Saturday, April 25, 2015

April Update

Hello, this is Div4son,


For this article, I will summarize my dividends and investments for April. Since the last update, I have been a little busy with work, so I managed only a couple of trades.

At the end of March, I bought some shares in TROW and in mid April, I bought some shares in FAST - both excellent companies that will help me with my dividend goals.

You can check out the analyses below:

http://div4son.blogspot.com/2015/04/t-rowe-price-analysis.html

http://div4son.blogspot.com/2015/04/fast-dividend-stock-analysis.html


A summary of my transactions is shown below.



Since Aug 2014:



Below is a nice diagram with the graphical representation of the trades. My average trade is around $1,600-1,700 - which helps reduce the trading fee percentage (to <0.50%).

With the 2 new companies added to my portfolio, I have 19 companies now. My goal is to get to around 30-50 companies for diversification.



Using the Yahoo format for sectors, my allocation is shown below. I use this to see what companies to focus on. It looks like that I need to add more to technology and financial.
The two additions bring my estimated forward dividends to around $1260.


In April, the special dividend from TROW pushed my dividends to over $100 again.




I've also added a new tool for tracking dividend increases. In April, one new update from JNJ which increased dividends around 7%. TROW had a $2 special dividend this month also. PG was a disappointment, but it is still a raise.

For the quarter, dividend increases came from:


SymbolEff DateDateDiv PayoutEff Date - 1Date-1Div Payout-1Eff Date - 2Date-2Div Payout-2IncreaseIncrease %
GIS4/8/2015421020.441/8/2015420120.4110/8/2014419200.41Yes7.32%
JNJ5/21/2015421450.752/20/2015420550.711/21/2014419640.7Yes7.14%
KO3/12/2015420750.3311/26/2014419690.3059/11/2014418930.305Yes8.20%
PG4/23/2015421170.66291/21/2015420250.643610/22/2014419340.6436Yes3.00%
TROW4/7/20154210123/12/2015420750.5212/12/2014419850.44Yes18.18%


Based on my screen, I will spend more time researching and maybe buying the following companies:

  • BBL/BHP
  • CAT
  • SYT
  • GIS
  • KO
  • MSFT
  • QCOM
  • XLNX
  • FAST
  • DE
  • IBM
  • RAVN

Due to my busy work schedule and time with family, I missed the boat on MSFT. However, there are more fish to catch. GIS and KO are interesting due to their dividend increases which moved their intrinsic values higher. I will use my new dividend raise tracker to catch for these types of opportunities. 

Also, I plan to study options investing using puts in conjunction with dividend stocks investing. This also means that I need to save more - which is a good thing.

That's all for now.

Div4son



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