Sunday, April 2, 2017

March Review: Onward and Upwards




Dividends


Mar
ABT$4.45
ADM$4.45
AFL$3.81
AMGN$4.57
CHD$2.61
EMR5.07
FCISX47.14
FLO17.76
HSY0.25
JNJ4.6
K0.28
KHC0.28
LTC3.44
MCD0.32
MMM4.04
NEE5.36
O2.33
ORI0.57
PEP4.63
SJM3.47
SO7.07
SPHD2.6
STAG3.2
TEVA28.9
UL70.82
VFC52.34
VTR10.24
WTR3.96
Total$298.56

Cash Flow


March
Cash $44,601.69
Scottrade$28,036.70
Scottrade Roth$2,077.34
Motif$28,745.29
Loyal3$34,783.22
401k$55,182.00
Edward Jones$12,738.39
Total Portfolio$206,164.63
Full+partime job$4,998.72
Side hustle$436.35
Dividends$298.56
Total Cash Flow$5,733.63
Electricity Bill$128.51
Water Bill$118.90
Gas Bill$73.76
Car Bill$435.45
Misc. Spending $696.02
Total Liability$1,452.64
Total Cash Flow$5,733.63
Total Liability$1,452.64
Gain/Loss$4,280.99
percent saved74.66%


April Plans

  1. Continue buying GIS and HRL near 52-weeks low.
  2. Buy VFC is it hits $52 or below again
  3. Try and add more to KO.
  4. Portfolio updated
  5. Do more research on BGS.
  6. Forward dividends stand at $3,468.87. I updated my goals page. $4,000 or bust!

See you next month.

*Disclaimer: trust no one on the internet.


4 comments:

  1. You said it best, "Onward and Upwards." Nice income from many solid names. Going into April I see we are looking at similar names to buy. GIS and HRL still look interesting to me and ideally I'd love to see KO at $40 or below before buying more. Keep up the good work. Thanks for sharing.

    ReplyDelete
    Replies
    1. hey Keith, I was thinking of HRL and GIS too but CVS is just too big of a discount.

      Delete
  2. Good job on those dividends. Just shy of 300 for the month next time you will hit that.

    ReplyDelete
  3. Nice! Many great companies paying you dividends that is just shy of $300 total. Call it a hunch, but I have a feeling you will reach that mark in the next quarter. ;)

    Best wishes and continued success! AFFJ

    ReplyDelete