It’s been almost 3 more months since I’ve written a post. That’s just crazy! Things are finally normalizing where I’m not working every day at the restaurant. I’m starting to come up with a more consistent investing plan over the next 6 years. Stay tuned!
$900 of SBUX
$800 of CAH
$300 of DIS
$200 of RDS-B
$150 of ESV
$150 of TEVA
Sold 33 shares of CAT – $2703
In Etrade account for Sept:
Sold 200 KMI @ 21.8846 = $4376.92
Sold 44 LMT @ 240.5925 = $10,586.07
Sold 105 GIS @ 65.214 = $6,847.47
Sold 51 CLX @ 122.6625 = $6,255.79
Sold Total = $28,066.25
$300 of CAH
$650 of SBUX
$600 of DIS
$400 of RDS-B
$400 of TIF
Sold PEP (2230), MCD (2210), CVX (3576), APD (3835) = $11,851
Lots of shares in my sharebuilder and E*Trade account were sold, approximately $37,500 net. This was for two main reasons. First, I owed more on my extended 2015 tax return than I thought. This is now taken care of. Second, I’m in the process of buying a second rental property and needed the extra cash in my account for that purchase. I sold shares in companies that had run up significantly from my purchases price. I was also anticipating a weaker market going forward with election season and the ability to hopefully purchase back shares at a better discount. I don’t plan on having to sell off shares like this again.
SBUX is a new position for me. It’s a great company selling an addicting product. What’s not to like?
I’m been building up a position in CAH. I think the generics selloff has created some buying opportunity, namely in CAH and TEVA. I’ll continue to nibble away while shares of depressed.
DIS is still a small position and I’ll slowly averaging down from my original purchases.
TIF is a fairly new position, the price popped from my initial purchases but I’m still dollor-cost-averaging when I can.
I’m looking at buying some CVS at these prices. What are you buying?
In Recent News:
I mentioned I’m in the process of purchasing another rental property. This will be rental property number 2. It’s in a small town and taking a while to get an appraisal done on it. I’ll post details on the transaction once it’s completed, hopefully by mid December.
I’ve hired full time waitstaff and don’t have to bartend much any more. I’m mainly overseeing and managing the business.
My one rental that was re-leased for a $100 increase had their lease extended until 04/30/17. It was originally going to be up in October. I’ve had the same tenants for a while.
My last business has been exited and I’m receiving proceeds over the next 6 years that I will need to invest and grow my income with.
The picture is from a recent trip to Mexico City at the Teotihuacan ruins. I’m standing in front of the pyramid of the sun. What an amazing place!