Thursday, December 10, 2015

Project: Dividend Stocks for Teenager creating a new list of stocks

As I mentioned before my daughter has another $1k to invest. 

You can read all previous posts about this project here.

I am working on a new list of stocks to show her, so she can pick her new stock. Please comment and make suggestions.

I try to pick well known stocks, which are trading at their lowest at this moment and easily to explain her. 

SYMBOLNAMEDESCRIPTIONPRICE52-WK LOW52-WK HIGHYIELDEPSP/E1-YR TRGT PRICE
WHRWhirlpool Corp.home appliances147.94140.5217.112.288.5617.27187.3
HSYThe Hershey Companychocolate86.882.41111.352.682.2638.3693
AUYYamana Gold, Inc.gold2.1351.424.842.79-0.67-3.29
ADMArcher-Daniels-Midland Companyagriculture35.1434.8853.693.162.912.1344.89
WMTWal-Mart Stores Inc.consumer goods59.5856.390.973.244.6712.7563.63
TDThe Toronto-Dominion Bankcanadian bank39.7635.9348.113.813.1312.7644.94
EMREmerson Electric Co.technology and engineering46.9542.2163.413.923.9911.7650.73
RYRoyal Bank of Canadacanadian bank54.6451.2769.874.234.9310.9864.02
FFord Motor Co.cars14.0110.4416.744.251.211.7117.65
BMOBank of Montrealcanadian bank57.4548.1771.084.344.7411.8261.22
CATCaterpillar Inc.manufacturer66.3662.9994.664.514.8613.6670
CMCanadian Imperial Bank of Commercecanadian bank68.762.4287.864.856.7210.4777.15
BNSThe Bank of Nova Scotiacanadian bank42.0139.5557.834.874.2310.0251.81
IGTInternational Game Technology PLCgambling and casino equipment15.1114.3421.235.1-1.63-19.25
HCNWelltower Inc.real estate investment trust62.9558.1984.885.142.5524.6572.63
TAT&T, Inc.cell phone33.8730.9736.455.490.9535.5737.12
GSKGlaxoSmithKline plcdrugs39.8637.2449.085.826.096.5545.67
CNPCenterPoint Energy, Inc.natural gas16.1816.1524.386.03-0.02-19.96
CHSPChesapeake Lodging Trustreal estate upper upscale hotels25.9825.7239.056.160.9128.6131.33
BKSBarnes & Noble, Inc.bookstore9.59.15196.37-0.69-17.25
OHIOmega Healthcare Investors Inc.real estate - healthcare facilities33.3431.5645.466.61.392437.44
SESpectra Energy Corp.natural gas23.7821.4338.476.711.1520.6733.46
LHOLaSalle Hotel Propertiesreal estate upper upscale hotels26.0925.9843.566.741.123.7231.78
BPBP p.l.c.oil and gas31.8829.3543.857.68-2.49-37.62
FTRFrontier Communications Corporationcommunications4.884.198.468.3-0.14-6.3
BBLBHP Billiton plcnatural resources22.5421.6551.5210.730.7231.4540.15
Thanks for reading and I hope to hear from you!

Loyal3 December Purchases and Dividends


I opened my Loyal3 account in October and wrote about my October investment here.

November purchase here

This is my third month and another $200.00 to invest. 

I am up 2% overall so far.

Here is a little picture for you. 




As I mentioned in my previous posts I invest $200 every month.

So this month I am investing $100 in Walmart stocks, $50 in FTR and $50 in Macy's.

December was first month of dividends on Loyal3.


FTR$3.22
KSS$0.52
Total$3.74

Thanks for reading and have a great month of trading!

Sunday, December 6, 2015

Project: Dividend Stocks for Teenager November update



I wrote how we started Dividend Stocks portfolio for my daughter before

Project-dividends-stocks-for-teenager Part 2

Project-dividends-stocks-for-teenager Part 1

Dividends income 2015
September    $49.81
October        $18.75
November

PG11.27
T17.39
28.66
Plus apparently when I was creating her account I used a code and this month they added $50.00 bonus to her account!

 

Total dividends up to date: $97.42 + $50.00 bonus

Her account is back into red zone but we don't plan to use money from this account yet plus she is applying for various scholarships, so maybe she can just keep this account without touching it for a while.

My daughter agreed to invest another $1000 (birthday gifts + some of her earnings) into her stock account. Although I was too busy to create a new list of potential stocks to choose from. But I will try to do it next week and I will post it here as well.



Thanks for reading and please share your thoughts.

November Passive Income Progress

In November I didn't purchase any new stocks except in my Loyal3 account. Read about my purchases here

I started tracking my passive income Summer 2014
2014 Passive income
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

Dividends received in November 2015:

DRI$19.00
KMI$34.64
NE$4.75
PG$16.99
RY$11.05
T$13.24
TD$13.77
Total$113.44

My dividend income 2014 vs 2015 so far:
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
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44113.44
Year to date$1,995.49

It looks like my November 2014 dividends were higher, this is due to no dividends from ARCP, lower dividends from NE and I sold PETS.

Additional passive income or free money from different financial institutions:
Interest:                                                          $10.14
Points AMEX                                                  $36.15
Points Discover                                              $4.55  
Various gift cards rewards
KOHL's, JC Penney, 
Palais Royal, Kroger)                                     $55.00
Ebates - Earn Money while your shop online $49.00
when you sign up through my link you will get $10.00 credit

My total financial passive income for the month of November was $268.28

At this moment my goal is to have $1k in monthly passive income from dividends and other financial institutions. 


Thanks for reading and please share your thoughts and progress.


Wednesday, November 11, 2015

Loyal3 November purchases

Last month I opened my Loyal3 account and wrote about my October investment here.

Here is November and another $200 to invest.

I again purchased 4 stocks this month, $50 each - YUM, FTR, KSS and M.

Initially I planned to buy more of Walmart but switched to Macy's.

It's funny how it feels so different when you just invest $50 into each stock.

Thanks for reading. 


Sunday, November 8, 2015

Project: Dividend Stocks for Teenager October update

I wrote how we started Dividend Stocks portfolio for my daughter before

Project-dividends-stocks-for-teenager Part 2

Project-dividends-stocks-for-teener Part 1

Dividends income 2015
September $49.81
October LHO $18.75
Total dividends up to date: $68.26

Also in October her portfolio finally stopped being in red color.

Maybe in November we will be able to add another 1k to her account, if she agreed to do so. She will receive money for her birthday from family plus she earned some money from her part time job.


Thanks for reading and please share your thoughts.


October Passive Income Progress

In October I opened Loyal3 account. Read about my Loyal3 account here
Besides this I didn't purchase any new stocks in October.

I started tracking my passive income Summer 2014
2014 Passive income
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

Dividends received in October 2015:


VER30.94
AUY$2.60
BNS$13.39
BCE$17.35
CHSP$14.80
CSAL$18.34
GSK$35.37
KO$17.14
NKE$1.57
PM$11.30
UFS$14.67
WFM$3.01
WIN$3.96
Total$184.44

If you check October 2014 below, you will see that my dividends doubled October 2015.

My dividend income 2014 vs 2015 so far:

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
$78.69106.39333.50150.77128.34298.21118.30122.05361.36184.44
Year to date$1,882.05

Additional passive income or free money from different financial institutions:
Interest:                                            $9.57
Points AMEX                                  $22.07
Various gift cards rewards
(Victoria Secret, JC Penney, 
Palais Royal, Lowe's, Best Buy)     $15.00

My total financial passive income for the month of October was $231.18

At this moment my goal is to have $1k in monthly passive income from dividends and other financial institutions. 


Thanks for reading and please share your thoughts and progress.