TD - Likely to Fall Further

Written by MrStockFox. Posted in Trade Ideas

I didn't get this out in time before TD broke its bear flag, but I feel the stock still has some more downside left. It was setting up as a textbook bear flag and sure enough today it broke support.  Its next support should be between 45.50 and 47.00 area.  That is where I plan to add to my core holdings.

Dividend Income Update Feb 2017

Written by MrStockFox. Posted in Dividends

Dividend Income

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

This month I found out the wonderful news that my largest position inside my dividend portfolio raised its dividend over 600%.  This added over $2700 in dividends to my income.  I was completely blown away by this news.  You can read about it here.

Looking at things in more detail, my monthly income was 93% higher than the same month a year ago and up 9% over last quarter.  I took in a whopping $859.86 for the month of February.  My portfolio value increased from $327,710 to $375,480 which also includes my contributions of $8918.57.  You can read about why I had such a significant jump in value here.  In a single month I managed to raise my income from $11581 to $15131.  This happened for two reason.  One I mentioned above because of the dividend increase with Centamin and two because I decided to take on a huge position in Gilead increasing my stake to over $40,000.

Current Stats
  • 12 Month Income = $8918
  • Total 12 Month Future Dividends = $15131

Each of the dips on the red curve are months in which I received dividend cut from one or more of my positions.

Key:

  • Dividend Income by Month
  • 12 Month Moving Average

Key:

  • Historical Income for the past 12 Months
  • Projected Income for the next 12 Months

dividends

Key:

  • 2015 Income
  • 2016 Income
  • 2017 Income

Purchases

Below are all of my purchases for the month of October 2016. 

Company
Symbol
Company
Name
Shares
Purchased
Dollars 
Purchased
Income
XOM Exxon Mobil 51 $4200 $153
NAK Northern Dynasty 2140 $3000  
WPC WP Carey 2 $130 $7.96
UAA Under Armour 300 $6100  
VFC V F Corp 20 $970 $33.60
QTS QTS Realty Trust 30 $1500 $46.80
CVS CVS Health 14 $1050 $28 
KO Coca Cola 12 $480 $17.76
VER VEREIT 75 $660 $41.25
PFE Phizer 51 $1650 $65.28
GE General Electric 76 $2250 $72.96
WFM Whole Foods 13 $400 $7.28
QCOM Qualcom 21 $1100 $44.52
TGT Target 50 $3200 $120
TROW T ROWE Price 50 $3400 $114
CONE CyrusOne 70 $4400  $117.60
GILD Gilead 318 $21600  $661.44
ABBV Abbvie 49 $3000  $125.44
PSA Public Storage 20 $4300  $160
TEVA Teva Pharm 140 $4900  $190.40
VTR Ventas Inc 21 $1300  $65.10
    TOTAL $69,590 $2072 

Monthly Capital Contribution

Below you can view the total dollar contributions made to my Dividend Portfolio since inception along with the 12 month total in red.  Currently my 12 month capital contribution total is coming in at $77032.  Going forward I would like to contribute at least $70,000 a year to my dividend portfolio and as of the last 12 months I seem to be crushing that number since I am currently closer to $80,000.  In the month of February I added $8918 in new funds to the 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 within the portfolio. 

Portfolio Weighting

dividends

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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CVX - Likely to Break Down

Written by MrStockFox. Posted in Trade Ideas

I was fortunate enough to sell off most of my CVX position around 117.  Right now I believe that CVX has a high probability that it will break down below 109 and head to around 105.  The 105 area would be my first target, but ultimately I believe that CVX could see between 98-100 over the next 4-6 weeks.

My 2017 Personal and Financial Goals

Written by MrStockFox. Posted in Goals

goals

If you are interested in reading about my prior years goals you can find them here.

So, much of my goals for 2017 are just a contiuation of my goals from 2016

Goal 1:  Contribute $80,000 in new capital to Dividend Stocks

Last year, my goal was $60,000 and I managed to hit just under $70,000 in fresh capital.  This year I am really going to reach for things and try for $80,000.  I am currently running at $77,000 for the last 12 months so I totally think this goal is doable.

Goal 2:  Have $475,000 invested in Dividend Paying Equities

Last year I hit $288,000, and my goal was only $220,000.  My Dividend portfolio has already hit $375,000, so if you include an additional $70,000 in new capital plus another $15,000 in dividends I should hit above $450,000.  But I am really going to shoot for the moon and try for $475,000.  To think, I only started this portfolio just over 3 years ago with zero dollars.  Pretty crazy!

Goal 3:  Have $20000 in future annualized dividends by the end of 2017

Last year my goal was $10,000, and I am already over $15,000 and its only Febuary.  Its going to be really hard but I am going to try for $20,000.

Goal 4:  Lose 20 pounds

This is one goal that I have been frustrated with for a very long time.  I am overall pretty healthy person and workout or exercise 3-5 times a week.  My biggest issue with losing weight is that I love food.  I love bread, pizza, ice cream, etc.  I don't take the necessary time to prepare a healthy meal for myself, I snack a lot, and make poor choices.

Goal 5: Spend less time on the computer and phone

This is one of those goals that I had last year, but its on the chopping block for this year.  One of my side business require that I spend a lot of time on the computer.  I am not even going to try to make this happen this year.  My above goals are much more important.
 
So what do you think of my goals?  How do they compare to yours?
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Dividend Increases

Written by MrStockFox. Posted in Dividends

I love when I get a chance to report dividend increases.   Companies Highlighted are the ones I own at the time of posting.

QTS Realty (QTS)

  • declares $0.39/share quarterly dividend, 
  • 8.3% increase from prior dividend of $0.36.
  • Forward yield 3.1%

NextEra Energy (NEE)

  • declares $0.9825/share quarterly dividend, 
  • 12.9% increase from prior dividend of $0.87.
  • Forward yield 3.10%

Coca-Cola (KO)

  • declares $0.37/share quarterly dividend, 
  • 5.7% increase from prior dividend of $0.35.
  • Forward yield 3.61% 

T. Rowe Price (TROW)

  • declares $0.57/share quarterly dividend, 
  • 5.6% increase from prior dividend of $0.54.
  • Forward yield 3.19%

Sherwin Williams Company (SHW)

  • declares $0.85/share quarterly dividend, 
  • 1.2% increasefrom prior dividend of $0.84.
  • Forward yield 1.1%

Pepsi (PEP)

  • declares $0.805/share quarterly dividend, 
  • 7% increasefrom prior dividend of $0.7525.
  • Forward yield 3.02%