First of all, I apologize for reporting the trades several weeks late. I was enjoying time off with family during Christmas time off and since new year, I got really busy at work and barely got chance to blog. That’s one of those things that I have to cope up with as engineer. Since new year, had a two big deadlines and just got bit relaxed time to do what I like doing, which is blogging. So here I am, reporting my last trades for the past year. I already have made this year’s purchases as well which I am planning to blog about in a couple of days.
As a value investor, one should always be on hunt to find the bargain and keep investing in these bargains at regular interval, monthly or bi-weekly. When bargains shifts from one company to other, we as a value investor, should follow the value stocks and maintain monthly purchases of these value stocks to create continuously growing stream of passive income. Continuous flow of dividend income stream that can grow over the time at faster pace than inflation rate is extremely vital.
In The Dividend Karma’s journey of creating constant flow of passive income via dividend investing, I try to keep looking around hunting for the value dividend stock and post it on this blog once I made a decision and pull the trigger to buy piece of business within any such company.
Lately, utility companies and REITs have been hammered due to interest rate increase fear since those are typically considered to be attracted by income investors. It worked out good since TDK’s portfolio wasn’t much exposed to these industries. I still have some more to report for this year’s purchases, which I will be posting soon as well.
On 21st December, I bought 65 shares of HCP, Inc. (HCP) at an average price of $25.844. EPD pays quarterly dividend of $0.37 (paid in the month of February, May, August and November). Dividends will be reinvested.
On 21th December, I also added 50 shares of PPL Corporation (PPL) at an average price of $31.50. PPL pays quarterly dividend of $0.395 (paid in the month of March, June, September and December). Dividends will be reinvested.
On 28th December, I added 5 shares Vanguard Consumer Staples ETF (VDC) at an average price of $145.99. VDC pays quarterly dividend about $3.60 a year (two smaller amounts paid in the month of March and September and two larger amounts paid in the month of June and December). Dividends will be reinvested.
On 28th December, I added 5 shares Vanguard Consumer Discretionary ETF (VCR) at an average price of $156.98. VCR pays quarterly dividend of about $0.45 (paid in the month of March, June, September and December). Dividends will be reinvested.
On 28th December, I added 29.551 shares T Rowe Price Global Technology Inv (PRGTX) at an average price of $16.92. Dividend is paid once a year only (that is actually profit not dividend but since I have bought these funds in tax advantaged accounts). For year 2016, it paid $1.25 in dividends and $2.66 for the year of 2017. Dividends will be reinvested.
TDK’s Portfolio is updated with these purchases and can be found here. These purchases will add about $156.0 to TDK’s forward annual dividend.
Total capital invested is 5,270. This will increase TDK’s dividends by about $ 280. Yield on the these purchase is about 5.31%.
What are your thoughts on this purchase ? What are the stocks you are buying or looking to add ?