Investment Activity for the week of September 9 2019

I was not investing in last two weeks because we were supposed to visit Florida for my mom's birthday and then planning to try Royal Caribbean cruise but Dorian came. We kept changing our airline tickets and our cruise became two days instead of 4. But since all these changes, Royal Caribbean gave us credit enough for another free cruise... :) Now we have to plan another cruise, although I still prefer Carnival cruises and we already have one planned for November. I actually was able to use my shareholder benefits and we will get $50 room credit just because I own 100 shares of Carnival stocks.

Mister Market is doing pretty good. I like how my portfolio went up, but since I didn't invest all money I was planning to, I am still in search for more stocks to add to my portfolio.

This week I only had one purchase. It was not new position.

 Bought

29 shares of MO - add up to existing position

It will add $97.6 to my yearly dividend income.

I did not sell anything.

How was your week?

Thanks for reading!

August 2019 Dividends and Passive Income Progress. Reached my $1K goal!

Hello guys,
I had a very active trading month. My new investments started to pay dividends as well. I reached my old goal of $1000. Since I sold my rental house I am setting a new goal of passive income $2000 per month.

My total passive earnings for August was $1174.48, which includes $610.14 from dividends and 314.34 from interest, $200 one time bonus from etrade and $50 from discover.

Here my dividends by stocks

AAPL	$10.17
ARR	$8.50
BMO	22.13
BMY	$10.84
GEL	$37.25
GIS	$23.78
HCP	$35.04
KMI	$19.48
NEA	$5.97
NOK	$3.32
OHI	$71.11
O	$9.48
PETS	$44.55
PG	$36.56
RY	$15.87
SEMG	$23.15
SIG	$11.47
SKT	$47.22
SPG	$31.01
T	$39.27
TD	$22.35
VOD	35.05
VZ	17.14
WIN	$1.83
IGT	$27.60
Total	$610.14

+ $314.34 interest - I plan to reinvest some of money which earning this interest right now into more dividends stocks

+ $200 - one time bonus from etrade

+$50 - one time reward from Discover (refer a friend)

Total of $1,174.48!!!

I am really happy about achieving my $1K goal. Technically most of the increase is due to investing money from the sale of rental house, so this is why I am moving to $2K goal. When I reach $2k goal, it means I have my old rental income plus dividends without actually my money being tied up in rental property and all headache of owning it.

 

Here is my progress since 2014

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	262.97	122.31	422.44
								Year to date			$2,936.21
2017
Jan	Feb	March	Apr	May	June	July	Aug	Sept	Oct	Nov	Dec
$220.12	128.03	559.54	303.15	128.18	425.21	275.71	227.19	476.30	341.27	222.69	399.92
								Year to date			$3,707.31
2018
Jan	Feb	March	Apr	May	June	July	Aug	Sept	Oct	Nov	Dec
$272.26	325.35	509.01	409.24	389.59	453.98	383.92	443.15	499.32	475.27	390.12	440.08
								Year to date			$4,991.29
2019
Jan	Feb	March	Apr	May	June	July	Aug	Sept	Oct	Nov	Dec
$545.92	463.49	497.44	400.51	466.82	507.12	707.59	1,174.48
								Year to date			$4,763.37

How was your month? 

Thanks for reading and please share your thoughts and progress.

Investment Activity for the week of August 19 2019

This week I finished to invest all available money I had in etrade account and I began to use my promotions for free trades for Fidelity. Since I sold one of my rental properties and I am not sure if I want to buy another one (unless I find some awesome deal I really want to have, which I doubt), I am slowly reinvesting into dividends stocks.

Right now when I am driving, I am listening to the audio book "The Warren Buffet Way: Investment Strategies of the World's Greatest Investor" by Robert Hagstrom and this book is very inspiring. It feel like a confirming message for me that I am on a right path. Even with all market ups and down, I feel really excited being able to add more positions to my portfolio. But next year I am planning to follow Phil Town's strategy on sales, when you buy and eventually sell, when you reach certain profit amount. Although I only want to purchase dividends stocks, so even if my stock is down, I still earn my passive income. I really want to attend Phil Town "Rule#1" seminar in Georgia, but with all logistics (tickets, rental car and hotel), it's just too complicated for now.

This week my son and I both got $50 each into our Discover credit card account. I referred him and he was approved for his first own credit card. Next step is to set up automatic full payment every month from his bank account. I am teaching him that he can use his credit card, but have to pay off every month. Some kids just have no clue about interest. I was talking to a girl, who is a frond desk help at one of my accounting clients and I had to explain to her how much her Luis Vuitton purse actually costs her with all interest she is paying right now. Hopefully I inspired her and she will try to pay off her card as fast as she can. Oh well, if to would be my daughter... We would have a huge drama if she would max out her credit card for Luis Vuitton purse and then I would force her to return it... :) We already had a talk about Luis Vuitton purse before. Although she had cash to buy it. She is mostly very frugal but sometimes peer pressure could be dangerous! I can be a mean mom some days, but it's always for their best interests.

Back to stock market. I actually purchased lots of new positions this week.

Bought

19 shares of LYB - new position 

33 shares of OXY - new position

38 shares of IP - new position

38 shares of HP - new position

25 shares of RDS-B - new position

25 shares of WBA - new position

23 shares of HOG - add up to existing

34 shares of M - add up to existing

It will add $478 to my yearly dividend income.

I did not sell anything this week.

How was your week?

Thanks for reading!

Investment Activity for the week of August 12 2019

This was my last week of free trading through Etrade. I was busy with my house projects beginning of the week and missed some low price for some stocks days. I usually purchase my stocks Thursday/Friday but I start thinking to move my stock purchases to Monday/Tuesdays and then follow up other days.

I totally forgot that on top of free trades for two months, I was supposed to receive $200 bonus from Etrade. So it was a pleasant surprise. :)

I still have $6k left to invest in my Etrade account, so I will buy more stocks in next couple of weeks.
Good thing that even my free trades are over, Etrade switched me to $4.95 per trade instead of $6.95. Each dollar counts, right? :)

I start thinking that until the end of this year I might only buy stocks and sell some losers to offset some capital gains, because I will have a huge tax bill from the sale of my rental house. I already precalculated this amount before I decided to sell the house. So should be no surprises there. Eventually I plan to write a post why I decided to sell my rental house.

This week I've got a good news about our rental property in Russia - my dad found new renters for a year. Bad news - he sent me his calculations for repairs and maintenance fees and it looks like all income will be covering these fees for a while. It is still good though that it will be repaid with renters payments! We plan to sell this property in a year(straightening up documents right now)  and buy a better condo for my mom here instead. I have to tell you - owning a property overseas is no fun at all.

I was planning to purchase more stocks this week but I started my purchases Thursday and planned to buy more Friday. But on Friday prices started going up, so I didn't purchase anything that day.

Bought

 30 shares of TX
15 shares of UFS
35 shares of VET
44 shares of IGT
12 shares of MDP - new position

It will add $202 to my yearly dividend income

I did not sell anything this week.

How was your week?

Thanks for reading!

Investment Activity for the week of August 5 2019

I am still taking an advantage of my free trades with Etrade. This week I finally used my money sitting in my IRA account and some small leftovers in SEP IRA.

It was very active trading week for me!

Bought

20 shares of ABBV
36 shares of ADM
70 shares of CLDT
85 shares of HT
100 shares of PMD
49 shares of SEMG
25 shares of TOT
40 shares of TPR

It will add $666 to my yearly dividend income.

I did not sell anything this week.

How was your week?

Thanks for reading!