Thursday, April 19, 2018

Recent Buys: a bunch of stuff

Sorry for the late update. My mom has shingles and I've been busy. Here are my recent buys

April 10, 2018
  • 12 shares of Procter and Gamble at $78.71 for a total of $944.52.
  • 1 share of Conagra Brands at $36.80 for a total of $36.80.
April 11, 2018
  • 1 share of Aqua America at $33.58 for a total of $33.58.
April 16, 2018
  • 6 shares of Procter and Gamble at $78.40 for a total of $470.4.
April 19, 2018
  • I exercised my Walmart stock options and bought 6.541 shares of Walmart at $87.9084 for a total of $575.00 ($500 principal + $75 Walmart contribution)
  • I also bought 10 shares of Phillip Morris at $88.95 for a total of $889.50. I bought it a bit early but I'm always early with my buys.
Next week I will do a split buy between Phillip Morris or Altria and Procter and Gamble totaling ~$1.000.  So many deals coming in at once and so little money!  Forward dividends stand at $6,814.32. 

PM revenue increase 10% YoY but missed by 100M. So let's destroy their market caps by 15%. PG increasing organic growth and revenue so let's know them down 5%. And Clorox dropped 5%(?) because they're in the same sector. What a crazy market. 

In other news I've began another one of my new year's resolution; to learn something new every month. This month I listened to Black Rednecks and White Liberals by Thomas Sowell. Basic premise is white southerners culturally appropriated English aristocrat culture and then blacks culturally appropriated southern culture and this is basically known as modern "thug" culture. here's a link. I'll see you folks later.

Wednesday, April 4, 2018

Recent Buys and March Review

Recent Buys:

  • March 26, 2018 - 6 shares of Procter and Gamble at $76.59 for a total of $459.53.
  • March 26, 2018 - 1 share of Conagra Brands at $35.83 for a total of $35.83.
  • April 4, 2018 - 4 shares of Procter and Gamble at $78.52 for a total of $314.08.
  • April 4, 2018 - 4 shares of Dominion Energy at $67.24 for a total of $268.96.
March Review

Dividends Received


March
ADM$15.24
AFL$6.34
AMGN$6.69
CAG$6.80
CHD$4.16
D$81.27
EMR$7.39
FCISX$0.20
FLO$20.09
JNJ$5.99
MMM$5.53
NEE$7.92
O$35.88
ORI$0.63
SJM$15.76
SO$67.59
STAG$4.55
TAP$12.71
TSN$6.06
UL$92.69
VFC$60.63
WTR$6.00
YUM$3.61
YUMC$1.00
Total$474.73

Cash Flow

March
Cash $53,901.00
Merill Edge$161,089.89
Merill Edge Roth$12,579.00
computershare$4,186.84
401k$85,024.19
Total Portfolio$316,780.92
M-o-M$4,464.25
Full+partime job$6,582.75
Bank Interest$66.15
Dividends$474.73
Total Cash Flow$7,123.63
Utilities $388.65
Car Bill$435.45
Misc. Spending $1,716.24
Total Liability$2,540.34
Total Cash Flow$7,123.63
Total Liability$2,540.34
Gain/Loss$4,583.29
percent saved64.34%

Review 
  • Dividend went from $6,491.02 (February) to $6,642.80 (March). An increase of $151.78. 
    • $1,357.20 more needed to reach my goal of $8,000.
  • Portfolio increased to $316,780.92.
    • $83,219.08 more needed to reach my goal of $400,000.
  • Volatility continues and I continue to buy the dip. Hoping to buy more consumer defensive in the following months.
  • Got a $200 bonus from the Walmart pay raise and $450.00 quarterly bonus which I immediately put into Procter and Gamble.
Portfolio updated. At this rate I hope for a trade war! 

Wednesday, March 21, 2018

Recent Buy: Honeywell


On Monday, March 19, 2018, I bought 10 shares of Honeywell (HON) at $150 per share for a total of $1,500. 

In other news a lot of consumer defensive stocks are now trading at their historic values. I'm looking to add to my PG, CLX, PEP, and a few other stocks in the coming weeks.

Forward dividend stands at $6,581.33.

Monday, March 12, 2018

Recent Buys: PG and MO

On March 9, 2018, I bought 6 shares of Procter and Gambler at $80.61 per share for a total of $483.65.

On March 12, 2018, I bought 15 shares of Altria Group at $66.35 per share for a total of $995.22.

Procter and Gamble was paid by my Walmart Myshare money and Altria by my main job.

Forward annual dividend stands at $6553.71.


Friday, March 2, 2018

Recent Buy and February Review


Thanks Darlene. No seriously thank you! Btw that's tea not whisky. It's not deadlines yet.

Bad news is I have swine flu. (if a Russian Bot gets swine flu does that make me a virus?) This is my second flu of the season and I got the flu shot earlier in the year! Thanks for the mercury.

Recent Buy

On February 26, 2018, I bought 20 shares of Realty Income (O) at $50.27 per share for a total of $1,005.40.

February Review

Feb
ABT$28.29
APD$5.77
CL$5.26
CLX$5.95
CVS$12.67
FCISX$0.20
GIS$124.15
HCN$84.72
HRL$41.78
LTC$9.77
O$31.36
OHI$18.63
PG$28.00
SBUX$4.52
STAG$4.53
T$118.46
Total$524.06

Cash Flow

February
Cash $54,266.17
Merill Edge$157,466.89
Merill Edge Roth$12,217.63
computershare$4,033.71
401k$84,332.27
Total Portfolio$312,316.67
M-o-M-$11,870.01
Full+partime job$5,847.61
Bank Interest$55.50
Dividends$524.06
Total Cash Flow$6,427.17
Utilities $391.42
Car Bill$435.45
Misc. Spending $289.64
Total Liability$1,116.51
Total Cash Flow$6,427.17
Total Liability$1,116.51
Gain/Loss$5,310.66
percent saved82.63%

Summary
  1. We had our first declining month in a LONG LONG time.
  2. Dividends went from $6346.64 (January) to $6491.02 (February).
  3. With the tariff threat coming from DC industrial stocks are starting to fall. I am eyeing out for any outliers. But I am still considering buying 10 shares of Honeywell (HON). Last year they announced a spinoff with every 10 shares of Honeywell you own will result in 1 share of the new company. And I really want to get into this spinoff. I live near a Honeywell plant and they just expanded twice their size.
  4. Fun story: when I was 18 I used to work part-time at Honeywell as a night security guard. I had the option to buy their stock at a 10% discount, but didn't do so. I mean only rich people own stock amirite? 
  5. But to make this buy I'll need to pick up more hours at Walmart...
Portfolio updated. I'll buy whatever is on sale in March. You kids have fun. And you people of potato-heritage take it easy.

Saturday, February 24, 2018

Recent Buy: Conagra Brands

On February 23, 2018, I bought 14 shares of Conagra Brands at $35.98 for a total of $503.69.

Forward annual dividend stands at $6,424.64.

On Monday I'm going to buy 20 shares of Realty Income (O) at hopefully $50.00. I am waiting for my main job paycheck to fund this transaction. The Conagra buy was using my Walmart paycheck. Goal this year is to own 100 shares of Conagra and 200 shares of Realty Income. 

Tuesday, February 20, 2018

Who am I? and recent buys

Many of you ask just who is the Broke Dividend Investor? Today I answer all.

I am a Russian bot created by Vladimir Putin designed to create fake portfolio buys on a monthly or bimonthly basis. While you dumb Americans are arguing over ICBM, fake news, and Russians hacking your election; we of the Kremlin have been hard at work on our real plan. Every post I make produces ten-to-thirteen cents solely on views alone. Every now and then a click will give me a buck. Our Russian bot army is slowly collecting all your valuable ad sense money and funneling it through a complex money laundering organization involving tofu, bitcoin, and Greece.

Soon we will have enough money to build our master drill which will break the Earth's crust and allow our dear leader Putin to have direct communication with the ancient mole people of Zycon. We will then offer designer sunglasses to protect the molemen...I mean mole people's eyes and receive access to their wide array of tunnels. With these tunnels we will start nuclear strikes below DC, Smallville, Gotham, and Metropolis. You dumb Americans spent billions trying to build a nuclear shield when you should have stopped the molepeople from tunneling underneath your homes! Best part is there is nothing you can do about it! So live your lives as best you can now for who knows when the molepeople will revolt! 

In other news I'm prepping my portfolio just in case of a crash. I'm reducing my speculative positions and focusing on the core. Something I should have done since the beginning. 
  • On February 14, 2018 - I sold all my shares of OHI (28 shares) at $25.70 for a total of $719.58.
  • On February 14, 2018 - I bought 10 shares of MO at $65.31 for a total of $653.10.
  • On February 14, 2018  I bought 9 shares of PEP at $109.5 for a total of $985.50.
Last Friday VFC crashed and I lost $1000. Today Walmart crashed and took all the consumer goods with it and I lost $2,700. Easy come easy goes. Still reinvesting all my dividends.

Not really sure where to go from here. I could save all my money. Buy consumer goods like PEP or PG. But I really want some HON. I've done well in the past regarding stock spin offs and a 3 for 1 HON coming in the fall is really catching my eye. So much decisions.

Forward annual dividend at $6,369.63.