Hope your week is going well. Mine has been good so far, it has been a beautiful spring here in the Pacific Northwest. Well here it is, my portfolio and networth update for April.
I had only one purchase this month, I purchased 44 shares of NOV @ $51.8799 a share. I should have written a post when I made the purchase but I barely made this purchase this month and I have actually been posting a lot more recently than I normally do. In the end there was not a whole lot to say about this purchase. I initially bought into NOV in January at $58.2199 so when I noticed that price had dropped it was an easy decision to add to my holdings.
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 8 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; I was 2 hours too late to change this for the month of April.
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:
I think I will let my Loyal3 account continue the automatic investing for a couple of months before I reevaluate.
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: $83,043
- Investments: $74,791
- Cash: $5,333
- Cash: $5,333
- Student Loan 2: $6,695
- Car Loan: $8,178
NETWORTH: $148,379 up 6.5% from last month
Well not much exciting happening to my portfolio this month, just one more purchase. 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 April?