Money and Finance
On August 11, 2015,
I sold
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I took a part time job in November/December ringing bells in front of Walmart for donation to the salvation army. With that money... On December 21, 2015, I bought 16.9590 shares of Walmart (WMT) at $58.97 per share in my Loyal3 account. Total cost...
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On September 30, 2015, I sold 10 shares of MCD at 98.49 and then bought 21 shares of O at $47.39. I just don't trust MCD anymore. Shrinking cashflow to pay dividends and stock buyback. Unstable EPS and no future goals. Is McDonalds trying to be...
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Money and Finance
SELL: BAX and BXLT; Buy: JNJ and ADM
On August 11, 2015,
I sold
- 52 shares of BAX at 41.9
- 52 shares of BXLT at 38.66
I bought
- 21 shares of JNJ at $99.00/share
- 45 shares of ADM at $45.90/share
Rationale
- I thought I could handle it but I am not a capital gains investor. I don't know when a stock reaches its high and when it becomes a falling knife.
- There is nothing wrong with BAX and BXLT. In fact I would have kept them if my portfolio was more advanced (100k-200k). For me BAX and BXLT are capital gains stock and my stomach and mind can't handle it. I think I finally understand the term sleep well at night.
I also made a bunch of minibuys in loyal3. I just updated my portfolio. My forward 12 months is currently at $1,830.90.
- Portfolio Management: Considering Closing A Position
In a post last week I discussed our forecast tax situation for 2015. It's a weird place to be in as I don't expect us to normally be in the 15% tax bracket but there's a big benefit to that: qualified dividends and long term capital gains...
- Dividend Growth Investing At Work: Johnson & Johnson (jnj) Gives Owners A 7.1% Increase
Quick update today as I sit at the hospital with Luke! But it's one that I love, especially since Luke is doing better than last week. I love hearing about dividend increases. Like absolutely love them. There's few things that I like...
- Recent Buy: Wmt
I took a part time job in November/December ringing bells in front of Walmart for donation to the salvation army. With that money... On December 21, 2015, I bought 16.9590 shares of Walmart (WMT) at $58.97 per share in my Loyal3 account. Total cost...
- Recent Trade: Sell Mcd Buy O
On September 30, 2015, I sold 10 shares of MCD at 98.49 and then bought 21 shares of O at $47.39. I just don't trust MCD anymore. Shrinking cashflow to pay dividends and stock buyback. Unstable EPS and no future goals. Is McDonalds trying to be...
- Loyal3 $500 Buy
In the past week I bought the following stocks in my Loyal3 account. Ticker $ invested Cost WalMart ...