-->

Wednesday, July 1, 2015

June 2015 - Summary

What an interesting month June has been. Even though I technically started Dividend Growth Investing in May, it was only a few days in May. June is my first full month investing in Dividend Stocks as well as blogging. So how did I do?

Current Portfolio:

My current portfolio that is updated live can be found here.

Current total value is $22,360.
 


Sharebuilder ROTH
TickerSectorSharesYieldDiv
/Sh
Annual
Income
MCD
S
8.02733.56%3.40$27.29
KMI
CG
18.92115.00%1.92$36.33
CVX
BM
7.58254.46%4.28$32.45
JNJ
HC
7.78743.05%3.00$23.36
IBM
T
4.59233.16%5.20$23.88
PM
CG
9.38024.96%4.00$37.52
KO
CG
18.94253.34%1.32$25.00



3.77%
$205.84

Sharebuilder Taxable
TickerSectorSharesYieldDiv
/Sh
Annual
Income
DLR
R
9.31045.06%3.40$31.66
DIS
S
61.15%1.32$7.92
DE
IG
6.42712.49%2.40$15.43
HSY
CG
6.54282.41%2.14$14.00
OHI
R
17.17346.30%2.16$37.09
TGT
S
7.58632.71%2.24$16.99
UNP
S
5.94352.28%2.20$13.08
O
R
13.15015.11%2.28$29.98



3.40%
$166.15

Scottrade IRA
TickerSectorSharesYieldDiv
/Sh
Annual
Income
RDS.B
BM
186.24%%3.76$67.68
DPS
CG
152.61%1.92$28.80
TROW
Fi
152.67%2.08$31.20
CMP
BM
123.21%2.64$31.68
BAX
HC
155.51%2.08$31.20
WPC
R
1256.47%3.82$477.50





$508.70








Total Yearly Dividends$880.69

Dividends:

The only dividends I received this month were from DLR:
  • $7. 91 Paid on 6/30, reinvested in DLR for free adding 0.12 shares.

Buys:

 This was an exciting month for me as I got to buy a lot to set up my account! Here is a quick summary of my buys:


2015-06-09
Buy
DE
2015-06-09
Buy
DLR
2015-06-09
Buy
HSY
2015-06-09
Buy
O
2015-06-09
Buy
OHI
2015-06-09
Buy
TGT
2015-06-09
Buy
UNP
2015-06-09
Buy
MCD
2015-06-09
Buy
KMI
2015-06-09
Buy
CVX
2015-06-09
Buy
JNJ
2015-06-09
Buy
IBM
2015-06-09
Buy
PM
2015-06-09
Buy
KO
2015-06-22
Buy
RDS.B
2015-06-23
Buy
DPS
2015-06-24
Buy
TROW
2015-06-25
Buy
CMP
2015-06-26
Buy
BAX
2015-06-29
Buy
DIS

Goals:

 Each month, I will look at my goals for the year and see my progress. This will help me focus on what is important and what I need to improve over the coming month.

Goal 1. Write 100 posts on this blog by the end of the year (started in May, so its prorated).
  • ON TRACK! I have written 10 posts in the month of June on this blog. With 6 months left, I am on track to write 70 posts for the year. 30% less than my goal, but still a success on my book. 100 may have been ambitious, but I will know more my speed for next year.

Goal 2. Dividend payments of $750 from portfolio.
  •  ON TRACK! My Current portfolio shows that I will receive dividend payments of over $800 on a yearly basis. So far, that is on track and surpassing my goal.
Goal 3. Comment on at least 5 posts each week from similar blogs

  •  ON TRACK! It is hard to tell how many posts I have commented on. I don't know how to get that information, but I know I have been reading every post written by members of my Blogroll and I have commented on many of them. For Next year, perhaps I will find a way to make this more measurable.
Goal 4. Increase portfolio by $5,000
  • ON TRACK! At this point, I have established my account but have not really added anything to it. For the month of July, I will start with additions. With 6 months left for the year, I only need to average $850 per month in order to hit this goal. For now, that does not seem to be a problem. 
Goal 5. Increase Twitter Followers to over 100.
  • ON TRACK! As of this writing, I have 31 followers and I am following 92 on my twitter account @iwtrsfeed. I don't want to just accumulate followers that aren't interested in my progress or articles, I want followers that actually care. I need to determine the best way to do this but I plan on looking at who fellow bloggers are following and see if I can increase the people I follow in hopes of getting follow backs.

16 comments:

  1. Adam,

    Great start with your portfolio. You should see regular income from your investments soon.

    All you need to do is to repeat this 20-30 times.

    D4s

    ReplyDelete
    Replies
    1. Thanks D4S. Just 20-30 times?? No sweat. :). Thanks for stopping by!

      Delete
  2. Adam,
    What a huge amount of buys! You really took a flying start there. That's great.
    Dividends are about to start rolling in. Like that "little" dividend from WPC for example:)
    DL

    ReplyDelete
    Replies
    1. Hi DL,

      Thanks for the comment! Ya WPC is sweet for dividend prospects right now but its way too large of a position in my portfolio. Hopefully it will recover some and i can sell

      Delete
  3. Nice going, Adam. You are off to a great start and all you are well on track for most of your goals.

    Best wishes
    R2R

    ReplyDelete
    Replies
    1. ThAnks R2R!

      Appreciate the support. Its been an exciting month getting things kicked off. So excited to see what the future holds!

      Delete
  4. You are headed in the right direction. Keep up with these solid buys and watch that dividend income start to roll in. June has been a pretty busy month for you in terms of spreading your money around. I guess you are eager to diversify fast. Thanks for sharing.

    ReplyDelete
    Replies
    1. Hi DH! I am very eager to diversify for the long term. I feel so much better about my money and my future growth owning 30 companies as opposed to placing all my bets on just a couple stocks. Blue Chips, Aristocrats, whatever... as we have seen in the past with Enron, Tyco, etc... scandals can happen overnight and destroy a company. Thanks for stopping by!
      -Adam

      Delete
  5. Adam,

    You are on FIRE (no pun intended).

    That's some exciting growth. Looks like you are on track with everything so far.

    I think I'll have to write up a post like this for myself. You have inspired me!

    Keep it up.

    FM

    ReplyDelete
    Replies
    1. Thanks FM! It was indeed an exciting month. Really looking forward to this next month. I get a bonus at work so I hope to put some more money to work for me.

      It's always nice to review goals so you are reminded! I'll look forward to seeing yours soon!

      Delete
  6. Man, lots of buys this month for you. Great job! You'll be surprised how quickly you start scratching off some of your goals in the beginning.

    ReplyDelete
    Replies
    1. Thanks JC. I guess I set my goals a little low this year. Which is ok. Just need to get a feel for what I can do and adjust accordingly. Never understood how incredibly supportive this community is though. Truly awesome!

      Delete
  7. Great start to your portfolio. You sure are making great progress with so many purchased in June. Keep adding capital in your portfolio and you'll start seeing dividend income rolling in very quickly.

    ReplyDelete
    Replies
    1. Thanks for the encouragement Tawcan!

      Delete
  8. Nice work in June. It looks like you bought a bunch of stock. Keep up the good work.

    ReplyDelete
    Replies
    1. It was a busy first full month for me DD. thanks for the encouragement!!

      Delete