Purchases: UL, JNJ – CMCSA Put Option

This week, I have added on two of my core holdings – JNJ and UL:

 07/16/18   Bought   18 of UL @ $55.50 -1,002.95
 07/16/18   Bought   8 of JNJ @ $126.00 -1,011.95

The above buys should add safety to my portfolio, both recession proof stocks – consumer non-cyclical – long time dividend payers.

About a month ago, I had sold a put option on Comcast stock. The option expired this week with CMCSA stock trading well above the strike price I had of $30. I am now free of obligation for this transaction i.e. I get to keep the proceed of $51.52 i received for selling the put option.

My dividend portfolio is updated with above new holdings.

Dividend Income – June 2018

At the start of every month, I post a report showing the dividends received in my accounts for the previous month. This is always very exciting to see the progress made, and really reveals the true power of compounding using the dividend growth investing strategy! This post shows the grand total, but you can check my dividend income page to see the dividend paid per positions.

Dividend income received in June 2018

  • Taxable account: $1,066.02 – June 2017 was $853.51

YES! This is my first ever month with more than $1,000 in dividends! This is a fantastic increase since last year’s June. I keep on saving and buying – consistency is key – paying myself FIRST! It’s a great feeling to see the numbers growing – with every month passing, I feel I am making a difference for my older myself and family! Thanks to all the dividend growing community for sharing your own paths towards a life full of dividends 🙂

I am very excited for my dividend income during the month of June. Cannot wait for September, December – am I going to pass the $1,100 before the end of the year? I feel like it may be possible – a few more dividend increase announcements, a few more purchases and that should be in the bag!

I hope had a good June dividend payout! Great 4th of July.

Purchases: LOW, SBUX, T, BIP, GPC, PEP, JNJ, PG

Well and the saga continues – buy buy buy was the word in June! 🙂

I keep on continuing to add on where I see value:

PEP, PG, JNJ are core holdings for my portfolio – good value historically – I continue to build these positions.

I have added to SBUX 2 more times in June! (hint also added a few days ago – that’s for July eh eh)… price is too good to pass this opportunity I believe. SBUX is a fantastic company – maybe great growth in China! They announced closure of 150 stores which I take as pruning / weeding out the field to keep the best!

GPC and LOW are new positions for the portfolio:

  • I like the international exposure with Genuine Parts with their past/recent acquisitions of businesses. Outside of the US, they now operate in Canada, Mexico, Australia, New Zealand, Singapore, Indonesia, France, the U.K., Germany, and Poland! Great entry yield and safe payout ratio – there may well be nice growth in the future too.
  • I always try to mix lower yield/high growth dividend stocks with higher yield/slower growth ones – LOW falls into high growth with a 20% plus growth rate (5 years). It is very safe with a payout ratio of about 36% which should keep the dividend safe for many years to come.

Grabbed a few more AT&T (T) since I am rather low in the telco sector. Minimal growth, but great yield. We’ll see…

BIP (Brookfield Infrastructure Partners) is a MLP I am trying to add slowly. Great international diversification – It is directly involved in multiple global infrastructure investments across the globe. Great dividend payer.

What do you think of these purchases?

Here are my latest June additions:

 06/28/18   Bought   20 of PG @ $77.73 -1,558.55
 06/28/18   Bought   9 of JNJ @ $121.86 -1,100.69
 06/28/18   Bought   10 of PEP @ $108.34 -1,087.35
 06/28/18   Bought   20 of SBUX @ $49.40 -991.95
 06/25/18   Bought   22 of GPC @ $92.72 -2,043.79
 06/19/18   Bought   30 of BIP @ $38.87 -1,170.05
 06/13/18   Bought   30 of T @ $33.00 -993.95
 06/13/18   Bought   20 of SBUX @ $56.51 -1,134.15
 06/13/18   Bought   15 of LOW @ $100.60 -1,512.95

My dividend portfolio is updated with above new holdings.