June Result + Recent Buys
Money and Finance

June Result + Recent Buys



June Result

June’s Dividend

ESV- $1.35
CVX- $20.33
COP- $5.11
TROW- $6.76
JNJ- $25.5
MCD- $8.50
AFL- $6.63
UL- $12.76
ORI- $6.48
GILD- $4.73
LTC- $3.57
K- $2.97
WMT- $0.93
FCISX- $22.64
Total: $128.26


Cash flow


Salary
$2,919.88
Dividend
$128.26
Interest
$7.86
Total
$3,056.00

Deductions


Gas Bill
$40.46
Electric bill
$113.37
Water Bill
$114.33
QT
$51.32
Discretionary
$537.14
Car payment
$435.45
Total
$1,292.07


Calculation

% saved
57.72%


Wealth Check

Bank
$2,318.25
Capital One 360 Bank
$2,795.52
Scottrade Tax
$33,830.42
Scottrade ROTH
$1,811.01
Loyal3
$5,426.50
401k
$14,043.00
Edward Jones Roth
$6,271.26
Total
$66,495.96


Recent Buys

10 shares of JNJ at $98.00 for a total of $987.00 and I fliped 1 share of KO for $39.40.

Forward 12 months dividend stands at $1736.56 + FCISX distribution.

Stock news
  1. CORR bought a new pipeline and increased dividend from $0.135/share to $0.15. I will receive $44.00 every 3 months. I can basically buy a share of KO every distribution.
  2. BAX split into two companies. Scottrade has yet to issue my new shares or adjust BAX cost basis. According to Scottrade, I lost $2,000 in one day.
  3. KRFT finalized its agreement with Heinz. My special dividend is coming any day now

My goals for the rest of the year:
  1. 100 shares of KO
  2. 50-60 shares of JNJ
  3. 20 shares of PEP

See you in 2 weeks for my next buy.





- December Review
ESV$1.35CVX$20.33ADM$26.04COP$5.18TROW$6.76JNJ$48.75MSEX$0.80SO$11.94KO$34.20AFL$6.97UL$16.04ORI$6.48GILD$4.73LTC$3.57K$3.41NSC$6.49HSY$1.60VTR$18.98CCP$3.42CMI$9.75O$4.38VFC$1.79FCISX$29.79Total$272.75 Cash flow Salary$5,968.96Dividend$272.75Interest...

- 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...

- 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 Review
Market went crazy again. Time to recession proof my portfolio but first let’s review August. August’s Dividend CORR$40.37OHI$45.10TIS$6.30KMI$10.78T$27.73FCISX24.68SBUX$3.27LTC$3.57AAPL$1.56DE$10.20 Total: $173.56 Cash flow Salary*$4,644.93Dividend$173.56Interest...

- Recent Buy: Ko
On Wednesday, September 2, 2015, I bought 25.8065 shares of KO at $38.75/share for total of $1,000.00 in my Loyal3 Account. This brings me up to 103.1683 shares of KO in my retirement fund. I consider this to be a full position and will not add unless...



Money and Finance








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