Money and Finance
*3x paycheck month
Deductions
- February Review
February Dividends AAPL$2.32CORR$44.25DE$10.20FCISX$32.18LTC$3.78O$4.57OHI$33.06PG$31.16SBUX$5.19T$48.00YUM$0.45Total$215.16 February Cash Flow Bank$2,374.72Capital One 360 Bank$3,094.35Scottrade Tax$45,463.82Scottrade ROTH$1,850.83Loyal3$13,410.13401k$25,182.68Edward...
- November Review
It’s already December! I wish we had these Christmas Markets in the states. OHI$47.60TIS$6.30KMI$11.22T$45.12SBUX$4.61LTC$3.57AAPL$2.18DE$10.20KHC$7.15O$4.38FCISX$28.36Total$170.69 Cash flow Salary$4,559.09Dividend$107.69Interest & Online$7.72Total$4,571.19...
- October Review
October down. Time for a fun holiday filled November and December. PNY$4.62NRZ$1.38KO$24.15DPS$0.12GE$11.73LTC$3.78HASi$13.52WPC$14.25FPI$0.13O$0.38FCISX$27.19Total$101.25 Cash flow Salary$3,825.19Dividend$101.25Interest & online$7.96Total$3,934.40...
- September Review
I did it. I survived September. 14 more years to go. SeptBBL$105.40ESV$1.35CVX$20.33ADM$12.60COP$5.18TROW$6.76JNJ$48.75MSEX$0.77MCD$8.50AFL$6.63UL$13.28ORI$6.48GILD$4.73LTC$3.57K$3.19PEP$3.88WMT$1.40NSC$6.49HSY$0.60VTR$18.98CCP$3.42FCISX$26.04Total$308.33...
- August Dividend Update
What a crazy month for the world markets August was. We saw some crazy daily and even hourly movements as well as an overall market selloff. I think the markets may continue to stumble for some time and that's going to allow us to make some purchases...
Money and Finance
August Review
Market went crazy again. Time to recession proof my portfolio but first let’s review August.
August’s Dividend
CORR | $40.37 |
OHI | $45.10 |
TIS | $6.30 |
KMI | $10.78 |
T | $27.73 |
FCISX | 24.68 |
SBUX | $3.27 |
LTC | $3.57 |
AAPL | $1.56 |
DE | $10.20 |
Total: $173.56
Cash flow
Salary* | $4,644.93 |
Dividend | $173.56 |
Interest & online | $13.13 |
Total | $4,831.62 |
*3x paycheck month
Deductions
Gas Bill | $36.83 |
Electric bill | $221.97 |
Water Bill* | $0 |
QT | $106.55 |
Discretionary | $156.77 |
Car payment | $435.45 |
Total | $957.57 |
* Paid last month
Calculation
% saved | 80.18% |
Safety Net Total
Bank | $1,479.95 |
Capital One 360 | $2,500.00 |
Scottrade Tax | $34,736.89 |
Scottrade ROTH | $1,743.53 |
Loyal3 | $7,123.08 |
401k | $16,832.00 |
Edward Jones Roth | $6,583.48 |
Total | $70,998.93 |
Summary
- I received my first ever raise! An extra $1500 a year! I have worked numerous jobs in my lifetime but this is the first time anyone has ever given me a raise!
- I got a part time job as a clerk for a real estate firm. I work 16 hours weekends but I get an extra $300-$400 a month (after tax). It’s a six month position.
- I broke my 100 shares of KO goal for this year. I am thinking of finishing off 100 shares of ADM or UL but have not decided which yet. JNJ is currently 12% of my portfolio but I would not mind adding some more.
Watch list of this month
- JNJ $90
- UL under $40.00
- ADM under $43.00
- February Review
February Dividends AAPL$2.32CORR$44.25DE$10.20FCISX$32.18LTC$3.78O$4.57OHI$33.06PG$31.16SBUX$5.19T$48.00YUM$0.45Total$215.16 February Cash Flow Bank$2,374.72Capital One 360 Bank$3,094.35Scottrade Tax$45,463.82Scottrade ROTH$1,850.83Loyal3$13,410.13401k$25,182.68Edward...
- November Review
It’s already December! I wish we had these Christmas Markets in the states. OHI$47.60TIS$6.30KMI$11.22T$45.12SBUX$4.61LTC$3.57AAPL$2.18DE$10.20KHC$7.15O$4.38FCISX$28.36Total$170.69 Cash flow Salary$4,559.09Dividend$107.69Interest & Online$7.72Total$4,571.19...
- October Review
October down. Time for a fun holiday filled November and December. PNY$4.62NRZ$1.38KO$24.15DPS$0.12GE$11.73LTC$3.78HASi$13.52WPC$14.25FPI$0.13O$0.38FCISX$27.19Total$101.25 Cash flow Salary$3,825.19Dividend$101.25Interest & online$7.96Total$3,934.40...
- September Review
I did it. I survived September. 14 more years to go. SeptBBL$105.40ESV$1.35CVX$20.33ADM$12.60COP$5.18TROW$6.76JNJ$48.75MSEX$0.77MCD$8.50AFL$6.63UL$13.28ORI$6.48GILD$4.73LTC$3.57K$3.19PEP$3.88WMT$1.40NSC$6.49HSY$0.60VTR$18.98CCP$3.42FCISX$26.04Total$308.33...
- August Dividend Update
What a crazy month for the world markets August was. We saw some crazy daily and even hourly movements as well as an overall market selloff. I think the markets may continue to stumble for some time and that's going to allow us to make some purchases...