$200 of UNP
$200 of DEO
$200 of CAT
I used $600 in new capital and added $20.16/year to my dividend income. This is an average yield of 3.36%.
UNP is still high on my buy list. Coal and oil is weighing heavily on shares but I’m confident that will turn around. I don’t mind slowly averaging into more shares while building a full position.
I’m really liking DEO here. They have a giant portfolio of alcoholic beverages with great international exposure. Even during a recession, there will be plenty of people still buying alcohol. I plan to continue averaging into more shares while slowly building up my position.
This is my first purchase of CAT in a while. It has popped a little from lows but still about 20% below my cost basis. I don’t mind averaging down on shares at this level. This cyclical company will be back, it’s just a matter of time. I want to build up the position to equal that of DE. I’m planning on having a 1/2 position in both CAT/DE for the long-term to give myself some extra diversification.
In Recent News:
I’m currently traveling in Japan and Thailand. Posting will be slow here but I’m taking a lot of pictures I will start sharing. I’m trying to get one last thing done for TABC. It’s a little difficult being out of the country but I think I can finish it before I get back. I’ve determined I’m way behind on taxes for 2015 and will really slow my purchases down until taxes are paid. I’m only transferring $300/week into my Sharebuilder account and will be making purchases only ever other week for a while. Between taxes and the new bar, I’ve got a lot of expenses. I’ve received my new POS system and will be getting it set up and trained on it as soon as I’m back. I also still haven’t finished a 10-hour food management course.
I’m due to finish up my goals post for the year and a monthly review for January. Those posts will be a little late, likely a few weeks from now when I get back.
The picture is of a giant Gundum robot in Tokyo. Yes, it’s freezing cold in Tokyo but Thailand will be much warmer.