Portfolio - January 6, 2017



Based on January 6, 2017
Hi Folks!

I will be updating my portfolio every 2 weeks to reflect any market fluctuation and any purchases/sells. I reinvest all the dividends that I earn, which is why there are fractional shares in my portfolio.

The Numbers
Since I started investing in December 2015, my portfolio has gone up +$365.39, which represents a +12.07%! In 2016 - I made $56.22 in dividends. In 2017, my goal is to make at least $200-300. I am starting out small, while contributing also to my 401K.


I set out goals last year that I wanted to reach 4-5K in my brokerage account. I miss it by $600. I do however some cash that I keep in the account in case I see some discounted stocks.

In the future, I am looking to invest in $T, $AAPL, $JNJ, $COL.

Thanks for reading

x

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


May 2016 Dividend Income


It is the time of the month to announce the dividend income that I made for the month of May! Please keep in mind that I only started investing about 5 months ago and put in only 882$, which grew to date (06/01/2016) to 1,221$ due to great timing when oil stocks were really great buys.

So far, I have accumulated 19.06$ in passive income since January 2016. The month of May has proven to be the highest dividend income that I have received so far with 7.65$, which of course I have reinvested.



Here is the breakdown of the companies that paid me in May 2016:


DIVIDEND INCOME - May 2016

Ticker Amount
Kinder Morgan Inc. (KMI) $2.00
ONEOK Inc. (OKE) $3.08
Royal Bank of Canada (RY) $0.62
The GEO Group Inc. (GEO) $1.95
Total $7.65

Although the amount I have invested seems minimal at this point, I hope to grow my portfolio and passive income this year with at least $5,000-10,000 in my portfolio AND at least $25 in dividends per month. I am not sure yet if this is feasible, but I did score a new job at a big investment firm so that should help me at least with the portfolio side of the equation.

Thanks for reading everyone and have a nice day!
x

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

My Portfolio (April 27, 2016)



I will be updating my portfolio regularly and I will also be adding charts to show you any progress.

FYI: When I moved to the United States, we had many expenses (including a wedding and a move across the country!). I was also waiting on immigration papers to be completed so I was unable to work for 8 months. I started investing as soon as I got my green card. So far I have invested about 800$, which is not a lot honestly, but it's a good start. Please bear with me and I hope you continue reading my blog and following my journey!