Friday, November 20, 2015

Investing Update 11/20/15

Here's a conversation with a friend today -

Me: A lot of stocks are up
Friend: Cause it's Fridaaaaayyy
Friend: People are pumped, wanna relax, spend some dough.

So there you have it, that was the reason the market was up today. This week I sold a lot of stocks, and did not buy any new ones.

This past trading week I sold my shares of Ford, Intel, Johnson & Johnson, Microsoft, and Target.

CompanyTickerBuy Price Sell PriceDifferenceDividendFee% Gain
FordF$73.40$73.75$0.35$0.15-$0.020.65%
IntelINTC$62.70$64.72$2.02$0.48-$0.023.96%
Johnson & JohnsonJNJ$91.99$102.60$10.61$0.75-$0.0212.33%
MicrosoftMSFT$96.26$106.74$10.48$0.72-$0.0211.61%
TargetTGT$72.40$73.60$1.20$0.56-$0.022.40%
Total$396.75$421.41$24.66$2.66-$0.106.86%

To determine the % Gain, I used the following equation.

=(Difference + Dividend + Fee)/Buy Price. 

Ford has been an interesting stock for me. I like investing in it because I feel patriotic buying it. Since the stock price is lower, there isn't a ton of stock price swing, so it made it hard to average down and hard to sell it for a positive gain. I really hope they can keep up with Google and Apple with the self-driving cars. I don't have a lot of faith that the traditional automobile manufacturers will be able to keep up though.

I got my first share of Intel at a good price, got a second share for the upcoming dividend, and sold while I was ahead. This was the same for JNJ and Microsoft, I bought at good prices, and sold after I got the dividends.

I didn't hold my share of Target for very long, but knowing this stock, I wanted to quit while I was ahead, and I will also receive a dividend from from Target.

I want to acknowledge that on JNJ and MSFT, I had 12.33% and 11.61% gains, respectively. I'm very happy with double digit gains. The overall gain was 6.86%, which I'm also very happy with.

Below is information on my year-to-date (YTD) investing numbers.

MITCH Investing - 2015
Dividends Received$5.28
$'s Gained$60.30
Dividend % of Gain8.76%
Overall % Gain12.06%

Signed,

Mitch

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