tag:blogger.com,1999:blog-37295044435652845532024-03-13T04:56:39.176-07:00The Dividend WarriorScheming to exit the rat race early through frugality and dividend growth stocks.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.comBlogger67125tag:blogger.com,1999:blog-3729504443565284553.post-74006785357503363272017-06-26T16:05:00.000-07:002017-06-26T16:05:04.751-07:00Back from HiatusIt has been a wild ride the last couple of years. I intend to get more active on the blog again. But yes, I'm still alive.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com4tag:blogger.com,1999:blog-3729504443565284553.post-52113226030841104402014-11-22T07:26:00.003-08:002014-11-22T07:26:24.319-08:00Weekly Investments - Sharebuilder - 11/18/14Updating my Sharebuilder weekly trades that went through yesterday:<br />
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$25 in Smucker's (SJM)<br />
.2459 shares at $101.65/share providing $.63 per year in dividends<br />
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$25 in Aflac (AFL)<br />
.4235 shares at $59.03/share providing $.66 per year in dividends<br />
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$50 invested providing $1.29 annual dividend income for a yield of 2.58%.</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com4tag:blogger.com,1999:blog-3729504443565284553.post-80332717671778060052014-11-17T16:43:00.001-08:002014-11-17T16:43:58.249-08:00Loyal 3 PurchasesMy Loyal3 purchases went through today:<br />
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$10 in Unilever (UL)<br />
.2463 shares providing $.40 in annual income<br />
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$10 in Starbucks (SBUX)<br />
.1285 shares providing $.16 in annual income<br />
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$10 in VF Corporation (VFC)<br />
.1402 shares providing $.18 in annual income<br />
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$10 in Yum Brands (YUM)<br />
.1346 shares providing $.22 in annual income<br />
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$40 invested providing $.96 in annual income, a 2.4% yield. Plus an additional 1% back in credit card rewards.<br />
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This was the last Loyal3 purchase that went through on my credit card. I was disappointed to see they were discontinuing credit card purchases. I put a small checking account trade through today just to see what the turnaround time is between an ACH order versus a credit card. I've seen the credit card take anywhere from 2-3 business days. It states the same for a linked checking account purchase, but I've also seen online that it may go through within a day if the order is placed early enough.<br />
<br />We'll see.<br />
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With the market at all-time highs again, I'm trying to keep a little powder dry. I've been nibbling here and there in my Sharebuilder and Loyal3 accounts, but trying to conserve more cash in anticipation of the next minor correction or solitary stock opportunity.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-35858230930207836602014-11-16T07:09:00.003-08:002014-11-16T07:09:39.954-08:00Weekly Investments - Sharebuilder DRIP - 11/11/14Updating my Sharebuilder weekly trades that went through yesterday:<br />
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$25 in Nestle (NSRGY)<br />
.3409 shares at $73.33/share providing $.83 per year in dividends<br />
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$25 in Unilever (UL)<br />
.6134 shares at $40.76/share providing $.92 per year in dividends<br />
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$50 invested providing $1.75 annual dividend income for a yield of 3.5%.</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-61763155876122021042014-11-05T03:53:00.002-08:002014-11-05T03:53:30.590-08:00Weekly Investments - Sharebuilder DRIP - 11/4/14Updating my Sharebuilder weekly trades that went through yesterday:<br />
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$25 in Disney (DIS)<br />
.2776 shares at $90.07/share providing $.24 per year in dividends<br />
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$25 in Aflac (AFL)<br />
.4215 shares at $59.32/share providing $.66 per year in dividends<br />
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$50 invested providing $.90 annual dividend income for a yield of 1.80%.<br />
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-89944528246875792172014-11-02T07:39:00.002-08:002014-11-02T07:39:21.972-08:00Weekly Investments - Sharebuilder DRIP - 10/28/14Updating my Sharebuilder weekly trades that went through earlier this week:<br />
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$25 in Unilever (UL)<br />
.6285 shares at $39.78/share providing $.94 per year in dividends<br />
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$25 in Nestle SA (NSRGY)<br />
.3428 shares at $72.92/share providing $.83 per year in dividends<br />
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$25 in United Technologies (UTX)<br />
.2374 shares at $105.29/share providing $.56 per year in dividends.<br />
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$75 invested providing $2.33 annual dividend income for a yield of 3.10%.<br />
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Establishing a couple positions so they're easier to track in my portfolio. I am looking to diversify further into industrials/conglomerates as well as consumer products.</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-28569100584625023912014-11-01T07:45:00.001-07:002015-09-29T19:10:18.248-07:00Happy Halloween - Spooky Times with ARCPOn Wednesday I saw a section on the Seeking Alpha app marked "Premarket Gainers and Losers". ARCP was in that section. I was curious, so I clicked to see what was going on.<br />
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Lo and behold I saw a 25% drop. I have to be honest - my stomach dropped. I panicked as I read the phrases "accounting error", "CFO fired", "negatively affected FFO". I was extremely worried.<br />
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To David Kay's credit, I think the conference call in the afternoon to address shareholder concerns was definitely the right move. But who knows? The scary thing is Immelt was telling GE holders that the dividend was safe right up until it was cut.<br />
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I'm holding. Maybe this is a buying opportunity, but I think ARCP has a long way to go to reestablish credit and faith. I'm a little tapped, anyway, so I doubt I'll be adding to this holding. Especially with some of the waves they've made over the last few months, I don't envision it becoming an even larger holding. This was the first time I've had anything close to a 30+% drop in a holding. Scary times.<br />
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Happy Halloween everyone!The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com1tag:blogger.com,1999:blog-3729504443565284553.post-9874902922334488592014-10-24T05:04:00.001-07:002014-10-24T05:04:56.965-07:00Recent Purchases - Week of 10/13As I mentioned in a previous post, the markets have been super rocky over the last two weeks. But volatility provides opportunity!<br />
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Here are two purchases I made last week when the market hit its lowest point:<br />
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11 shares of Exxon Mobil (XOM) at $88.02/share. 3.14% starting yield providing $30.36 in annual dividends.<br />
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9 shares of Chevron (CVX) at $110.50/share. 3.87% starting yield providing $38.52 in annual dividends.<br />
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I missed the bottom on Chevron by a couple bucks, as it dropped over the subsequent days. However, I was able to grab Exxon right near its 52-week low. These are solid companies with a strong history of raising dividends. I believe the integrated nature of both CVX and XOM will shield them somewhat from fluctuating crude prices. That's what I'm banking on.<br />
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I was able to pick up shares in each at high historical yield levels. Any time I can get XOM at above 3% and CVX close to 4% I'll be backing up the truck.<br />
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The purchases this month push my forward annual dividends to $1771.49. I'm well on pace to blow through my income goal this year, but I did make some of the purchases over the last couple weeks on margin so I'll probably be easing back on purchases over the next few weeks to pay that down.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com1tag:blogger.com,1999:blog-3729504443565284553.post-42887314270779809592014-10-22T16:27:00.003-07:002014-10-22T16:27:48.030-07:00Dividend Increase - VVisa (V) announced a 20% increase in the quarterly dividend today after hours from $.40 to $.48 per share. This moves the annual dividend from $1.60 to $1.92 and will increase my annual income from Visa from $7.69 to $9.22. Every little bit helps.<br />
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I was hoping for a slightly bigger increase, as the payout ratio is still a paltry 19%. But if they keep increasing like this for years to come, I'll be happy. I'm glad I picked up some more over the last two weeks. Unfortunately, the purchases were through my Tuesday weekly trades and I missed out when it dropped briefly below $200/share.<br />
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-66868906802769126462014-10-22T04:25:00.003-07:002014-10-22T04:25:32.519-07:00Weekly Investments - Sharebuilder DRIP - 10/21/14Updating my Sharebuilder weekly trades that went through last week:<br />
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$225 in Baxter (BAX)<br />
3.3093 shares at $67.99/share providing $6.88 per year in dividends<br />
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$250 in Visa (V)<br />
1.1907 shares at $209.96/share providing $1.91 per year in dividends<br />
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$25 in Johnson & Johnson (JNJ)<br />
.2509 shares at $99.65/share providing $.70 per year in dividends.<br />
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$500 invested providing $9.49 annual dividend income for a yield of 1.90%.<br />
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I initiated a very small position in JNJ (finally!) as I believe it will be easier to track now that it's in my portfolio. I actually had my fiancee put through a much larger order yesterday into JNJ, as well.<br />
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BAX is still very attractive at these levels. Visa jumped quite a bit the last day or two. Not sure if it's as good a deal and I wish I had been able to pick some up the other week once it was under $200.<br />
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I'm fairly tapped for capital at this point as I do not want to dip further into my savings stockpile. I'll be focusing on paying down the little bit of margin and putting through very small weekly trades for likely the next couple weeks.<br />
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I made multiple real-time trades last week that I haven't updated on here yet. I hope to do so in the next day or two. The trades actually include (gasp!) a sale...</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-77557955082172152552014-10-20T04:05:00.002-07:002014-10-20T04:05:48.093-07:00Weekly Investments - Sharebuilder DRIP - 10/14/14Updating my Sharebuilder weekly trades that went through last week:<br />
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$250 in Exxon Mobil (XOM)<br />
2.7291 shares at $91.61/share providing $7.53 per year in dividends<br />
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$225 in Visa (V)<br />
1.0995 shares at $204.63/share providing $1.76 per year in dividends<br />
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$475 invested providing $9.29 annual dividend income for a yield of 1.96%.</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-76449310836846034852014-10-19T07:50:00.003-07:002014-10-19T07:51:34.740-07:00Recent Purchases - Week of 10/6On Monday, 10/6, I purchased 50 shares of American Realty Capital Properties (ARCP) for $11.98/share. ARCP has been beaten down lately. Unfortunately, I may have been a little bit early on this purchase, as it was made before the overall market started to really get hammered later in the week. My initial yield on these shares is a whopping 8.35%. There aren't many places (besides BDC's and upstream MLP's) that I can get $50 in forward annual dividend income for only $599 in capital. I do believe this will round out my ARCP position for the near future. I feel that it is probably the riskiest stock in my portfolio at this time, so I'd like to see them digest some of their major acquisitions.<br />
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Interestingly enough, the catalyst for this purchase for me was related to the recent Red Lobster deal. I found the news in September that Starboard Value (an activist investor group) released a massive powerpoint detailing the many mistakes Darden's embedded management has been making. I highly recommend perusing through the entire presentation if you are at all interested in general business, investing and operations principles. I find this very fascinating as I'm currently in a marketing role for a national restaurant chain that is also having some of the same general traffic issues as Olive Garden (fairly standard right now in a very challenging environment for casual dining restaurants).<br />
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Link to Starboard's presentation <a href="http://www.marketfolly.com/2014/09/starboard-values-presentation-on.html">here</a>.<br />
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Suffice it to say, I strongly agree and believe that the multi-billion dollar Red Lobster property portfolio that was sold to ARCP was significantly undervalued. I've read many negative comments on Seeking Alpha related to this deal and the "risk" involved with Red Lobster. Honestly, I don't think Red Lobster is going anywhere anytime soon. And EVEN if it is, quite truly, it's not even ARCP's problem. It would take A LOT to make all of the Red Lobster chains simply disappear, and it will not happen overnight. The beauty of this is that ARCP now owns the underlying properties and receives rent checks. They don't own the actual business itself. If a Red Lobster closes down, ARCP can find another business to take its place. The Red Lobster properties I've personally been to have all been in extremely attractive, high-traffic areas. I think this deal is a significant windfall for ARCP, and I put my money where my mouth is.<br />
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My other purchase the week of 10/6 was on Friday, 10/10. I purchased 24 shares of British Petroleum (BP) for $41.70/share. Initial yield is 5.61%. This increases my forward annual dividend income by $56.16.<br />
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BP is maybe another riskier play (although I'm not too nervous about it). BP's ongoing issues have been well covered by other bloggers, including Tim McAleenan, Jr. at The Conservative Income Investor. Suffice it to say that I believe the cash they have socked away to pay final legal settlements is going to adequately cover any ongoing damages. Even if BP has to take out a bit of debt to cover the remainder, I believe their strong profitability will continue to grow. I believe I look at BP as a parallel to purchasing XOM after the Valdez oil spill. That would have worked out very well as an investment. I expect BP to continue to generate increased dividend growth in the future, as well as significant share price appreciation once the dark clouds have cleared.<br />
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I'll try to get another post with my purchases this past week either later today or by early/mid next week. I have some work-related travel that is keeping me busy right now.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com6tag:blogger.com,1999:blog-3729504443565284553.post-32927120450412877942014-10-17T20:32:00.004-07:002014-10-17T20:32:48.212-07:00Exciting Couple WeeksWhew! I think this has been the first big correction I've seen. Things have been hectic at work, but I have been active over the last two weeks in the investing world. I hope to get around this weekend to reporting some of my recent buys.<br />
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The last few days have been a wild ride, watching the stock market go down. Looks like we may have just had a minor correction (something I've been waiting for and believe was needed), but we'll see what next week holds.<br />
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I also experimented over the last week or two with margin in my account. With the set up I have, Sharebuilder charges me a 6% interest rate. While it's difficult to find stocks at that dividend level (especially ones that I would consider core or safe), I look at it as a way to deploy some powder during a dip. I believe I will come out far ahead as I believe the stocks I purchased on margin have a bright dividend future ahead. Even purchasing an opportunity stock at a 4% dividend yield, I will still come out ahead as I fully intend to pay down my margin debt within a month or two, only actually paying minimal interest. I look at it as a way to supplement my cash reserve. I will never leverage heavily, as the whole notion is still relatively new and a little bit scary jut thinking about the repercussions of going too far.<br />
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How about you? What have you been buying?<br />
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I also have to thank the dividend growth community here. I was actually a little bit nervous this week as energy was tanking. However, I was steeled by thinking about what others who blog about DGI would do. If I got scared and bailed on something while fundamentals remained solid, I'd feel ashamed at having to share that with the crowd here. So, in a way, thank you to all you bloggers and viewers out there!The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com6tag:blogger.com,1999:blog-3729504443565284553.post-16106046943944992192014-10-01T17:13:00.000-07:002014-10-01T17:13:07.245-07:00Weekly Investments - Sharebuilder DRIP - 9/30/14My Sharebuilder purchases went through yesterday. $25 each in:<br />
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Visa (V)<br />
Realty Income (O)<br />
Diageo (DEO)<br />
J.M. Smucker (SJM)<br />
Baxter (BAX)<br />
Exxon Mobil (XOM)<br />
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Diageo, Baxter and Smucker's are new positions for me. Even though the initial investments are pretty small, they will help me keep better tabs on the companies by having them in my portfolio. I'll look forward to adding to each of these companies over the coming weeks. Each fills a little niche. I'm interested in deepening my food play consumer staples (like SJM, GIS, HSY - UL is also on my list). I may consider slowly building a stake in UL in my Loyal3 account.<br />
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My portfolio also has very little exposure to healthcare, other than HCP and VTR as REITs. I'd like to build in a stake in JNJ and BDX, as well. Baxter fills a spot and has a better yield than most medical plays right now. I'm tempted by GSK's yield at the moment, but am afraid of chasing the big payout. A little too much uncertainty there for me, I fear.<br />
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Diageo is one I've had my eye on for a while. I currently work in the restaurant industry in a marketing role and work very closely with liquor, managing the adult beverage program for a national restaurant chain. I would love to own some more liquor companies, but one of the only other ones on my radar as a dividend stalwart is Brown Forman, which unfortunately is extremely overvalued at the moment (and seems to typically be - I may bite the bullet in the case of a correction, as I was able to nibble at HSY over the last month or two, which I consider to be in the same quality-overvaluation boat).<br />
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Visa is also big on my radar, as I am anticipating a large dividend increase at the end of the month. General Mills and General Electric are also just a hair below my cost basis right now, so I am also interested in increasing my stakes in those companies. The last couple weeks have brought some fair opportunities, in my opinion. Not a major correction, but many stocks I'm considering.<br />
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What do you have your eye on?The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com4tag:blogger.com,1999:blog-3729504443565284553.post-87049396551240135762014-09-19T03:50:00.001-07:002014-09-19T03:50:14.537-07:00Dividend Increase - MCDMcDonald's (MCD) announced an almost 5% increase in the quarterly dividend yesterday after hours. This moves the annual dividend from $3.24 to $3.40 and will increase my annual income from MCD by a few dollars. Every little bit helps.<br />
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As an aside, I am actually excited because I predicted the 5% number. Based on the challenges they're facing right now, I figured they'd try to be conservative and have an increase about the same as last year. I'm not psychic, but I had to laugh that I was right on the money on this one (I've had plenty of misses, too!). In anticipation of the increase, I did purchase some more MCD the other week. I'll try to get an update out with the details soon. I've been a little MIA due to some travel and things going on at work. The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-67431986942418889392014-08-25T05:17:00.005-07:002014-08-25T05:17:39.605-07:00The Shell Game - Shuffling Money Between Roth and Taxable Accounts?Random early-morning thoughts:<br />
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I've been thinking lately about a topic that I wanted to float past the rest of the DGI blog stratosphere.<br />
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Recently, I had a few hundred dollars sitting in my Roth IRA in cash. When I first started investing a couple years ago, I socked as much money away in tax-deferred Roth accounts as I could. Over the last year or so, I set my sights on building up my taxable account.<br />
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I did some research, as that $300 in my Roth was too small a sum to invest and pay a full commission on. I discovered that I actually could withdraw that at any time (as a "contribution") from my Roth without paying any taxes or penalties. So I did. I moved that money to my taxable account and invested it.<br />
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Herein lies my question to you all (understanding that most of you are not tax professionals - I actually will end up running this past one in the near future):<br />
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- Does it make sense to max out my Roth contributions and investments, with the intent to collect the dividends in the Roth tax-free and then pull them out after a period of time as "contributions", paying no penalties or taxes and then rolling those dividends into investments in my taxable account?<br />
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What do you think? Does anyone else do this currently? Anyone else contemplating this as an option? I'm really tempted to try to utilize the Roth as a tax-shelter that I can still draw on early using this method to achieve early retirement...<br />
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Anyone have any input or thoughts/experience on this?The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com2tag:blogger.com,1999:blog-3729504443565284553.post-78383326477008589442014-08-21T16:18:00.001-07:002014-08-21T16:18:41.991-07:00Watchlist for August/SeptemberI recently added to my positions in Visa and Ventas, and initiated small positions in General Electric, General Mills and Union Pacific in my Sharebuilder account. I also added to my Wal-Mart position, and initiated positions in Hershey, McDonald's and Disney in my Loyal3 account.<br />
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In addition to all of those companies, I also have a few others on my watchlist for August:<br />
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Baxter International (BAX)<br />
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Johnson & Johnson (JNJ)<br />
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Procter & Gamble (PG)<br />
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American Express (AXP)<br />
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Aflac (AFL)<br />
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Deere & Company (DE)<br />
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Most of my capital has likely been depleted for the month. I will also be moving at the end of the month, but I'm pretty excited because I think the place will be just as nice as our current one and it's actually going to be a couple hundred dollars less in monthly rent.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com4tag:blogger.com,1999:blog-3729504443565284553.post-49234078065070725922014-08-20T17:03:00.002-07:002014-08-20T17:03:15.080-07:00Weekly Investments - Sharebuilder DRIP - 8/19/14My Sharebuilder purchases went through yesterday:<br />
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$25 in Ventas (V)<br />
.38 shares providing $1.10 per year in dividends<br />
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$50 in International Business Machines (IBM)<br />
.2633 shares providing $1.16 per year in dividends<br />
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$75 invested providing $2.26 annual dividend income for a yield of 3.01%.</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-78029266147892931042014-08-19T04:09:00.001-07:002014-08-19T04:09:11.296-07:00Loyal3 PurchaseA Loyal3 purchase went through yesterday:<br />
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$50 in Wal-Mart (WMT)<br />
.6714 shares providing $1.29 in annual income<br />
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2.58% yield, plus an additional 1% back in credit card rewards.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-26008254054067513302014-08-15T14:53:00.001-07:002014-08-15T14:53:20.116-07:00Loyal3 PurchasesMy Loyal3 purchases went through today:<br />
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$50 in Hershey (HSY)<br />
.5475 shares providing $1.17 in annual income<br />
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$50 in McDonald's (MCD)<br />
.5337 shares providing $1.73 in annual income<br />
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$100 invested providing $2.90 in annual income, a 2.9% yield. Plus an additional 1% back in credit card rewards.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-2887986552976555822014-08-13T16:39:00.002-07:002014-08-13T16:39:30.642-07:00Weekly Investment - Sharebuilder DRIP - 8/12/14My Sharebuilder purchases went through this week:<br />
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$75 in AT&T (T)<br />
2.168 shares providing $3.99 per year in dividends<br />
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As I deployed some significant capital last week, my remaining purchases will likely be relatively small through the rest of August.<br />
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How about you? What's on your list?</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com0tag:blogger.com,1999:blog-3729504443565284553.post-86235234474940449282014-08-12T03:43:00.001-07:002014-08-12T03:43:39.851-07:00Weekly Investments - Sharebuilder DRIP - 8/5/14I meant to get this post out this weekend, but the recent news about Kinder Morgan had me preoccupied for the last day or two.<br />
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My Sharebuilder purchases went through last week:<br />
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$200 in Visa (V)<br />
.9489 shares providing $1.52 per year in dividends<br />
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$300 in Ventas (VTR)<br />
4.7185 shares providing $13.68 per year in dividends<br />
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$250 in Union Pacific (UNP)<br />
2.5363 shares providing $5.07 per year in dividends<br />
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$250 in General Electric (GE)<br />
9.9141 shares providing $8.72 per year in dividends<br />
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$250 in General Mills (GIS)<br />
4.8929 shares providing $8.02 per year in dividends<br />
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$1250 invested providing $37.01 in annual dividends. Average yield of 2.96%.<br />
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I added to my positions in Visa and Ventas. I plan to continue adding to Visa at these levels, since it is still a smaller position for me. <br />
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Union Pacific has been on my list for a long time. I felt it was an okay time to initiate a small position due to the recent pullback and dividend raise. They are a very strong company and I've wanted to expand my railroad holdings but Norfolk Southern has been on a tear this last year and I can't bring myself to average up. It'll be much easier for me to keep an eye on UNP now that it's part of my portfolio. I intend to add, and will hopefully be able to average down.<br />
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Same story with General Electric. I wanted an industrial conglomerate. Now I have one. Pretty decent starting yield.<br />
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I own a small batch of General Mills in my Roth and am sitting on some pretty decent % gains. I've wanted to add shares in my taxable account for a long time. Finally pulled the trigger. I will continue to add at these levels.<br />
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How about you? What's on your list?</div>
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The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com5tag:blogger.com,1999:blog-3729504443565284553.post-45403686008534316922014-08-10T17:33:00.002-07:002014-08-11T03:34:31.859-07:00Kinder Morgan Consolidates in $70 Billion DealBreaking story <a href="http://online.wsj.com/articles/kinder-morgan-to-consolidate-in-70-billion-deal-1407704960">here</a>. I haven't had time to dig deep into this yet, but long story short it looks like Kinder Morgan, Inc. will buy out KMP, KMR and EPB shareholders.<br />
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From what I understand, KMI holders will retain their shares and the dividend will be increased to $2.00 next year. Based on Friday's KMI closing price of $36.12, that equates to a 5.54% yield. Based on KMI's current $1.68 payout, $2.00 per share means a 16% increase. My initial reaction is that this is great, especially since it's stated that the distribution is still planned to increase 10% per year. I still haven't dived into how this will be funded yet, so stay tuned. Excessive debt would be the only concern here.<br />
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It'll be interesting to see how the market reacts tomorrow morning. I am seriously considering adding more KMI, since this transaction will make it the largest energy infrastructure company and the fourth largest energy company in the United States.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com2tag:blogger.com,1999:blog-3729504443565284553.post-82768479259987116482014-08-09T16:12:00.001-07:002014-08-09T16:12:10.560-07:00Weekly Buys - Loyal3I invested in the following companies in my Loyal3 account earlier this week:<br />
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$50 in McDonald's (MCD)<br />
.5345 shares providing $1.73 in annual dividend income<br />
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$25 in Wal-Mart (WMT)<br />
.3375 shares providing $.65 in annual dividend income<br />
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$75 invested providing $2.38 in annual dividend income. 3.17% average yield, plus an additional 1% back in credit card rewards.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com1tag:blogger.com,1999:blog-3729504443565284553.post-60814553973687458982014-08-05T16:47:00.000-07:002014-08-05T16:47:21.328-07:00Loyal3 UpdateI am starting to like Loyal3. Multiple trades I put in last week went through.<br />
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I invested in the following companies:<br />
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Another $100 in Hershey (HSY)<br />
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$100 in McDonald's (MCD)<br />
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$50 in Disney (DIS)<br />
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$50 in Wal-Mart (WMT)<br />
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All told I've invested $350 in my Loyal3 account over the last week, giving me $8.85 in dividends. This is an average yield of 2.52%, which is relatively low. However, I was actively looking to invest in lower-yielding, higher dividend growth companies in this account. When I factor in 1% credit card arbitrage, my effective yield actually increases to 3.52%. Not a bad way to build a position in DIS and HSY. I plan to continue periodic purchases in this account. Let's hope the market continues to decline.The Dividend Warriorhttp://www.blogger.com/profile/03504593167399790099noreply@blogger.com4