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This is my first post i have been investing since 2001 it has been a slow ride and bumpy from time to time but the end results will be worth it when i get there. Of course as allows my life and hopefully my posts will point to my life in Christ. I hope you all will enjoy my journey as we do this together

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2018 buy 11 CIM and 12 AGNC

Made 2 small buys on July 12 2018.  next best thing to receiving dividends is buy a company  so that i get more dividends.

The first buy was CIM i bought a small portion  only 10 shares for $18.89.  I have owned this stock for awhile and have added to it over the years this buy will add $20.00 dollars a year to my dividends.

AGNC is the second buy i also bought 10 shares of it for $19.07. I have owned this stock for awhile and have added to it over the years this buy will add $21.6 dollars a year to my dividends. Both of these buys were commision free.

Both are Mreits while Capital One  classified them in the reit section. Merrill Edge classifiers them as financial. 6 in one basket half a dozen in another lol.

 

Have you bought anything lately.

Disclaimer: Long all stocks mentioned

Brokerage switch

As a lot of you know i was switching brokerages well on Jun 26 the first transfer went through. On July 2nd the second transfer went through. Some hiccups along the way but i got a free transfer out of Capitol One.

Now a little on the backstory. I started investing in the original sharebuilder back in 2001 and was very pleased was just want i wanted cheap yet simple. they mad some switches along the way selling out to ING then to capital one this last one made me think i just want something that most likely wont get bought out or sold.  As always there is a chance but i think with my new brokerage its very slim.

I decided after Capitol one decided to sell out to switch to Merrill edge.   I looked at a few prospects like M1 but the pie idea didnt suit me that well no offense to anyone that has it. i also looked at interactive brokers  which looked intriguing but they do have  some fees if your account isnt above $100,000. the more i thought about it the more i liked Merrill edge. I already had a checking account with bank of America so to me it made since to go with Merrill edge.

Now that the transfer is complete i have made some trades made some this week with some posts to be coming soon. i had 300 free trades. I was hoping to overlap it and not have that much of wait to get the next batch of free trades but i will have to wait it looks like till Sep is when i will average out for at least 50 free trades a month. really thats all i need but i should qualify shortly after for a upgrade to 100 free trades a month.  for these free trades you need for the 50 free trades 50,000 combined in merrill edge and BAC accounts. for the 100 free trades it is $100.000 combined for 3 months.

Some of things i like about merrill edge is the website is easy to use once you know your way around. Trades are very easy to make. they estimate how much dividends you will get in a given year. They show you long term and short term gain for the year and for the life of the stock.  You can look at every purchase and dividend reinvestment for long term gains and short term gains and losses.

Maintain over $50,000 combined balances allows you access to market pro or 15 trades a month.  Lots of extras like extended market hours which lets you trade pre and post market.

Lots of good stuff with Merrill edge and i have saved a bunch in fees as i would not have been able to make all these trades with out these.

Find the brokerage that is right for you though.

Dividend increase #DUK

Another Dividend increase was given to me last week. What did i do? really nothing I just trusted them with my money a few years ago and they reward me with an increase once a year.

 

CHARLOTTE, N.C., July 6, 2018 /PRNewswire/ — Duke Energy today declared a quarterly cash dividend on its common stock of $0.9275 per share, an increase of $0.0375 per share, or 4.2 percent.

The dividend is payable on Sept. 17, 2018, to shareholders of record at the close of business Aug. 17, 2018.

“For 92 consecutive years, the dividend has played an important role in delivering value to our shareholders,” said Lynn Good, chairman, president and CEO. “This increase reflects continued confidence in our ability to produce strong financial results as we execute our long-term strategy.”

Anytime a long term strategy includes dividend increases I am happy very happy.

I currently own 37 shares of DUK so this will add a nice round number of $5.55 a year in dividends.

 

DUK $5.55

BAC-$27.36

O-$.192   4th raise for this year

Flo – $3.61

AAPL- 32.38

XOM-  $26.4

O- $.192

MO $18.97

PPL $2.88

PEG $32.64

WMT .79

KO $1.27

CVX .32

OHI $5.92

O- $1.08

announced 2017 effective 2018

T $2.028

O-.0825

2018-total raises is $161.66

Have you had any raises lately?

2018 buy # 7 SBUX #8 O and #9 SBUX

Yes that is correct 3 buys all in one day. 3 buys 2 companies. They were smaller buys but buys non the less and i will take both or all of them.

First buy was monday July 2nd when i logged into Merrill Edge account and seen i had money from the rest of my transfer.

downloadStarbucks is the world’s leading coffee retailer, with more than 21,000 global locations (with total units split roughly half company-owned and half licensed). The company purchases and roasts high-quality whole bean coffees and sells them, along with fresh, rich-brewed coffees, Italian-style espressos, teas, cold blended beverages, and complementary foods. Starbucks has recently expanded beyond its core retail business into consumer products leveraging the strength of its brand equity.

Once the cash was semi available i bought Sbux, and i bought 11 shares at $48.89 totaling $537.74.  I turned around a few minutes later and seen that it had dropped again so i bought 2 more shares at $48.85 for a total of $97.70 for a total of $635.44. This adds $18.72 dollars a year to my dividends.

realty-income-logo1The second buy was O yes the monthly income company and i increased my month;y income by adding 6 shares to my total. 6 shares at 6 @ $52.98 for a total of $317.93. O just recently announced an increase so this will add $15.84 a year to my dividends

Not a lot of money but bought SBUX for the first time and added to O always want to keep adding to my good stocks.

Do you own these? Have you bought these?

Disclaimer: Long all stocks mentioned

 

Mid Year Net worth 2018

Well it is time to look at my mid year net worth. the hope is that it increases every quarter the reality is that i know some quarters it will go down. So far ive been been blessed and its gone up every quarter. that wont happen every quarter but in those it does well I am thankful for.

I have included the first quarter i tracked it along with the last quarter. Hard to believe it has gone up just shy of 100,000 in just a year and a half.

Because I am  going through a brokerage transfer it is split out between share builder and Merrill Edge next quarter those will be combined as my transfer is almost all complete. Later on this year i will transfer in the Morgan Stanley to my account also.

Do you do net worth updates? How has it been doing? Let me know.

June 18 dividend report.

yall-got-any-more-of-them-dividends We are  cruising through the year and just hit the 7th month of the year. I looked at my list checked it twice to see who was naughty or nice? OOO wait wrong month for that but i did have to check my list twice and in a minute you will know why. This month was so close but no cigar. still a brutalizing record which really helps.

Just a quick recap of some things pertaining to my account. I finally got a partial transfer of my account into Merrill edge one June 26th. Took long enough but im glad its started. i will write more on this later as lots more info on the transfer.

Continue reading “June 18 dividend report.”

2018 Midyear Portfolio Balance.

June is past and we are streaming into the second half of the year. For the midyear review we are going to look at how balanced or unbalanced my portfolio is. This does include mutual funds or ETFs which i have 1.

As you can see a big difference not only in total amount but some of the sectors. I was gifted a lot of stock about $33,000 from my mom so that is where the main difference comes from. Selling of UVE a financial stock and adding it to T is the what makes up the differences between Financial and Telecoms. While I would like consumer goods to get out in front that wont happen over night and i will continue to add good companies at good to great prices as i see fit.

How is your portfolio balance?