Friday, January 29, 2016

Investing Update 1/29/2016

There was quite a bit of green (prices going up) this week. It actually makes me a little sad, because it's better to buy stocks at lower prices. Preferably, I think we'd all like normal ups and downs, instead of these huge ups and downs we've had over the last 6 months.

Year-To-Date Update

1/1/20161/29/2016Change since Jan 1st
Robinhood Portfolio Value$607.87$704.84$96.97
Money from my pocket$550.00$650.00$100.00
Dividends$9.79$11.71$1.92
Gains/Realized & Unrealized$48.08$43.13-$4.95

The table above shows the change in my Robinhood portfolio since the start of 2016.

Robinhood Portfolio Value = (Money from my pocket) + (Dividends) + (Gains/Realized & Unrealized)

Dividends

I received two dividend payments this week.

CompanyTicker SymbolDividend AmountStock Buy PriceAnnualized Div Yield
Whole Foods Market, Inc.WFM$0.14$33.001.70%
Bank of Nova ScotiaBNS$0.50$40.454.94%
Total$0.64

The annualized dividend yield = (Dividend Amount * 4) / Stock Buy Price.

The reason the dividend amount is multiplied by 4 is because these stocks pay dividends 4 times a year. So the yearly amount of dividends I'll receive divided by the cost of the stock equals the dividend yield.


Stock Purchase

I did not buy any stocks this week. Stock buying will probably slow down for a while.


2016 Investing Missions

  • Purchase and hold 25 different stocks that pay dividends: 13/25 - 56% Completed (Not counting Disney stock)
  • Receive $75 in dividends: $1.92/$75.00 - 2.56% Completed.


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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