Wednesday, January 11, 2017

December 2016 Dividends and Passive Income Progress


In December I bought 13 shares of KMB and 310 shares of FTR.

I did my monthly Loyal3 purchases.

I also opened Lending Club account.

Dividends received December 2016:


CCL$7.10
CNP$41.96
COP$6.20
GILD$12.30
ESV$0.31
F$39.08
GM$20.00
FTR$78.56
HOG$5.80
JNJ$16.71
KHC$0.38
MAT$34.07
MCD$33.01
M$3.06
NEA$6.20
PFE$16.53
RYAM$1.24
RYN$14.03
SE$17.07
TGT$12.56
KR$3.84
UL$18.75
VLO$12.88
WMT$1.25
WFC$19.55
Total$422.44

I am 34% up comparing to December 2015, which is pretty good increase.


Here 2014/2015 vs 2016:
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
As you can see I was $64 dollars short to reach 3K in my passive stock income.

Additional passive income or free money from different financial institutions:

Interest:                                                          $1.60
Points AMEX                                                   $21.16
Points Discover                                               $21.71
Promo gift cards                                             $40.00     
(JC Penny/KOHLS)

My total financial passive income for the month of December was $506.91

It means I am half way to reach my 1K passive income goal from stocks and financial institutions. If I look back into my 2016 month by income December was the best month so far.

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

Thanks for reading and please share your thoughts and progress.

Thursday, January 5, 2017

Project: Dividend Stocks for Teenager December Dividends update

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

Wow December is gone. We didn't purchase any stocks because my daughter decided to try selling Mary Kay products and this was her "investment" in the month of December. We will see how it will go.

We have total of 10 stocks in my daughter's portfolio.
In 2016 we bought two stocks - Amazon and Ford. 

December dividends


EMR$13.08
JNJ$10.78
SE$18.58
XOM$12.55
F$15.03
Total$70.02

Here is 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
We were very close to reach $500 but next year for sure!

Thanks for reading and please share your thoughts.


Thursday, December 29, 2016

Stock I bought yesterday

Yesterday I bought

13 shares of KMB - Kimberly Clark Corporation at $114.15 in my IRA account.

It might be my last purchase for the year 2016

Thanks for reading and please share your thoughts.

Sunday, December 18, 2016

Loyal3 December Transactions

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

December Purchases

I bought as a part of monthly purchase:
BUD  $200
NKE  $100

Total $300


Thanks for reading. Please share your purchases if you have Loyal3 account

Friday, December 16, 2016

I opened LendingClub account

I am very excited to let you all know that I finally open my LendingClub account.

I decided to put just $100 per month for now and see how it work.

So I picked 4 notes, each $25 dollars.


Note 1 - 5.32%
Note 2 - 10.49%
Note 3 - 10.49%
Note 4 - 17.99%

When I pick my notes I checked
- credit score of borrower
- reason for borrowing
- occupation and ownership/rent
- number of delinquencies

I will keep you posted about my progress.

Thanks for reading and please share your experience with Lending club.

Sunday, December 11, 2016

November 2016 Dividends and Passive Income Progress


In November I bought 12 shares of DEO and 100 shares of NEA. I sold RIG, DRI and WU.
I wrote a post here.

I did my monthly Loyal3 purchases as well.

Dividends received November 2016:

AAPL$7.86
BMO$16.90
DRI$20.00
BMY$9.50
KMI$8.85
PG$17.73
RY$11.87
T$14.22
TD$15.04
YUM$0.34
Total$122.31

Not so exciting month comparing to the previous one, but at least this year I did better than last year and almost caught up to 2014.


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
$183.80104.48445.07240.49104.10327.53213.41113.56396.05262.97122.31
Year to date$2,513.77
Additional passive income or free money from different financial institutions:


Interest:                                                          $13.75
Points AMEX                                                   $25.51
Points Discover                                                $1.05
Promo gift cards                                             $30.00     
(Kroger/KOHLS/LL Beans)
Ebates - get paid for shopping online              $25.68

My total financial passive income for the month of November was $218.30

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
October     $335.86

Thanks for reading and please share your thoughts and progress.