New Purchases – 12/22/15

I Bought:

$450 of UNP
$200 of V
$150 of DIS

I used $800 in new capital and added $16.01/year to my dividend income. This is an average yield of  2.00%.

$50 per Week Challenge:

 

It’s been a while since I posted.  I did make some smaller trades but I wasn’t able to complete the challenge due to some unexpected expenses.

Note:

UNP is still a fairly new position for me.  I like the value here and Morningstar agrees with a 5-Star rating currently!  UNP will be a good compliment to my railroad holdings in CSX and NSC.  I plan to continue building UNP up to a full position.

V is a cash cow with no debt.  It’s mostly about appreciation with this one but they do pay a dividend that has some major acceleration with the large raises.

DIS – I’m a little late to the game on this one.  I’ve been adding some here and there and wouldn’t mind a full position at some point.  I’ll keep dollar-cost-averaging into more shares.

Watchlist:

I really want to load up with RDS.B and BBL at these prices.  I think they offer some major value but both companies are already full weights in my portfolio.  I’ll continue to diversify a little out of energy and commodities though since prices may be depressed for a while and it’s not looking much better.

Update:

I owe a major update and I plan to get back on track beginning in the new year.  After a divorce, I have one rental property and a new primary residence.  I’ve also purchased a property and have applied to open up a restaurant/bar.  That should happen in approximately two months.  That’s where some of my money has been tied up lately.

I still plan for dividend growth investing to be a major part of my income along with real estate.  I wanted to try my hands at something new and I’m excited to do so.

I think my New Year’s resolution will be  to get my finances back and on track and start consistently investing.  I plan to invest at least $800/week in my Sharebuilder account until it’s built back up to about $200k.  It’s currently less than half that.

I still read a lot of blogs on feedly when I have a chance but I haven’t been able to post many comments.  I hope that can change now that I’m setting down in a new place now.

I’m back baby!  I hope everyone has a Merry Christmas!