Money and Finance
Last week was quite a busy week for both my FI Portfolio and my Roth IRA. I made 3 purchases between the two accounts and while that hurts my capital raising for an investment property, I felt all 3 represented good value at the time so I went ahead and made the purchases.
The first purchase was using up the last of my capital in my Roth IRA. I had raised some funds to try and have both of my BAC calls executed but I couldn't get there so there was around $1,000 left to invest in another company. With that cash I purchased 12 shares of Phillip Morris (PM) on January 22nd for $83.15. This was a new position for my Roth IRA but continued to build up the overall position in PM. After commission, my per share cost basis comes out to $83.81. Based on the current quarterly dividend of $0.94 per share these shares carry a YOC of 4.49% and will provide $45.12 in annual dividends before any reinvestment or increases. My forward 12-month dividends from my Roth IRA are now $215.87.
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- Dividend Update - February 2013
March 1st has rolled around so it's time for another installment of my Dividend Update. This is my favorite of my monthly updates since my ultimate goal is to reach early FI and live off my dividend income. February wasn't the best of months,...
- Dividend Update - January 2013
January was an okay month for dividends but still a far cry from December's personal record. I ended up having 2 companies pay in my FI portfolio and 1 in my Roth IRA. Normal January's from now on would see 3 pay outs in the FI portfolio but...
- Dividend Update - December 2012
December was a great month for dividends. I was nearly able to double September's payout in my FI portfolio which was my previous high month, but December set a new personal record with $314.48 received. The majority of companies that I own payout...
- Dividend Update - October 2012
October was a slow month as expected for dividend payouts with only 2 companies paying out in my FI portfolio and only 1 company paying in my Roth IRA. In my FI portfolio, my forward 12-month dividends to start the month stood at just over $930 and...
- Recent Buy
This afternoon I purchased 20 shares of Norfolk Southern Corporation (NSC) for $65.14 per share for my Roth IRA. My total cost basis after commission is $1310.75 or $65.54 per share. NSC has increased their dividend twice this year which is a good sign...
Money and Finance
Recent Buys
Last week was quite a busy week for both my FI Portfolio and my Roth IRA. I made 3 purchases between the two accounts and while that hurts my capital raising for an investment property, I felt all 3 represented good value at the time so I went ahead and made the purchases.
The first purchase was using up the last of my capital in my Roth IRA. I had raised some funds to try and have both of my BAC calls executed but I couldn't get there so there was around $1,000 left to invest in another company. With that cash I purchased 12 shares of Phillip Morris (PM) on January 22nd for $83.15. This was a new position for my Roth IRA but continued to build up the overall position in PM. After commission, my per share cost basis comes out to $83.81. Based on the current quarterly dividend of $0.94 per share these shares carry a YOC of 4.49% and will provide $45.12 in annual dividends before any reinvestment or increases. My forward 12-month dividends from my Roth IRA are now $215.87.
Read more »
- Dividend Update - February 2013
March 1st has rolled around so it's time for another installment of my Dividend Update. This is my favorite of my monthly updates since my ultimate goal is to reach early FI and live off my dividend income. February wasn't the best of months,...
- Dividend Update - January 2013
January was an okay month for dividends but still a far cry from December's personal record. I ended up having 2 companies pay in my FI portfolio and 1 in my Roth IRA. Normal January's from now on would see 3 pay outs in the FI portfolio but...
- Dividend Update - December 2012
December was a great month for dividends. I was nearly able to double September's payout in my FI portfolio which was my previous high month, but December set a new personal record with $314.48 received. The majority of companies that I own payout...
- Dividend Update - October 2012
October was a slow month as expected for dividend payouts with only 2 companies paying out in my FI portfolio and only 1 company paying in my Roth IRA. In my FI portfolio, my forward 12-month dividends to start the month stood at just over $930 and...
- Recent Buy
This afternoon I purchased 20 shares of Norfolk Southern Corporation (NSC) for $65.14 per share for my Roth IRA. My total cost basis after commission is $1310.75 or $65.54 per share. NSC has increased their dividend twice this year which is a good sign...