Weekly Purchases - 6/11/16

Written by MrStockFox. Posted in Weekly Update

It has been about 2 weeks since I updated my weekly purchases but since I just put out my monthly update which included all of May's buys, I will only include purchases made in the month of June.

I Bought:

Over the last two weeks I increased my annual income by $98.31.  Here is what I purchased:

  • 5 shares of Amerisourcebergen Corp (ABC) - This will increase my annual dividends by $6.80
  • 6 shares of Boston Beer (SAM) - none
  • 19 shares of Black Stone Minerals (BSM) - This will increase my annual dividends by $19.95
  • 3 shares of Nike Inc (NKE) - This will increase my annual dividends by $1.92
  • 30 shares of Tiffany & Co (TIF) - This will increase my annual dividends by $54.00
  • 5 shares of Target Corp (TGT) - This will increase my annual dividends by $12.00
  • 1 shares of Union Pacific Corp (UNP) - This will increase my annual dividends by $2.20
  • 16 shares of Sprott Inc (SPOXF) - This will increase my annual dividends by $1.44

I Sold:

If you wish to view all my completed trades, you can find them located here.
(Sometimes the posting of my sells can be delayed by a couple days to even a couple weeks depending on when I get around to updating the spreadsheet.)

See the link above to view the latest.  

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Dividend Income Update May 2016

Written by MrStockFox. Posted in Dividends

Dividend Income

So this month I have decided to change up my graphs a bit.  I have decided to separate my portfolio value into its own graph and simplify the Dividend Income.  I have also created a monthly income comparison chart so my readers can quickly compare my year over year income increase.

If you wish to view any of my past monthly updates you can find them here.

Lets dive right into the numbers for the month of May 2016.

My monthly income was 249% higher than the same period a year ago and 47% higher than last month.  I took in $849.38 for the month of May.  My portfolio value increased from $189,472 to $201,595 which also includes my contributions of $11,604.  

I ended April with future dividends of $7175 and over the coarse of May managed to increase my income by $822.  Truly astonishing! 

Current Stats
  • 12 Month Income = $4906
  • Total 12 Month Future Dividends = $7997

dividends

Key:

  • Dividend Income
  • 12 Month Moving Average

dividends

Key:

  • 2014 Income
  • 2015 Income
  • 2016 Income

Monthly Capital Contribution

Below you can view the total contributions made to my Dividend Portfolio since inception along with the 12 month total.  Currently my 12 month capital contribution total is coming in at $59,574.  Going forward I would like to contribute at least $50,000 a year to my dividend portfolio and as of the last 12 months seem to be crushing that number.  In the month of May I added $11,604 to my dividend portfolio.

dividends

Portfolio Value

dividends

Since I tend to take profits more often than the typical buy and hold dividend investor, my Cost Basis and Portfolio Value ratio are not an accurate reflection of my overall profits. 

Portfolio Weighting

dividends

Purchases

Below are all of my purchases for the month of May 2016.  I was very busy this month.

  • 193 shares of CSCO
  • 14 shares of GILD
  • 10 shares of AAPL
  • 52 shares of TIF
  • 64 shares of OAK
  • 1 shares of VER
  • 1 shares of GE
  • 2 shares of CMG
  • 18 shares of BEN
  • 3 shares of SBUX
  • 5 shares of TGT
  • 15 shares of INTC
  • 3 shares of ABT
  • 10 shares of FXI
  • 28 shares of BNS
  • 95 shares of LC
  • 4 shares of UNP
  • 2 shares of V
  • 86 shares of NSU
  • 603 shares of SPOXF
  • 100 shares of VZ

Options

  • $94 on PVG covered calls
  • $59 on WFM covered calls

Option Income

dividends

Key:

  • Dividend Income
  • Option Income

If you wish to view any of my past monthly updates you can find them here.

Thanks for reading.

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Eric Nuttall Talks about Oil on BNN

Written by MrStockFox. Posted in Videos

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