Friday, November 10, 2017

October 2017 Dividends and Passive Income Progress




October was pretty active trading month for me. Considering the fact we went to 7 days cruise we won in June. By the way do you know what if you own 100 shares of Carnival (CCL), everytime you go on a cruise you can request $100 ship credit? I wish I bought more shares when CCL was trading lower. I am getting really addicted to cruises! :) I am trying to plan another cruise. This time as a gift for my daughter in hope she will fall in love with cruising as much as I am now! :)


But how can you not enjoy this beautiful beach??? This was Progreso Yucatan stop for our cruise ship. This is just an inspiration why I need to keep investing into financial freedom! :) 

 In October I sold 135 shares of CNP in my IRA account. I still have some shares but I earned what I wanted to earn for now.
I bought 100 shares of OHI at $27.50 and 22 shares of TUP at $58.02 in my IRA account.

In my regular brokerage account I bought
16 shares of KHC at $76.73 , 9 shares of SPG at $164.51 and 40 shares of T at $35.48

I really want to switch to "Rule#1" Phil Town strategy when you sell stock whenever you earn more than 35%. I keep thinking to sell, then I would not and then my stock would go down and I would regret. I know I have to consider if my stocks are in regular brokerage or IRA but if you see me trading more actively, it means I follow my plan!

Dividends receive October 2017
BNS$16.65
BCE$21.61
CHSP$16.82
DEO$69.50
FCPT$3.80
FOX$3.42
GE$10.17
GPS$1.63
GSK$33.48
HRB$13.82
KO$20.51
KMB$12.70
M$11.89
NKE$2.42
NEA$6.04
PM$12.89
STOR$1.88
SOUTH$8.05
UFS$16.59
UNIT$22.31
VER$35.09
Total$341.27
Which is almost 30% increase comparing to October 2016. I am really impressed.

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
$220.12128.03559.54303.15128.18425.21275.71227.19476.30341.27
Year to date
$3,084.70

 I am now in $3k zone for the year and still have two months to go. I don't expect much from November but December should add up. It means this year I will be finishing close to $4k.

Thanks for reading and please share your thoughts and progress.

11 comments:

  1. Good job. Some good companies paying you. Nice increase keep it up. Ford has something for owning 100 shares also

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    1. Hi Doug, thanks for stopping by! Yes, I just read an article about Ford. It gives you employee discount i think if you own 100 shares!

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  2. Nice dividends and overall increase! WTG!

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    1. Thanks for your nice words and best wishes to you too!

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  3. Excellent progress, HHWG! A solid month of October, and a terrific YoY increase. I've only been on one cruise, but I liked it. I'll have to line up another one of these days.

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    1. I think one day i will be this old lady who spends lots of time of cruising! :) Thanks for stopping by!

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  4. Looks like another solid showing for the month of October. It can be tough to buy stock and even tougher to sell especially when you are sitting on some nice gains and the stock is providing you a nice passive income. Looks like you have been busy buying and selling recently. I'm just buying for now with no plans to sell even though I'm sitting on some gains too. Thanks for the pics.

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    1. Keith,I've been playing with an idea of selling winners for a while but after watching winners losing all their gains as an example: TGT, FTR, I feel like its time to move around more often. I am still a little resistant to sell in my regular brokerage but I will start in January.

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  5. Very nice dividend month HHWG! I love that Carnival provides you a credit for each share you own haha What a random, but cool idea. I haven't been on a cruise in years, but right now, I am really digging the idea of a nice week long relaxing vacation. Anyway, keep up the great work.

    Bert

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    Replies
    1. if you can pick any time for cruising, you can score a really good discount! I saw a cruise to Hawaii for 15 days for $1.5k from Los Angeles, which is a steal I think if you have 15 days of vacation... :)

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  6. I'm interested to see how selling goes for you. With buy-and-hold, inevitably there will be big winners. I always hope those big winners will announce big dividend increases. At the same time, there are plenty of other opportunities out there that you could transfer money into. I'll follow to see how it goes if you decide to go that route!

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