Monday, October 29, 2012

Week 79 update



EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.



Dividend investing takes time but patience is rewarded. Look back to the first couple months and what was I saying. Don't get disheartened by the low income now its about the future. Things will build upon itself. Just one and a half years later and we can see the beginning of the growth. The fourth and first quarters is when the dividend raises take place. MCD and AFL already gave theirs. ABT has theirs with the split. The Model Portfolio got in front of these and we will see the yield on cost start to rise.


Weekly Activity
$100 deposit into Trading
$8.57 dividend from AGNC
$0.91 dividend from ERF
AFL raised dividend 6%


Model Portfolio Totals

Trading Account: 2,225.78

Investing Account: $4,611.68
Estimated Monthly Income: $19.39 ($0.508 from DRIP)
Stock
     ABT: $0.77 ($0.012 from DRIP)
     AFL: $0.67 ($0.010 from DRIP)
     MCD: $0.70
     STX: $2.01 ($0.010 from DRIP)
     WMT: $0.59 ($0.014 from DRIP)
Energy
     COP: $0.79 ($0.025 from DRIP)
     ERF: $0.92 ($0.076 from DRIP)
     WHZ: $3.68
REITs
     AGNC: $2.86
     O: $1.16 ($0.057 from DRIP)
BDCs
     TCAP: $2.32 ($0.098 from DRIP)
Bonds
     JNK: $1.74 ($0.140 from DRIP)
     PCY: $1.18 ($0.064 from DRIP)
Maneuvering Cash: $1,022.61

Savings Account: $2,075.20
Emergency Fund: $1,000
General/Car Fund: $725.20
Portfolio Protection
     Trading Account: $100
     Investing Account: $250


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

4 comments:

  1. Jason - ConnecticutOctober 29, 2012 at 4:48 PM

    PullingMyselfUp-
    I wanted to let you know that I find your weekly updates educational, and I will continue to tune in to them for as long as you produce them. I first discovered your videos while searching for material on "Dividend" investing, an approach that I have adopted over the last couple of years. Like you, my ultimate goal is to produce enough "Dividend Income" to sustain my financial needs. After having viewed most of your videos at this point, I think we have a similar mindset, (Not to mention of being of similar age and of having a comparable time horizon)and I wish us both luck in achieving our goals.
    P.S. - Coincidentally, I'm in a similar situation as you with regards to AGNC, a stock I too had purchased for yield (rather than dividend growth of course!) about 1 year ago. I have seen the stock rise considerably, but now have essentially broken even, despite the huge dividends (I was reinvesting them initially..) Like you, I'm on the fence about whether to hold the stock going forward. Today's results however seem pretty encouraging to me. Perhaps we'll see a renewed climb in share price, and a continued dividend of 1.25.
    Take care, and keep posting those updates. Your
    a good teacher for us dividend investors..
    - Jason

    ReplyDelete
    Replies
    1. Thank you for the kind words. Its encouraging to know that I am not talking to an empty room.

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  2. PMU - The room isn't empty...just quiet.

    ReplyDelete
  3. The room is most certainly not empty. While I have found my own blog to be to time consuming I still read/watch yours regularly.

    ReplyDelete