Friday, February 5, 2016

Investing Update 2/5/2016

I can't believe it's February already. I guess it's true that time moves faster the older you get. That's why I remind myself to value every single day. From my view, at least from the stocks I have, the market has stabilized a bit this week.

Year-To-Date Update

1/1/20162/5/2016Change since Jan 1st
Robinhood Portfolio Value$607.87$728.63$120.76
Money from my pocket$550.00$675.00$125.00
Dividends$9.79$13.36$3.57
Gains/Realized & Unrealized$48.08$40.27-$7.81

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 three dividend payments this week.

CompanyTicker SymbolDividend AmountStock Buy PriceAnnualized Div Yield
John DeereDE$0.60$78.793.05%
AT&TT$0.48$33.905.66%
VerizonVZ$0.57$45.774.98%
Total$1.65


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.

I'm pretty happy with a 5.66% yield on the AT&T stock, and close to a 5.0% yield on the Verizon stock. These yield %'s have the opportunity to go up if one or two things happens.

1. I buy additional shares at the same price or less than what I bought the current stocks at.
2. The companies raise their dividends.


Stock Purchase

I did not buy any stocks this week.


2016 Investing Missions

  • Purchase and hold 25 different stocks that pay dividends: 13/25 - 56% Completed (Not counting Disney stock)
  • Receive $75 in dividends: $3.57/$75.00 - 4.76% Completed.


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

Signed,

Mitch

No comments:

Post a Comment

Thanks for your thoughts!