Friday, January 19, 2018

Recent Buy: Realty Income (O)

On January 19, 2018, I bought 19 shares of Realty Income (O) at $52.88 for a total of $1,004.72. Forward dividend stands at $6,048.94. I'll continue buying the dip in utilities and reits as long as they continue down. 

I've been suffering from the flu for a week so I'll start replying to all the comments after I feel better. Here's another fun fact for working for a federal contractor. You have to plan 6 months ahead when you're going to get sicked. I didn't realize I was going to get the flu in january so I've been sneezing on people all week at work.

Friday, January 12, 2018

Recent Buy: Dominion Energy

Eyes on the Prize

On January 12, 2018, I bought 13 shares of Dominion Energy at $75.78 per share for a total of $985.24.  UTEs, consumer goods, and reits continue to fall and I continue to follow them. While the market is breaking records my portfolio been getting beaten down, but that's fine by me.

Some stocks I'm looking at are WEC, VTR, HCN, and more D. Forward dividend stands at $5980.36.

Wednesday, January 10, 2018

Recent Buy: Dominion Energy and 2017 Review

Why I don't invest in Cryptos

Recent Buys

On December 29, 2017, I bought 13 shares of Dominion Energy at $81.00 a share for a total of $1053.00.

On January 5, 2018, I bought another 13 shares of Dominion Energy at $77.27 a share for a total of $1004.54.

I can really time them can't I? 

December Dividends 


December Cash Flow

Cash $56,216.17
Merill Edge159,174.21
Merill Edge Roth14,553.22
Total Portfolio$315,242.07
Full+partime job$6,600.36
Side hustle$58.22
Total Cash Flow$7,133.82
Utilities $342.79
Car Bill$435.45
Misc. Spending $4,688.51
Total Liability$5,466.75
Total Cash Flow$7,133.82
Total Liability$5,466.75
percent saved23.37%

December Summary

  1. Market Rallied. Utility and Reits started their descent. Dominion bought a utility and crashed.
  2. Things I learned in December
    • Life is too goddamn short. Everything you touch eventually die and there's nothing you can do about it. My sister's father-in-law passed out at work. Found out he had terminal cancer and died the same month. I didn't know the man personally but that's no way for anyone to go.
    • The stock market is ran by crazy people and invested by greedy people using the advice of shady fortunetellers.
    • SeekingAlpha bears are horrible.
      • Amazon Buys Whole Foods GIS crashes from $58 to $50.
      • Bears: Proof that Amazon is going to destroy the food sector.
      • GIS reports good earnings and not going out of business. Stock goes from $50 to $55.
      • Bears: Proof the market is overpriced and you should sell GIS.
  3. Mom's cancer came back. Her urologist said we should remove it. The X-ray doc said the tumor been there for a while and haven't grown or spread. Continue to monitor is and don't mess with it. If we remove the tumor it might get angry and spread. We decided to follow the X-ray doctor's advice.
    • I then spent $4,200 for a trip to Hawaii next summer. That was the one destination she wanted to go to.
2018 Goals

  1. Financial Goals - 
    • I'm making the most money I have ever made in my life. With the booming economy and a govt cracking down on illegal immigration USCIS, ICE, and CBP are getting slammed with millions of applications. As an employee for a govt contractor I'm getting so much overtime it's insane. In one pay period I'm working over 60 hours of overtime and we're still six months behind! As such I'm going to continue putting new cash into the market and expanding my portfolio. No idea when this overtime boom will end, but I'm going to ride it as long as I can. While my coworkers are collecting debt with their newly founded wealth I'm going to build wealth. To put things into perspective. My base pay is $45,000. With all the accrued overtime I make over $100,000 a year. 
    • Build Portfolio to $400,000.
    • Get $8,000 forward dividends. 
    • Max out 401k. (Note: in 2018 401k has been increased to $18,500)
    • Max out Walmart stock option.
  2. Personal Goals
    • Save money for a trip in 2019. One of my personal goal is to visit Japan and see all the old temples. Total cost of trip+hotel+food+transportation would be $5,000 for a 14-day trip. I'm still stuck whether I should go to Osaka, Kyoto, or Tokyo.
    • Learn a new language or start learning a new language. Why the hell not. I drive an hour to work every day let's listen to some audio tapes. 
    • Get healthier. I'm at 195 lbs. I was 180 prior to working at Walmart but with all the walking I got heavier not lighter. 
That's all I got. Portfolio updated. Current dividend stands at $5,934.51.

Tuesday, December 26, 2017

Recent Buy: More Dominion Energy

And here goes my Lyft money.

On December 26, 2017, I used my six months of driving for lyft to buy 12 shares of Dominion Energy (D) at $80.50 for a total of $966.00.

I still have my ebay money and amazon turk money both of which equals ~$1,000.00 or so. I might just use that money this week to buy another 12 shares. A utility at 4.3% with large dividend growth potential sold off during tax cut rally? Yes, please.

Forward Dividends at $5,843.35. 


Thursday, December 21, 2017

Recent Buy: Dominion Energy

And there goes my four months of driving for Uber money.

On December 21, I bought 12 shares of Dominion Energy (D) at $81.05.  D is currently trading near its historic yield and valuation.  With the tax bill temporarily causing an overreaction in utilities I decided to take the opportunity.  

Forward dividend stands at $5,799.12.

Anyone noticing healthcare reits are getting hammered? HCN and VTR are my two biggest bleeders. The tax bill gave no tax breaks to reits because of the 90% flow-through rule and the market decided to hammer them.  Might put some of these stocks on your research list for 2018.  I know I will.

Thursday, December 14, 2017

Recent Buy: More Molson Coors (TAP)

We need more beer.

Pay day!

On December 14, 2017, I bought 12 shares of Molson Coors (TAP) at $79.50 per share for a total of $954.00.

Forward dividend stands at $5,719.57. 

Monday, December 11, 2017

Recent Buy: Molson Coors (TAP)

It's Miller Time

On December 11, 2017, I bought 12 shares of Molson Coors (TAP) at $80.00 a share for a total of $960.00.

It's that time of the year again. Last year the market oversold Diego (DEO) and this year it's Molson Coors (TAP). Seems like alcohol companies are sold off at the end of the year.

Quick recap

  1. Molson Coors (the people who make Coors Beer) bought the Miller Brewing Company for cheap when BUD bought SABMiller. This was an agreement with regulators to ensure BUD not steal the entire market cap.
  2. This added a lot of debt to TAP. So much that TAP froze dividends and buybacks to focus on repaying the debt at a rapid pace.
  3. Light beer is on a decline in the US for more craft beers.
  4. TAP lost US market shares to craft beers, but gained in the international market. 
  5. Unable to meet the market guidance TAP lost 30% of their market cap.
At around 2% with a fair price around $90-100 (depending on the analyst) I believe TAP is a cheap Canadian Consumer Defensive stock with more focus on cap gains than dividends. I would like to build this position to 50 shares, but unsure if I have the money for it. Currently at 19 shares. 

Forward Dividend stands at $5,694.77.