Showing posts with label 2016. Show all posts
Showing posts with label 2016. Show all posts

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.

Friday, October 7, 2016

September 2016 Dividends and Passive Income Progress


In September I bought 34 shares of VOD, 25 shares of BMY and 21 shares of WFC. My post here

I also made my September purchase in my Loyal3 account here

September was as usual a very good dividends month for me. I almost reached $400 in dividends!

Dividends received September 2016:

BBL$19.82
CCL$7.05
CNP$41.51
COP$6.16
GILD$12.22
ESV$0.31
F$24.54
FTR$43.71
HOG$5.76
JNJ$16.16
KSS$2.06
MAT$33.67
MCD$31.02
PEP$17.13
PFE$16.39
RYAM$1.23
GM$19.76
RYN$13.90
SE$16.87
TGT$12.45
UL$18.53
VLO$12.75
WMT$1.25
WU$10.31
WFC$11.49
Total$396.05

This is 9.5% increase comparing to September 2015

Here 2014/2015 vs 2016:

2014JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$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
2015JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date$2,311.66
2016JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41113.56396.05
Year to date$2,128.49

Additional passive income or free money from different financial institutions:


Interest:                                                          $14.66
Points AMEX                                                  $12.25
Points Discover                                                $8.82
Promo gift cards(Palais Royal)                        $10.00     
My total financial passive income for the month of September was $441.78

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  

Thanks for reading and please share your thoughts and progress.