Wednesday, April 29, 2015

Second Half of April Buys



I added the following stocks to my Loyal3 Account during the second half of April.
Ticker
Amount added
Shares
Kraft
$5.11 (drip)
.0597
SBUX
$100
1.9775
KO
$200
4.8924
WMT
$100
1.265
DIS
$100
0.9093
KO
$500
12.3335


I added the following stock to my Scottrade Roth IRA during the second half of April.
Ticker
Amount added
Shares
OHI
$989.55
27

I continue to build my positions in consumer staples. KO, WMT, and DIS are trading at its historic fair value. I’m hoarding SBUX after its split. It’s overvalued right now but 10-20 years from now I’ll be hitting myself for not buying more.

I added OHI to my Scottrade Roth. I’ll go more into my Roths during my monthly recap.   

My forward 12 month total for my Loyal3, Taxable Scottrade, and Scottrade Roth  is 1470.623. But this is about to increase significantly (+200) when I add in my Edward Jones Roth. More on that during my April Audit.

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