1

Sharebuilder Purchase – 3/22/2016

Here are my sharebuilder automatic investments this week (3/22/2016).

  • BBL – 4.2753 shares@23.39 ($100)
  • DIS – 1.0221 shares@97.84 ($100)
  • WFC – 1.9930 shares@50.1765 ($100)

I invested a total of $300.

I added to BBL position after a very long time. I am in deep red in the stock and the dividend was also cut recently. This is a pure speculative buy. I am hoping that the stock is bottomed out and with the dividend cut out of the way, the stock can stabilize and might go up in the long run. Therefore, the plan is to average down a bit. In the meantime, I “hope” to collect dividends at around 2.5%. Let’s see how this plays out.

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 $7.17 to my annual dividends. This results in 2.39% yield.

These purchases increase my total annual projected dividends to $3,283.31.

Disclosure: Long on all stocks mentioned above

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4

Sharebuilder Purchase – 3/15/2016

Here are my sharebuilder automatic investments this week (3/15/2016).

  • DIS – 1.0205 shares@97.9865 ($100)
  • WFC – 4.0228 shares@49.716 ($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 $7.48 to my annual dividends. This results in 2.49% yield.

These purchases increase my total annual projected dividends to $3,276.14.

Disclosure: Long on all stocks mentioned above

4

Sharebuilder Purchase – 3/8/2016

Here are my sharebuilder automatic investments this week (3/8/2016).

  • DIS – 1.0207 shares@97.97564 ($100)
  • WFC – 4.0777 shares@49.0478 ($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 $7.56 to my annual dividends. This results in 2.52% yield.

These purchases increase my total annual projected dividends to $3,268.65.

Disclosure: Long on all stocks mentioned above

6

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

3

Portfolio update – February 2016

At the end of February 2016, my portfolio stood at $104,962.94 across all my accounts combined. Comparing to my portfolio balance of $101,322.63 at the end of January 2016, this represents an increase of $3,640.31 for the month of February which represents a 3.59% increase for the month.

New investments accounted for $3,136.20 thus giving a net increase of $504.11 that represents a 0.49% increase for the month.

I continued my weekly sharebuilder purchases in February. I also purchased SCHD with my proceeds from BAX and BXLT sale.

Here is a graph showing the growth of my portfolio since 2009.

Disclosure: Long on all stocks mentioned above.

0

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

6

Another dividend bites the dust – BBL

BBL just announced their dividend cut. Like I mentioned earlier, this was expected and with the volatility in the entire energy/commodities sector. This dividend cut follows KMI and COP since December. BBL announced a 75% dividend cut (from semi-annual dividend of $1.24/share to $0.32/share). I own 52.2051 shares in BBL and this reduces my projected annual dividends by $96.05. 

My projected annual dividends has dropped close to $300 from the three dividend cuts. The goal for the year is already in jeopardy.

I hold so many stocks in this sector – CVX, BP, NOV and XOM. 3 down and 4 more to go 😦

My new projected annual dividends stands at $3,206.05 now. I am obviously going backwards towards this goal.

2

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

2

Goals update – January 2016

I like to review the progress at least once a month to determine where I am with respect to meeting/achieving my goals.

These are the goals for 2016:

  • Invest at least $25,000
    • New investments in January amounted to $1,200.00. I also made FRIP purchases through Scottrade that totalled $554.40. Total purchases ended up at $1,754.40.
    • But I also sold BAX and BXLT that removed $1,927.73 from my portfolio.
    • Total investments in 2016 so far equals negative $173.33. That’s a great start 🙂 Hopefully, I catch up in February with investments.  
  • Receive at least $3,675 in dividends
    • I received $308.43 in dividends in January. This represents 8.39% of my annual goal.
  • Achieve at least $4,000 in projected annual dividends
    • At the end of January, my projected annual dividends stood at $3,318.98.
  • DO NOT have a portfolio of more than 45 stocks/ETFs
    • Currently hold 44 stocks/ETFs

The goals page will be updated to reflect the progress.