Follow the dividend investment decisions of a person who has no background in financial investment and wishes to take control of their financial future to retire at 60.

Weekly Portfolio Summary - 25 May 2019 13:24

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Avangrid (AGR)

Johnson and Johnson (JNJ)

Kraft-Heinz (KHC)

Merck (MRK)

Newtek Business Services (NEWT)

Ryder System (R)

Sabra Health Care (SBRA)

United Parcel Service (UPS)

Interesting Blog Posts or Articles

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HOW MUCH ARE YOU WILLING TO SACRIFICE TO BECOME FINANCIALLY INDEPENDENT? By Tawcan

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Weekly Portfolio Summary - 18 May 2019 12:23

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Abbvie (ABBV)

Chatham Lodging Trust (CLDT)

Cummins (CMI)

Compass Minerals (CMP)

Johnson & Johnson (JNJ)

Omega Healthcare Investors (OHI)

Pfizer (PFE)

Qualcomm (QCOM)

Ryder System (R)

United Parcel Service (UPS)

Waste Management (WM)

Interesting Blog Posts or Articles

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Leaderboard: Monthly Dividend Income From The Blogging Community by Dividend Driven
Stockboard: What Stocks The Blogging Community Are Buying This Week by Dividend Driven
What I learnt from my Dad’s early retirement (aged 60) Part 2 by Gentleman’s Family Finances

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All the ways Gen X is financially wrecked - Comments: 0

New Buy WY - 17 May 2019 19:42

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I bought my first position in Weyerhaeuser back in December 2018 at $22.75/share. At the time the stock had fallen due to timber prices crashing and I scooped up a small position not knowing if that was the bottom. Since that time, the stock quickly rose above $25/share and for 2019 dropped below $25/share only once until today so I decided to swoop in and grab some shares.

As many know from my buying history I typically buy 3 lots of $1000 so this makes only my second lot. If the price drops further later in the year I'll grab more but if it remains above $25 then I will not buy.

Roth IRA Buy: Weyerhaeuser (WY)

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Purchase Price: $24.45/share
Increase in Forward Annual Div: $54
Inflation Beating Streak: 2 Years
Div Growth Streak:8 Years
Yield: 5.55%
Most Recent Dividend Increase: 6.3% /August 2018 - Comments: 0

Weekly Portfolio Summary - 10 May 2019 22:19

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Artesian Resources (ARTNA)

Hospitality Properties Trust (HPT)

Leggett & Platt (LEG)

Omega Healthcare Investors (OHI)

Pfizer (PFE)

Prospect Capital (PSEC)

Phillips 66 (PSX)

Sabra Health Care (SBRA)

T Rowe Price (TROW)

Domtar (UFS)

Interesting Blog Posts or Articles

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Leaderboard: Monthly Dividend Income From The Blogging Community by Dividend Driven
Stockboard: What Stocks The Blogging Community Are Buying This Week by Dividend Driven

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How corporate monopolies fuel wage stagnation, inequality, and populism - Comments: 0

New Buy IRM (4th buy of the week) - 10 May 2019 18:37

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It's been quite the busy week for me, since the beginning of the year I've been buying one or two stocks every other month but this week prices relaxed enough for me to let the cash flow with 4 stock buys in just one week. This last buy is for my Roth account which equates to buys for all three accounts (brokerage, IRA & Roth IRA).

Roth IRA Buy: Iron Mountain (IRM)

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Purchase Price: $30.91/share
Increase in Forward Annual Div: $78
Inflation Beating Streak: 8 Years
Div Growth Streak: 9 Years
Yield: 7.88%
Most Recent Dividend Increase: 4% / October 2018 - Comments: 0

New Buy LEG - 08 May 2019 20:27

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Capitalizing on the recent dividend hike to add to my position though if I waited till the end of the day I could have gotten a better price but all in all I like the yield at 4% and cannot complain.

IRA Buy: Leggett & Platt (LEG)

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Purchase Price: $39.27/share
Increase in Forward Annual Div: $40
Inflation Beating Streak: 27 Years
Div Growth Streak: 48 Years
Yield: 4.07%
Payout Ratio: 75%
Most Recent Dividend Increase: 5.26% / May 2019 - Comments: 0

New Buys MMM and WSM - 07 May 2019 22:59

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Nothing like U.S.-China trade fears to help drive stock prices lower and luckily I was in a position to buy. Both buys were not the low of the day but the price I paid I considered a fair price.

Brokerage Buy: 3M Company (MMM)

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Purchase Price: $179.25/share
Increase in Forward Annual Div: $29
Inflation Beating Streak: 19 Years
Div Growth Streak: 61 Years
Yield: 3.22%
Payout Ratio: 61%
Most Recent Dividend Increase: 5.88% / Feb 2019


Brokerage Buy: Williams-Sonoma (WSM)

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Purchase Price: $54.62/share
Increase in Forward Annual Div: $34
Inflation Beating Streak: 13 Years
Div Growth Streak: 14 Years
Yield: 3.51%
Payout Ratio: 49%
Most Recent Dividend Increase: 11.63% / Mar 2019 - Comments: 0

Weekly Portfolio Summary - 05 May 2019 00:01

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Portfolio Activity

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Another week of not buying or selling but a couple more stocks saw some weakness. Williams-Sonoma (WSM) and Leggett & Platt (LEG) both had come down in price enough to catch my eye. For the month of May I have enough cash to make two purchases and if we add in Walgreens Boots Alliance (WBA) I have three potential targets this month.

Overall REIT stocks continue to be fully or over-valued, unless a major change in the market happens I do not foresee any purchases on that front.

Portfolio News - (In Case You Missed These Headlines)

AbbVie (ABBV)

Preferred Apartment Communities (APTS)

Ares Capital Corp (ARCC)

Brookfield Renewable Partners (BEP)

Chatham Lodging Trust (CLDT)

Compass Minerals (CMP)

Cummins (CMI)

Camden Property Trust (CPT)

Chevron (CVX)

EPR Properties (EPR)

Garmin (GRMN)

International Business Machines (IBM)

Medical Properties Trust (MPW)

Merck (MRK)

Newtek Business Services (NEWT)

Newell Brands (NWL)

Pfizer (PFE)

Prudential Financial (PRU)

Phillips 66 (PSX)

Qualcomm (QCOM)

Ryder System (R)

Domtar Corp (UFS)

W.P. Carey (WPC)

Interesting Blog Posts or Articles

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Stockboard: What Stocks The Blogging Community Are Buying This Week by Dividend Driven
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What Separates Excellent Investors from Good Investors by The Conservative Income Investor

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April Dividend Income - 02 May 2019 00:10

Tags: monthly_income

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After 32 years of clocking in and out of work and religiously saving 10% annually every year, in good times and bad, I have decided to share my monthly dividend income to show what regular saving and investing can accomplish.

YES! YES! YES! This month I finally eclipsed the $3K mark and made $3,018 an increase of 3.57% versus this time last quarter. Not sure I can maintain this into next quarter as Garmin (GRMN) and GATX Corp (GATX) both had payout dates of 3/29/19 but did not credit my account until April 1.

For the month I only bought one stock, Walgreens Boots Alliance (WBA) in my regular brokerage account. This is my second purchase as I tend to buy in $1,000 lots which leaves room for one more buy order.

Trying to find decently valued DG stocks continues to be a challenge but there were some nice pullbacks recently with 3M (MMM), United Parcel Service (UPS), and Walgreens (WBA). I already have a large position in UPS and will not be adding more shares. If 3M drops below $180 I’ll start a position but for now I’ll continue to be patient. WBA is probably the best bet as the next buy as I have a target price in the mid $52 range and current share price has been hovering around $53/share.

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Looking at my 3 year goal metric I improved my percent complete by 0.55% from last month and puts me on target not just for my 3 year goal but also my annual goal of increasing my forward dividend by 12.5%.

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Progress on my last goal of saving an additional $2,000 of emergency cash increased from $200 to $450. Nice boost from last month but I am still way off on this one. - Comments: 0

Weekly Portfolio Summary - 27 Apr 2019 13:10

Tags:

Portfolio Activity

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This week was extremely light on the dividend income but luckily ever so steady JNJ came to the rescue with their annual divvy increase that helped move my forward annual income.

On the buy side once again no activity but there appears to be new things popping on the radar. Walgreens (WBA) dropped into the $52 range while 3M (MMM) & UPS gotten pummeled by the market after reporting earnings. I already own shares in UPS but increasing my position in WBA and adding a 3M position are high possibilities for future buys.

Portfolio News - (In Case You Missed These Headlines)

AbbVie (ABBV)

Avangrid (AGR)

Air Products (APD)

Chevron (CVX)

Compass Minerals (CMP)

First American Financial (FAF)

GATX Corp (GATX)

Hasbro (HAS)

Iron Mountain (IRM)

Johnson & Johnson (JNJ)

Kraft-Heinz (KHC)

Marine Products (MPX)

Merck (MRK)

Microsoft (MSFT)

Procter & Gamble (PG)

Prudential Financial (PRU)

Qualcomm (QCOM)

AT&T (T)

T. Rowe Price (TROW)

United Parcel Service (UPS)

Westwood Holdings (WHG)

Waste Management (WM)

Wal-Mart (WMT)

Weyerhaeuser (WY)

Interesting Blog Posts or Articles

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Leaderboard: Monthly Dividend Income From The Blogging Community by Dividend Driven
Stockboard: What Stocks The Blogging Community Are Buying This Week by Dividend Driven

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The Ethical Will: Life Is About More Than Your Possessions
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