Portfolio Update – January 2015

The market in December last year was essentially flat one (ETF: SPY) but with fair amount of volatility thrown in. It looks like volatility is becoming a new game in the town. The moody market never goes straight up or down but over long period, direction of market is up and will reward patient investors like us.

The month of December remained a busy month for me, though, I was not expecting this way. I allocated extra capital in BHP Billiton plc (BBL), BP plc. (BP), and Orchids Paper Products Company (TIS) with current dividend yields of 5.8%, 6.3% and 4.83% respectively.

I initiated 20 positions in BBL, 15 positions in TIS and added 20 positions in BP, dollar cost averaging down my original price in BP.  At current yields, BBL, TIS, BP will add $49.60, $21.00 and $48.00, with gross total amount of $118.60 annually to my passive dividend income. This will push me closer to being financially independent in 12 years.

My DRIP Portfolio was also active in December and following positions were added:

Chevron Corp. (CVX): 3.55 ($400)
Royal Dutch Shell plc (RDS.B): 4.24 ($300)
Verizon Comm. Inc. (VZ): 6.18 ($300)
Exxon Mobile Corp. (XOM): 2.22 ($200)
ConocoPhillips (COP): 1.57 ($100)
Altria Group, Inc. (MO): 1.77 ($100)
GlaxoSmithline plc. (GSK): 1.04 ($50)
AbbVie Inc. (ABBV): 0.74 ($50)
McDonalds Corp. (MCD): 0.49 ($50)
The Clorox Corp. (CLX): 0.48 ($50)
The Coca-Cola Company (KO): 1.08 ($50)
The Proctor-Gamble Company (PG): 0.54 ($50)

I sold 100 positions in American Realty Capital Properties Inc. (ARCP) but kept 75 positions that I was comfortable to keep for long-term. This will result into reduction of my passive income by $100 for this year.

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 December is $57,869.03. It was a slight increase of 2.09% over last month of  November Portfolio value of $56,219.56. This was mostly due to addition of extra capital in BBL, TIS, BP and DRIPs in CVX, RDS.B, VZ, XOM, COP, MO, GSK, ABBV, MCD, CLX, KO, and PG.

In the month of October, I crossed a very important and big milestone for me, i.e, crossing half-mark across a 6-figures portfolio size, that I’m happy to mention here.

Happy New Year 2015!

Thanks for reading.

Full Disclosure: Long on the above mentioned securities.

12 thoughts on “Portfolio Update – January 2015

  1. I like many companies and own few same companies: KO, MCD, CVX, and PG. Your portfolio size is growing and I’m sure that you can cross $100K this year. All the best for 2015!

    1. Hi Keith,

      Good to hear that we are fellow shareholders in same companies. Those are wonderful companies and long-time keeper. Best for new year as well!

      Thanks for stopping by!

  2. Your December buys certainly had great yield. I guess we’ll see how January unfolds in the market as a whole as well as the oil patch. I have a feeling more DGI investors will be picking up more energy names as prices continue to fall. Thanks for sharing.

    1. Hi DivHut,

      Yeah. I’d a fantastic December month in dividends received and most bloggers have too. However, I’m not expecting a blowout January but we will see. I’d happily take anything $200+ in Jan.

      Today, Oil has further sunk into lower depths and along goes energy stocks. I agree that there is more down slide to be played out before oil starts recovering. But, its probably a good time to start accumulating them.

      Thanks for stopping by!

    1. Hi Jason,

      Appreciate the kind words. Haha. crossing $100k would be awesome and a significant milestone for me 🙂 I’m not expecting it to happen though in 2015!

      Its nice to know that we are fellow shareholders in some of the wonderful companies, only if we could get them at fair price, would be even better 😉

      Thanks for stopping by!

  3. PIM,

    With how quickly your adding new capital into your investment portfolio I am excited to see quickly you will reach the $100,000.

    Congratulations on passing the $50,000 milestone for your investment portfolio.

    Goodluck throughout 2015,

    Mr. Captain Cash

    1. Hi MC,

      Yeah! I added a significant capital last year. Wouldn’t it be awesome to cross $100k, you bet! However, this year, it may be a little slow as I fired my small loaded capital gun last Nov and Dec, but, we will see. Truly appreciate your kind support and wishes!!

      Good luck to you in 2015! Let’s go for it.

      Thanks for stopping by!

    1. Hi AAI,

      Yeah. Market is providing good opportunities recently and I’m plucking gems slowly, wish more capital was available! Appreciate kind words, it is always wonderful to hear from fellow bloggers and support. All the best for 2015!

      You are doing great over there as well!

      Thanks for stopping by!

    1. Hi Nuno,

      Appreciate very much your kind words and support. As much as I love to read other bloggers update, providing these updates also help me to track my progress here. Its nice to see growing portfolio value, however, main goal is to see increasing passive income to fully finance my expenses.

      Thanks for stopping by!

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