Portfolio Update – March 2015

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)

These buys in JNJ, GE, DLR will add $80.40 annually to my passive dividend income. This will push me closer to being financially independent.

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?

4 thoughts on “Portfolio Update – March 2015

    1. Hi Dear Dividend,

      Appreciate liking the adds. I’m trying very hard to add to the portfolio but, it’s passive dividends that I would like to grow to a decent size!

      Thanks for stopping by, as always.

    1. Hi DivGuy,

      Appreciate much your kind words. Yeah, Feb was a fantastic month for me with 13% growth in portfolio. I would prefer to snag some more securities at a lower price though! We will see how the market throws any new tantrum 🙂

      Thanks for stopping by!

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