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Tuesday, June 21, 2016

Would you sell a Stock up 65%?

Hi Everyone! Thanks for reading. I have been mulling over the, lets call it opportunity, to sell a few of my holdings. Most I have had for over a year now and several are up significantly since I purchased.

As a dividend growth investor, the point is to accumulate stocks that provide passive income through dividends. Based on that, I thought I would calculate how many years it would take to reach my current stock gain in just the dividend payments alone.

So for example, my largest gain in OKE is around $650. With my current shares, it pays me $87.88 each year. Therefore it would take 7.4 years of those dividend payments to equal the gain that I am currently up. Why is this important? Well it really isnt, other than I (like the rest of the world) am anticipating a correction or at least some pullback in the market. So why wouldn't I sell now and buy back in a few months. I would lose out on the dividend payments and pay taxes on the gains, but I would hopefully be able to buy back at a lower price in the future.

Here is my full portfolio sorted by current gains. I have not made a decision yet and probably will not sell, but it is getting extremely tempting.

What would you do in this situation??


TickerGain ($)Gain (%)Annual
Dividend
Years to Gain
OKE$648.9564.9%$87.887.4
DLR$474.8363.7%$41.7711.4
MMM$377.1932.3%$39.969.4
O$329.0144.2%$40.178.2
DPS$263.3221.8%$33.927.8
JNJ$247.8619.4%$41.865.9
MCD$234.4130.1%$29.268.0
PM$220.3428.2%$40.075.5
HCP$152.009.5%$115.001.3
UTX$140.6713.8%$30.024.7
ADM$126.4325.8%$17.407.3
EMR$116.8011.7%$39.702.9
TROW$113.579.0%$41.042.8
KO$101.6813.0%$27.383.7
WPC$100.076.2%$97.501.0
HTR$51.173.3%$159.600.3
HSY$50.896.8%$19.162.7
RY$48.904.2%$51.201.0
CVX$30.733.9%$33.700.9
PFE$19.333.9%$18.021.1
CAT$17.941.6%$44.600.4
F$2.350.2%$60.000.0
OHI-$6.32-0.9%$52.25-0.1
CMP-$41.07-3.8%$36.14-1.1
DE-$51.49-6.9%$19.47-2.6
UNP-$53.16-3.1%$42.10-1.3
IBM-$54.17-6.9%$25.49-2.1
WFC-$57.33-5.7%$30.46-1.9
TGT-$87.82-7.1%$37.91-2.3
DIS-$98.79-4.7%$28.36-3.5
AAPL-$101.14-11.2%$19.10-5.3
RDS.B-$122.02-11.2%$61.92-2.0
KMI-$418.61-53.7%$9.96-42.0



Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.

Monday, June 20, 2016

Summary of Recent Buys - Week of June 13, 2016

My weekly summary of buys from around the blogging community.

I currently follow 75 blogs to get this data!!!

If you have made purchases this week and do not see them on this list, please let me know and I will add you to my list of sites I monitor for buy posts. 

Summary: 

This week TGT once again tops the list with an impressive number of buys over the past few weeks. It has skyrocketed to the top of the trending table below and is definitely "Hot". The S&P has been moving mostly sideways the past few weeks as it is summer time and slower, but also uncertainty with the presidential race in the USA and the pending "Brexit" vote later this week. A couple of new names this week like DEO and FLO popped up on the trending table. 


Top Trending Stocks!
RankTickerTrendValue
1.TGT▲ +310
2.AAPL▼ -16
3.WFC▲ +16
4.BNS▲ +33
5.DIS▼ -13
6.SBUX▼ -12
7.ABT▲ +12
8.DEO▲ +22
9.FLO▲ +22
10WPC▼ -11

  
This weeks totals:






This WeekChange From Last Week
Total Stock Transactions342
Unique Stocks Bought/Sold25-3
Different Bloggers posting121
Total Cost$22,61710325
Increase in Dividends$886766
Yield on Purchases3.9%2.95%

I have charted the weekly S&P % Return vs Amount of Money invested in the market for that week.

   


Top Purchased Stocks this week

Top Buys This Week!
RankTicker# buys
1.TGT4
2.BNS3
3.DEO2
4.FLO2


Here is the summary of stocks, amount invested, and which blogger posted the buy/sell with a link to the post:


Week of June 13
SectorTickerYieldAmountBlogger w/Link to Buy PostBuy/Sell
5ABT2.73%195Passive Income MavericksBuy
5ABT2.73%191Dividend LordBuy
5AMGN2.63%310Dividend LordBuy
1AQN.TO4.55%2373Dividend HustlerBuy
5AZN4.58%135New To DividendsBuy
1BBL2.54%45Desi dividendBuy
8BCE4.60%225Race2RetirementBuy
5BEP.UN6.26%3762Dividend HustlerBuy
4BNS4.44%520Passive Income MavericksBuy
4BNS4.44%500Race2RetirementBuy
4BNS4.44%66Dividend LordBuy
3DEO2.37%1915Div4SonBuy
3DEO2.37%199New To DividendsBuy
4EQR3.00%385New To DividendsBuy
3FLO3.57%1184Captain DividendBuy
3FLO3.57%90New To DividendsBuy
5GSK5.33%425Passive Income MavericksBuy
1HFC5.34%201New To DividendsBuy
7MG0.00%1022Dividend HustlerBuy
7MGA2.49%1900Dividend HawkBuy
6MMM2.58%168Dividend LordBuy
8MSFT2.85%100Desi dividendBuy
3NKE1.16%107New To DividendsBuy
1NOV5.17%-1184New To DividendsSell
3PEP2.89%1000Young DividendBuy
4TGT3.50%474Dividend LordBuy
4TGT3.50%1495Investment HuntingBuy
4TGT3.50%270Desi dividendBuy
4TGT3.50%1400New To DividendsBuy
4TU4.47%313Race2RetirementBuy
4UN3.07%77Dividend LordBuy
1VLO4.58%258New To DividendsBuy
4WFC3.18%2355My Dividend PipelineBuy
4WFC3.18%141Desi dividendBuy


Sector Information:
For the Sector information, I use FinViz.com when possible as it is easy to find a consistent sector list. Here are the Sector codes I use in the chart (# is the number of each stock purchased in that sector):
 
IDSector#Amount
4Financials127996
5Healthcare65018
3Consumer Goods64495
7Services22922
1Basic Materials51693
8Technology2325
6Industrial Goods1168
9Utilities00
2Conglomerates00

TOTAL3422,617


I cross reference my list with A Frugal Family's Journey's list as well, but I do not guarantee the accuracy. If you see any mistakes, please comment or send me an email.


Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.