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Summary of recent buys

  1. On July 10, 2018, 3.456 shares of Walmart (WMT) at $86.8076 for a total of $300. 
  2. On July 10, 2018, 1 share of Visa at $136.17 for a total of $136.17.
  3. On July 10, 2018, 72 shares of Keurig Dr Pepper at $20.87 for a total of $1502.64.
  4. On July 10, 2018, 1 share of Old Republic (ORI) at $20.25 for a total of $20.25.
  5. On July 9, 2018, 2 shares of Dow DuPont (DWDP) at $66.27 for a total of $132.54.
  6. On July 9, 2018, 1 share of Honeywell (HON) at $145.96 for a total of $145.96.
  7. On July 9, 2018, 2 shares of Leggett and Platt (LEG) at $45.35 for a total of $90.70.
  8. On July 9, 2018, 1 share of Johnson and Johnson (JNJ) at $126.22 for a total of $126.22.
  9. On July 9, 2018, 2 shares of Morlson Coors (TAP) at $70.66 for a total of $141.32.
  10. On July 9, 2018, 1 share of Abbvie (ABBV) at $97.98 for a total of $97.98.
  11. On July 9, 2018, 2 shares of Starbucks at $49.22 for a total of $98.44.
  12. On July 9, 2018, 3 shares of Corning (GLW) at $28.43 for a total of $85.29.
  13. On July 9, 2018, 14 shares of Old Republic (ORI) at $19.92 for a total of $278.88.
Total Commission fees: $0.00. If you want to learn more about how to get free trades with Merilledge click on the link before. I'm not getting a commission for referring you. At $50,000 total assets you get 30 free trades a month. At $100,000 you get 100 free trades a month. It takes 3 months to get your free trades, but the guy who helped me open my account gave me 300 free trades while I waited those three months.


Forward annual dividend stands at 

BTW the reason I'm adding HON and DWDP is for their spinoffs. Both companies are splitting into three separate companies and I believe all six will unlock tons of value. Everything from plant fertilizers to engines to aerospace will be spunoff. The dividends will probably take a hit, but in the long run the total return will beat the income. And with the trade war both are standing still for me to add! 
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Fun fact. I just spent the last 4 weeks troubleshooting a certain multi-billion dollar federal database built by a certain large search engine company because some genius had a brilliant idea to merge an old IBM database built in dos into html5. Another fun fact. The system is still inoperable and HQ is now deciding whether we scrap the entire project or give that certain company another 2 billion to fix it. And that’s why we have to raise your taxes next year. I don’t think you’ll mind. Enough of me raging, here are my May and June results.

Recent Buys:
  1. May 23, 2018, 5 shares of Hershey’s (HSY) at $92.04 for a total of $460.20.
  2. May 29, 2018, 10 shares of Pepsico (PEP) at $100.50 for a total of $1005.00.
  3. May 30, 2018, 2 shares of Old Republic (ORI) at $21.16 for a total of $42.32.
  4. May 30, 2018, 2.738 shares of Walmart (WMT) at $84.0042 for a total of $230.00 ($200 principal + $30 matching)
  5. June 4, 2018, 5 shares of Pepsico (PEP) at $100.25 for a total of $501.25.
  6. June 7, 2018, 4 shares of Leggett & Platt (LEG) at $42.84 for a total of $171.36.
  7. June 8, 2018, 1 share of Honeywell (HON) at $151.78 for a total of $151.78.
  8. June 8, 2018, 1 share of Kimberly Clark (KMB) at $101.76 for a total of $101.76.
  9. June 8, 2018, 1 share of Visa (V) at $133.44 for a total of $133.44.
  10. June 8, 2018, 4 shares of Corning (GLW) at $28.72 for a total of $114.88.
  11. June 8, 2018, 2 shares of Phillip Morris (PM) at $79.37 for a total of $158.74.
  12. June 11, 2018, 1 share of Pepsico (PEP) at $102.61 for a total of $102.61.
  13. June 11, 2018, 2 shares of Aqua America (WTR) at $33.76 for a total of $67.52.
  14. June 11, 2018, 1 share of Old Republic (ORI) at $21.44 for a total of $21.44.
  15. June 18, 2018, 1 share of Morlson Coors (TAP) at $67.01 for a total of $67.01.
  16. June 18, 2018, 1 share Leggett & Platt (LEG) at $43.89 for a total of $43.89.
  17. June 18, 2018, 2 shares of Johnson and Johnson (JNJ) at $121.61 for a total of $243.22.
  18. June 18, 2018, 1 share of Kimberly Clark (KMB) at $102.83 for a total of $102.83.
  19. June 19, 2018, 1 share Leggett & Platt (LEG) at $44.06 for a total of $44.06.
  20. June 22, 2018, 2 shares of Starbucks (SBUX) at $51.56 for a total of $103.12.
  21. June 27, 2018, 2 shares of Corning (GLW) at $28.30 for a total of $56.60.
  22. June 27, 2018, 1 share of Johnson and Johnson (JNJ) at $122.82 for a total of $122.82.
  23. June 27, 2018, 2 shares of Kimberly Clark (KMB) at $100.74 for a total of $201.48.
  24. June 27, 2018, 2 shares of Leggett & Platt (LEG) at $ 43.51 for a total of $87.02.
  25. June 27, 2018, 1 share of Abbvie (ABBV) at $93.47 for a total of $93.47.
  26. June 27, 2018, 1 share of Honeywell at $143.29 for a total of $143.29.
  27. June 27, 2018, 1 share of Visa (V) at $134.91 for a total of $134.91.
  28. June 27, 2018, 2 shares of Morlson Coors (TAP) at $69.00 for a total of 138.00.
  29. June 27, 2018, 1 share of Hershey (HSY) at $92.75 for a total of $92.75. 
  30. June 27, 2018, 1 share of Old Republic (ORI) at $20.28 for a total of $20.28.  
  31. July 2, 2018, 1 share of Johnson and Johnson (JNJ) at $120.78 for a total of $120.78.
  32. July 2, 2018, 2 shares of Leggett and Platt (LEG) at $44.04 for a total of $88.07.
  33. July 2, 2018, 1 share of Hershey’s (HSY) at $92.25 for a total of $92.25.
  34. July 2, 2018, 1 share of Molson Coors (TAP) at $67.46 for a total of $67.46. 
  35. July 2, 2018, 2 shares of Starbucks (SBUX) at $48.82 for a total of $97.64.
  36. July 2, 2018, 2 shares of Old Republic (ORI) at $19.78 for a total of $39.56.

May Dividends


May
Shares Reinvested
ABT
$28.42
0.4692
APD
$6.72
0.0405
CAG
$10.88
0.2928
CL
$5.55
0.09
CLX
$6.85
0.057
CVS
$12.76
0.2058
FCISX
$0.20
0.086
GIS
$125.21
2.8818
HCN
$86.08
1.5152
HRL
$42.01
1.1679
LTC
$9.93
0.241
O
$36.27
0.6971
PG
$58.06
0.7949
SBUX
$4.55
0.079
STAG
$4.60
0.1787
T
$119.98
3.6842
Total
$558.07
12.4811

May Cash Flow


May
Cash
$56,590.60
Merill Edge
$168,771.68
Merill Edge Roth
$13,692.86
computershare
$5,922.42
401k
$90,998.83
Total Portfolio
$335,976.39
M-o-M
$13,370.69


Full+partime job
$6,172.93
Bank Interest
$69.11
Dividends
$558.07
Total Cash Flow
$6,800.11


Utilities
$192.84
Car Bill
$435.45
Misc. Spending
$1,224.17
Total Liability
$1,852.46


Total Cash Flow
$6,800.11
Total Liability
$1,852.46
Gain/Loss
$4,947.65
percent saved
72.76%

June Dividends


Jun
ADM
$15.36
AFL
$6.38
AMGN
$6.73
CHD
$4.18
D
$85.60
EMR
$7.44
FCISX
$0.20
FLO
$21.45
HON
$7.45
HSY
$3.28
JNJ
$6.46
LTC
$9.97
MMM
$5.56
NEE
$7.98
O
$36.42
ORI
$2.59
PEP
$39.10
SJM
$15.86
SO
$70.84
STAG
$4.61
TAP
$12.77
TSN
$6.09
UL
$101.68
VFC
$61.01
WMT
$39.51
WTR
$6.25
YUM
$3.63
YUMC
$1.00
Total
$589.40

June Cash Flow


June
Cash
$55,400.79
Merill Edge
$175,804.10
Merill Edge Roth
$14,392.68
computershare
$6,349.06
401k
$93,307.66
Total Portfolio
$345,254.29
M-o-M
$9,277.90


Full+partime job
$4,669.52
Bank Interest
$68.29
Dividends
$589.40
Total Cash Flow
$5,327.21


Utilities
$464.63
Car Bill
$435.45
Misc. Spending
$800.84
Total Liability
$1,700.92


Total Cash Flow
$5,327.21
Total Liability
$1,700.92
Gain/Loss
$3,626.29
percent saved
68.07%

Summary and Updates.
  1. Dividends increased $235.28 ($7254.35 - $7019.07)
  2. Goal Updated: Instead of $8,000 forward dividend I’m going to aim for $9,000 forward dividend by December 31, 2018. I probably won’t make it but I rather have a goal that I can’t meet than an easy one to pad my ego.
  3. My net wealth increased by $22,648.59 ($345,254.29- $322605.70).
  4. I made less in June (hours cut back) and spent more (booze). I hate troubleshooting. 
  5. Instead of investing $1000 or $500 into one individual stock I’m going to start buying smaller amounts. I added Abbvie (ABBV), Leggett and Platt (LEG), Corning (GLW), and Visa (V) this month via small trades. I will continue building these into full positions.


I’m reading your comments even if I’m not responding. Since the beginning of this month I’ve been too drunk to respond properly (that’s not a joke my job is starting to make me drink). Life is hard and it seems to get harder everyday I’m alive. Portfolio updated. Forward dividend at $7254.35. This was a rough post. I had to write this quickly and get back to work. Life of a salaryman.
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Hey hey people. Sorry for the late update, been busy with prepping for Mother’s day and now Memorial’s Day.

Here are my recent May buys:
  • May 4, 2018, I bought 1 share of ORI at $20.02 for a total of $20.02.
  • May 9, 2018, I bought 7 shares of PG at $72.16 for a total of $505.12.
  • May 9, 2018, I bought 5 share of PEP at $97.28 for a total of $486.43.
  • May 14, 2018, I bought 1 share of ORI at $20.77 for a total of $20.77.
  • May 14, 2018, I bought 5 shares of PEP at $97.69 for a total of $488.45.
  • May 17, 2018, I bought 7 shares of PG at $73.84 for a total of $516.87.
I also executed my Walmart stock options

  • May 1, 2018, I bought 6.607 shares of WMT at $87.0305 for a total of $575 ($500 principal + $75 company matching).
  • May 15, 2018, I bought 6.807 shares of WMT at $84.4710 for a total of $575 ($500 principal + $75 company matching).
    • Both buys gave me a 4% WMT YOC. 
    • I still have $200 left on my stock option which I will execute next paycheck.
April Dividends Report


Apr
AQN$1.39
CAH$15.56
CB$4.32
DEO$11.36
FCISX$0.20
FPI$0.53
GPK$7.69
HASI$34.76
ITW$5.54
KMB$7.17
KO$91.99
LTC$19.69
MDLZ$0.22
MDT$46.77
MKC$4.75
MO$81.57
NKE$0.60
O$36.12
PEP$12.11
PM$26.06
STAG$4.57
STOR$77.35
VTR$108.51
WMT$31.21
WPC$15.91
Total$645.95

April Cash Flow Report 


April
Cash $54,461.26
Merill Edge$162,003.89
Merill Edge Roth$13,203.25
computershare$5,283.58
401k$87,653.72
Total Portfolio$322,605.70
M-o-M$5,824.78
Full+partime job$5,811.01
Bank Interest$65.51
Dividends$645.95
Total Cash Flow$6,522.47
Utilities $328.53
Car Bill$435.45
Misc. Spending $600.71
Total Liability$1,364.69
Total Cash Flow$6,522.47
Total Liability$1,364.69
Gain/Loss$5,157.78
percent saved79.08%

Summary:
  1. Annual Dividend increase month over month by $376.27 (from $6,642.80 to $7019.07). This was thanks to my stock options, overtime, dividend increases, and continuing depression in the consumer staples.
  2. I FINALLY BROKE $7,000! ONTO $8,000!
  3. Next week I’m buying 5 shares of Pepsico.
  4. I finally have 100 shares of PG. I consider this a full position for the time being unless PG drops to 5%.
  5. I am now eyeing Hershey’s, Clorox, Tyson, TAP, and a few other consumer staples.
  6. One interesting stock I’ve been watching is Corning (GLW). The world is getting smaller and 5G is threatening to make it even smaller. Many of us are invested in 5G tech like T, VZ, APPL, QCOM, etc. However, from my research 5G relies heavily on fiber optics and the biggest player in the market is GLW. It should be noted that GLW is perceptually undervalued. In good times they fall behind the S&P. In bad times they get taken to the woodshed. But there are some good things I see in GLW
    1. Low PE ratio
    2. Significant decrease of total outstanding shares. Approximately 30% have been retired.
    3. Huge investment into the future markets. Fiber optics, environmental pollution reduction, gorilla glass with Willow trademarked for potential home use, valor glass for medical devices, etc.
  7. At the same time I’m thinking of pushing into the insurance business specially ORI. Higher interest rates normally allow insurance firms to load up on bonds for the future.
  8. In other news I bought a really cheap ticket to Hawaii last January (~$600) for a 2 week vacation starting on May 31...and now a volcano is threatening to blow...maybe god is trying to tell me something...

Forward Annual Dividends stand at $7019.07. Portfolio updated. See you next month.

Things I'm watching this week, Without Bounds - Perspective on Mobile Living . I might buy an RV when I retire.

Without Bound - Perspectives on Mobile Living (Documentary) - YouTube
 
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    On May 1, 2018, I bought 6.607 shares of Walmart for a total of $575 ($500 contribution + $75 Walmart matching). 

    On May 2, 2018, I bought 5 shares of Pepsico at $99.16 for a total of $495.80.

    The market continues marching down. Is this the big one we've been waiting for or another dip? who knows but I would consider buying more PEP at these prices. Did you know PEP's yield wasn't even this high during the recession.

    Forward dividend stands at $6,917.06.  My gameplan for the rest of this year is to build out more of my portfolio. I still need to finish building out my PG, PEP, CLX, CL, ORI, and several other companies. During the recession (when we have one) I'm going to flip into buying growth stocks. Microsoft, Amazon, redhat, taketwo, ITW, HON, BA, MCD, CRBL, etc. With my core still reinvesting I'm using my main income to buy companies that are rarely if ever on sale. To fund these buys I'm reducing my every other week's buy to $500 and stock $500 for the bank. It's nice having two jobs with one job paying a hefty bonus every three months.  Last quarter every full-time walmart employee at my store received $1,750 and I received $450 for being part time. To put that into perspective my entire career as a govt contractor/agent total bonus was $0.00. 

    As far as investing in growth, my entire 401k/tsp is invested in the C-fund. It's complicated, I was first a govt contractor but then the position was eliminated and then they converted us contractors to federal agents, then fired us but rehired us as contractors. And ever since the hiring they have allowed us to maintain our tsp plan...for some reason. The govt makes no sense.

    In other news I lost the username code of my 401k/tsp so the April review will be behind a bit. Until then see you later.
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    On April 25, 2018, I bought

    • Buy 2 shares of Clorox (CLX) at $117.79 for a total of $235.58.
    • Buy 2 shares of Kimberly Clark (KMB) at $103.19 for a total of $206.38.
    • Buy 2 shares of Pepsico at $102.32 for a total of $204.64.
    • Buy 5 shares of Procter and Gamble (PG) at $72.60 for a total of $363.00.
    • Buy 1 share of ConAgra Brands (CAG) at $36.94 for a total of $36.94.
    Forward dividend stands at $6,852.80. btw what if I told you I took on a 3rd job doing food delivery on top of my regular job and walmart. This new job allows me the flexibility of working whenever I want to but the downside is I have to file as an independent contractor. I'm delivering locally for food, clothing for small businesses, legal docs, etc. I'm a business owner now...which means MORE MONEY FOR STOCKS!!!!

    See you next week. I'll probably divide my $500 buy into two-three stocks and execute on my walmart stock options. 


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    Sorry for the late update. My mom has shingles and I've been busy. Here are my recent buys

    April 10, 2018
    • 12 shares of Procter and Gamble at $78.71 for a total of $944.52.
    • 1 share of Conagra Brands at $36.80 for a total of $36.80.
    April 11, 2018
    • 1 share of Aqua America at $33.58 for a total of $33.58.
    April 16, 2018
    • 6 shares of Procter and Gamble at $78.40 for a total of $470.4.
    April 19, 2018
    • I exercised my Walmart stock options and bought 6.541 shares of Walmart at $87.9084 for a total of $575.00 ($500 principal + $75 Walmart contribution)
    • I also bought 10 shares of Phillip Morris at $88.95 for a total of $889.50. I bought it a bit early but I'm always early with my buys.
    Next week I will do a split buy between Phillip Morris or Altria and Procter and Gamble totaling ~$1.000.  So many deals coming in at once and so little money!  Forward dividends stand at $6,814.32. 

    PM revenue increase 10% YoY but missed by 100M. So let's destroy their market caps by 15%. PG increasing organic growth and revenue so let's know them down 5%. And Clorox dropped 5%(?) because they're in the same sector. What a crazy market. 

    In other news I've began another one of my new year's resolution; to learn something new every month. This month I listened to Black Rednecks and White Liberals by Thomas Sowell. Basic premise is white southerners culturally appropriated English aristocrat culture and then blacks culturally appropriated southern culture and this is basically known as modern "thug" culture. here's a link. I'll see you folks later.

    Sowell, Thomas Black Rednecks and White Liberals - A Novel (Audible Audio Edition) - YouTube
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    Recent Buys:

    • March 26, 2018 - 6 shares of Procter and Gamble at $76.59 for a total of $459.53.
    • March 26, 2018 - 1 share of Conagra Brands at $35.83 for a total of $35.83.
    • April 4, 2018 - 4 shares of Procter and Gamble at $78.52 for a total of $314.08.
    • April 4, 2018 - 4 shares of Dominion Energy at $67.24 for a total of $268.96.
    March Review

    Dividends Received


    March
    ADM$15.24
    AFL$6.34
    AMGN$6.69
    CAG$6.80
    CHD$4.16
    D$81.27
    EMR$7.39
    FCISX$0.20
    FLO$20.09
    JNJ$5.99
    MMM$5.53
    NEE$7.92
    O$35.88
    ORI$0.63
    SJM$15.76
    SO$67.59
    STAG$4.55
    TAP$12.71
    TSN$6.06
    UL$92.69
    VFC$60.63
    WTR$6.00
    YUM$3.61
    YUMC$1.00
    Total$474.73

    Cash Flow

    March
    Cash $53,901.00
    Merill Edge$161,089.89
    Merill Edge Roth$12,579.00
    computershare$4,186.84
    401k$85,024.19
    Total Portfolio$316,780.92
    M-o-M$4,464.25
    Full+partime job$6,582.75
    Bank Interest$66.15
    Dividends$474.73
    Total Cash Flow$7,123.63
    Utilities $388.65
    Car Bill$435.45
    Misc. Spending $1,716.24
    Total Liability$2,540.34
    Total Cash Flow$7,123.63
    Total Liability$2,540.34
    Gain/Loss$4,583.29
    percent saved64.34%

    Review 
    • Dividend went from $6,491.02 (February) to $6,642.80 (March). An increase of $151.78. 
      • $1,357.20 more needed to reach my goal of $8,000.
    • Portfolio increased to $316,780.92.
      • $83,219.08 more needed to reach my goal of $400,000.
    • Volatility continues and I continue to buy the dip. Hoping to buy more consumer defensive in the following months.
    • Got a $200 bonus from the Walmart pay raise and $450.00 quarterly bonus which I immediately put into Procter and Gamble.
    Portfolio updated. At this rate I hope for a trade war! 
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    On Monday, March 19, 2018, I bought 10 shares of Honeywell (HON) at $150 per share for a total of $1,500. 

    In other news a lot of consumer defensive stocks are now trading at their historic values. I'm looking to add to my PG, CLX, PEP, and a few other stocks in the coming weeks.

    Forward dividend stands at $6,581.33.
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    On March 9, 2018, I bought 6 shares of Procter and Gambler at $80.61 per share for a total of $483.65.

    On March 12, 2018, I bought 15 shares of Altria Group at $66.35 per share for a total of $995.22.

    Procter and Gamble was paid by my Walmart Myshare money and Altria by my main job.

    Forward annual dividend stands at $6553.71.


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    Thanks Darlene. No seriously thank you! Btw that's tea not whisky. It's not deadlines yet.

    Bad news is I have swine flu. (if a Russian Bot gets swine flu does that make me a virus?) This is my second flu of the season and I got the flu shot earlier in the year! Thanks for the mercury.

    Recent Buy

    On February 26, 2018, I bought 20 shares of Realty Income (O) at $50.27 per share for a total of $1,005.40.

    February Review

    Feb
    ABT$28.29
    APD$5.77
    CL$5.26
    CLX$5.95
    CVS$12.67
    FCISX$0.20
    GIS$124.15
    HCN$84.72
    HRL$41.78
    LTC$9.77
    O$31.36
    OHI$18.63
    PG$28.00
    SBUX$4.52
    STAG$4.53
    T$118.46
    Total$524.06

    Cash Flow

    February
    Cash $54,266.17
    Merill Edge$157,466.89
    Merill Edge Roth$12,217.63
    computershare$4,033.71
    401k$84,332.27
    Total Portfolio$312,316.67
    M-o-M-$11,870.01
    Full+partime job$5,847.61
    Bank Interest$55.50
    Dividends$524.06
    Total Cash Flow$6,427.17
    Utilities $391.42
    Car Bill$435.45
    Misc. Spending $289.64
    Total Liability$1,116.51
    Total Cash Flow$6,427.17
    Total Liability$1,116.51
    Gain/Loss$5,310.66
    percent saved82.63%

    Summary
    1. We had our first declining month in a LONG LONG time.
    2. Dividends went from $6346.64 (January) to $6491.02 (February).
    3. With the tariff threat coming from DC industrial stocks are starting to fall. I am eyeing out for any outliers. But I am still considering buying 10 shares of Honeywell (HON). Last year they announced a spinoff with every 10 shares of Honeywell you own will result in 1 share of the new company. And I really want to get into this spinoff. I live near a Honeywell plant and they just expanded twice their size.
    4. Fun story: when I was 18 I used to work part-time at Honeywell as a night security guard. I had the option to buy their stock at a 10% discount, but didn't do so. I mean only rich people own stock amirite? 
    5. But to make this buy I'll need to pick up more hours at Walmart...
    Portfolio updated. I'll buy whatever is on sale in March. You kids have fun. And you people of potato-heritage take it easy.
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