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%

 

 

Going Big or Going Home

Written by MrStockFox. Posted in Weekly Update

This post represents all my purchases since Feb 3rd.  

I might be a little crazy but sometimes you just have to go with your gut and Gilead is just flat out cheap.  Yes, I understand that their revenue continues to decline but I think the market is being overly pessimistic here.  I felt this same way when I built a position in Ivanhoe Mines below a dollar.  I purchased over 24,000 shares and continued to add to my position as the stock fell between 2014 - the beginning of 2016.  I just sold 12,000 of my shares for a gain of over 400% in just over a year.  The stock has been on fire and so I felt like switching one of my top winnings out for one of my biggest losers, but a loser that is still making over a billion dollars a month.

I Bought:

In my biggest 2 week gain I have increased my annual income by $1757.40.  Here is what I purchased:

Company
Symbol
Company
Name
Shares
Purchased
Dollars
Purchased
Income
GILD Gilead Sciences 318 $21600 $661.44
PSA Public Storage 20 $4300 $160.00 
ABBV Abbvie Inc 49 $3000 $125.44
TEVA TEVA Pharma 140 $4900 $190.40 
CONE CyrusOne 70 $3400 $106.40
UAA Under Armour Inc 315 $6400  
TGT Target Corp 50 $3200 $120.00
XOM Exxon Mobil 29 $2400 $87.00 
TROW T Rowe Price 50 $3400 $108.00
KO Coca-Cola 12 $480 $16.80
PFE Phizer 51 $1650 $65.28
QTS QTS Realty Trust 7 $360 $10.08
GE General Electric 76 $2250 $72.96
VFC VF Corp 20 $970 $33.60


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.)

GDXJ, NSU, IVN.to, MJN, MCO

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Dividend Income Update Jan 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.

I am going to have to make this months update rather short, but wanted to get it out so that readers have a chance to see the progress. 

Looking at things in more detail, my monthly income was 217% higher than the same month a year ago and down 24% over last quarter.  I took in a $757.52 for the month of January.  My portfolio value increased from $281,572 to $327,710 which also includes my contributions of $5694.25. 

Current Stats
  • 12 Month Income = $8503.72
  • Total 12 Month Future Dividends = $11581

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 January 2017. 

Company
Symbol
Company
Name
Shares
Purchased
Dollars 
Purchased
Income
VER VEREIT Inc 119 $1000  
EXR Extra Space Storage 49 $3600  
VFC V F Corp 30 $1500  
DOC Physicians Realty Trust 30 $560  
MCO Moody's Corp 10 $950  
LOW LOWES Companies 3 $210  
HRL Hormel Foods Corp 6 $210  
STZ Constellation Brands 2 $300  
BF/b Brown-Forman Corp 17 $750  
AZO Autozone 2 $1440  
TROW T Rowe Price 21 $1400  
MDT Medtronic 5 $350  
GILD Gilead Sciences 180 $12800  
PFE Pfizer 9 $300  
AMGN AMGEN Inc 6 $900  
NKE Nike Inc 8 $420  
OR Osisko Gold 31 $300  
JNJ Johnson & Johnson 2 $225  
GE General Electric 2 $60  
FRFHF Fairfax 1 $480  
WFM Whole Foods 1 $30  
    TOTAL $27785  

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 $71,103.  Going forward I would like to contribute at least $70,000 a year to my dividend portfolio and as of the last 12 months.  In the month of January, I added $5391.25 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.

If you find this post to be valuable, consider leaving a comment and visiting a few of our sponsors who have offers that might be relevant to you.

Dividend Increases

Written by MrStockFox. Posted in Dividends

I love when I get a chance to report dividend increases.   Many of these companies I already own.

Dr Pepper Snapple (DPS)

  • declares $0.58/share quarterly dividend, 
  • 9.4% increase from prior dividend of $0.53.
  • Forward yield 2.49%

Dunkin' Brands (DNKN)

  • declares $0.3225/share quarterly dividend, 
  • 7.5% increase from prior dividend of $0.30.
  • Forward yield 2.48%

United Parcel Service (UPS)

  • declares $0.83/share quarterly dividend, 
  • 6.4% increase from prior dividend of $0.78.
  • Forward yield 3.13%

Suncor Energy (SU)

  • declares C$0.32/share quarterly dividend, 
  • 10.3% increase from prior dividend of C$0.29.
  • Forward yield 3.17%

Dividend Increases

Written by MrStockFox. Posted in Dividends

I love when I get a chance to report dividend increases.   Many of these companies I already own.

Hasbro (HAS)

  • declares $0.57/share quarterly dividend, 
  • 11.8% increase from prior dividend of $0.51.
  • Forward yield 2.76% 

Church & Dwight (CHD)

  • declares $0.19/share quarterly dividend, 
  • 7% increase from prior dividend of $0.1775.
  • Forward yield 1.67% 

Gilead Sciences (GILD)

  • declares $0.52/share quarterly dividend, 
  • 10.6% increase from prior dividend of $0.47.
  • Forward yield 2.84% 

3M Company (MMM)

  • declares $1.175/share quarterly dividend, 
  • 6.0% increase from prior dividend of $1.11.
  • Forward yield 2.67% 

Archer Daniels Midland (ADM)

  • declares $0.32/share quarterly dividend, 
  • 6.7% increase from prior dividend of $0.30.
  • Forward yield 2.91%