Expired Options SPCE

 Since I bought SPCE at $38 Have been writing  weekly/monthly covered calls to recover some  of the capital.

SPCE 05/29/2020 Call $30.00   $3

SPCE 06/12/2020 Call $35.00   $7

SPCE 06/26/2020 Call $35.00   $6

7/16  SPCE 07/17/2020 Call $34.00   $15

7/16 SPCE 07/17/2020 Call $34.00   -1 Bought the call back before expiration

7/22 SPCE 07/24/2020 Call $35.00  $28

7/22 SPCE 07/24/2020 Call $35.00  -14   Bought the call back before expiration

SPCE 07/31/2020 Call $35.00     $53

8/3 SPCE 08/14/2020 Call $33.00   $40

8/7  SPCE 08/14/2020 Call $33.00   -$1  Bought the call back before expiration

Overall I recovered  around $140 dollars  from the capital invested.

2020 July Dividend Report

Time is flying ,world is different ,Hope we get the treatment/vaccine soon. July is in books.Overall 20 Companies paid me dividends this month ,From companies that paid me dividends in AprilCXW completely Cut dividends and VTR and Fundrise reduced by  $25 each .
Overall dividends received in July are 416.32 which is a new record for the month of July Since i started tracking my dividends.
Compared to my 2019 July this is 13% increase with all these cuts.JPM/CINF Are new additions to the portfolio.

July Month Comparison over the Years.

2020 Dividends.Before the Pandemic i hoped to receive 11k  in dividends with increases,new addition of funds .So Far i am at 42% of the Goal with 5 more Months to Go and i am starting to think it will be stretch Goal .

June Dividends

I have received the following dividends for the month of June.
Total Dividends  Received for the month of June is 1215 .Its an increase compared to last year.

 

Looking at the last few years  after peaking in June 2018 ,dividends are down for the month of June.

2020 Dividend Goal.This year i aimed  for 11K in dividends before the pandemic and cuts ,So far i received $4200 in dividends  ,lets see where i will land.
Stay Safe

BUY DFS,PRU,AFL,WFC — sell VTR,UNH

Recent Transactions in my account.
I have been trying to average some of the stocks in my account.

Run DateSymbolQuantityPrice ($)Amount ($)
 06/24/2020 AFL135.5-35.5
 06/24/2020 BA0.282177.17-49.96
 06/24/2020 LMT1360.36-360.36
 06/24/2020 PRU159.37-59.37
 06/23/2020 LMT0.053374.34-19.84
 06/23/2020 PRU0.15763.35-9.95
 06/18/2020 PRU0.31464.94-20.39
 06/15/2020 WFC226.73-53.46
 06/11/2020 BA0.139179-24.88
 06/11/2020 BA0.134185.74-24.89
 06/11/2020 CINF560.64-303.21
 06/11/2020 DFS150.45-50.45
 06/11/2020 DFS152.08-52.08
 06/11/2020 LYB264-128
 06/11/2020 LYB267.6-135.19
 06/11/2020 WFC227.95-55.89

I bought and sold and collected dividends on the following companies.

Run Date SymbolQuantityPrice ($)Amount ($)
 06/24/2020Sell UNH-11292.153213.57
 06/18/2020Buy UNH11289-3179
6/24/2020sellVTR2033.89677.8
3/30/2020BuyVTR2028.06-561.2

May Dividends

May is completed .19 Companies Paid me Dividends this Month and i added few companies last month before the ex dividend date and Sold them off. RY,BMO are the examples for this.

Total dividends Received this Month are $553.79.With  ATT leading  the way with $104 and some more big hitters like AAPL,RY,ABBV. This  is like some one working 55 hours at $10/hr and Almost receiving $17 a day for the whole month.

Compared to 2019 this month dividends went up by 47%.

2020 Dividend Goal: With this months dividends i reached 27% of the Goal.

How did you Guys do this month.

Expired Options -SPCE

Since i bought shares of SPCE at $38,i have been writing covered calls for the stock to recover some losses. So far  I have written 3 covered calls and all have expired.

SPCE $58 CALL SELL 2/28 this  netted me $340 as the option expired.
SPCE $43 CALL SELL 4/17 this netted me another $15.
SPCE$35 CALL SELL  5/8 this added  another $43 in premium .
All these calls helped me recover $398  and exactly another $1400 to recover either via stock price or options.
I will keep writing these covered  calls as long as they make sense.
These trades helped me understand options little better and i am looking at writing covered calls for some other positions in my account.
Stay Safe

2020 April Dividend Report

Month 4 is in books and this is the second month of the lock down of covid19 . Market  fluctuations  are drastic ,some of my portfolio losses from March lows have recovered.
My net worth is still 7.5% down from Jan1st totals. Compared to last Month Totals it went up by 12%.
This month i received $440.74 in dividends . Here are the companies that paid dividends to me this month.

ap

I was busy this month adding some of the value stocks  and averaging down on others.

Last 6 years of dividend charts shows the gradual improvements in my monthly dividend income received.

ap3

Compared to last year my dividends increased by 29%.

ap2

Dividend Cuts:
Following the companies that announced the dividend cuts impacting my account.All of them really small position except RDS.B
RDS.B
AGNC
BA
2020 Dividend Goal: To receive 11K in dividends .
So Far i have received 22% of the Goal amount with 8 more months to go.
So how did Everyone do in their April Month so far . Stay Safe.

 

Buys -VTR,GD,AFL,T

Since the last 15 days i have been adding in small quantities different companies.

Here are the buys.

Mostly averaging down on the companies i own.

Total funds invested 2500 and this will add $149 in dividends if no one of them experiences any cuts.

I think i am done adding T unless it falls to low 25 range.

if you noticed i started adding lot of partial share purchases in my accounts dude to robin hood and Fidelity.

 

2020 March Dividend Report

So much stuff happened in the last 1 month since my previous dividend report to this one.
Most of the world is under some kind of lockdown due to the virus and its becoming tough to stay inside .I haven’t stepped out of my house since March 24th for any shopping.

This month quite a few companies paid me dividends and Total Dividends received this month are $1182.28 . Out of this Retirement accounts contributed 65% of the dividends . Its like receiving $40 daily.This is my dividend Distribution.In taxable account my biggest dividend Payers are BBL.

Compared to 2019  this year dividend income is up 16%. and this is second successive year that March dividend income crossed 1k.  AVGO,DFS are some of my newest dividend payers.

2020 Dividend Goal.
So Far i received $1998.54 in dividends for Q1,This is 18.1% of my goal of  11k in dividends .

Buy Action in my accounts

In last 2 weeks,i have made some purchases with dividends received in my account.

looks like could have got some better prices,but we cant time the market.

buy

 

buy2

RobinHood Purchases

3/6 2 share of WRK  @30.23

3/13 2 shares of STWD @16.92

 

I am loving fidelity fractional share purchases and as you can see i am making quite a few  of them in last few days. May be i will make a token purchase of BRK A.

 

 

Recent Buys -AVGO(Fractional Share),DFS

Recently found out that fidelity is now allowing fractional share buying.This will make it harder for me use to robinhood after the recent Outage.I am considering of moving my shares from Robinhood to Td Ameritrade  for consolidation . One less account to worry about.

so to try out the fractional share buying i placed 1 orders of AVGO and 1 fidelity fund (FXAIX)

avgo

vfI did it using the App and it was smooth.

Also added 1 share of DFS at $64.63 today. Trying to average down from 76.02.

Nice to see new features added in fidelity account.

Expired options -SPCE

I have always wanted to try and learn options ,been reading about them and was willing to try ,Finally i bought 100 shares of SPCE   on Feb 20th for 38.05/share. On the same day i sold an covered call for $3.4/contract  to sell 100 shares at $58  with an expiration date of 2/28.

Initially i  wanted to try with discover shares in my IRA account in TD ameritrade but was denied .

Now this a speculative buy ,that i have been doing since last month ,I bought  and sold TSLA,SHOP etc.

Now since the Market has  tanked since i wrote the call i Kept the  money $340  as the trading price didn’t even cross $40 ,but my investment is in loss since then.Yes I recovered little bit by writing the call.

I have been  trying to see if i could  do T or Another SPCE call in future.

 

 

 

2019 Feb Dividend Report

Month 2 is in books and quickly time is almost approaching quarter end. This month i have been paid by 16 companies .

Total Dividends received for this month is  $445.76. Compared to last February this is like 30% more . Its almost like $15 received everyday of the month. Looking at the numbers from last year we can see the impact of dividend increases on AAPL,CAT  and New additions made in last year .

ATT is approaching $100 dividends in Quarter that is  really Good.

AAPL,CAT,ABBV are also contributing significantly. Some of the new stocks  in this report compared to last Year are Abbv,MA,GD.

 

dividends

2020 Dividend Goals:

This Year the goal is to achieve 11k in Dividends .So far i  have received 7.4% of the Goal.

So how did everyone do this Month.

Dividend Hike —KO,WMT,PEP,HD

Lost in the market downturn are the hikes received in my account .

I have received 4 more Hikes.

KO announced a 2.5% hike and it went up from $1.6/share  to 1.64 a share .

HD announced a 10.3% hike and went up from $5.44 /share to $6.

WMT announced 1.89% hike from $2.0 to 2.12 .

Pep announced 3% hike from 3.71 to 3.82/share.

with this i received 13 hikes in 2020 and $76 added to my account.

 

 

hikw

so how many hikes did you receive in the  last few days.

 

2020 BUYS 4 —MMM,AVGO

I have been little busy buying stocks almost weekly.

Buy 2 shares of MMM was executed at an average price of $159.67 on February 13th, 2020 at 10:04 AM.

Buy 1 share of AVGO was executed at an average price of $309.00 on February 18th, 2020 at 10:03 AM.

Buy 2 shares of AVGO was executed at an average price of $306.78 on February 20th, 2020 at 11:34 AM

2/19 8 Shares of DFS at $75.10  .

Non Dividend stock purchases.

2/10 4 shares of AMRN for $71.42

2/10 1 share of LYFT at 52.65

New dividend purchases will add another $64 to  my annual fund.

 

Dividend Hikes #8(TROW)& #9(CSCO)

Two of the companies in my account have increased their dividends .

Trow started with a bang 18% increase in dividend from 0.76 to 0.90. This will add another $28 to my account.

CSCO with a 3% hike from 0.35 to 0.36 a share. This added another $2.88.

Both these increases will contribute $31.76 to my fund.

Dividend increases

So Far  increased dividends will add $71 in my account without any new contributions.

 

 

2020 Dividend Hikes -MMM,GILD,PRU,AFL

I have seen another 4 Increases in my portfolio .

GILD increased dividend by 7.9%  to.68 cents and this will add $15.8 to my fund.

PRU announced 10% increase to dividend bringing it to $1.1/share and this will add another $6.67

MMM Increased  dividend by 2% from 1.44 to 1.47 and this will add $2.88

AFL increased dividend by 3.7% from 0.27 to 0.28 and will add .822 to funds.

Overall these 4 dividend increases added $26.14 to my fund.

Overall 7 dividend hikes in 2020 so far  adding $38.5 to total.

 

2020 January Dividend Report

It’s like a dream,that how fast this month went away.This month 20 Companies paid me dividends ,that not including Fundrise.

Total Dividends received this Month are $370.5 ,this is less than last year  due to BBL .

Last year BBL had a special dividend of $2/share .

dividend

This  Month my biggest contributor is STWD with $74  almost 20% of the dividends received.

 

2020 Dividend Goals:

Last Year i achieved close 9100 in dividends.This year i would like to achieve 11k .

With that in mind  i am so 3.3% of the Goal Achieved.

so how did everyone do this month.

 

2020 Dividend Hikes -CVX,ADM,O

Following Companies in my portfolio announced dividend hikes .

CVX increased their dividend by more than 8% ,it went up from 1.19 to 1.29. This will add $10 to my account.

ADM increased their dividend by 2.8% and this will add another $.76 to my account.

O increased their dividend  ad this added another $1.5 to my account.

All these increases add up $12.42 to my account.

2019 BUYS 2 -CSCO,GILD,AVGO

Added the following Shares in my Roth/rollover account .

1/13 1 Share of IRM at 30.58

1/13 3 Shares of AVGO at 302.30/share

1/17 1 Share of GILD at 63.04.

Robinhood :

1/15 1 share of GILD at 64.20

1/16 1 share of GILD at 64.10

1/16 2 shares of GILD at 63.24

1/14 1 Share of CSCO at 7.72

1/14 2 shares of AVGO at 302.98

 

All these new additions will add another $80 to my annual dividend Fund.

 

 

 

 

Recent Sell -NOV

Recently sold one of my stock. It was National Oil Varco. I had 26 shares in it at the cost $48/share . I received $609 in proceeds for a loss of $656 and 51% loss not including dividends.I received another $64 in dividends and bringing the loss to $592.Should i have sold long time the moment they announced dividend Cut. With this i have only RDS and CVX in oil industry.

I already deployed these funds .

 

Recent Investment –FUNDRISE

This month i put in new capital to work in Fundrise. I added another $500 to my existing capital.This is the third time adding capital ,first time since 2016 .My dividends are also being reinvested .Thinking of doing $500 quarterly investment in fundrise or semi annually .

For Q4 i received 35.54 Dividends which are reinvested as follows.Compared to 2018 Q4 this is $3 less in dividends.

Since i started investment in fundrise in 2016 ,so far received $490 in dividends and $311 in appreciation.

Any one else investing in fundrise or crowd street or similar platforms.

2020 Buys -GD,GILD

New Year started and the market isnt slowing ,I was waiting to invest in my roth IRA account .

I added 5 shares of GD at 178.18 on Jan2nd .I am was waiting to add GD and this will add another $20 to my dividends and i will receive my first dividend payment in Feb .The ex dividend date is jan16th ,so there is a chance i may add another 5 or wait.

I averaged down GILD  by adding 2 more shares if GILD at 64.61,this brings my average to 69.23 and this will add another $5 to my account.

So with 1K invested i will add another $25 dividends to my account.

2019 December Dividend Report

2019 Also completed and this is 3 years since i started reporting my dividends.This month is a new record for me for the month of December. I received total dividends of $2688. This is the first time i crossed 2k in Dividends for a month . 89% of the dividends were from retirements accounts.

Total dividends received this year is 9.1k.

With all the dividends received since i started tracking dividends is 35k.

December2019

Biggest contributor for this month is RERGX with almost like 1340 and 50% of my dividends.

Dividends received over the  years.

Compared to last years dividend ,dividend went up by 35%
december2
Thanks to dividend hikes and new money invested  and dividend is snowballing slowly.
so how did everyone do this december.

2019 Final 401K Buys

Here the recent purchases made in 401k account ,that should bring me  close to the Maxing out this year.

I  added 8.6  shares of VIMAX a 5 star rated on Morningstar  which adds another $24 In dividends to the Fund.

21 shares of VTMGX ,this will add another $7 to annual fund.

Also my spouse started part time work  like 10 hours a week ,they offer 401k ,but no match ,still i enrolled in it and this added another 4.5  Shares of VLCAX.

Added 1 more share of GILD in my robin hood account with dividends received from GILD today and others.

 

Happy new year and Happy Holidays.

BUYS –WFC,GILD,BNS

Since zero fees to buy in all of my accounts ,as soon i have enough to buy a stock i keep adding to them.

12/20 Added 1 share of WFC at 53.76

12/19 added 2 shares of BNS at  56.20

12/19 added 3 shares of WFC at 53.74

12/19 added 4  shares of GILD at 65.40

12/17 added 1 share of GILD at 66.30

final tally is 4 shares of WFC, 2 shares of BNS and 5 shares of GILD were added in last week. These will add another $26 to dividend fund.

 

Dividend Hikes –D,T,AMGN

Some of the stocks in my portfolio announced dividend hikes in the past few days.

AMGN announced a dividend hike by 10% and this increased my dividends in my account by $15.

T announced 2% dividend hike  and this increased my dividends by another $7.56.

D increased its dividend by 2.5% and this added another $2 to my fund.

without adding new funds ,dividends increased by $25 .

so how many increases did  you guys see in the last weeks.

 

Recent Purchases —HD,MA,MMM,WRK

I have been small purchases  for the last few days in different accounts.

12/3 5 Shares of CSCO at $44.06

12/3 1 Share of HD at 213.85,this is a new position position,that i will start adding more whenever i have more dollars. This i was able to before the Ex-dividend date,so i will collect the dividend this month.

12/3 1 share of WRK at 39.27

12/4 1 share of MA at 288.1 This is a new position for me.

12/5 1 share of MMM AT 164.73. This i have been averaging Down.

Retirement Accounts

12/3 1 share of GILD at 65.33

12/5 2 shares of WFC at $53.32.

 

All theses new purchases add another $28.46 in annual Dividends.I am keeping an eye  on any of these companies to make purchases before the end of the year. New year if the prices of BA still being lower that will be one of  my Purchases in my Roth IRA.

 

 

 

November Dividend Report

November is in books and i got paid by 14 companies this month.Total Dividends received are $449.47 that’s like $15 a day .Hopefully Next year november will cross $500.Total Dividends received this year are 6413.

 

T,AAPL my biggest payers for this month .

2019 Payees               2018 Payees

nov November Divided

Compared to last year dividends went by 59%. This increase happened by new shares in T,ABBV,BHYIX and some dividend increases.

Networth increased by 3.6% for this month.so how did everyone do this month.

Recent Buys –CSCO,AMRN,WRK

Recently i added the following stocks in my robinhood account.

I added 10 shares of CSCO  after more than 3 years at an average price of $45.24. This will add another $14 to my account.

Another company i added recently is WRK. This is a new position for me ,added 11 shares at $39.38 and will add another $20.46 to the FI fund.

Last company i added is AMRN ,this is small speculative position . Added 10 shares .

 

New Dividend Payer:

BTG announced their first dividend payment of 0.01/Share. I have around 175 shares in this company,so its nice to get the dividend.

 

 

401K Buys

As mentioned before my company was bought by Another company,that had better      401k  Plan.It was almost 3 months they since they stopped deduction due to merger and integration . Finally it was ready for us to contribute ,one benefit is  3% Match  which i didn’t have in my previous company.

So i wanted to my max out my 401k  contribution for 2019  and decided to aggressively contribute to the new plan and try to catch up the lost 3 months. With that in my mind  and contribution made to old plan i  will max out if i plan correctly.

For  the first i own shares in the company that is going to manage my 401k plan.

so here are my new purchases i made  in the new plan,some of the existing names i have in my account.

PRUDE

 

So i added 11 shares of VIMAX a 5 star rated on Morningstar  which adds another $32 In dividends to the Fund.

Another addition is 37 shares of VTMGX and this add another $12 dividends to my Fund.

 

Now i have to rollover my old 401k ,i am thinking of either moving it into Vanguard directly or Merrill Edge they have nice promotions if you rollover 401k.

Anyone had experiences with either of them please share in comments.

 

 

Buy —-2019-S Enhanced Reverse Proof American Eagle silver dollar

As  you see this is not a regular buy of stock or ETF. It a limited edition silver coin that was offered on 11/14 at 11 am CST by the US Mint and it was sold out in less than 20 minutes. It was lucky for me  to get one of the 30000 coins.

This was my first ever coin purchase from mint on the release date.Previously i bought coins from Ebay APMEX store. The reason i got was out of curiosity and see if i could get one with such huge rush  . After some troubles with  getting the order and website crashing and refreshes i was able to order 1  and it was confirmed . Eagerly waiting for the coin to see if it worth the hype. Mean while the coin prices are going crazy on ebay  like this  or this one  ,prices are fluctuating between  400 to all the way 2000.

 

Will decide once i get the coin to either keep it or sell it.Does any of the DGI members collect coins ?.

 

 

Buys and Dividend Hikes.

Recent transactions include

11/1 2 shares of MO at $44.95

11/7 2 shares of GILD at $63.67

Dividend increases.

SBUX increased its quarterly dividend by $0.05 cents and this added an additional $10 my account.

ABBV increased its quarterly dividend by $11 cents and this increase added $22.88 to my account.

All these hikes and purchases added another $44 to my annual Fund.

 

 

2019 October Dividend Report

Here are the dividends received for the month of October 2019.16 Companies Paid me dividends this Months.I Crossed $300 for  October month for the first time. Total Dividends received are $329.61,its almost like receiving $10 everyday.

October

Compared to last year its increased like 60% .

Yearly

 

Almost reached $6k Dividends  just $36 short.Current Projections show i will receive another $1600 in next 2 month,assuming no new additions in the my stocks with the total coming to 7.5k ,But will see some Dividends from New 401K  contributions.

So how did everyone do for the october Month.

 

Fundrise Dividend

As usual  i received my Q3 Dividends from Fundrise on October 9th and  i reinvested the dividends  back into  the eREITs. I received a total of $37.47 . Compared to 2018 its 40 cents less.The main difference seems to be the advisory fees.

 

2019

2019

2018

2018

 

For this year i received  and overall dividends received.

f

Anyone else invested in fundrise or similar platforms.

 

Recent Purchases —MO,MMM

October  provided some chances to buy  stocks.

On 10/1/19  1 share of MMM was purchased at 158.26

10/3/19  2 shares of MMM were purchased at $151.46.

10/3 /19  8 shares of MO @ 40.40  were purchased.

 

These purchases will bring my total MMM shares to 17 . Both these purchases will add another $43 to my account.

 

2019 September Dividend Report

September 2019 is in books and almost you can see the year end .Summer  has been brutal here in texas ,last 3 months were extremely hot .  This september i hit an high for dividends for the month of the september and i hit 4 digits for september. This month i got paid $1178 from 41 companies. Almost receiving $40 a day which is nice ,it’s like working  another 4 hrs at $10.

Finally crossed 5000 in dividends for this year and since i started tracking dividends in 2014  i have crossed 32K in  total dividends,got to see if i can cross 35k for the year 2019 and maybe 50k in total dividends received for all years since 2014. These are some high goals.

September

Big contributor for this month dividends  are from the retirement accounts.

ret

Biggest payee in taxable accounts is BBL,i received more than $100.

Compared to last few years this year the growth has slowed down,as i have been not investing like before.

year

 

Compared to 2018 dividends increased by 4.9%. Other than Dividend reinvestments  no significant investments happened in this month . Waiting for the new 401K to start with the new company so i can start investing in it.

So how did everyone did in september.

Dividend Increases -BBL,O,MSFT

Following companies in my account announced dividend increases  in last few weeks.

BBL : They increased the september payment from 1.26 to 1.56 . I have 67 shares of BBL so this will increase my dividend by  $20.

MSFT : Increased its dividend from 0.46/quarter to 0.51/quarter and this will add another $3.2 in my account.

O: The increase is small like 60 cents for my 25 shares.

Overall these increases added $23  to my account .

 

 

2019 August Dividend Report

Here are the dividends received for the month of August in my account.15 Companies paid dividends during this month and almost $14 a day.Total dividends received this month are $429.86.

August 2019

T is the biggest contributor for me this month with AAPL close second .Compared with last August this was 54% increase ,i have been adding T for last few quarters and trying to get it  200 Shares. Au2019

Due to market fluctuations  and some credit card spending to meet spending thresholds for bonus this month ,my Networth reduced by 2.25%  .

so how did everyone do this month.

 

Dividend Hikes,MO,BNS

Two of the companies in my account increased their dividend and This will add additional dollars to my account.

MO increased their dividend  from 0.80 to 0.84 cents a quarter and this will add another $5 to my account .

BNS increased their dividend from 0.664 to 0.682 and this will add another another $3.6. So with these 2 increases i will get another $9 added to annual fund. Good to get all these raises from the companies.

This is like investing another $150 or more in T Shares.

 

 

Recent Transactions

In the last  few weeks market presented quite a few chances to average down on some of the companies  in my account.

So i Bought 3 T @ 33.55  on 8/5.

8/5 Added 1 share of MMM at 167.27

8/23 Added 1 share of MMM at 156.47

These will add another $17 to my account.

Due to multiple credit card spending requirements for meeting Bonus ,i have to slow it down  on the buying till i accumulate cash in my account.These Credit card bonus have paid for my Recent Vacation in orlando . Flights were on american airlines deals,hotels were hyatt card and  Universal and legoland were Sweepstakes Wins.

In other news my current company is acquired by a much bigger Company . With this they stopped deductions from paycheck for 401k. My older company didn’t have any matching programs.Newer Company has 3% matching. So hopefully will try to max out matching by the end of the year.

 

 

July 2019 Dividend Report

Summer is brutal here in texas most of the days averaging above 90F ,Month 7  in books,It seems the clock is running too fast . My oldest son just turned 8 this month . I have received dividend income from 19 different companies . Total Dividends received is $363.90 .Compared to last year this was an increase of 6%.  

July Dividend

Some of the 401k investing is showing up in the form of BHYIX.

My july month dividend income has shown growth over the last 5 years .

july yearly

Most of the new funds are going into 401k  and trying to make extra mortgage payments. Some of the extra mortgage payments are done using plastiq.These earn me extra credit card rewards .

Dividend Hikes:

Two of the companies in my portfolio announced dividend increases.

HSY & UNP  these  increases add another $23 to my annual fund.This is almost like purchasing 11 new shares of T.

I hope everyone has a good July income from dividends.

 

 

 

Recent Transactions

This week i made the following additions and subtractions to my account.

Buys:

7/15 1 Share of MO purchased $48.95

7/16 1 Share of WFC purchased at 45.70.

7/19 15 Shares of ABBV at $68.8 . This will bring total shares to 52 in my account . With this purchase i maxed out Roth IRA. This stock is the pick of DGI community now 1.

All these purchases will add another $69 in dividends to my account.

I will pause Buying for few weeks ,to get things in order.

 

2019 Mid Year Check

Q2  2019 is in Books ,Here are some overall portfolio details.

Overall for Q2 my net worth increased by 6% .

  • New Funds invested : 2100 in Taxable accounts and 9700 in retirement accounts.Trying to max out 401K/Roth IRA.
  • 1 New position initiated in my accounts  ABBV,Added 22 shares on April 20th. and Second batch of shares added on June 28th .
  • Dividends received: Total Dividends received   Q1 :  $1744 ,Q2 : $1920 ,if  the next two quarters end the same with no new additional Funds ,2019 Dividend income will end at $7330.

 

 

Dividend Increases received in Q2 in my Portfolio :

  • AAPL
  • CAT
  • KR
  • JNJ
  • FLO
  • PEP
  • PG
  • TGT
  • O

These all will help me in achieving my goal .AAPL was my biggest increase with 100 shares.

Still trying to add ABBV to round it to 50 shares in my Account. All dividends are reinvested .

How Did everyone do in Q2.

 

Recent Buy –KR,MO,MMM

In the last few Days i added the following Positions in my account. All of them are existing ones ,KR is one of my smallest position .

14 Shares of KR added at $22.29 including commision of $4.95 .This will bring total shares to 24 shares and Will add another $8.96 to my account.

1 Share of MMM at $169.9 ,will bring total shares to 10 . This will add another $5.76 to my account.

2 Shares of MO at $48.9 will bring total shares in all accounts to 31.   This will add another $ 6.40

I will be watching ABBV for final purchase in my roth IRA account.  All these purchase will add another $20 to the account. These small purchases are slowly making impact on the account.

 

June 2019 Dividend Report

Half of the year is completed and  Here are the dividends received for this month. For 2019 i crossed  1000 Dollars in dividend income 2nd time. 41 Companies Paid me dividend this month.

june1

Compared with 2018 this almost  800 dollars less . This happened due to reshuffling of my Funds in my retirement accounts and smaller dividend payment from RERGX due to no capital gain distribution like last year. Last year my retirement funds provided $1529 vs $576 this year . Some of the funds in my account  doesn’t pay dividends.

june

Overall its  not bad ,i like the progress happening in my Funds . Net worth Went up by 4%  compared to June 1st.

 

Q2 Final Buy–ABBV

On the last day of the quarter i added ABBV,i was watching it for last few weeks was going to add at 75 and decided to wait and with the purchase of Allergan the share price collapsed .I was itching to buy on that day and decided to see if it would go any more lower ,But it trended up and decided to add 15 shares at 71.45  with a commission of 4.95

This would bring  my total ABBV Shares to 37 and reduced my average price to 77. This would add another $60 to my account.