In March I bought
55 shares of HRB - H&R Block
30 shares of WFC - Wells Fargo
Thursday, March 31, 2016
Wednesday, March 9, 2016
Sell or not to Sell?
Okay, we all have stocks which are not doing well and stocks which are doing very well.
As I wrote before, for me it's always very hard to pull this trigger and sell my winner...
I know that lots of dividend stock investors think that we need to buy and keep stocks forever.
But observing my dividends stocks coming through ups and downs I still feel like I do need to sell my winners.
Like for example. I remember how just not long time ago my shares of KMI were $600 up and running strong. I was thinking to sell but got greedy.
Another recent example is FTR - went down to $3 in 2014, then up to $8 in 2015 and then down to $3 and now it's up to $5 again.
I did sold some of my stocks but usually right after I sell they would go up and then I would feel like oh, yeah, I could just keep them.
So my boyfriend suggested me an interesting idea - to sell only part of my stock total, which equal to the gain and keep initial amount I invested. This way if stock would go down, I already got some earnings out, if stock would go up, I would not feel as bad as if I sold all of shares.
I really like this idea and I might try to use it.
As I wrote before, for me it's always very hard to pull this trigger and sell my winner...
I know that lots of dividend stock investors think that we need to buy and keep stocks forever.
But observing my dividends stocks coming through ups and downs I still feel like I do need to sell my winners.
Like for example. I remember how just not long time ago my shares of KMI were $600 up and running strong. I was thinking to sell but got greedy.
Another recent example is FTR - went down to $3 in 2014, then up to $8 in 2015 and then down to $3 and now it's up to $5 again.
I did sold some of my stocks but usually right after I sell they would go up and then I would feel like oh, yeah, I could just keep them.
So my boyfriend suggested me an interesting idea - to sell only part of my stock total, which equal to the gain and keep initial amount I invested. This way if stock would go down, I already got some earnings out, if stock would go up, I would not feel as bad as if I sold all of shares.
I really like this idea and I might try to use it.
This week stocks considerations - Brokerage account and Loyal3
It looks like all stocks which I had previously on my list are all up, so I was looking around for more choices.
So far I am thinking:
Brokerage account choices:
HRB, PFE, AAPL, GEL.
Loyal3:
TWX, AAPL, NOK, KHC, SBUX.
Which ones do you like?
What stocks are you looking at this week?
Thanks for reading and please share your thoughts.
So far I am thinking:
Brokerage account choices:
HRB, PFE, AAPL, GEL.
Loyal3:
TWX, AAPL, NOK, KHC, SBUX.
Which ones do you like?
What stocks are you looking at this week?
Thanks for reading and please share your thoughts.
Thursday, March 3, 2016
February 2016 Dividends and Passive Income Progress
I was able to purchase shares of DEO in February and I had a post about this here.
February is usually one of the lowest dividends month for me.
Dividends received in February 2016:
| AAPL | $0.54 |
| BMO | $15.96 |
| DRI | $17.42 |
| FCPT | $2.20 |
| KMI | $8.66 |
| NE | $4.80 |
| PG | $17.14 |
| RY | $10.76 |
| T | $13.71 |
| TD | $12.95 |
| YUM | $0.34 |
| Total | $104.48 |
Which is $2.00 less than in 2015 but mostly because KMI and NE reduced their dividends.
My February 2015 dividends:
| T | $12.89 |
| NE | $11.06 |
| KMI | $29.45 |
| PETS | $18.07 |
| DRI | $18.70 |
| PG | $16.22 |
| Total | $106.39 |
Here 2014/2015 vs 2016:
| 2014 | Jan | Feb | March | Apr | May | June | July | Aug | Sept | Oct | Nov | Dec |
| $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 | Jan | Feb | March | Apr | May | June | July | Aug | Sept | Oct | Nov | Dec |
| $78.69 | 106.39 | 333.50 | 150.77 | 128.34 | 298.21 | 118.30 | 122.05 | 361.36 | 184.44 | 113.44 | 316.17 | |
| Year to date | $2,311.66 | |||||||||||
| 2016 | Jan | Feb | March | Apr | May | June | July | Aug | Sept | Oct | Nov | Nov |
| $183.80 | 104.48 | |||||||||||
| Year to date | $288.28 |
Additional passive income or free money from different financial institutions:
Interest: $12.32
Points AMEX $33.89
Points Discover $4.28
Points Discover $4.28
(if you sign up through my link you will earn $10.00 reward after you do your shopping though ebates. I like online shopping, so ebates is way to go to earn extra money for online dealer seekers like me :))
My total financial passive income for the month of February was $332.39
My total financial passive income for the month of February was $332.39
At this moment my goal is to have $1k in monthly passive income from dividends and other financial institutions.
Tuesday, March 1, 2016
Project: Dividend Stocks for Teenager February Dividends update
I wrote how we started Dividend Stocks portfolio for my daughter and keep track of our progress here.
Our Teenager Portfolio is doing good this month.
In February we didn't purchase any stocks.
February Dividends:
| PG | $11.37 |
| RY | $11.64 |
| T | $18.01 |
| Total | $41.02 |
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 | 18.82 | 41.02 | ||||||||||
| Total | 59.84 |
Thanks for reading and please share your thoughts.
Friday, February 26, 2016
Stock I bought today 2/26/2016
Yesterday I posted my short list to pick from for my purchase.
Today I purchased DEO - Diageo plc.
I noticed not so many people know about this stock.
Today I purchased DEO - Diageo plc.
I noticed not so many people know about this stock.
| Business Summary from Yahoo Finance |
|---|
Diageo plc produces, markets, and sells alcoholic beverages worldwide. It offers scotch and Irish whiskey, gin, vodka, rum, beer and spirits, Irish cream liqueurs, wine, Raki, tequila, Canadian and American whiskey, Cachaça, and brandy, as well as adult beverages and ready to drink products. The company’s premium brands comprise Johnnie Walker, Smirnoff, Captain Morgan, Baileys, Tanqueray, and Guinness. Its reserve brands include Johnnie Walker Blue Label, Johnnie Walker Green Label, Johnnie Walker Gold Label 18 year old, Johnnie Walker Gold Label Reserve, Johnnie Walker Platinum Label 18 year old, John Walker & Sons Collection, Johnnie Walker The Gold Route, Johnnie Walker The Royal Route, and other Johnnie Walker super premium brands; The Singleton, Cardhu, Talisker, Lagavulin, and other malt brands; Buchanan’s Special Reserve and Buchanan’s Red Seal; Bulleit Bourbon and Bulleit Rye; Tanqueray No. TEN and Tanqueray Malacca; Cîroc and Ketel One vodka; and Don Julio, Zacapa, Bundaberg SDlx, Shui Jing Fang, Haig Club whisky, and DeLeón Tequila. The company was founded in 1886 and is headquartered in London, the United Kingdom.
I had this stock on my watch list for a while.
I like that at this moment this stock is trading close to lowest in 52 weeks.
I also like price target summary (yahoo)
| Price Target Summary |
|---|
| Mean Target: | 125.14 |
| Median Target: | 123.78 |
| High Target: | 137.00 |
| Low Target: | 116.00 |
I believe people will drink alcohol good or bad times.
Even if dividend yield 2.48% not so high, in my opinion overall this is a great stock to own and looks like a good addition to my portfolio.
I plan to make more purchases next week, so I will keep posting.
Thanks for reading.
Thursday, February 25, 2016
Which stock to buy? My list to choose from
I am trying to decide which stock to add to my portfolio this month.
I am thinking to pick 2-3 stocks:
This is my list to choose from:
DEO, BNS, AAPL, VLO, , IP, OHI, AMNF
I noticed that lots of bloggers buying OHI, ADM, BNS, HCP
I am thinking to pick 2-3 stocks:
This is my list to choose from:
DEO, BNS, AAPL, VLO, , IP, OHI, AMNF
I noticed that lots of bloggers buying OHI, ADM, BNS, HCP
Saturday, February 13, 2016
Loyal3 February Purchases and Dividends
I opened my Loyal3 account in October 2015 and I keep truck of my posts here.
This month I invested $100 in FTR and $100 in AAPL.
I kept telling my boyfriend about Loyal3 and he opened his own account as well. :)
February Loyal3 Dividends so far:
| AAPL | $0.54 |
| YUM | $0.34 |
| Total | $0.88 |
Thanks for reading!
Thursday, February 4, 2016
January 2016 Dividends and Passive Income Progress
I didn't purchase as many stocks in 2015 but I was really impressed by the growth of my dividend income in comparison to January 2014/2015. You can see below.
| 2014 | Jan |
| $48.61 | |
| 2015 | Jan |
| $78.69 |
Dividends received in January 2016:
| AUY | $2.61 |
| BNS | $12.61 |
| BCE | $15.77 |
| CHSP | $15.01 |
| CSAL | $18.92 |
| GSK | $34.15 |
| M | $0.92 |
| NKE | $1.79 |
| PEP | $15.65 |
| PM | $11.44 |
| STOR | $0.63 |
| UFS | $14.81 |
| WFM | $3.14 |
| VER | $31.46 |
| WMT | $0.40 |
| WIN | $4.06 |
| GPS | $0.43 |
| Total | $183.80 |
Additional passive income or free money from different financial institutions:
Interest: $12.70
Points AMEX $27.71
Points Discover $1.88
Points Discover $1.88
Spin Off from one $72.40
of my pharmaceutical stock(non dividend)
My total financial passive income for the month of January was $298.49
My total financial passive income for the month of January was $298.49
I started tracking my passive income Summer 2014
2014 Passive income
June $261.00
July $209.67
August $235.62
September $212.97
October $140.37
November $207.05
December $377.91
2015 Passive Income
2014 Passive income
June $261.00
July $209.67
August $235.62
September $212.97
October $140.37
November $207.05
December $377.91
2015 Passive Income
At this moment my goal is to have $1k in monthly passive income from dividends and other financial institutions.
Thanks for reading and please share your thoughts and progress.
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