Friday, June 2, 2017

May Review: $4,300 reached

Recent buys

  • 15 shares of Hormel (HRL) at $33.46 for a total of $501.90.
  • 9 shares of Realty Income (O) at $55.14 for a total of $496.26.
  • 1 share of Flowers Foods (FLO) at $18.50 for a total of $18.50.
  • 3 shares of Welltower (HCN) at $72.50 for a total of $224.45.
  • 4.409 shares of Walmart (WMT) at $78.2435 for a total of $345.00.

May's Dividends


May
AAPL$0.25
ABT$26.50
APD5.52
BUD$0.78
CL$5.30
CLX$5.63
CVS$12.97
GIS$15.02
HRL9.14
LTC5.51
O3.17
OHI17.01
PG27.91
SBUX3.85
SPHD2.25
STAG4.34
T49
YUM3.21
Total$197.36

Cash Flow Statement

May
Cash 32,843.39
Merill Edge76,478.32
Merill Edge Roth15,716.32
Foliofirst37,302.13
401k60,189.64
Total Portfolio222,529.80
M-o-M8,541.96
Full+partime job$4,975.79
Side hustle$27.95
Dividends$197.36
Total Cash Flow$5,201.10
Electricity Bill$117.68
Water Bill$117.64
Gas Bill$49.56
Car Bill$435.45
Misc. Spending $215.58
3 car insurance1,567.20
Total Liability$2,503.11
Total Cash Flow$5,201.10
Total Liability$2,503.11
Gain/Loss$2,697.99
percent saved51.87%

Forward Dividend Stands at $4300.08.  Have a good June everyone. Portfolio Updated.

9 comments:

  1. You are making some nice moves. I like some of your buys and you are building up that dividend income bit by bit. Keep it going. Looks like May brought in some nice cash passively too. Looks like we have quite a few common names paying us.

    ReplyDelete
    Replies
    1. hey keith. Thanks for the support. Still working for that $4500 forward dividends!

      Delete
  2. Good job you are knocking on the door of 200 and made some good buys. Keep it up.

    ReplyDelete
    Replies
    1. hey D&H, thanks for the encouragement. just a little more and we'll get there

      Delete
  3. Those are some good buys! Congratulations on raising your "Forward Dividend" to $4,300. That guarantees a nice passive income stream for the future. Good luck and keep up the good work!

    ReplyDelete
    Replies
    1. ferdis, like i tell people. you work 12 months out of the year while I working on my 14th. thanks for visiting

      Delete
  4. Thanks for sharing your Monthly Dividend Income and Total Portfolio value. I have added you to my site and will be following your journey. I really enjoy seeing people that save and invest more than 30% of their net income every month!

    ReplyDelete
    Replies
    1. hey DD, thanks for the support. thanks to the community that kept me going

      Delete
  5. Hi,
    Can you please share what holdings you have in FolioFirst. Did you buy any stocks after transferring from loyal3.
    Also, I would appreciate if you can suggest some good Dividend stocks available in FolioFirst after the transfer. Thanks in advance.

    ReplyDelete