Thursday, April 23, 2015

March Portfolio and Networth Update

Hope your week is going well. Mine has been good so far, it rough being back at work after three weeks off and I'm mostly in a fog when I'm there but the NBA playoffs are here so I am happy. Well here it is, my portfolio and networth update for March. 

I had only one purchase this month, I purchased 23 shares of XOM  @ $84.8399 a share. I should have written a post when I made the purchase but in reality Exxon needs no introduction when it comes to dividend investing. This is my first XOM purchase and hopefully it will not be my last.

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 6 shares of Kimco Realty Corporation (KIM). As I have been saying for the last couple of month, this feature has been on autopilot for a long time now so I need to evaluated where best to invest these small chunks of money. Maybe April will be my month for change.

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 March 31st my Loyal3 account stands:

Symbol Shares Total
DIS .9732 $102.08
UL 2.3428 $102.49
PEP 1.0393 $99.38
K 1.554 $102.49

Total $198

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.
   - 401k:                   $79,660
   - Investments:        $70,229
   - Cash:                   $7,698
   - Student Loan 2:  $6,695
   - Car Loan:           $8,178
NETWORTH:       $142,714 up  3% from last month

Current Portfolio:


Well not much 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 March?

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