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. Although she has enough money to invest in her bank account due to her low spendings (and me paying most of her bills right now :)). Next month she will need to purchase books for school.
August 7 is going to be one year since we purchased her first 7 stocks. At least 3 of them (T, JNJ and SE) earned 25% or close to 25%. I am thinking I might sell them and rebalance her portfolio. By doing this we will collect earnings and we can add an extra stock to her portfolio. I think she wants to do it. But we will see how market will act in next week.
Overall portfolio gain so far is +12.98%, the only stock which is lacking is still LHO.
July Dividends was only LHO $19.46
Here is her 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 | 18.73 | 41.03 | 52.35 | 19.11 | 42.47 | 53.88 | 19.46 | | | | | | |
| | | | | | | | | | | Total | 247.03 | |
Thanks for reading.
In this post I want to share my videos of 10 Days Healthy Eating Challenge.
