Showing posts with label October progress. Show all posts
Showing posts with label October progress. Show all posts

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.

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.