June 2015 - Summary

What an interesting month June has been. Even though I technically started Dividend Growth Investing in May, it was only a few days in May. June is my first full month investing in Dividend Stocks as well as blogging. So how did I do?

Current Portfolio:

My current portfolio that is updated live can be found here.

Current total value is $22,360.
 

	Sharebuilder ROTH
Ticker	Sector	Shares	Yield	Div /Sh	Annual Income
MCD	S	8.0273	3.56%	3.40	$27.29
KMI	CG	18.9211	5.00%	1.92	$36.33
CVX	BM	7.5825	4.46%	4.28	$32.45
JNJ	HC	7.7874	3.05%	3.00	$23.36
IBM	T	4.5923	3.16%	5.20	$23.88
PM	CG	9.3802	4.96%	4.00	$37.52
KO	CG	18.9425	3.34%	1.32	$25.00
			3.77%		$205.84
	Sharebuilder Taxable
Ticker	Sector	Shares	Yield	Div /Sh	Annual Income
DLR	R	9.3104	5.06%	3.40	$31.66
DIS	S	6	1.15%	1.32	$7.92
DE	IG	6.4271	2.49%	2.40	$15.43
HSY	CG	6.5428	2.41%	2.14	$14.00
OHI	R	17.1734	6.30%	2.16	$37.09
TGT	S	7.5863	2.71%	2.24	$16.99
UNP	S	5.9435	2.28%	2.20	$13.08
O	R	13.1501	5.11%	2.28	$29.98
			3.40%		$166.15
	Scottrade IRA
Ticker	Sector	Shares	Yield	Div /Sh	Annual Income
RDS.B	BM	18	6.24%%	3.76	$67.68
DPS	CG	15	2.61%	1.92	$28.80
TROW	Fi	15	2.67%	2.08	$31.20
CMP	BM	12	3.21%	2.64	$31.68
BAX	HC	15	5.51%	2.08	$31.20
WPC	R	125	6.47%	3.82	$477.50
					$508.70
		Total Yearly Dividends			$880.69

Dividends:

The only dividends I received this month were from DLR:

• $7. 91 Paid on 6/30, reinvested in DLR for free adding 0.12 shares.

Buys:

 This was an exciting month for me as I got to buy a lot to set up my account! Here is a quick summary of my buys:

2015-06-09	Buy	DE
2015-06-09	Buy	DLR
2015-06-09	Buy	HSY
2015-06-09	Buy	O
2015-06-09	Buy	OHI
2015-06-09	Buy	TGT
2015-06-09	Buy	UNP
2015-06-09	Buy	MCD
2015-06-09	Buy	KMI
2015-06-09	Buy	CVX
2015-06-09	Buy	JNJ
2015-06-09	Buy	IBM
2015-06-09	Buy	PM
2015-06-09	Buy	KO
2015-06-22	Buy	RDS.B
2015-06-23	Buy	DPS
2015-06-24	Buy	TROW
2015-06-25	Buy	CMP
2015-06-26	Buy	BAX
2015-06-29	Buy	DIS

Goals:

 Each month, I will look at my goals for the year and see my progress. This will help me focus on what is important and what I need to improve over the coming month.

Goal 1. Write 100 posts on this blog by the end of the year (started in May, so its prorated).

• ON TRACK! I have written 10 posts in the month of June on this blog. With 6 months left, I am on track to write 70 posts for the year. 30% less than my goal, but still a success on my book. 100 may have been ambitious, but I will know more my speed for next year.

Goal 2. Dividend payments of $750 from portfolio.

•  ON TRACK! My Current portfolio shows that I will receive dividend payments of over $800 on a yearly basis. So far, that is on track and surpassing my goal.

Goal 3. Comment on at least 5 posts each week from similar blogs

•  ON TRACK! It is hard to tell how many posts I have commented on. I don't know how to get that information, but I know I have been reading every post written by members of my Blogroll and I have commented on many of them. For Next year, perhaps I will find a way to make this more measurable.

Goal 4. Increase portfolio by $5,000

• ON TRACK! At this point, I have established my account but have not really added anything to it. For the month of July, I will start with additions. With 6 months left for the year, I only need to average $850 per month in order to hit this goal. For now, that does not seem to be a problem. 

Goal 5. Increase Twitter Followers to over 100.

• ON TRACK! As of this writing, I have 31 followers and I am following 92 on my twitter account @iwtrsfeed. I don't want to just accumulate followers that aren't interested in my progress or articles, I want followers that actually care. I need to determine the best way to do this but I plan on looking at who fellow bloggers are following and see if I can increase the people I follow in hopes of getting follow backs.