03-30-2016, 06:29 PM
(10-25-2015, 11:46 AM)BLTN Wrote: Hi all.
After reading this forum and enjoying its content for the past 6 months I thought I would join. I have only been investing for about a year. I have fully funded my Roth last year and this. Any other monies are in a cash account. I have about 14 years until retirement. I am trying to achieve 12K in dividend income annually in that time. I have about 1,200 per month to invest so I believe that will be achievable. I am initially shooting for about 25-30 high quality DGI stocks. At this stage i believe a 3K investment will be what I would consider a full position but that should increase over time. Your comments will be appreciated.
Symbol / Shares
AAPL 25.00
AFL 6.53
CSCO 49.36
EMR 17.63
XOM 21.60
GILD 8.61
JNJ 13.56
KHC 20.00
KMI 23.29
MSFT 24.01
NOV 27.72
PM 4.63
PG 16.84
TROW 16.59
WPC 21.12
Thanks
BLTN
Bettter Late Than Never
Hi all.
Thought I would update my progress here. Total positions are now:
Symbol / Shares
AAPL 25
AFL 17
BAC 100
CSCO 54
EMR 20
XOM 22
GILD 10
JNJ 15
KHC 21
KMI 73
MSFT 26
NOV 48
OHI 45
PM 5
PG 18
QCOM 24
TROW 18
UNP 21
WMT 27
WPC 23
I have initiated 5 new positions, in blue, and averaged down on most of my other holdings with a self made index fund through Motif Investing. Most new positions have held their own or done quite well. The increase in KMI was the day before the ratings/div cut. Yeah, kinda feel silly there but I am up otherwise. I did especially well buying on the dip with OHI @ 28.85, WMT @ 57.26 and did ok so far on BAC @ 12.27. That's great as I usually watch my new purchase drop like a rock right after purchasing them. Really wish i had more dry powder in January into early February but that's how it goes. Sitting on 3k of dry powder now waiting on a dip, even if it is only one or two good stocks that take a dip. I keep looking at pharma, railroads and banks. Recommendations welcome.
Thanks
BLTN
Better Late Than Never