Monthly Archives: November 2015

Dividend Income Update – November 2015

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.

Wow! I scored a five hundred in total passive dividend Income: $520.06 to be precise, a milestone figure to reach. This month, my dividend income was more than 39.45% compared to last Aug and out of park as compared to last November, over 325%. That’s awesome as my November month is generally slow in last many years and crossing $500 felt great. 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.

Passive Dividend Income – November 2015

1. Dividend Re-Investment Plan Portfolio (DRIP) 
Abbvie Inc. (ABBV): $25.50
Colgate-Palmolive Co. (CL): $5.70
The Clorox Company (CLX): $15.40
Welltower, Inc. (HCN): $12.38
Kinder Morgan, Inc. (KMI): $35.70
Omega Healthcare Inv., Inc. (OHI): $16.80
Proctor & Gamble Company (PG): $36.46
AT&T Inc. (T): $18.80
Verizon Comm. Inc. (VZ): $22.60

2. High Dividend Income Growth Portfolio (HID
American Capital Agency (AGNC): $20.00
General Mills Inc. (GIS): $8.80
Kinder Morgan Inc. (KMI): $61.20
Realty Income Corp (O): $13.34
Omega Healthcare Inc. (OHI): $56.00
ONEOK Inc. (OKE): $61.50
Prospect Capital (PSEC): $8.33
Pimco Corp & Opportunity (PTY): $13.00
AT&T Inc. (T): $21.15
Orchids Paper Products Co. (TIS): $19.25

3. Roth IRA
HCP, Inc. (HCP): $15.26
Deere & Comp. (DE): $7.20
Kinder Morgan Inc. (KMI): $20.40
Vanguard Natural Res LLC (VNR): $5.29

Total Passive Dividend Income: $520.06

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 $3500.00 in total passive dividend income for this year and have received total of $3590.18, meeting my target and therefore, December month will be pure gravy 🙂  My portfolio value recently crossed $100K last month and total count of securities along with ETFs is getting closer to 50 right now.

Full Disclosure: Long in all above mentioned securities.

How did your Dividend Income come along in month of November. Closing in to target?

Recent Buy

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.

1) BHP Billiton plc (BBL)

I had recently bought BBL and since then, valuation has gotten even better.  Its a great opportunity to average down the cost. BBL has an unbelievable dividend yield of 9.71% and market cap of $67.92B. At its 52 week high, it traded at $47.75 and currently trading at $25.53, almost 50% lower.

I bought 30 positions in BBL at $25.53 on 11/25. It will add $74.40 of passive income on an annual basis.

2) ConocoPhillips (COP)

COP was again a recent buy and one of the super-major integrated O&G company that has been dragged down due to low oil prices. I find it under-valued at current price and has a nice dividend yield of 5.44%. I added 20 positions on 11/25 at $55.89. It will add $59.20 of passive income annually.

3) Kinder Morgan, Inc. (KMI)

KMI is a pipeline company that is finding it tough going in this oil-glut. However, its nicely valued in my opinion. It was also my recent buy and has an excellent yield of 8.46%. I added 50 positions on 11/25 at $24.10 in my taxable account. It will add $102.00 of passive income on an annual basis.

4) Omega Heathcare Investors, Inc. (OHI)

Real Estate Investment Trusts (REITs) have been pulled down due to concerns about Fed raising interest rates and their impact on the earnings of these REITs. It was my recent buy and I could not resist to add to my positions. The yield of 6.57% is also simply  great.

I bought 30 positions in OHI on 11/25 at $34.00. It’ll add $67.20 of passive income on an annual basis. These buys will go a long way in becoming financially free.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

What do you think about these buy?

Recent Buy

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.

1) Bank of Nova Scotia (BNS)

Canadian companies in particular financial ones have been on my radar since some time as they have been fairly conservative in their lending practices and weathered recession robustly. I thought of biggies: BNS, TD and RY as primary candidates and finally latched on BNS due to little better valuation and yield.

BNS has a P/E ratio of just 10.50, a nice dividend yield of 4.76% and trading at $44.30, dropping from its 52-week high of $62.71.

I added 20 positions in BNS on 11/09 at $45.00. It’ll add $42.20 of passive dividend income on an annual basis.

2) Ares Capital (ARCC)

Ares capital is a business development company (BDC) that is engaged in finance and other investment businesses. Primary focus of this BDC is to generate income and capital appreciation through investments. ARCC pays quarterly dividends.

I added 50 positions on 11/09 at $15.70. It will add $76.00 of passive income annually.

3) Abbott Laboratories, Inc. (ABT)

I’ve been thinking to add some healthcare companies to better balance my portfolio across all the sectors and what a better choice than a pharma company. Abbott manufactures and sells a range of health care products and operates in 4 business segments: pharma, diagnostic, nutritional and vascular products. The company was founded in 1888 and is headquartered in Abbott Park, Illinois.

ABT has dividend yield of 2.18% and market cap of $65.6B. At its 52 week high, it traded at $51.74 and currently trading at $43.96, almost 20% lower.

I bought 20 positions in ABT at $45.00 on 11/09 and it’ll add $19.20 of passive income on an annual basis.

4) Kinder Morgan, Inc. (KMI)

I can’t believe that I bought KMI again. I’ve bought it as recently as last week and added another 30 positions on 11/11 at $25.00 in my taxable account. It will add $61.20 of passive income annually.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

What do you think about these buy?

Recent Buy

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.

1) BHP Billiton plc (BBL)

I had recently bought BBL in Oct and since then, valuation has gotten better.  Its a great opportunity to average down the cost. BBL has a nice dividend yield of 8.36% and market cap of $78.9B. At its 52 week high, it traded at $50.02 and currently trading at $29.67, almost 40% lower.

I bought 30 positions in BBL at $32.00 on 11/05 and added another 30 positions at $29.06 on 11/06. It will add $148.80 of passive income on an annual basis.

2) ConocoPhillips (COP)

COP is one of the super-major integrated O&G company that has been dragged down due to low oil prices. I find it under-valued at current price. I added 20 positions on 11/04 at $56.73. It will add $59.20 of passive income annually.

3) Kinder Morgan, Inc. (KMI)

KMI is a pipeline company that is finding it tough going in this oil-glut, to say the least. However, its nicely valued in my opinion. It was my recent buy and so was Lanny’s Recent Buy again. It has a nice dividend yield of 7.83%. I added 30 positions on 11/04 at $27.50 in my taxable account. It will add $61.20 of passive income on an annual basis.

4) Omega Heathcare Investors, Inc. (OHI)

Real Estate Investment Trusts (REITs) have been pulled down due to concerns about Fed raising interest rates and their impact on the earnings of these REITs. I consider a good time to add to my positions as OHI is selling at an excellent price point. The yield of 6.68% is also simply  great.

I bought 30 positions in OHI on 11/03 at $34.00 and added another 30 positions on 11/05 at  $34.25. It’ll add $134.40 of passive income on an annual basis.

5) Royal Dutch Shell plc (RDS.B)

RDS.B sports a juicy dividend yield of 7.21%.  I added 20 positions in RDS.B on 11/04 at $54.94 in my taxable account. It will add $75.20 of passive income annually.

6) Vodafone Group plc (VOD)

Vodafone is a UK based mobile phone company that I recently added it. So, this was an addition to existing positions.

VOD has a nice dividend yield of 7.29% and currently, trading at $32.66, a good price point to enter into the position. If price drops further, I may add more positions to average down the cost. I added 30 positions in VOD on 11/05 at $33.00 in my taxable account, making up total 80 positions. It will add $71.40 of passive income on an annual basis.

Whew! What a hectic shopping schedule first week of this month but will go a long way in becoming financially free.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

What do you think about these buy?