Friday, July 8, 2016

June Review



I forgot to do this. Time runs by so fast doesn't it?

June Dividends

June
ADM$30.00
AFL$6.97
CCP$3.42
CMI$9.75
FCISX$36.70
FLO$20.96
GILD$5.17
HSY$3.42
JNJ$52.00
K$3.94
LTC$3.78
MCD$0.59
MSEX$0.80
O$4.58
ORI$7.50
PEP$5.80
SCHD$1.90
SO$59.92
TROW$7.02
UL$20.89
VFC$2.57
VTR$18.98
WMT$29.07
Total$335.73


June Cash Flow

June
Bank$3,869.06
Capital One 360 Bank$4,606.51
Scottrade Tax$58,260.63
Scottrade ROTH$2,096.95
Loyal3$19,306.43
401k$31,767.04
Edward Jones Roth$9,218.14
Total$129,124.76
Salary$3,977.62
Dividend$335.73
Interest and Online$12.11
Total$4,325.46
Gas Bill$37.98
Electric bill$122.49
Water Bill$156.90
QT$19.25
Discretionary $408.22
Car payment$435.45
Total$1,180.29
Total Saved$3,145.17
% saved72.71%

Portfolio Updates 
  1. Added $20 to all my Loyal3 stocks. Been dollar averaging SBUX and YUM.
  2. Decided to add some growth stocks. Bought $50 of GOOGL and FB in my Loyal3 account. I'll dollar average $20 per month in both stocks. (does this make me a DGI investor or a total return investor? Hmm...)
    • Logic on adding FB and GOOGL 
      • Saw their investors spew on the future of their companies
        • FB is bringing the internet to 0G countries via airplanes. If Zuckerberg can do it FB will be the first company to capitalize on a brand new non-existing ground of consumers.
        • GOOGL has too many hands in too many pot. Cars, medical, green energy, etc. Eventually GOOL will have to spin these companies off. Highly doubtful they will become a GE like company.
      •  Both are speculative but at $50 a piece I can live with it.
  3. No dividend increases this month.
  4. I think I should find a job in the financial sector. 
    • Year-to-date SPY returns: 3.82%
      • My picks since the beginning of the new year
        • WMT: 20% return
        • ABT: 10% return
        • FLO: 20% return
        • HASI: 7% return
        • SO: 10% return
        • BGS: 10% return
      • Either I'm a genius or everyone on wall street is incompetent.
Current forward dividends stand at $3,226.71 + SCHD distribution.


Portfolio Updated. You know the rule. don't follow my advice. 

4 comments:

  1. Great update for June. Looks like many solid payers sending dividends your way with quite a few names in common with my portfolio too. I saw ORI on the list which is on my watch list for a long time. I really like the business but still haven't pulled the trigger myself. Congrats on that high savings rate too.

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    Replies
    1. hey DH, sorry for the late response 1 month later! Oh trust me DH. ORI is one of those boring stocks you fall asleep during shareholder meetings. I consider it one of the essentials if life along with food and water. If you want a car or live in a house you need insurance. thanks for visiting

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  2. Great Job BDI; a very solid month and incredible savings rate. How do you do that!

    Passive Income Dude

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    Replies
    1. hey passive income dude. I live with my parents is how I do that XD. I pay for all their medical bills and utilities in return I get free housing. I would love to own my own place but 800 rent per month if I rent and 550 HOA if I buy is crazy. I'm saving up money to buy a house in the countryside. Cheaper and no HOA...the drive will be a pain though

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