Money and Finance
- 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...
- 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...
- July Review: One Step Forward And Two Steps Back. Nobody Gets Too Far Like That.
Oi. It has been a rough month. Stock market going crazy and dividends being cut. So many opportunities so little capital. July’s Dividend BAX$27.04PNY$4.62NRZ$1.35KO$13.90GE$11.73LTC$3.57HASI$13.52WPC$14.31DIS$1.53KHC$180.21PEP$3.30FCISX$23.64 Total:...
- June Result + Recent Buys
June Result June’s Dividend ESV- $1.35CVX- $20.33COP- $5.11TROW- $6.76JNJ- $25.5MCD- $8.50AFL- $6.63UL- $12.76ORI- $6.48GILD- $4.73LTC- $3.57K- $2.97WMT- $0.93FCISX- $22.64Total: $128.26 Cash flow Salary$2,919.88Dividend$128.26Interest$7.86Total$3,056.00...
Money and Finance
September Review
I did it. I survived September. 14 more years to go.
Sept | |
BBL | $105.40 |
ESV | $1.35 |
CVX | $20.33 |
ADM | $12.60 |
COP | $5.18 |
TROW | $6.76 |
JNJ | $48.75 |
MSEX | $0.77 |
MCD | $8.50 |
AFL | $6.63 |
UL | $13.28 |
ORI | $6.48 |
GILD | $4.73 |
LTC | $3.57 |
K | $3.19 |
PEP | $3.88 |
WMT | $1.40 |
NSC | $6.49 |
HSY | $0.60 |
VTR | $18.98 |
CCP | $3.42 |
FCISX | $26.04 |
Total | $308.33 |
Cash flow
Salary | $3,532.80 |
Dividend | $308.33 |
Interest & online | $77.85 |
Total | $3,918.98 |
Deductions
Gas Bill | $36.17 |
Electric bill | $182.86 |
Water Bill | $136.66 |
QT | $105.16 |
Discretionary | $231.45 |
Car payment | $435.45 |
Total | $1,127.75 |
Calculation
% saved | 71.22% |
Safety Net Total
Bank | $3,533.92 |
Scottrade Tax | $36,981.11 |
Scottrade ROTH | $1,838.29 |
Loyal3 | $8,064.99 |
401k | $17,923.59 |
Edward Jones Roth | $6,684.74 |
Total | $75,026.64 |
Summary
- Overall not a bad month. I increased my wealth by $4,000 via fresh capital+capital appreciation+dividends.
- I spent more on discretionary and QT (quiktrip) this month than any other month. I took a couple of weekend vacations driving around in the midwest.
- I will create a watchlist when I get the chance. Lots of things to do not enough time.
I made a few flips and dividend reinvestments behind the scene. My forward 12 months stands at $2,053.82. Portfolio updated.
Happy Halloween everyone. Grab some popcorn, eat some candy*, and listen to spooky ghost stories.
*note to my readers. Visit your dentist 2x a year or cavities will murder you later in life.
- 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...
- 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...
- July Review: One Step Forward And Two Steps Back. Nobody Gets Too Far Like That.
Oi. It has been a rough month. Stock market going crazy and dividends being cut. So many opportunities so little capital. July’s Dividend BAX$27.04PNY$4.62NRZ$1.35KO$13.90GE$11.73LTC$3.57HASI$13.52WPC$14.31DIS$1.53KHC$180.21PEP$3.30FCISX$23.64 Total:...
- June Result + Recent Buys
June Result June’s Dividend ESV- $1.35CVX- $20.33COP- $5.11TROW- $6.76JNJ- $25.5MCD- $8.50AFL- $6.63UL- $12.76ORI- $6.48GILD- $4.73LTC- $3.57K- $2.97WMT- $0.93FCISX- $22.64Total: $128.26 Cash flow Salary$2,919.88Dividend$128.26Interest$7.86Total$3,056.00...