Sharebuilder Purchase – 3/1/2016

Here are my sharebuilder automatic investments this week (3/1/2016).

  • DIS – 1.0395 shares@96.2002 ($100)
  • WFC – 4.1618 shares@48.0565 ($200)

I invested a total of $300.

I want to add to my other positions like PEP and KO, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $7.71 to my annual dividends. This results in 2.57% yield.

These purchases increase my total annual projected dividends to $3,261.09.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 2/23/2016

Here are my sharebuilder automatic investments this week (2/23/2016).

  • DIS – 1.0446 shares@95.733 ($100)
  • EMR – 2.0422 shares@48.9665 ($100)
  • WFC – 2.0774 shares@48.1365 ($100)

I invested a total of $300.

I want to add to my other positions like PEP and KO, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $8.48 to my annual dividends. This results in 2.82% yield.

These purchases increase my total annual projected dividends to $3,214.53. This reflects the BBL’s dividend cut announced last week.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 2/16/2016

Here are my sharebuilder automatic investments this week (2/16/2016).

  • DIS – 1.0867 shares@92.021 ($100)
  • V – 1.4124 shares@70.80 ($100)
  • WFC – 2.0909 shares@47.8265 ($100)

I invested a total of $300.

I continued to add same three stocks from last week. I want to add to my other positions like PEP and KO, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $5.35 to my annual dividends. This results in 1.78% yield.

These purchases increase my total annual projected dividends to $3,302.11.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 2/9/2016

Here are my sharebuilder automatic investments this week (2/9/2016).

  • DIS – 1.0991 shares@90.98 ($100)
  • V – 1.4575 shares@68.6096 ($100)
  • WFC – 2.1665 shares@46.1565 ($100)

I invested a total of $300.

I continued to add DIS and WFC from last week. DIS continues to drop for the past few weeks. WFC also has continued to decline along with the broader market and financial sector. I also added V after a long time as the stock has dropped below $70s.

I want to add to my other positions like PEP and KO, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $5.51 to my annual dividends. This results in 1.83% yield.

These purchases increase my total annual projected dividends to $3,296.75.

Disclosure: Long on all stocks mentioned above

Recent Purchase – SCHD

Following the sale of BAX and BXLT, I was looking for an opportunity to deploy that capital as soon as possible. I ended up buying Schwab U.S. Dividend Equity ETF (SCHD). I already hold position in SCHD and mentioned my reasoning here. I decided to add to the position since the ETF is very close to my investment goals. Though I have few ETFs in my portfolio, they form a small percentage of my overall portfolio. In fact, I haven’t purchased an ETF in a long time.

My previous purchase of SCHD was in January 2014 at a price of $35.20. Of course, this ETF being a dividend ETF doesn’t have much capital appreciation, but the dividends have been growing steadily over the last couple of years I have held this ETF.

I purchased 53 shares at $36.40 on 2/8/2016. With commission, the total cost comes to $1,936.20. With a quarterly dividend of roughly $0.2775/share, the yield comes to 3.05% and this purchase adds $58.83 to my forward annual dividends.

With recent dividend cuts from COP and KMI as well as the sale of BAX and BXLT, this projected dividend increase was nice.

This purchase increases my total annual projected dividends to $3,291.24.

The portfolio page will be updated soon to reflect this purchase.

 

Sharebuilder Purchase – 2/2/2016

Here are my sharebuilder automatic investments this week (2/2/2016).

  • DIS – 1.0703 shares@93.43 ($100)
  • EMR – 2.1864 shares@45.7365 ($100)
  • WFC – 2.0347 sharese@49.1465 ($100)

I invested a total of $300.

I continued to add DIS and WMR from last week. DIS has reached mid 90s and looking forward to add more while at these levels. EMR has slightly increased compared to last week. Will continue to monitor the stock and will not continue to add if the stock continues to increase. I also added WFC after a almost a month as the stock has dropped below $50s. The financial sector has been weak lately due to the market conditions as well as uncertainty surrounding the interest rate hikes from Fed.

I want to add to my other positions like PEP, KO, V etc, and these prices have dropped a bit lately, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $8.72 to my annual dividends. This results in 2.90% yield.

These purchases increase my total annual projected dividends to $3,330.41.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 1/26/2016

Here are my sharebuilder automatic investments this week (1/26/2016).

  • AFL – 1.7394 shares@57.4899 ($100)
  • DIS – 1.0427 shares@95.9056 ($100)
  • EMR – 2.3098 shares@43.293 ($100)

I invested a total of $300.

I continued the same purchases from last week. All three stocks stayed around the same levels compared to last week. DIS has reached mid 90s and looking forward to add more while at these levels.

I want to add to my other positions like PEP, KO, V etc, and these prices have dropped a bit lately, but would like for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $8.58 to my annual dividends. This results in 2.86% yield.

These purchases increase my total annual projected dividends to $3,321.68.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 1/19/2016

Here are my sharebuilder automatic investments this week (1/19/2016).

  • AFL – 1.7659 shares@56.628 ($100)
  • DIS – 1.0571 shares@94.5968 ($100)
  • EMR – 2.3121 shares@43.2499 ($100)

I invested a total of $300.

I continued the same purchases from last week. All three stocks declined along with the broader market. DIS has reached mid 90s and looking forward to add more while at these levels.

I want to add to my other positions like PEP, KO, V etc, and these prices have dropped a bit this week. Waiting for KO to drop ~40s and PEP to ~90s to start adding these again.

This week’s purchases add $8.54 to my annual dividends. This results in 2.84% yield.

These purchases increase my total annual projected dividends to $ $3,329.01.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 1/12/2016

Here are my sharebuilder automatic investments this week (1/12/2016).

  • AFL – 1.7419 shares@57.41 ($100)
  • DIS – 0.9861 shares@101.409 ($100)
  • EMR – 2.2672 shares@44.1065 ($100)

I invested a total of $300.

I continued my purchases in DIS and EMR. EMR has dropped over 5% compared to last week’s purchase. I plan to continue adding to this stock over the next few weeks as I build a reasonable position as long as the stock doesn’t increase too much. I also continued to add DIS from last week as the stock continues drop close to $100 levels. Hoping for the stock to come to $90s and might add more.

I also added AFL after several months. The stock has dropped close to 15% in the last month along with the broader market. My position wasn’t too big and the stock dropped back to below my average price. I want to add to this position if the stock continues below the ~$57 levels.

I want to add to my other positions like PEP, KO, V etc, and these prices have dropped a bit this week. Will look at these stocks for next week’s purchases based on the prices next week. but want these prices to drop a bit more before I continue to add.

This week’s purchases add $8.32 to my annual dividends. This results in 2.77% yield.

These purchases increase my total annual projected dividends to $3,320.46.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 1/5/2016

Here are my sharebuilder automatic investments this week (1/5/2016).

  • DIS – 0.9854 shares@101.483 ($100)
  • EMR – 2.1283 shares@46.9865 ($100)
  • WFC – 1.8912 shares@52.8765 ($100)

I invested a total of $300.

I continued my purchases in DIS and EMR. EMR has dropped over 5% compared to last week’s purchase. I plan to continue adding to this stock over the next few weeks as I build a reasonable position as long as the stock doesn’t increase too much. I also continued to add DIS from last week as the stock continues drop close to $100 levels. Hoping for the stock to come to $90s and might add more. I also added WFC after my initial purchase few months ago. Want to build up this position as well.

I want to add to my other positions like PEP, KO, V etc, and these prices have dropped a bit this week. Will look at these stocks for next week’s purchases based on the prices next week. but want these prices to drop a bit before I continue to add.

This week’s purchases add $8.18 to my annual dividends. This results in 2.72% yield.

These purchases increase my total annual projected dividends to $3,312.14.

Disclosure: Long on all stocks mentioned above