$200 of V
$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%.
I love V, what a cash machine with no debt! I’ll slowly add to this one until it’s at full weight (2.5% of portfolio). They are more of a total return play but eventually that yield on cost will shoot up with the really high dividend increases I continue to expect out of them.
I still 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. My plans to open a bar also increased my interest in them since I’ll be seeing their brands a lot.
Adding a little more to CAT here while it’s well below my cost basis. I loveaveraging down and only plan on a half position of CAT complimented with another half position of DE for diversification in farming and mining. 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 before adding more to DE.
In Recent News:
I’m back from my trip to Tokyo and Thailand. I’m still on a strange sleeping schedule. However, I’m reinvigorated and ready to get the bar open. I’ve done everything TABC has asked and I’m hoping I get licensed really soon.
I’m still way behind on taxes for 2015 and will continue making small purchases every two weeks until I get them paid. I’ve received my new POS system and will be getting it set up next Tuesday. I’m also trying to finish the menu so I can get it on the online system. Everything will be running from an app on the IPAD. I still haven’t finished a 10-hour food management course but will soon.
I’m due to finish up my goals post for the year and a monthly review for January. Those posts are late but I’m going to start working on them this week now that I’m back.
The picture is of a really cool bar in the Tokyo Golden Gai district. I’ll continue posting pictures from my recent trip to Tokyo and Thailand.