Sunday, March 20, 2016

Investing Update 3/20/2016

My stocks went up this past week, and I'm almost considering selling my stocks so I don't lose the money I've made when the stock market inevitably goes back down. I won't sell my stocks though because if you hold a stock for at least a year, the dividends from the stock don't get taxed as much. I don't remember the specifics on the tax rates off the top of my head, but it's worth it in my mind.

I have placed a limit order for my Apple stock on my TD Ameritrade account. Apple stock has been going up lately, and with their hardware event tomorrow - http://9to5mac.com/2016/03/11/apple-march-31st-event-new-hardware/ - I'm expecting the price to go up (don't hold me to this).

Once my Apple stock sells, I will transfer those dollars over to Robinhood and finish buying my 2016 Investing Mission stock list.

Robinhood Instant - http://blog.robinhood.com/news/2016/2/22/introducing-robinhood-instant

3/20/2016 - I am the 11,747th person in line out of 201,794 people.
3/11/2016 - I am the 10,179th person in line out of 183,141 people.
3/4/2016 - I am the 7,616th person in line out of 159,647 people.
2/26/2016 - I was in the top 6,000 in line out of 136,245 people.

Year-To-Date Update


1/1/20163/11/2016Change since Jan 1st
Robinhood Portfolio Value$607.87$787.98$180.11
Money from my pocket$550.00$675.00$125.00
Dividends$9.79$16.69$6.90
Gains/Realized & Unrealized$48.08$96.29$48.21

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

March, June, September, and December are traditionally big dividend months, so I'll see quite a few dividends in March.

I received two dividends this past week -

International PaperIP$0.44
Realty IncomeO$0.20

Stock Purchase

No stock purchases this week.

2016 Investing Missions

  • Purchase and hold 25 different stocks that pay dividends: 15/25 - 60% Completed (Not counting Disney stock)
  • Receive $75 in dividends: $13.80/$75.00 - 18.40% Completed. The year is 21.86% completed, so currently, I am not at the pace needed to complete this yearly Mission.

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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