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 9, 2017

Project: Dividend Stocks for Teenagers - October dividends update


In my daughter's account in October we sold shares of EMR and bought 68 shares of HCP.

We survived Harvey without much damages but in October we had a strong rain and because drains were clogged my daughter's car got flooded. Insurance company totaled her car and luckily for her they paid more than if we would try to sell her car. We decided not to buy a new car for now and share mine because we both don't drive much. I am trying to convince her to invest her insurance money into more stocks, so stay tuned! We might have more transactions in November/December.

My daughter's October Dividends


GE13.44
LHO21.11
Total 34.55

Here are her dividends month by month:

2015janfebmaraprmayjunejulyaugsepoctnovdec
n/an/an/an/an/an/an/an/a49.8118.728.9150.27
Total147.69
janfebmaraprmayjunejulyaugsepoctnovdec
201618.7341.0352.3519.1142.4753.8819.4643.0369.2419.8143.2770.02
Total492.4
2017janfebmaraprmayjunejulyaugsepoctnovdec
20.1744.4377.3820.4845.4970.5320.846.9372.6934.55
Total453.45

Thanks for reading and please share your thoughts.

Thursday, October 5, 2017

September 2017 Dividends and Passive Income Progress


In September I finally made various purchases of shares.
49 shares of KR
22 shares of GIS
52 shares of SKT
I wrote about these purchases here
and on the last day for September trading
86 shares of HCP

Dividends received September 2017

BBL$63.13
CCL$8.27
CNP$44.91
COP$6.68
ESV$0.31
F$40.11
FTR$32.40
FDP$4.05
GM$20.65
GWW$7.68
GILD$13.90
HOG$6.16
JNJ$17.90
KR$4.05
MAT$14.05
MCD$33.72
NEA$6.43
PEP$18.84
PFE$18.15
RYAM$1.26
RYN$14.41
ENB$20.85
TGT$18.94
UL$22.44
VLO$15.50
WMT$1.02
WFC$20.49
Total $476.30

Which is 20% increase comparing to September 2016
I am very happy with this month because it's almost halfway to my big goal of 1k per month from dividends stocks.

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
$220.12128.03559.54303.15128.18425.21275.71227.19476.30
Year to date
$2,743.43
Additional passive income or free money from various financial institutions:
interest                                                                                                          $2.00
Amex points                                                                                                 $11.46
Discover                                                                                                         $1.19

My total financial passive income for the month of September was $490.95

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
Total $1644.59

 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
Total $3556.76


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
October $335.86
November $218.30
December $506.91
Total $4101.42

2017 Passive Income
January   $270.26
February $207.60
March      $776.41
April        $367.62

May         $230.22
June       $458.02
July        $331.48
August  $280.86
Total $2922.47
Thanks for reading and please share your thoughts and progress.