Monday, April 23, 2018

Recent Buy - The Kraft Heinz Co (KHC), Kimberly-Clark Corp (KMB), and Campbell Soup Co (CPB)

In my previous post on Friday discusses a couple of positions I sold, which you can read more about here.  The proceeds from the equity positions sold was used to purchase 3 separate stocks on the same day: KHC, KMB, and CPB.  Of the three, KHC is new position for the PIV portfolio.  I have included details on each of the purchases below.





Friday, April 20, 2018

Recent Sell - Compass Minerals International (CMP) and Telefonica (TEF)

Today unexpectedly became an active day in the market for me.  I have the Yahoo Finance app installed on my phone and I typically will open up the app and take a look at my watchlist that I set up within the app in additional to the Google sheets file I have here on my blog.  When I opened the app I noticed many consumer staples were taking a hit; more on this in my next post.



Wednesday, April 11, 2018

Recent Buy - The Procter & Gamble Company (PG)

Made another purchase of PG that tacked on an additional 22 shares to the previous 42 I've acquired in recent months.



Purchased: 22 shares x $78.28 = $1,722.16 (+$4.95 commission)

Dividend Income: Increases forward annual dividend income by $63.11 ($2.87/sh annually; paid quarterly in Feb, May, Aug, and Nov)


Comments: Other than the purchase price, not much else has changed since my initial purchase last month.  As such, I'll refer you to the initial purchase here where additional metrics and the company profile can be found.  Forward dividend yield is 3.66% based on the company's recent announcement that can be found here; dividend increased by 4%With this recent purchase, PG now accounts for roughly 2% of my portfolio which I am comfortable with at current valuation.

Monday, April 2, 2018

2018 March Dividend Summary

Spring has arrived and the month of March has come to a close.  As I referenced in the February summary, March was a another month with significant changes in dividend income YoY.  This year I received $986.60 in dividends compared to last year's total of $427.97, a 76.6% increase.  Similar to the months the January and February, the significant changes in dividend income were largely driven by changes in holdings within my portfolio.  In early 2017 I deployed quite a bit of cash that I had generated from selling some ETFs, non-dividend paying stocks, as well as some idle cash I had built up in my retirement account.  Below are some details as well as some additional commentary on the dividend income for the month.

Sunday, March 25, 2018

Recent Buy - Kimberly-Clark Corp (KMB)

While traveling with my son for baseball tournament this past Friday, I was surprised to open the Yahoo Finance app on my phone to see that KMB was trading around $106 and subsequently closed on Friday at 104.74.  I quickly put in a small limit order to pick 5 additional shares.


Purchased: 5 shares x $106.30 = $531.50 (+$0 commission)

Dividend Income: $20.00 ($4.00/sh annually; paid quarterly in Jan, Apr, Jul, and Oct)

Comments: I initiated a position in KMB earlier this month when the price was $111.50.  The purchase was made just before the ex-dividend date so I captured a $1 for each of the 25 shares I purchased at the time.  Other than the price, many of the metrics remain unchanged from earlier this month, which you can view here.  Forward dividend yield is 3.7% and my recent purchase price was nearly five percent cheaper than my entry point earlier this month.



Thursday, March 22, 2018

Recent Buy - The Procter & Gamble Company (PG)

Made another purchase of PG that tacked on an additional 10 shares to the previous 32 I bought towards the end of February last month.



Purchased: 10 shares x $76.47 = $764.70 (+$4.95 commission)

Dividend Income: Increases forward annual dividend income by $27.60 ($2.76/sh annually; paid quarterly in Feb, May, Aug, and Nov)


Comments: Other than the purchase price, not much else has changed since my initial purchase last month.  As such, I'll refer you to that post here where additional metrics and the company profile can be found.  Current dividend yield is 3.58% and PG is expected to announce a dividend increase within the next few weeks.  If prices continue to hover below < $80 with all else remaining fairly constant, I will continue making purchases of PG.

Monday, March 12, 2018

2018 February Dividend Summary

The shortest month of the year is in the books for 2018.  Similar to January, I experienced some significant growth income, percentage wise, compared to the same period last year.  Take a look below for the details on what contributed to the growth in dividend income.