am being not very active with my stock investing because I am switching to real estate investing, so I am trying to accumulate more cash. Plus January was the month when I paid property taxes for my house.
I still plan to invest into my Loyal3 and Lending Club plus IRA and SEP-IRA but not so much into my regular brokerage account. But we will see.

So this month I did my Loyal3 and LendingClub purchases.

Dividends received January 2017:

VER$33.46
BNS$14.99
BCE$19.05
CHSP$16.02
CSAL$20.84
DIS2.88
FCPT3.68
HRB12.33
GPS$1.83
GSK$29.74
NKE$2.21
PEP$17.24
PM$12.17
STOR$1.85
RCII$8.07
UFS$16.06
WFM$3.31
WIN$4.39
Total$220.12

I am 20% up comparing to January 2016.

Here 2014/2015/2016 vs 2017:
2014
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
2015
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date$2,311.66
2016
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97122.31422.44
Year to date$2,936.21
2017
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$220.12
Year to date$220.12
Additional passive income or free money from different financial institutions:


Interest:                                                          $11.20
Points AMEX                                                  $21.56
Points Discover                                               $2.38
Promo gift cards                                             $15.00    
(KOHLS)

My total financial passive income for the month of December was $270.26

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
Total         $1644.59

 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
Total         $3556.76

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
October     $335.86
November  $218.30
December  $506.91
Total         $4101.42

Thanks for reading and please share your thoughts and progress.




Monday, January 30, 2017

Loyal3 and Lending Club January updates


Lending Club Account Updates

I opened my Lending Club account December 2016.
I wrote a post here.
I am starting slow by investing just $100 per month.
I got paid on all 4 notes and I bought 4 more.
So far so good.


Loyal3 Account Updates

I keep track of my monthly Loyal3 purchases here.

This month for my monthly purchase I bought

M (Macy's) $324.00


Thanks for reading and please share how was your month.


Wednesday, January 11, 2017

December 2016 Dividends and Passive Income Progress


In December I bought 13 shares of KMB and 310 shares of FTR.

I did my monthly Loyal3 purchases.

I also opened Lending Club account.

Dividends received December 2016:


CCL$7.10
CNP$41.96
COP$6.20
GILD$12.30
ESV$0.31
F$39.08
GM$20.00
FTR$78.56
HOG$5.80
JNJ$16.71
KHC$0.38
MAT$34.07
MCD$33.01
M$3.06
NEA$6.20
PFE$16.53
RYAM$1.24
RYN$14.03
SE$17.07
TGT$12.56
KR$3.84
UL$18.75
VLO$12.88
WMT$1.25
WFC$19.55
Total$422.44

I am 34% up comparing to December 2015, which is pretty good increase.


Here 2014/2015 vs 2016:
2014
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
2015
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date$2,311.66
2016
JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97122.31422.44
Year to date$2,936.21
As you can see I was $64 dollars short to reach 3K in my passive stock income.

Additional passive income or free money from different financial institutions:

Interest:                                                          $1.60
Points AMEX                                                   $21.16
Points Discover                                               $21.71
Promo gift cards                                             $40.00     
(JC Penny/KOHLS)

My total financial passive income for the month of December was $506.91

It means I am half way to reach my 1K passive income goal from stocks and financial institutions. If I look back into my 2016 month by income December was the best month so far.

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
Total         $1644.59

 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
Total         $3556.76

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
October     $335.86
November  $218.30
December  $506.91
Total         $4101.42

Thanks for reading and please share your thoughts and progress.