Saturday, September 26, 2015

Loyal3 Purchases - 9/15 and 9/22

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 9/15 and 9/22.

9/15:
KO - 2.5967 shares @$38.51 ($100). Yield = 3.42%
UL - 2.5183 shares @$39.71 ($100). Yield = 3.27%
$200 of new capital invested and adding $6.70 to my annual dividend income.

9/22:
UL - 2.5458 shares @$39.28 ($100). Yield = 3.31%
WMT - 1.5865 shares @$63.03 ($100). Yield = 3.04%
BRK.B = 0.3878 shares @$128.94 ($50).
$250 of new capital invested and adding $6.35 to my annual dividend income.

Loyal3 provides an opportunity to buy into Warren Buffet's Berkshire Hathaway Inc. (BRK.B). The company is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. 
The company wholly owns, amongst others:

  • GEICO
  • BNSF
  • Lubrizol
  • Dairy Queen
  • Fruit of the Loom
  • Helzberg Diamonds
  • FlightSafety International
  • NetJets
  • 26% of Kraft Heinz
  • Undisclosed percentage of Mars, Incorporated
  • Significant minority holdings in American Express, The Coca-Cola Company, Wells Fargo, IBM and Restaurant Brands International. 




These weekly purchases add $13.05 to my annual dividends resulting in a 2.90% yield.
These purchases increase my total annual projected dividends to $716.84.

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