I wrote how we started Dividend Stocks portfolio for my daughter and keep track of our progress here.
She picked F (Ford) as her new stock in June. I wrote about this purchase here.
Overall portfolio gain so far is +12.18%, the only stock which is lacking is still LHO.
Here is how her portfolio looks so far.
June Dividends:
| EMR | $12.72 |
| JNJ | $10.64 |
| SE | $18.17 |
| XOM | $12.35 |
| Total | $53.88 |
Here is the dividends month by month:
| 2015 | jan | feb | mar | apr | may | june | july | aug | sep | oct | nov | dec |
| n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 49.81 | 18.7 | 28.91 | 50.27 | |
| Total | 147.69 | |||||||||||
| jan | feb | mar | apr | may | june | july | aug | sep | oct | nov | dec | |
| 2016 | 18.73 | 41.03 | 52.35 | 19.11 | 42.47 | 53.88 | ||||||
| Total | 227.57 |
Thanks for reading.
I think what you're doing is great, I wish my parents sent me on the same journey. Adopting a strategy of saving and investing at such an early age can be so beneficial in the long run. Keep up the good work.
ReplyDeleteThank you Captain. I have a new project, which I am in process of working on... My son is 15 y.o. and he earns money every month, so I am trying to convince him to start investing into Loyal3. We will see how it will go.
Delete+1 to CaptainDividend's comment, a life lesson like this is invaluable. I owe a lot of my interest in investing to my mother, who got me started in my teens.
ReplyDeleteIts always nice when parents teach us good lessons! Thanks for stopping by and share your opinion!
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