Loyal3 Purchases in June 2016

*********** 50th Post on this blog ***************

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 6/07, 6/14, 6/21 and 6/28.

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.

6/07:

Amazon.com Inc (AMZN) - 0.0692 shares @$722.96 ($50)
Facebook Inc. (FB) - 0.4244 shares @$117.82 ($50)

McDonald's Corp (MCD) - 0.8129 shares @$123.01 ($100). Yield = 2.89%
Nike Inc (NKE) - 1.8515 shares @$54.01 ($100). Yield = 1.18%

$300 of new capital invested and adding $4.08 to my annual dividend income.


6/14:
Microsoft Corp. (MSFT) - 2.0109 shares @$49.73 ($100). Yield = 2.89%
McDonald's Corp (MCD) -  0.4076 shares @$122.66 ($50). Yield = 2.90%
Gap Inc (GPS) - 5.3277 shares @$18.77 ($100). Yield = 4.90%
Unilever PLC (UL) - 1.1439 shares @$43.71 ($50). Yield = 3.34%

$300 of new capital invested and adding $10.92 to my annual dividend income.


6/21:

Facebook Inc. (FB) - 0.5233 shares @$114.66 ($60)

Microsoft Corp. (MSFT) - 1.9577 shares @$51.08 ($100). Yield = 2.82%

Nike Inc (NKE) - 1.0027 shares @$54.85 ($55). Yield = 1.16%

$215 of new capital invested and adding $3.46 to my annual dividend income.


6/28:
Amazon.com Inc (AMZN) - 0.0710 shares @$704.39 ($50)
Microsoft Corp. (MSFT) - 2.0358 shares @$49.12 ($100). Yield = 2.93%
Coca-Cola Co. (KO) - 1.1358 shares @$44.02 ($50). Yield = 3.18%

$200 of new capital invested and adding $4.52 to my annual dividend income.

These purchases increase my total annual projected dividends to $1,148.11

Dividend Income Update - May 2016

Welcome to my dividend income update for May 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.

May 2016 Dividends -  

Apple Inc (AAPL) - $22.80
AT&T Inc (T) - $24.96
Kinder Morgan Inc (KMI) - $8.75
Proctor & Gamble Co. (PG) - $13.39
Energy Transfer Partners LP (ETP) - $26.38
AbbVie  Inc (Abbv) - $10.26
HCP Inc (HCP) - $17.25
Starbucks Corp (SBUX) - $2.54


Total dividends received during the month of May 2016 = $126.33

This has been an approximately 167% increase as compared to dividend earnings of $47.18 in May 2015. 

Thanks for reading!

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

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.

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!

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

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