The market in month of Feb was up by 5.62% (ETF: SPY), last month in Jan, it was down by close to 3%. The moody market never goes straight up or down but over long period, direction of market is up and will reward patient investors.
Month of Feb remained a busy month for me. I allocated capital in following securities:
Johnson & Johnson (JNJ): 10 ($1022.49)
General Electric (GE): 20 ($509.99)
Digital Realty (DLR): 10 ($663.89)
My DRIP Portfolio was also active in Feb, 2015 and below positions were initiated/added:
Chevron Corp. (CVX): 10.4 ($1150)
Conoco-Philip (COP): 8.02 ($550)
Phillip-Morris (PM): 6.1 ($500)
BHP Billiton (BBL): 4.8 ($250)
The Clorox Corp. (CLX): 1.75 ($200)
Verizon Comm. Inc. (VZ): 3.05 ($150)
IBM (IBM): 0.9 ($150)
AbbVie Inc. (ABBV): 0.8 ($50)
Colgate-Palmolive Inc. (CL): 0.7 ($50)
Exxon Mobile Corp. (XOM): 0.55 ($50)
Currently, I’ve got 4 Portfolios: DRIP, HID1, HID2 and a recently added Roth IRA account. New capital is distributed across these 4 portfolios in both taxable and tax-free accounts so that I’ve freedom to enjoy my passive dividend income whenever they are able to cover all my expenses. I also contribute towards 401K account in order to get employer’s match and help lower taxes as well.
My total portfolio value at the end of February is $67,094.55. It was a big jump of 13.19% over last month of January Portfolio value of $59,274.97. This was mostly due to capital appreciation with market being happy and addition of extra capital in JNJ, GE, DLR and DRIPs in CVX, COP, PM, BBL, CLX, VZ, IBM, ABBV, CL, and XOM.
Last year 2014, I crossed a very important and big milestone for me, i.e, crossing half-mark across a 6-figures portfolio size.
Full Disclosure: Long on the above mentioned securities.
Thanks for reading.
How is your portfolio doing recently and own some of these securities?