Sunday, August 7, 2016

Jordan's Stock Trading and Watch List for Upcoming Week August 8 2016

I am starting a new series of posts about my boyfriend Jordan's investing into stock market. It is kind of different from my investing style but I thought that some of you might be interested.


He is following charts from book "Rule#1" by Phil Town. So he basically reviews stocks MACD, Stochastics and Moving Average charts. Theses charts show when a stock is overbought or oversold. So when charts say a stock is oversold, he buys and he sells when the chart shows that the stock is overbought. Although he keeps some stocks for dividends earnings.

This week he purchased:

DIS at $95.90, PM at $99.71, LUV at $35.50 and BMY at $63.20

He sold:
FIT - He bought it at $12.15 and sold at $15.57, earning 28% in 1.5 months.

His watch list for upcoming week:

LYB, PPG, VMC, CCI, EXP

Thanks for reading and please share your opinion.

Saturday, August 6, 2016

July 2016 Dividends and Passive Income Progress


It's time to report my July progress.

In July 
I sold 206 shares of AUY. I wrote a post here

I purchased 95 shares of F, 13 shares of GILD, and 100 shares of RCII. You can read more about these purchases here

I also did my regular $250 monthly purchases at Loyal3. You can read post here.

Dividends received in July 2016:


AUY$0.88
VER$32.55
BNS$14.19
BCE$18.90
CHSP$15.46
CSAL$20.03
DIS0.73
HRB12.1
FCPT$3.64
GPS$1.83
GSK$31.52
KO$18.61
KHC$0.37
M$1.81
NKE$1.80
NOK$3.56
PM$11.69
STOR$0.63
UFS$15.70
WFM$3.16
WIN$4.25
Total$213.41

This is 80% increase comparing to July 2016


Here 2014/2015 vs 2016:

2014JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$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
2015JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44316.17
Year to date$2,311.66
2016JanFebMarchAprMayJuneJulyAugSeptOctNovDec
$183.80104.48445.07240.49104.10327.53213.41
Year to date$1,618.88

Additional passive income or free money from different financial institutions:


Interest:                                                          $1.60
Points AMEX                                                  $19.12
Points Discover                                              $13.95
KOHLS/Palais Royal                                      $10.00              

My total financial passive income for the month of July was $278.08


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

Thanks for reading and please share your thoughts and progress.