All posts by PIM

Recent Buy – VGR

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 company in month of April, 2017:

1) Vector Group Ltd. (VGR)
Market highs are keeping me edgy, however, I decided to pull a defensive play like VGR. Added 25 positions in VGR on 4/17 at $21.10. It’ll add $40.00 of passive dividend income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Monthly Dividend Income – March 2017

Its time for me to post dividend income earned from my portfolios: DRIP, DIP, & 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 again crossed a milestone mark of four digits in total passive dividend Income: $1441.18 to be precise. It was more than Dec quarter and out of park as compared to last Mar. 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 – Mar 2017

1. Dividend Re-Investment Plan Portfolio (DRIP) \
BofA, Inc. (BAC): $3.75
BHP Billiton plc (BBL): $60.00
ConocoPhillips (COP): $13.25
Chevron Corp. (CVX): $32.40
IBM Inc. (IBM): $16.80
McDonalds Corp (MCD): $18.80
Royal Dutch Shell plc (RDS.A): $35.72
iShares Energy ETF (XLE): $6.70
Exxon Mobil Corp (XOM): $22.50

2. Dividend Income Growth Portfolio (DIP)
American Capital Agency (AGNC): $27.00
Ares Capital (ARCC): $76.00
BHP Billiton plc (BBL): $240.00
BP plc (BP): $89.99
Chatham Lodging (CLDT): $33.00
ConocoPhillips (COP): $53.00
Chevron Corp. (CVX): $54.00
Digital Realty Trust, Inc. (DLR): $27.90
Duke Energy (DUK): $4.28
iShares Select Div. ETF (DVY): $10.52
EPR Properties (EPR): $34.00
Eaton corp. (ETN): $18.00
Johnson & Johnson (JNJ): $24.00
Main Street Capital (MAIN): $33.30
Realty Income Corp (O): $36.84
Prospect Capital (PSEC): $18.75
Pimco Corp & Opportunity (PTY): $19.50
Royal Dutch Shell (RBS.B): $235.00
iShares Mortgage RE (REM): $26.46
Southern Company (SO): $56.00
Unilever plc (UL): $18.92
Vector Croup (VGR): $46.00
Whitestone REIT (WSR): $14.25

3. Roth IRA
HCP, Inc. (HCP): $18.50
Vanguard Energy ETF (VDE): $3.52
Vanguard Hi Dividend Yield (VYM): $3.36
Vanguard REIT Index (VNQ): $3.57
Vanguard Utilities ETF (VPU): $5.60

Total Passive Dividend Income: $1441.18

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 $12000.00 in total passive dividend income for this year and received total of $3991.35.

Full Disclosure: Long in all above mentioned securities.

How was your Dividend Income in month of March.

Recent Buy – VZ, WPC

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 managed to add positions in following companies in month of Mar, 2017:

1) Verizon Communications Inc. (VZ)
Defensive plays like telecom and utilities are a great place to be when market becomes turbulent. I bought 30 positions in VZ at $50.08 on 3/06 and it’ll add $69.30 of passive income on an annual basis.

2) W.P. Carey (WPC)
Over last several months, WPC has made a significant correction and I consider it a good buy now. Also, it sports a healthy yield of over 5% though PE ratio is still elevated. Added 25 positions in WPC on 3/06 at $62.21. It’ll add $99.50 of passive dividend income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Monthly Dividend Income – February 2017

Its time for me to post dividend income earned from my portfolios: DRIP, DIP, & 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 crossed a milestone mark of $1000 in total passive dividend Income: $1287.48 to be precise. It was higher than last quarter and out of park as compared to last Feb.  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.

Passive Dividend Income – Feb 2017

1. Dividend Re-Investment Portfolio (DRIP) 
Abbvie Inc. (ABBV): $32.00
Colgate-Palmolive Co. (CL): $6.24
The Clorox Company (CLX): $16.00
Welltower, Inc. (HCN): $17.40
Kinder Morgan, Inc. (KMI): $9.38
Omega Healthcare Inv., Inc. (OHI): $31.00
Proctor & Gamble Company (PG): $43.52
AT&T Inc. (T): $24.50
Verizon Com. Inc. (VZ): $28.88

2. Dividend Income Portfolio (DIP
Abbott Laboratories (ABT): $15.90
American Capital Agency (AGNC): $27.00
Chatham Lodging Trust (CLDT): $33.00
EPR Properties (EPR): $34.00
General Mills Inc. (GIS): $9.60
WellTower Inc. (HCN): $87.00
Kinder Morgan Inc. (KMI): $60.00
Main Street Cap. (MAIN): $24.06
Realty Income Corp (O): $36.84
Omega Healthcare Inc. (OHI): $279.00
ONEOK Inc. (OKE): $184.50
Prospect Capital (PSEC): $18.75
Pimco Corp & Opportunity (PTY): $16.25
AT&T Inc. (T): $102.90
Vodafone Group, plc (VOD): $116.90
Verizon Communication (VZ): $5.78
Whitestone REIT, Inc. (WSR): $14.25

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

Total Passive Dividend Income: $1287.48

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 $12000.00 in total passive dividend income for this year and received total of $2550.17 so far.

Full Disclosure: Long in all above mentioned securities.

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

Recent Buy – DUK, VGR

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 in month of Feb, 2017:

1) Duke Energy, Corp. (DUK)
Utilities are a great place to be when market becomes turbulent. I bought 5 positions in DUK at $79.21 on 2/22 and it’ll add $17.10 of passive income on an annual basis.

2) Vector Group Ltd. (VGR)
With market at all time high keeping me edgy, I decided to pull a defensive play like VGR. Added 10 positions in VGR on 2/13 at $22.75. It’ll add $16.00 of passive dividend income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.