Thursday, July 28, 2016

Recent Buy: KO



Just bought $1004 dollars worth of Coke on July 27-July 28 ($500 a day) in my loyal3 account. This adds 23 or so shares into my total fund.

Quick rationale

  1. KO revenue declined 5% and the market punished it with a 3.5% dip.
  2. Looking into the earnings closer KO volume grew in all places but Eurasia/Africa where it declined 1%.
  3. K revenue declined not because people aren't using their products but because of being an international company. Latin america revenue decline -20% and Eurasia/Africa declined -10% due to forex.
  4. So technically KO would be making more revenue if
    1. the US dollar was to go down; or  
    2. the value of other countries money went up.
  5. But that's the life of an international company. 
  6. KO is trading at a premium but it has the same P/E level as when I bought it at $38.50. 
Forward dividend stands at $3293.64 + SCHD distributions.

I'm looking at FLO, RAI, and TIS for my next buy. Any suggestion would be helpful. Back to slavery...i mean working for peanuts. See you soon.

KO is now 5.5% of my dividends received. I'll hold off on a bigger drop before adding more. I want to diversify a little bit heading into the recession or depression or Armageddon or whatever. 

Portfolio page updated. you know the disclaimer don't trust anything I say.

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.