Recent Buy – DUK, PPL, UL

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs, it’s getting difficult to find companies at fair valuation. I added small positions in following companies this month of Jan, 2017:

1) Duke Energy, Corp. (DUK)
Utilities are a great place to be when market becomes turbulent. I bought 5 positions in DUK at $77.61 on 1/09 and it’ll add $17.10 of passive income on an annual basis.

2) PPL Corp. (PPL)
This is another utility company and is a new addition to my portfolio along with DUK. I added 10 positions in PPL on 1/12 at $34.23. It’ll add $15.20 of passive dividend income on an annual basis.

3) Unilever  plc (UL)
Another defensive move on my part, adding a consumer staple for better stability of portfolio in volatile market, that I expect this year 2017. I added 5 positions in UL on 1/12 at $41.43 that will add $7.10 that I do not need to earn.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Monthly Dividend Income – December 2016

Its time for me to post dividend income earned from my portfolios: DRIP, HID & RothI enjoy sharing them as these passive dividend income provides me great inspiration and encouragement to keep chugging along and hopefully to the readers.

I scored close to four digit in total passive dividend Income: $843.71 to be precise. Though, it was less than September quarter due to BBL not distributing dividend this quarter however out of park as compared to last Dec, over 48%. That’s awesome. It only shows the power of Dividend Income engine. I’m that much closer to being  Financially Independent (FI) and living a life that I want to live and enjoy my freedom.

Passive Dividend Income – December 2016

1. Dividend Re-Investment Plan Portfolio (DRIP) 
BofA Inc. (BAC): $7.40
ConocoPhillips (COP): $12.50
Chevron Corp. (CVX): $32.40
IBM Inc. (IBM): $16.80
Coca-Cola Comp. (KO): $17.50
McDonalds Corp (MCD): $18.80
Royal Dutch Shell plc (RDS.A): $33.84
iShares Energy ETF (XLE): $6.44
Exxon Mobil Corp (XOM): $22.50

2. High Dividend Income Growth Portfolio (HID)
American Capital Agency (AGNC): $18.00
Ares Capital (ARCC): $47.50
BP plc (BP): $90.00
ConocoPhillips (COP): $38.75
Chevron Corp. (CVX): $54.00
iShares Select Div. ETF (DVY): $10.40
EPR Properties (EPR): $20.80
Johnson & Johnson (JNJ): $24.00
Realty Income Corp (O): $26.26
Prospect Capital (PSEC): $16.67
Pimco Corp & Opportunity (PTY): $34.25
Royal Dutch Shell (RBS.B): $211.50
iShares Mortgage RE (REM): $21.37
Southern Company (SO): $28.00
Unilever plc (UL): $10.64

3. Roth IRA
Vanguard Energy ETF (VDE): $3.50
Vanguard Hi Dividend Yield (VYM): $4.00
Vanguard REIT Index (VNQ): $10.17
Vanguard Utilities ETF (VPU): $5.66

Total Passive Dividend Income: $843.71

I want to own securities of Blue chip Aristocrats (companies with 25+ yrs of growing earnings) and Dividend Champions. Once the earned passive dividend income covers all my expenses, I’ll own my time as well and truly free from 9 to 5 tread mill.

I’d setup a goal of earning $7500.00 in total passive dividend income for this year and received total of $9810.71. Although, month of Dec fell short of my expectations of crossing four digit figure, however, the fact that I achieved my target for this year, gives me an immense satisfaction and I’m sure for all DGI bloggers and investors.

Full Disclosure: Long in all above mentioned securities.

How was your Dividend Income in month of December.

Recent Buy – BNS, HCN, SO

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs almost on a daily basis, it’s getting difficult to find companies at fair valuation. However, I nibbled following companies in Nov, 2016:

1) Bank of Nova Scotia (BNS)
This is my 15th buy of BNS this year, a marathon buying spree so far! It turns out to be 1+ buy per month on average. I added 20 positions in BNS on 12/28 at $56.12. It’ll add $59.20 of passive dividend income on an annual basis.

2) Welltower Inc. (HCN)
As I mentioned earlier,  there is a growing fear of the Fed hiking interest rates in Dec and its detrimental effect on the reits in general due to higher lending costs and pushing profits lower. I bought 5 positions in HCN at $65.30 on 12/28. It’ll add $17.20 of passive income on an annual basis.

3) Southern Corp. (SO)
Similar to reits, in recent times, there has been a pullback in utilities segment. Due to better valuations, I added 10 positions in SO on 12/28 at $48.99. It’ll add $22.40 on an annualized basis.

Also, I initiated small positions in 2 new securities: PPL Corp. (PPL) and Whitestone (WSR).

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Monthly Dividend Income – November 2016

Its time for me to post dividend income earned from my portfolios: DRIP, HID, & RothI enjoy sharing them as these passive dividend income provides me great inspiration and encouragement to keep chugging along and hopefully to the readers.

I got close to magic mark $1000 in total passive dividend Income: $913.69 to be precise. This month, my dividend income was less than last Aug but out of park as compared to last Nov, over 60%Although, I did not cross $1000, but, the growth shows the power of Dividend Income engine. I’m that much closer to being Financially Independent (FI) and living a life that I want to live.

Passive Dividend Income – Nov 2016

1. Dividend Re-Investment Plan Portfolio (DRIP) 
Abbvie Inc. (ABBV): $28.50
Colgate-Palmolive Co. (CL): $5.85
The Clorox Company (CLX): $16.00
Welltower, Inc. (HCN): $17.20
Kinder Morgan, Inc. (KMI): $9.38
Omega Healthcare Inv., Inc. (OHI): $30.50
Proctor & Gamble Company (PG): $43.52
AT&T Inc. (T): $26.40
Verizon Com. Inc. (VZ): $28.88

2. High Dividend Income Growth Portfolio (HID
Abbott Laboratories (ABT): $13.00
American Capital Agency (AGNC): $18.00
EPR Properties (EPR): $19.20
Eaton Corp. (ETN): $17.10
General Mills Inc. (GIS): $9.60
WellTower Inc. (HCN): $34.40
Kinder Morgan Inc. (KMI): $37.50
Realty Income Corp (O): $25.25
Omega Healthcare Inc. (OHI): $183.00
ONEOK Inc. (OKE): $184.50
Prospect Capital (PSEC): $14.58
Pimco Corp & Opportunity (PTY): $13.00
AT&T Inc. (T): $72.00
Orchids Paper Products Co. (TS): $35.00

3. Roth IRA
HCP, Inc. (HCP): $18.50
Deere & Comp. (DE): $7.20
Kinder Morgan Inc. (KMI): $5.63

Total Passive Dividend Income: $913.69

I want to own securities of Blue chip Aristocrats (companies with 25+ yrs of growing earnings) and Dividend Champions. Once the earned passive dividend income covers all my expenses, I will own my time as well and truly free from 9 to 5 tread mill.

I’d setup a goal of earning $7500.00 in total passive dividend income for this year and received total of $8966.67, thereby crossing my target.

Full Disclosure: Long in all above mentioned securities.

How did your Dividend Income come along in month of Nov?

Recent Buy – BNS, GSK, HCN

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs almost on a daily basis, it’s getting difficult to find companies at fair valuation. However, I nibbled following companies in Nov, 2016:

1) Bank of Nova Scotia (BNS)
This is my 14th buy of BNS this year, a marathon buying spree so far! It turns out to be 1+ buy per month on average. I added 5 positions in BNS on 11/16 at $52.10. It’ll add $14.80 of passive dividend income on an annual basis.

2) GlaxoSmithKline (GSK)
As I mentioned earlier, I want to add pharma companies and GSK fits nicely into the portfolio, with the demographics favoring these companies. I added 10 positions in GSK on 11/21 at $38.56. It’ll add $28.80 on an annualized basis.

3) Welltower Inc. (HCN)
There is a growing fear of the Fed hiking interest rates in Dec and its detrimental effect on the reits in general due to higher lending costs and pushing profits lower. There is no question that rates will have some impact on the earnings,  but, HCN has been beaten a lot recently and a good value addition to me. I bought 5 positions in HCN at $62.87 on 11/16. It’ll add $17.20 of passive income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.