Saturday, June 4, 2016

Loyal3 Purchases - 5/10, 5/17, 5/24 and 5/31

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 5/10, 5/17, 5/24 and 5/31.

I've been adding growth stocks such as Google, Facebook etc as well, in addition to dividend paying stocks. My goal is to eventually have a 70:30 ratio of Dividend vs Growth stock portfolio.

5/10:
Facebook Inc. (FB) - 0.8345 shares @$119.83 ($100). Yield = 0.0%
Gap Inc (GPS) - 5.2632 shares @$19 ($100). Yield = 4.84%
Alphabet Inc. (GOOGL) - 0.1360 shares @$735.29 ($100). Yield = 0.0%

Invested $100 in Gap Inc since the stock got hammered on the day falling from $21.81 to $19.30 and lower. 
$300 of new capital invested and adding $4.82 to my annual dividend income.


5/17:
Microsoft Corp. (MSFT) - 1.9623 shares @$50.96 ($100). Yield = 2.82%
Nike Inc (NKE) - 1.7461 shares @$57.27 ($100). Yield = 1.11%
Alphabet Inc. (GOOGL) - 0.1371 shares @$729.50 ($100)

$300 of new capital invested and adding $3.94 to my annual dividend income.


5/24:
Facebook Inc. (FB) - 0.4276 shares @$116.92 ($50). Yield = 0.0%
Microsoft Corp. (MSFT) - 1.9508 shares @$51.26 ($100)
Starbucks Corp (SBUX) - 0.9069 shares @$55.13 ($50). Yield = 1.33%
McDonald's Corp (MCD) -  0.4027 shares @$124.16 ($50). Yield = 1.33%
Alphabet Inc. (GOOGL) - 0.0686 shares @$728.89 ($50)

$300 of new capital invested and adding $4.90 to my annual dividend income.
I spread out money in multiple stocks thereby opening a new position in McDonald's Corp.


5/31:
McDonald's Corp (MCD) -  0.4094 shares @$122.14 ($50). Yield = 1.33%
Starbucks Corp (SBUX) - 1.8268 shares @$54.74 ($100). Yield = 1.33%
Nike Inc (NKE) - 1.8070 shares @$55.34 ($100). Yield = 1.11%
PepsiCo Inc. (PEP) - 0.4936 shares @$101.30 ($50). Yield = 2.80%

$300 of new capital invested and adding $4.01 to my annual dividend income.

These purchases increase my total annual projected dividends to $1,125.13

Saturday, May 21, 2016

Recent Buy - AAPL

I purchased 10 shares of Apple Inc (AAPL: NYSE) on 4/27/16 for $96.61/share.

Apple Inc declared their earnings on Tuesday, 4/26 after the close and missed estimates. I pounced on the opportunity to pick up a few shares lower than my initial cost basis of approximately $99.089

In hindsight I could have waited for lower prices as we did see during the 1st half of May 2016. I jumped the gun and I intend to add another 20-25 shares if the prices get lower than $90.

Apple also declared a $0.57/share quarterly dividend. a 9.6% increase from prior dividend of $0.52.

Dividend Yield = 2.39%
Annual Payout = $2.28 
Payout Ratio = 27.4%
Dividend Growth = 3 years
52 Week High = 7/20/2015| 132.97
% Off 52 Week High = -28.5%
Beta (5 Yr) = 0.99
Payable = $0.57 - QRTR
Transaction fees = $9.99


This purchase adds $22.80 to my annual dividend income, based on the current $0.57 quarterly dividend.

I currently own 40 shares of Apple Inc and hence my dividends from AAPL = $91.20 per year.


My dividend stock portfolio will pay $1107.46 in dividends over the next 12 months.

Saturday, May 7, 2016

Dividend Income Update - April 2016

Welcome to my dividend income update for April 2016. 

Each month I post dividends received to keep track of earned passive income. Opening a new position or adding to an existing position on a regular basis causes increases in income on a monthly or quarterly basis.

April 2016 Dividends -  

Macy's Inc (M) - $10.10
Cisco Systems Inc (CSCO) - $12.74
W.P. Carey (WPC) - $15.59
General Electric (GE) - $2.30
Wal-Mart Stores (WMT) - $6.53
Coca-Cola Co. (KO) - $3.56
BHP Billiton Plc (Britain) - $2.56
Nike Inc (NKE) - $0.25


Total dividends received during the month of April 2016 = $53.63 

This has been a 353.34% increase as compared to dividend earnings of $11.83 in April 2015. 

Thanks for reading!

Thursday, May 5, 2016

Loyal3 Purchases - 4/19, 4/26 and 5/03

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 4/19, 4/26 and 5/03.

Very recently I've been adding growth stocks as well, in addition to dividend paying stocks. My goal is to eventually have a 70:30 ratio of Dividend vs Growth stock portfolio.

4/19:
Microsoft Corp. (MSFT) - 1.7781 shares @$56.24 ($100)
Nike Inc (NKE) - 1.6798 shares @$59.53 ($100)
Alphabet Inc. (GOOGL) - 0.1281 shares @$780.73 ($100)

$300 of new capital invested and adding $3.63 to my annual dividend income.


4/26:
Microsoft Corp. (MSFT) - 1.9417 shares @$51.50 ($100)
Macys Inc. (M) - 2.4679 shares @$40.52 ($100)
Alphabet Inc. (GOOGL) - 0.1357 shares @$736.81 ($100)

$300 of new capital invested and adding $6.34 to my annual dividend income.


5/03:
Microsoft Corp. (MSFT) - 2.0020 shares @$49.95 ($100)
Target Corp. (TGT) - 1.2513 shares @$79.92 ($100)
Alphabet Inc. (GOOGL) - 0.1405 shares @$711.70 ($100)

$300 of new capital invested and adding $5.68 to my annual dividend income.


These purchases increase my total annual projected dividends to $1,051.372

Saturday, April 16, 2016

Loyal3 Purchases - 4/5 and 4/12

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 4/5 and 4/12.

4/05:
Microsoft Corp. (MSFT) - 2.7268 shares @$55.01 ($150). Yield = 2.61%
Nike Inc (NKE) - 1.6753 shares @$59.69 ($100). Yield = 1.07%
Starbucks Corp (SBUX) - 1.6720 shares @$59.81 ($100). Yield = 1.33%

$350 of new capital invested and adding $6.33 to my annual dividend income.
I'm adding to existing positions, both to dividend paying growth stocks.


4/12:
Target Corp. (TGT) - 1.2455 shares @$80.29 ($100). Yield = 2.78%
Microsoft Corp. (MSFT) - 1.8467 shares @$54.15 ($100). Yield = 2.65%
Starbucks Corp (SBUX) - 1.6875 shares @$59.26 ($100). Yield = 1.35%

$300 of new capital invested and adding $6.79 to my annual dividend income.



These purchases increase my total annual projected dividends to $1,035.72

Thursday, March 31, 2016

Dividend Income Update - March 2016

Hello Folks!

Welcome to my dividend income update for March. 

Each month I post dividends received to keep track of earned passive income. Opening a new position or adding to an existing position on a regular basis causes increases in income on a monthly or quarterly basis.

March 2016 Dividends -  
Flushing Financial Corporation (FFIC) - $8.50
Wells Fargo & Co (WFC) - $7.50
Johnson & Johnson (JNJ) - $7.50

Emerson Electric Co (EMR) - $13.30
3M (MMM) - $13.32

Unilever (UL) - $3.99
Target Corp (TGT) - $3.83
Microsoft Corp (MSFT) - $2.11
PepsiCo Inc. (PEP) - $4.23


Total dividends received during the month of March 2016 = $64.28 

This has been an approximate 192% increase as compared to dividend earnings of $22.00 in March 2015. 

Thanks for reading!

Monday, March 28, 2016

Loyal3 Purchases - 3/16 and 3/22

I've finally made a few purchases on Loyal3 !! Money for investment has been tough to come by. Earlier this year, I opened positions in Boeing (BA) and Kroger (KR).

3/16:
Alphabet Inc. (GOOGL) - 0.2000 shares @$750 ($150). Yield = 0.0%
Facebook Inc. (FB) - 0.4507 shares @$110.93 ($50). Yield = 0.0%
Nike Inc (NKE) - 0.8138 shares @$61.44 ($50). Yield = 1.04%
Starbucks Corp (SBUX) - 0.8406 shares @$59.48 ($50). Yield = 1.34%

$300 of new capital invested and adding $1.19 to my annual dividend income.

I've opened new positions in Alphabet and Facebook, both high growth stocks, neither of them have distributions. This would be my conscious decision to include growth stocks in the mix, alongside dividend paying stocks.


3/22:
Target Corp. (TGT) - 1.2192 shares @$82.02 ($100). Yield = 2.73%
PepsiCo Inc. (PEP) - 0.9938 shares @$100.62 ($100). Yield = 2.79%
Alphabet Inc. (GOOGL) - 0.0656 shares @$761.85 ($50). Yield = 0.0%
Facebook Inc. (FB) - 0.4456 shares @$112.22 ($50). Yield = 0.0%

$300 of new capital invested and adding $5.52 to my annual dividend income.


These purchases increase my total annual projected dividends to $1,022.60