Tuesday, November 1, 2016

Recent Buy: A boatload of stocks



This is my first ginger harvest. It was a plant I grew a while back and finally decided to uproot on Halloween. Spooky Ginger.

Besides that here are my stocks as of October 31, 2016. I am only making small loyal3 buys for now and the rest goes to my bank. Now for the good, bad, and ugly.

Ticker # of shares1Q Dividannual Contribution
AMZN0.01230$0.00
BUD0.0782.00608$0.31
DIS0.10980.71$0.16
DPS0.11430.53$0.24
FB0.07680$0.00
FCISX4,725.780.009$510.38
GOOGL0.01220$0.00
HSY0.10380.618$0.26
K0.13310.52$0.28
KHC0.11260.6$0.27
KO15.81580.35$22.14
MCD0.08850.94$0.33
MDLZ0.23780.19$0.18
NKE0.19490.16$0.12
PEP0.09350.7525$0.28
SBUX10.50390.2$8.40
UL8.54550.3546$12.12
VFC0.18470.42$0.31
WMT8.87970.5$17.76
YUM10.06140.51$20.53
YUMC10.06140$0.00
Total$594.08

Good news!
  1. I got a "promotion." Instead of 35 hours a pay period for OT I now work 60! I hate working OT but the money is too good (especially for the upcoming recession)
  2. The seller took $5000 off the land and $5000 off the home because I paid in cash! I don't have a mortgage anymore! Hooray!
  3. I put 3,500 into the market and the other 6,500 went to the bank.

Bad News
  1. My mom's surgery had complications and required multiple trips to the hospital and ER.
  2. That 6,500 is gone now.
  3. to be honest I kinda expected this but I'm surprised of how cheap it was. I was expecting 45k or so but it only cost me $6,500. (that's why when I sold off my old portfolio and bought the house I had that 45k left in the bank)
  4. To Summarize: I planned for something and it happened but it wasn't that bad 

Ugly News
  1. 10-20% drops after missing earnings. The market is going nuts

Rationale:
  1. The market is still going to bust. We've seen reits getting hammered as bond yields goes up.
  2. I am using this opportunity to remake my portfolio. There were several stocks I didn't like in my old portfolio like TROW, TIS, GILD, NRZ, etc. I bought those on a whim and didn't do my due diligence. As a more experienced investor I'm starting to get it (well some of it).
  3. Instead of being a full dividend investor I'm going full total return. My goal is to add some high cash flow stocks that will eventually pay dividends. 
  4. Instead one or two brokers I want several. A bunch of them for different things
    1. Loyal 3 for my free trades.
    2. Scottrade for my common buys.
    3. Vanguard for my etfs.  
  5. Here is what I want in my future portfolio. 
Consumer Defensive

KO, PEP, DPS, UL, PG, CHD, CL, KMB, K, GIS, KHC, MDLZ, HSY

Sin Stocks

MO, PM, DEO, RTN, BUD 

Consumer discretionary 

YUM, YUMC, SBUX, CBRL, NKE, DIS, VFC, WMT, MCD

Utilities 

SO, WEC, WTR

Healthcare

JNJ, AMGN, CAH, MCK, ABT (ABT/CAH/MCK might be getting close)

Industry 

EMR, not sure what else 

Telecom 

T

Financials/Insurance

ORI

Reits 

HASI, VTR, OHI, O, STAG

Growth Stocks with dividend potentials

AMZN, GOOGL, FB

Speculative Stocks

TIS, BGS, FLO, TEVA

Vanguard ETFs

VTI, not sure what else. 


If you have any suggestion I'm all ears. I'm not investing in oil or commodity stocks anymore. I'm getting too old.

2 comments:

  1. You have been quite busy I see. I hope your mom is fully recovered from her surgery. I can imagine having to make multiple trips to the ER really drained you in every way. As long as everyone is on the mend and healthy, it's all good. You mentioned quite a few great names for your future portfolio. I happen to hold many of the stocks you mention. Being all ears, I'll throw out some other suggestions. Industry = ITW, IR Finance/Insurance = AFL, CB, TROW Healthcare = BDX, BCR Vanguard ETFs = VNQ Consumer Defensive = HRL Just my 2 cents.

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    1. hey DH, sorry for the late reply. I'll look into VNQ, BDX, and HRL. I'm a little squeamish on financials right now but if opportunity strikes. thanks for visiting

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