Archive for the ‘Monthly Activity’ Category
Wow, I can’t believe May is already over. That went so fast. Finally the weather is starting to turn and get warmer. I get to spend a lot more time outside playing sports and just enjoy the summer time. The best thing to remember though is, while you are out having fun, your invested money is still working for you! Let’s take a look at how my portfolio performed in May. See more details from May below:
Not too long ago, I initiated a new position with CAH. After that, I told myself I would wait and save up some capital since I have a few big expenditures coming up soon. Well with my birthday fast approaching, I decided to treat myself to a little early gift instead. On Friday, I started a new position with Realty Income Corp (O). I bought 10 shares at $56.19. See more stats on O below.
As the excitement from the record breaking first quarter results dwindle, just like that the first month in the second quarter is behind us as well. While March tends to be a large month for dividend investors since it ends the quarter, April was a little lacking for my liking, at least for me anyway. But you can’t argue with growth of any kind when every little bit helps. See more details from April below:
The market seems to be calming down lately which is good for investors. That means more opportunities to buy. As the quarter ends and companies release their earnings, some may have missed earnings slightly causing a decrease in their share price. This is the time investors wait for and buy on those dips. I am pleased to announce my first purchase of April. I picked up 11 shares of Cardinal Health (CAH) at $71.67. Below, more info is listed for CAH.
The first quarter is done and in the books. I don’t know about you, but March is the month I have been looking most forward to posting about since the year started. Not only did I shatter my YoY% growth, I hit two milestones! Breaking the record for most dividends in a single month as well as the first month to hit triple digits of dividends. See below for all the details of my March dividends and breakdown of the first quarter:
With the current bull market roaring, it is harder to find value. Many stocks are up near their 52 week highs and not budging much. It has been a few months since my last buy. This period has given investors a little time to build up some capital and wait for opportunities to present themselves. While the market is mostly up, lately it has come down a few notches. That is good news for investors looking to make their next purchase. I am happy to post my second buy of the year. I purchased 30 shares of Hormel Foods (HRL) at $34.00. This is a completely new company I am adding to my portfolio. See more company stats below.
Two months are already completed for this year. Wow, how time files. February is usually a slow month for the dividend community, myself included. There were only a few exciting things going on. One, KO raised its dividend so I should see those results come April. Two, while I did not make any new buys this month, I did manage to save up and pay off my next semester of school. It doesn’t help out my portfolio, but it does keep me honest to my goals of managing debt and not taking any more on.
All dividends have been accounted for in February and it’s time to review the results. Details are below:
The first month of the year has just about come to a end. Hopefully everyone has been hitting the ground running so far in the new year. A lot has happened this month; Trump being inaugurated into office, the Dow hit 20,000 for the first time in history, and for all you tennis fans out there following the Australian Open, we are about to have a Williams sister final on the women’s side and a Federer vs. Nadal final on the men’s side. I am excited, because that has not happened in years.
That’s enough excitement for now, lets get back to the recap. All of the dividends are in for January and it’s time to analyze and publish the results. See below for details.
The New Year is upon us and with it, I am happy to announce my first purchase of the year. Originally I was going to wait and build up capital for a new company for my portfolio, but I couldn’t resist the opportunity. I purchased 9 shares of Target (TGT) at $67.40. This will add to my existing position in the company for a total of 27 shares. Below are some more company stats.
With only a few days left until the new year, I honestly thought I was done making moves on my portfolio until then. As your investments grow and you start accumulating more stocks or add new companies, it takes longer and is harder to maintain upkeep on it. While we ideally like to hold stock in quality companies for the long term, this isn’t always the case. From time to time a stock may become volatile or will no longer fit into your portfolio.