Tagged: stocks

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Optimal Asset Allocation

Like many of you here, you’re probably taking advantage of the excellent portfolio tools available for free at Personal Capital. If you haven’t, I recommend you check it out. It is kind of like Mint but with more of a focus on investments. Once you get more than $100,000 in...

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Recent Dividend Increases Q4 2013

Here’s a list of some recent dividend increases: Aflac (AFL) raised annual dividend per share from $1.40 to $1.48, increasing annual dividend from $82.19 to $86.89. Dividend CAGR: 5.71% BP raised annual dividend per share from $2.16 to $2.28, increasing annual dividend from $108 to $114. Dividend CAGR: 5.56% Kinder-Morgan...

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Recent Purchase of BAX and BP

It’s been hard to find good value in stocks with markets near all time highs. While valuation does matter, I feel it is more a matter of the quality of a company than its current price. I’m not buying these companies for their performance over the next year or two,...

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September 2013 Dividends

September 2013 Dividends Received Aflac, Inc. (AFL) – $20.43 Avista Corp (AVA) – $44.41 Chevron Corporation (CVX) – $25.20 Harris Corp (HRS) – $20.31 McDonald’s Corporation (MCD) – $23.10 Realty Income Corp (O) – $12.22 Schwab US Small Cap ETF (SCHA) – $11.78 Visa Inc. (V) – $4.95 Wells Fargo...

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July/August Dividends

July 2013 Dividends Received Cisco Systems Inc (CSCO) – $17.51 August 2013 Dividends Received Apple Inc (AAPL) – $20.30 Bristol-Myers Squid Co (BMY) – $24.06 Kinder Morgan Inc (KMI) – $53.18 Realty Income Corp (O) – $12.16 Total dividends received during the month of July: $17.51. While still a small...

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Dividend Stock Portfolio Tracker with Transactions Page

An international version of this dividend tracker with support for multiple currencies is now available. To see a list of all my spreadsheets, including a 30-year dollar cost averaging model, click the Spreadsheets tab at the top of the page. 1. Dividend Portfolio Tracker with Transactions Page (revision history) For...

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Q2 2013 KMI Dividend Increase

Kinder Morgan (KMI) recently increased its quarterly cash dividend to $0.40 per share ($1.60 annualized) payable on Aug. 15, 2013, to shareholders of record as of July 31, 2013. This is an increase in 5.5% from the prior dividend of $0.38/share. This will increase my annual dividend from $202.07 to...

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Purchase of Additional KMI

Today I transferred an additional $1,300 into my Roth IRA to give me the maximum allowed per year contribution of $5,500. Rather than purchase an entirely new equity, I decided to purchase an additional 32 shares of KMI. I had a very minimal unrealized loss (on the order of around...

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Will I get to my $1000 goal?

As of today, I am 38.4% towards my goal of $1000 of passive income (dividends) for the year 2013. Back in the year 2011 I received $379. In 2012 I increased that 71% up to $649. In 2013, I’m hoping for slightly more than a 50% increase. The current problem...

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June 2013 Dividends

June 2013 Dividends Received Aflac, Inc. (AFL) – $20.30 Avista Corp (AVA) – $43.92 Chevron Corporation (CVX) – $25.00 Harris Corp (HRS) – $17.76 Wells Fargo & Co (WFC) – $24.30 Schwab US Small Cap ETF (SCHA) – $12.38 Total dividends received during the month of June: $143.66 This is...