Friday, December 18, 2015

Investing Update 12/18/2015

I saw Star Wars Episode VII this evening, and I enjoyed it. That's all I'm going to say about it.

This past trading week I sold Waste Management, Coca Cola, and Omega Healthcare.

CompanyTickerBuy Price Sell PriceDifferenceDividendFee% Gain
Waste ManagementWM$53.62$54.00$0.38$0.39$0.021.47%
Coca ColaKO$43.33$43.84$0.52$0.33$0.022.00%
Omega HealthcareOHI$175.80$173.50-$2.30$1.12$0.02-0.66%
Total$272.75$271.34-$1.41$1.84$0.060.18%

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

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

I talked about selling WM on Wednesday, and how I put in a limit order to sell this share. If it hadn't been for that limit order, I was planning on keeping the share of WM. My other trades were made so I could have money to buy the stocks I have planned for 2016. These trades consisted of selling one of my KO shares, and all 5 of my OHI shares.

I had my first trade loss on Robinhood this week. I sold my 5 shares of OHI for a -0.66% loss. This isn't terrible at all, and it could have been worse. I think I averaged down too quickly, and I didn't have a good working knowledge of this stock. I will consider these lessons learned, and move on. I think the stock price will go back up eventually where I could have sold for a positive gain, but having ~$170 tied up in OHI was too much.

I bought 3 stocks this week, 2 that I've purchased before (T and VZ), and 1 new one (BNS).

StockTickerSharesBuy PriceAvg. Price/Share
AT&TT1$33.90$33.90
VerizonVZ1$45.77$45.77
Bank of Nova ScotiaBNS1$40.45$40.45
Total$120.12

Any stocks that I buy going forward will be held long term.

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

MITCH Investing - 2015
Friday Date12/18/201512/11/2015
Dividends Received$9.33$8.28
$'s Gained$59.36$47.92
Dividend % of Gain15.72%17.28%
Overall % Gain11.87%9.58%


You can click on the investing tab or here to see what stocks I currently have in my Robinhood portfolio.

Signed,

Mitch

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