Summary of Recent Buys - Week of October 18

My weekly summary of buys from around the blogging community for the week of October 18, 2015.

This weeks totals:

• 28 Total Purchases(+8 from last week)
• 24 Uniquely Different Stocks Bought (+9 from last week)
• 14 Different Bloggers Posted Buys(+6 from last week)

A total of $24,938 was invested in dividend stocks this week. About a $8k increase from last week. Things are picking up again this week.

Bloggers increased forward yearly dividends by  $1,046! That's a 4.2% Average Yield on Investment!

Top Purchased Stocks this week:

1. WMT- 4 Buys
2. DIS - 2 Buys

WMT was the clear winner again this week as bloggers picked up a great company at a discount.

Here is the F.A.S.T Graph for WMT.

Here is the summary of stocks, amount invested, and which blogger posted the buy:

Week of October 18
Sector	Ticker	Yield	Amount	Blogger
4	AGNC	12.57%	950	Passive Income Mavericks
1	BBL	7.14%	1020	Passive Income Mavericks
6	CAT	4.27%	1163	DivHut
6	CNP	5.30%	270	Dividend Mantra
4	COW		1240	Dividend Hustler
1	CVX	4.80%	900	Passive Income Mavericks
7	DIS	1.17%	147	Dividend Swan
7	DIS	1.17%	205	Dividend Gremlin
7	DOV	2.63%	800	DivHut
3	FCAU		300	Dividend Swan
3	HSY	2.45%	92	Dividend Gremlin
4	HTR	10.41%	1535	I Want to Retire Soon
5	JNJ	3.01%	100	Dividend Growth Journey
1	KMI	7.23%	885	Passive Income Mavericks
4	MA	0.64%	2200	Young Dividend
8	MSFT	2.68%	81	Dividend Gremlin
1	POT	6.93%	1141	Dividend Hustler
1	RDS.B	6.85%	1127	Passive Income Mavericks
8	T	5.58%	100	Dividend Growth Journey
4	TGT	3.02%	2502	Dividend Empire
5	UNH	1.72%	2249	Dividend Empire
3	VFC	1.93%	70	Dividend Gremlin
4	WFC	2.77%	616	Dividend for Starters
7	WMT	3.37%	100	Dividend Growth Journey
7	WMT	3.37%	1016	Div4Son
7	WMT	3.37%	150	Dividend Gremlin
7	WMT	3.37%	1423	Pollies Dividend
1	XOM	3.57%	2555	DivGro

Sector Information:  

For the Sector information, I use FinViz.com when possible as it is easy to find a consistent sector list. Here are the Sector codes I use in the chart (# is the number of each stock purchased in that sector):

	Sum of yearly Dividends		1,046.22
ID	Sector	#	Amount
4	Financials	6	9043
1	Basic Materials	6	7628
7	Services	7	3842
5	Healthcare	2	2349
6	Industrial Goods	2	1433
3	Consumer Goods	3	462
8	Technology	2	181
9	Utilities	0	0
2	Conglomerates	0	0
	TOTAL	28	24,938

Which of these stocks are you looking to buy next week? Any surprises in this list?



I cross reference my list with A Frugal Family's Journey's list as well, but I do not guarantee the accuracy. If you see any mistakes, please comment or send me an email.


Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.

Recent Buy (HTR) : October 20, 2015

Today I made the following transactions:

• SELL: 25 shares of WPC for $1554. This reduces my Annual Income by $95.50
• BUY: 70 shares of HTR for $1537. This increases my Annual Income by $159.60

Overall I increased my Annual Income by $64.10.

This accomplished 2 goals for me. First it reduced my overall portfolio exposure to WPC to 21.8%. This is still much too high but its a slow process, and in the mean time I will continue to bring in the nice 6% yield of WPC.

The second goal is to own $HTR. Here is why I like HTR:

From the fund website:

"Brookfield Total Return Fund, Inc. is a diversified, closed-end fund whose primary objective is to provide high total return, including short and long-term capital gains and a high level of current income. The Fund pursues this objective by investing and actively managing a portfolio consisting primarily of U.S. Treasury, mortgage-backed, asset-backed and high-yield corporate securities. No assurance can be given that the Fund’s investment objectives will be achieved."

From the annual report, the fund holds 40% each of Commercial and Residential Mortgage backed securities. The remaining 20% is cash and other asset backed securities. 67% of their portfolio has fixed rate so I can see why their dividend has been steady the past.

Speaking of steady dividend. Every month since September of 2008, they have paid a dividend of .19/share (.192 from 2008 to 2012). The rates were even higher before then as they have been paying out dividends consistently for 25 years.


I will evaluate this holding every quarter to see if there are better options, but as long as it keeps paying a consistent .19/share every month, then I will be happy.

What are your thoughts on $HTR?


Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.

Summary of Recent Buys - Week of October 11

My weekly summary of buys from around the blogging community for the week of October 11, 2015.

This weeks totals:

• 20 Total Purchases(+7 from last week)
• 15 Uniquely Different Stocks Bought (+4 from last week)
• 8 Different Bloggers Posted Buys(+1 from last week)

A total of $16,749 was invested in dividend stocks this week. About a $7k increase from last week. Things are picking up again this week.

Bloggers increased forward yearly dividends by  $864! That's a 5.2% Average Yield on Investment!

Top Purchased Stocks this week:

1. WMT- 4 Buys
2. CVX - 2 Buys

WMT was the clear winner last week and its no surprise. The 10% drop in one day really made the value present. They are going through a slightly stagnant time with earnings (decreasing estimates through 2017) but it now supports a 3.3% dividend which is solid.

Here is the F.A.S.T Graph for WMT.

Here is the summary of stocks, amount invested, and which blogger posted the buy:

Week of October 11
Sector	Ticker	Yield	Amount	Blogger
1	BBL	7.09%	1045	Race2Retirement
1	BP	6.69%	1059	Race2Retirement
6	CAT	4.42%	300	FabSavings
1	CVX	4.69%	900	Race2Retirement
1	CVX	4.69%	300	FabSavings
7	DNKN	2.48%	20	A Christian Investor
6	EMR	4.15%	900	Race2Retirement
7	FAST	2.99%	996	Div4Son
5	GSK	5.51%	395	Race2Retirement
1	KMI	6.09%	960	Race2Retirement
1	KMI	6.09%	960	Race2Retirement
9	OKE	6.23%	1177	Race2Retirement
1	POT	6.95%	1100	FabSavings
1	RDS.B	6.80%	1113	Race2Retirement
4	TROW	2.94%	300	FabSavings
7	WMT	3.33%	1222	Well Rounded Investor
7	WMT	3.33%	249	Dividend Swan
7	WMT	3.33%	1482	Dividend Hustler
7	WMT	3.33%	1069	A Frugal Family's Journey
4	WPC	6.22%	1202	Race2Retirement

Sector Information:  

For the Sector information, I use FinViz.com when possible as it is easy to find a consistent sector list. Here are the Sector codes I use in the chart (# is the number of each stock purchased in that sector):

	Sum of yearly Dividends		863.63
ID	Sector	#	Amount
1	Basic Materials	8	7437
7	Services	6	5038
4	Financials	2	1502
6	Industrial Goods	2	1200
9	Utilities	1	1177
5	Healthcare	1	395
8	Technology	0	0
3	Consumer Goods	0	0
2	Conglomerates	0	0
	TOTAL	20	16,749

Which of these stocks are you looking to buy next week? Any surprises in this list?



I cross reference my list with A Frugal Family's Journey's list as well, but I do not guarantee the accuracy. If you see any mistakes, please comment or send me an email.



Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.