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New Purchases – Week of 08/25/15

August 27, 2015 by All About Interest 6 Comments

Costa Rica 773

I’m reporting my automatic purchases for this past week:

I Bought:

$1100 of CVX
$700 of MDT
$200 of BBL

I used $2000 in new capital and added $96.89/year to my dividend income. This is an average yield of  4.84%.

$50 per Week Challenge:

From now until the end of the year, I’m going to challenge myself to invest enough money each week to generate at least $50 per year in annual income and a total cumulative amount of at least $1000.  They are 18 weeks left between now and the end of the year.

Week 1/18 complete:
Target: $50 / Cummulative Target: $1000
Actual: $96 / Cummulative Actual: $96 (9.6% of goal)

Note:

I’m still building back up my CVX position.  These prices are multi-year lows, who would have though a 6% yield on CVX!! My largest sector is in energy but at some point energy stocks will go up and I hope to average into other sectors at discounted prices to keep up the diversity.

MDT wasn’t really at the top of my buy list but I decided after the sell of BAX, I wanted to have more medical sector exposure.  I think the medical sector will provided the largest gains by any sector over the next 10 years.  I’ll work to bring up the position to a full weight while averaging into more shares.

BBL just recently declared to keep their dividend the same.  This is great news and now may be a good chance to load up on the world’s largest mining company at an almost 8% dividend yield!!  I also just added another 100 shares so I’m content with my position at this time.

Watchlist:

Some stocks that are currently at the top of my list for next week are CVX, RDS.B, DE, MCD, MDT, PEP, KO, TD, WFC, UL, CSX, UNP, WFC, CMI.  I own all but CMI and UNP but would like to initiate positions in those two at some point.  I’m trying to average my portfolio out by first bringing up underweight positions that are near my cost basis or lower.

Picture:

Just for some fun and to add some color I will be posting pictures of places I’ve been to. It’s also motivation to reach FI so I can travel and do what I want to when I want to.

 

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Filed Under: Buys

Comments

  1. Dividend Mantra says

    August 27, 2015 at 8:03 pm

    AAI,

    Good stuff. That’s an aggressive goal there. I’m rooting for you!

    BTW, your portfolio was worth something like $350k at the end of last year if I remember correctly. It’s now below $200k. Did something happen to the portfolio?

    Keep it up!

    Cheers.
    Dividend Mantra recently posted…Five High-Quality Dividend Growth Stocks That Look Very Appealing After Recent VolatilityMy Profile

    Reply
    • All About Interest says

      September 2, 2015 at 1:57 pm

      Hi Jason,

      Thanks, I will do my best to make it.

      You are totally right. I just went through a divorce and have yet to post about it. I was waiting a little longer. I also have a sizable cash position I need to put to work in stock or real estate soon. I’m basically starting over, well not over but it set me back a couple of years.

      Thanks for stopping by!

      Reply
  2. DivHut says

    August 28, 2015 at 8:27 pm

    As usual nice current yield with these buys. No doubt the market has given us some great buying opportunities in August. Good luck with your investing goal for the rest of year. You’ll really be setting yourself up for a nice 2016 return with all those potential buys between now and the end of the year.
    DivHut recently posted…Recent Stock Purchase – August 2015My Profile

    Reply
    • All About Interest says

      September 2, 2015 at 1:58 pm

      DivHut,

      Thanks, luckily the markets have provided nice options for good long-term returns and current yields. I’m not necessarily chasing yields but I do need a good starting point. I think these companies will be producing much higher profits in 10 years.

      Cheers!

      Reply
  3. JC says

    August 29, 2015 at 4:15 am

    Love the goal! $50 per week challenge is awesome.

    What broker do you use to make these smaller trades? I don’t remember you using Sharebuilder before. I opened up a TradeKing account earlier this year and it’s helped out because now I can make $1k purchases and the expenses are in check. Before it was $1.5k.

    Best of luck on your challenge! And solid purchases to get you started. BBL is looking very tempting here.
    JC recently posted…Opportunity Knocks To Power Your Portfolio With Eaton Corp. PlcMy Profile

    Reply
    • All About Interest says

      September 2, 2015 at 2:00 pm

      JC,

      Thanks! It should be doable without chasing yields too hard.

      I’ve used Sharbuilder for over two years now I guess. I don’t know if they still over the account I have but it’s $12 for 12 trades a month. As long as I put $2400 to work in 12 trades or less I can keep my expense ratio below .5%.

      Thanks, and I just couldn’t resist BBL at these prices. Keep up the good work on your end as well.

      Take care!

      Reply

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