Happy, Healthy and Wealthy Girl

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
DEO	40.62
FOX	3.08
HRB	12.22
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:

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

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

Jan	Feb	March	Apr	May	June	July	Aug	Sept	Oct	Nov	Dec
$183.80	104.48	445.07	240.49	104.10	327.53	213.41	113.56	396.05	262.97
								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.

Tuesday, November 1, 2016

Project: Dividend Stocks for Teenager October Dividends update

I wrote how we started Dividend Stocks portfolio for my daughter and keep track of our progress here.

We didn't purchase any new stocks this month. I actually probably need to talk to my daughter and see if she wants to purchase another stock at this moment.

LHO was the only stock, which paid dividends this month $19.81

Here is dividends month by month:

2015

jan

feb

mar

apr

may

june

july

aug

sep

oct

nov

dec

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

19.46

43.03

69.24

19.81

Total

379.11

We are about to reach $400 next month in total and we should be very close to $500 by the end of the year, which is awesome passive income for 19 y.o. We automatically reinvest all her dividends.

She got another small scholarship from School of Business, so it means less stocks to sell from her portfolio. Our goal for her is to receive a Bachelor Degree without any loans. So far I am using 529 account to pay all differences after scholarships and FAFSA.

Thanks for reading and please share your thoughts.

Friday, October 21, 2016

Loyal3 October purchases

I opened my Loyal3 account in October 2015 and I keep updates here.

October Purchases
$200 - NOK - Nokia
$62 - FOX - Twenty First Century Fox
$60 - FTR - Frontier Communications
Total of $322.00

What did you buy this month?

Thanks for reading

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:

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	Dec
	$183.80	104.48	445.07	240.49	104.10	327.53	213.41	113.56	396.05
									Year to date			$2,128.49