I’m a little late getting this out but better late than ever. I’ll try and have a yearly review out shortly. I hope everyone had a great holidays and a happy new year!
Below is a summary of my activity for the month:
New Purchases: $14,192 (NET)
$1600 of BBL
$800 of COP
$700 of CVX
$350 of JNJ
$200 of MCD
$200 of BP
$150 of ESV
100 shares of TD- $4632
100 shares of ESV – $3356
200 shares of BBVA – $2204
Posts about new purchases can all be found by following the “Buys” label here.
The only options activity I had was getting 200 shares of BBVA assigned which brought them up to near a full weight. I have 12 short put options that are open as of the end of the month.
My total profit for the year is $342.00.
I’ve updated all of these trades on my Options tab and you can find these trades on my options label.
December – 1561.90
AWR – 14.92
JNJ – 43.52
KO – 68.33
COP – 74.15
WFC – 74.04
V – 13.92
TEVA – 48.65
CVX – 83.65
TGT – 87.18
UL – 80.10
MCD – 63.60
ESV – 288.08
RDS.B – 135.77
NSC – 41.04
CSX – 32.00
SO – 118.13
WAG – 22.95
UTX – 23.60
LMT – 66.00
BDX – 32.00
BP – 129.49
MOTIF – 20.78
I earned $1561.00 in dividends for the month. This is an increase of 45% from the same month last year. My total year-to-date dividend income is $10,345.03. This surpassed my goal of $10,000 in dividends for the year.
I’ve updated my dividend income on my Dividends tab.
Forward 12-month Dividends:
You can find all of my monthly dividend information from the Dividends page.
The following companies in my portfolio increased their dividends this month.
These increases can also be found on my Dividend Increases label.
I do have some goals met to add to my list including over 10k in dividends for 2014. I’ll be sure and come up with a 2014 goals update post and follow that up with a goals for 2015 post.
These goals can be found on the Goals tab.
One rental had a spring break on the garage, the fix was about $300. No other news but I’m thinking of selling one of my rentals in the first quarter and rolling the funds into possibly two more.
I’ll be coming up with a solar update for the year so you guys know how my production production went.
You can find my latest electric bill and any other solar updates here.
All of my other real estate posts will be found on my real estate label.
I’m still at $802k, no change from last month. Even with the large contribution I made, the retreat in shares of oil companies have made my portfolio take a little bit of a hit. I hope to have a positive increase next month. I did meet my goal of $800k in net worth for 2014.
You can find the details of this on my Net Worth page.
No notable articles posted this month. I hope to start writing more in 2015.
I’ve met some but not all of my goals for 2014 and will be following up with an update on all of those plus a full year update. 2015 should be an awesome year.
I’m debating now on whether I should start building a larger cash position to purchase a rental earlier in the year and see what happens with the stock market. Something tells me that oil prices will be quite low for the first half of the year. I’m already heavily exposed in energy so I’ll likely target buying another property earlier rather than later.