Sharebuilder Purchase – 1/20/2015

Here are my sharebuilder automatic investments this week (1/20/2015).

  • AFL – 1.7304 shares@57.79 ($100)
  • BBL – 2.3646 shares@42.29 ($100)
  • JNJ – 0.9914 shares@100.87 ($100)

I invested a total of $300. I continued adding the same three shares as last week since the prices are at or below my average price. JNJ dropped close to the $100 levels after being around $106 couple of weeks ago. These purchases add $11.34 to my annual dividends. This results in 3.78% yield.

General Update: These stocks (along with the rest of the market) have gone up the last couple of days. Need to wait and decide on the stocks for next week. But these weekly purchases have really started adding up. In a matter of few months, AFL and BBL have crossed the $1,000 mark for total investments and I have invested a total of $6,000 across 8 stocks so far through the Sharebuilder weekly purchases. It is not a huge amount compared to some of the other investments, but it is good to keep investing like this on the side while researching other stocks for great value to invest a reasonable amount.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 1/13/2015

Here are my sharebuilder automatic investments this week (1/13/2015).

  • AFL – 1.7000 shares@58.825 ($100)
  • BBL – 2.4175 shares@41.365 ($100)
  • JNJ – 0.9436 shares@105.975 ($100)

I invested a total of $300. I added AFL after a long time since the price has dipped below my average price. I continued to add JNJ and BBL as they are below my average price as well. I didn’t add PEP this week as the price has increased since last week. These purchases add $11.29 to my annual dividends. This results in 3.76% yield.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 12/9/2014

Here are my sharebuilder automatic investments this week (12/9/2014).

  • BBL – 6.7348 shares@44.545

I invested my usual $300 weekly amount in just 1 stock this time. Couple of reasons:

  • BBL has declined close to 7% since I initiated the position last week. Thought I could use the drop to add more shares.
  • There are 5 Tuesdays this month – which means 5 trading days for automatic trades in sharebuilder. My advantage plan gives me 12 trades for the month. Since there are 5 trading days, I have to spread the 12 trades without going over.

These purchases add $16.70 to my annual dividends. This results in 5.56% yield. I will continue to review the prices to decide on the trades for next week. But most likely will stay between BBL, JNJ and KO since KO has dropped a bit in the last few days.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 12/2/2014

Here are my sharebuilder automatic investments this week (12/2/2014).

  • AFL – 1.6796 shares@59.5365
  • BBL – 2.0909 shares@47.8261 (new position)
  • JNJ – 0.9241 shares@108.215

I invested a total of $300 ($100 in each stock). These purchases add $10.39 to my annual dividends. This results in 3.46% yield. I decided to hold off on WMT and DIS purchases for a while since the prices have increased. I continued to add to my JNJ position since it has very low weight compared to other weekly purchase stocks. I also initiated position in BBL. This stock has been in my radar for a while and the price has been around 52 week lows for a while now. Looking to add to this position over the next few weeks.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 11/25/2014

Here are my sharebuilder automatic investments this week (11/25/2014).

  • AFL – 1.6663 shares@60.015
  • DIS – 1.096 shares @91.24
  • JNJ – 0.9351 shares@106.94

I invested a total of $300 ($100 in each stock). These purchases add $6.16 to my annual dividends. This results in 2.05% yield. I decided to hold off on WMT and PEP purchases for a while since the prices have increased a lot lately. I decided to add my JNJ position since I did not add to it after the first transaction. The price was about 7% over my initiation price, but since it had such low weight, I went ahead and made the purchase. Continuing to add to AFL and DIS. Will continue to reevaluate the stocks for next week.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 11/18/2014

Here are my sharebuilder automatic investments this week (11/18/2014).

  • DIS – 1.1059 shares @90.43
  • PEP – 1.0203 shares@98.01
  • WMT – 1.1945 shares @83.72

I invested a total of $300 ($100 in each stock). These purchases add $5.91 to my annual dividends. This results in 1.97% yield. Like I mentioned last week, the price of the above stocks have been going up the last few weeks along with the broader market and the yield has been coming down. I would have to reevaluate the stocks for next week’s purchase.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 11/11/2014

Here are my sharebuilder automatic investments this week (11/11/2014).

  • DIS – 1.117 shares @89.525
  • PEP – 1.0306 shares@97.03
  • WMT – 1.2662 shares @78.975

As the market continues to go up, it is getting difficult to find reasonably valued stocks. Stocks like PEP, V, KO (some of the ones I hold at sharebuilder) are continuing to go up. Decided to add DIS, PEP and WMT since they have low weight in the portfolio. WMT has jumped up close to 5% since the purchase on Tuesday.

I invested a total of $300 ($100 in each stock). These purchases add $6.10 to my annual dividends. This results in 2.03% yield. I purchased the same three stocks last week and the YOC was 2.06%. The yield has been going down slowly for the past couple of weeks as the price keep going up. Will continue to evaluate the stocks that I want to add for next week.

Disclosure: Long on all stocks mentioned above

Sharebuilder Purchase – 11/4/2014

Here are my sharebuilder automatic investments this week (11/4/2014).

  • DIS – 1.1103 shares @90.065
  • PEP – 1.0407 shares@96.09
  • WMT – 1.3005 shares @76.895

All of these stocks and the ones that I hold through sharebuilder are up compared to my average prices due the recent spike in markets. So I added to my position to the above stocks which had low weight compared to other stocks like KO, AFL or V. Will continue to reevaluate the prices for next week’s purchases.

I invested a total of $300 ($100 in each stock). These purchases add $6.18 to my annual dividends. This results in 2.06% yield. Over the course of next several weeks/months, I plan to add to my position in the above stocks as well as the others mentioned.

Disclosure: Long on all stocks mentioned above