Friday, June 3, 2016

May Review




Another month down...I got nothing.


Dividends


AAPL
$3.51
BGS
$13.44
BUD
$0.91
CORR
$44.25
DE
$10.20
FCISX
$36.30
FPI
$0.51
LTC
$3.78
O
$4.58
OHI
$66.70
PG
$31.47
SBUX
$9.23
T
$48.00
TIS
$7.00
WPC
$14.61
YUM
$1.43
Total
$295.92


Savings



Bank
$1,704.27
Capital One 360 Bank
$6,163.71
Scottrade Tax
$53,406.39
Scottrade ROTH
$1,961.27
Loyal3
$17,290.29
401k
$30,456.67
Edward Jones Roth
$8,931.27
Total
$119,913.87


Salary
$3,856.24
Dividend
$295.92
Interest and Online
$10.78
Total
$4,162.94


Gas Bill
$42.74
Electric bill
$110.28
Water Bill
$144.41
QT
$73.11
Discretionary
$209.88
Car payment
$435.45
3 cars insurance
$953.70
Total
$1,969.57


Total Saved
$2,193.37
% saved
52.69%


2016 Dividend goals



YoY Dividends



Forward dividends stand at 3128.97. Portfolio updated.

6 comments:

  1. That's a really nice jump in dividends compared to last year. Almost a triple!

    ReplyDelete
    Replies
    1. hi JC, i know right? I can't wait to see where I am by the end of the year. thanks for visiting.

      Delete
  2. Except for April that has been some great year over year growth! Keep up the good work!

    ReplyDelete
    Replies
    1. hi MD, april dividend was caused by BBL. I had a significant amount before i traded them all away. Hopefully i'll fill it up with something nice. thanks for visiting

      Delete
    2. I am unfamiliar with the details of BBL. A quick summary tells me that they are a mining exploration company.... would it not prove to be a good stock to own once metal prices go back up?

      I am sure that you will find a good investment to take its place!

      Delete
    3. hi MD, BBL built too much debt and had huge capital deprecation and cut their dividends. I would have kept it but I sold it off last year to switch to safer stocks because I predicted a market crash somewhere this year. I might still be right. i'll buy a mining company in the future but I want to finish building my core before buying cyclical stocks again.

      I was once 60% cyc, 20% sensitive, and 20% defensive. In a year and a half I am now 60% defensive, 20/20 cyc and sensitive.

      thanks for visiting

      Delete