Saturday, July 23, 2016

Loyal3 Purchases - 7/06, 7/12, and 7/19

As per my strategy of investing periodically i.e. weekly, every Tuesday this post highlights purchases made on 7/06, 7/12, and 7/19.


7/06:
CoCa-Cola Co (KO) - 1.4429 shares @$45.05 ($65). Yield = 3.10%
McDonald's Corp (MCD) - 0.5379 shares @$120.85 ($65). Yield = 2.81%

$130 of new capital invested and adding $3.84 to my annual dividend income.


7/12:
CoCa-Cola Co (KO) - 2.1978 shares @$45.50 ($100). Yield = 3.07%
Unilever PLC (UL) - 2.1133 shares @$47.32 ($100). Yield = 3.08%

$200 of new capital invested and adding $6.16 to my annual dividend income.


7/19:
Hasbro Inc. (HAS) - 1.2299 shares @$81.31 ($100). Yield = 2.50%
CoCa-Cola Co (KO) - 1.0963 shares @$45.61 ($50). Yield = 3.06%
Gap Inc (GPS) - 2.0975 shares @$23.84 ($50). Yield = 3.85%

$200 of new capital invested and adding $5.97 to my annual dividend income.



These purchases increase my total annual projected dividends to $1,164.08

Saturday, July 9, 2016

Dividend Income Update - June 2016

Welcome to my dividend income update for June 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.

June 2016 Dividends -  
Flushing Financial Corporation (FFIC) - $8.50
Wells Fargo & Co (WFC) - 
$7.60
Johnson & Johnson (JNJ) - 
$8.00
Emerson Electric Co (EMR) - $13.30
3M (MMM) - $13.32

Unilever (UL) - $4.42
Target Corp (TGT) - $5.91
Microsoft Corp (MSFT) - $5.82
PepsiCo Inc. (PEP) - $5.65
Kroger Co. (KR) - $3.68
Boeing Co. (BA) - $10.90
Wal Mart Stores Inc (WMT) - $6.53
McDonald's Corp (MCD) - $0.72
Alibaba (BABA) - $-0.20


Total dividends received during the month of June 2016 = $94.15

This has been an approximately 46% increase as compared to March 2016 (Dividends = $64.28) and a 300% + increase in dividend earnings as compared to June 2016 (Dividends = $23)



Thanks for reading!

Monday, July 4, 2016

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

Sunday, June 5, 2016

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!

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!