Time for another update on my portfolio and networth.
Buys/Sells:
May was a very boring month with no activity in this department. I didn't have a whole lot of time this month to do any research and I have decided to save up some cash for my emergency fund and there it a slight possibility of us looking to buy a house so I want to save up a little in case we do decide to go down that path.
FRIP
Scottrade offers a Flexible Reinvestment Plan, where dividends from qualifying companies can be used to purchase shares in any other qualifying companies without any commission. So I take advantage of this every month and I usually use it to build up my positions in companies where my positions are lagging.
This month my dividends were used to purchase 7 shares of Aqua America (WTR). I finally had a chance to update this and chose to start investing in a water utility company
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Loyal3
My Loyal3 account is going strong, automatically invest $50 of shares in 4 companies: The Walt Disney Company (DIS), Kellogg's (K), Pepsico (PEP), and Unilever (UL). As of May my Loyal3 account stands:
Symbol | Shares | Total |
---|---|---|
DIS | 1.8999 | $210 |
UL | 4.6273 | $206 |
PEP | 2.0781 | $202 |
K | 3.1001 | $194 |
Total | $812 |
I think I will let my Loyal3 account continue the automatic investing for a couple of months before I reevaluate.
Net Worth
Net worth will always be a secondary goal for me with generating passive income being my primary goal. But net worth is something I have started tracking. Given how much of my net worth is in stocks, my net worth will have a tendency to fluctuate frequently with the market but hopefully my net worth continue an overall upward trend over time.
Assets:
- 401k: $84,791
- Investments: $74,565
- Cash: $5,333
- Cash: $5,333
Liabilities
- Student Loan 2: $6,525
- Car Loan: $7,934
NETWORTH: $153,540 up 3.5% from last month and a new milestone: networth over $150k!
Current Portfolio:
Symbol | Shares | Symbol | Shares |
VHGEX | 173.82 | JNJ | 17 |
VWIGX | 177.917 | KIM | 77 |
VTRIX | 110.62 | KMI | 104 |
AFL | 48 | KO | 36 |
BBY | 1 | MAT | 59 |
BNS | 36 | MRK | 43 |
CIM | 13 | NOV | 79 |
CVX | 15 | OHI | 65 |
DLR | 74 | SNE | 10 |
GE | 86 | SPY | 10 |
HCP | 56 | T | 103 |
HP | 34 | TGT | 31 |
INTC | 94 | VZ | 30 |
IYY | 20 | WFC | 48 |
Well nothing exciting happening to my portfolio this month. Now that the big trip is over hopefully I will have some more time and money to focus on some solid dividend investing.
How about you? Any good purchases in May?
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