Friday, May 27, 2016

Investing Update 5/27/2016

My stocks went up a lot this week! My portfolio value reached over $1,600 this week. So I've tried to be pretty detailed and meticulous when keeping track of my dividends. The numbers in the table below are purely from my Robinhood account. On my Investing Missions below, the dividends include Robinhood and my old brokerage. I'll try to visually make this clearer in future posts, but I just realized this could be confusing to readers.

Year-To-Date Update

1/1/20165/27/2016Change since Jan 1st
Robinhood Portfolio Value$607.87$1,604.04$996.17
Money from my pocket$550.00$1,475.00$925.00
Dividends$9.79$22.46$12.67
Gains/Realized & Unrealized$48.08$106.58$58.50

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

Dividends

I received one dividend payment this week, and it was unexpected. I purchased this stock and then sold it after the stock went ex-dividend. I forgot that I was going to received a dividend from this stock.

20165/25/2016Royal Bank of CanadaRY$0.62

Stock Purchase

No new stocks this week.

Waiting to Buy: Casey's (CASY), 3M (MMM), Pepsi (PEP), and Starbucks (SBUX).


2016 Investing Missions

2016 MissionAmount I haveAmount Needed% Complete
Received $75.00 in Dividends$19.57$75.0026.09%
Purchase 25 Dividend Stocks2725108.00%
2016 Calendar Year14836640.44%

As you can see from the table above, I am currently not on pace to complete my 2016 Mission of receiving $75.00 in dividends.

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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