Thursday, December 24, 2015

Investing Update 12/24/2015

I've now seen Star Wars Episode VII three times. I had mixed feelings after I saw it the first time, but I loved it after I saw it the second time.

This past trading week I sold 1 share of Coca Cola.

CompanyTickerBuy Price Sell PriceDifferenceDividendFee% Gain
Coca ColaKO$43.30$43.60$0.30$0.33-$0.021.41%
Total$43.30$43.60$0.30$0.33-$0.021.41%

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

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

I am planning on buying KO again to hold long term, but with KO just recently paying a dividend, I figured I could sell it and use the money to buy a stock that is paying a dividend sooner than KO. I will have fewer updates on selling stocks as I'm shifting to holding stocks long term.

I bought 3 stocks this week, 1 that I've purchased before (DE), and 2 new ones (O & USB).

StockTickerSharesBuy PriceAvg. Price/Share
John DeereDE1$78.79$78.79
Realty IncomeO1$51.31$51.31
US BancorpUSB1$42.28$42.28
Total$172.38

All three of these stocks have upcoming dividends. I also feel good about holding these stocks long term.

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

MITCH Investing - 2015
Friday Date12/25/201512/18/2015
Dividends Received$9.33$9.33
$'s Gained$63.43$59.36
Dividend % of Gain14.71%15.72%
Overall % Gain12.08%11.87%

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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