Showing posts with label dividend investing. Show all posts

Stocks Acquired in 2016






This post is about the 4 stocks that I invested in 2016. They are from 3 different sectors: Consumer Goods, Health Care and Financial - REIT. I am mostly focused on acquiring discounted dividend growth stocks. I find a lot of my stocks by researching various websites (dividend.com, blogs, etc.) and I also follow Jason Fieber's new blog. Many of the stocks that he currently owns are also in my portfolio.

In 2016 - I got hired at my first job in an investment firm here in the U.S. I started saving as much as I can - contributing to my first 401K in the US and accumulating as much money in my brokerage account to buy valuable dividend growth stocks.

I am basically starting from 0. For those who do not know, I moved from Canada and got married to my long time boyfriend - now husband of over a year and moved to the U.S. in late 2015. Since then - I have lived in 2 different states because of my husband's job. I now feel that my life is beginning to settle little by little.

At 26 - Yes I am planning my future retirement and so should you! I DRIP (dividend reinvestment) all my dividends and do not plan on taking out the funds anytime soon.

I am now focusing on diversifying my portfolio. In 2016 - I found that I have concentrated too much of my funds in Consumer Goods, and I am now looking at the Telecom, Health and Financial-REITs sectors.


$KO (The Coca-Cola Company)  
Consumer Goods
Current Price:  $41.74 (1/6/17)
Bought 11 @ 44.00 (7/27/16)
Y: 3.59 %
Div: $2.44
Div Growth: 54 years

$MO (Altria Group Inc.

Consumer Goods
Current Price: $68.23 (1/6/17)
Bought 18 @ 64.78 (9/16/16)
Y: 3.59 %
Div: $2.44
Div Growth: 8 years

$PFE (Pfizer

Healthcare
Current Price: $33.48 (1/6/17)
Bought 13 @ 33.23 (10/14/16)
Y: 3.81 %
Div: $1.28
Div Growth: 7 years

$OHI (Omega Health Care Investors Inc.

Financial - REIT
Current Price: $32.67 (1/6/17)
Bought 11 @ 29.29 (12/1/16)
Y: 7.44 %
Div: $2.44
Div Growth: 7 years


Where I have been


This post is totally unrelated to dividend investing, but I still wanted to share one of my reasons for being so frugal and wanting to reach financial independence as soon as possible.

I grew up in a single-parent household. Traveling to places outside of Canada was something unheard of in my family. Our family just had enough for food and lodging for my mother, my two siblings and I.

When I turned 18, I saved enough money to travel to France and Italy with my sister. My uncle had graciously offered us to stay with him in his small apartment in France, which saved us a lot on logging costs and allowed us to spend three months in Europe.

After coming back from our summer trip, my sister and I vowed to travel more in the future. We started off going down to the south of the border (NY!). Since then, I have been to NY at least 5 times.

After I married my then-boyfriend of 5 years, we lived in Virginia for a few months and went a road trip across the country, to finally being stationed in California.



So far, these are the countries and territories where I have set my footprints (4 countries):

North America: Canada (Ontario, Quebec), USA (NY, RI, VA, MD, D.C., NC, SC, GA, MS, AL, LA, TX, NM, AZ, CA)

Europe: France (Paris, Cherbourg), Italy (Rome, Vatican, Florence)

I am most likely going to be able to travel more in the future due to my husband's occupation, but also due to my strong desire to go backpacking in Europe and to visit my mother's native country, the Philippines. I want to be financially stable to be able to just let go of my job and travel by just simply being frugal and living off of dividends and my investments.

Thanks for reading! x