Tuesday, April 24, 2012

Portfolio Update

Since my last post I've BTO more positions. On April 10th, after I had already posted, I BTO a position into VZ. On April 17th I BTO a position into JNJ. And on April 23rd I BTO a position into PG. Also, on April 16th I received interest for the cash sitting in my account.

My entering into the PG position was partially a result of me tightening the limit of the order to less than a dollar of its Friday close. The other part was an unexpected reaction to the European and Chinese economic news. Today, however, PG rose back above my entry point. (As of the publishing of this article, PG is below my entry but up for the day.) My current concern is that the market cliche of 'as goes the month of January, so goes the market' will not be true this coming summer after PG earnings this coming Friday. If my concern is realized, I will look for an opportunity to average down my cost basis by adding to the position as close to the lows as I can. I may then STC the first PG position if it recovers.

I still have two more positions I want to open in order to balance out my monthly dividend payout strategy. However, I don't want to tighten my limit orders any further without good reason. I will be leaving them as is for now. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open/bought-to-open
JNJ - Johnson & Johnson
PG - The Procter & Gamble Co.
STC - sell-to-close/sold-to-close
VZ - Verizon Communications Inc.

Tuesday, April 10, 2012

Portfolio Update

The last portfolio update I made covered a stock purchase of DE. Since then I have added another equity to my account. On April 5th, I BTO a position into T. As of that date, I now have a quarterly dividend being payed to me every month. This does not include the fact that the TLT seems to pay me a dividend every month, I say seems as I have received a deposit of interest from this bond fund every month last quarter.

Outside of the new position that I have opened, I have adjusted my limit order prices for the remaining five equities I have in my plan to purchase. These five equities may change as I compare them against their competitors, looking for the ones I believe fit my criteria of paying good dividends, have relative growth potential, and are priced in at a level I can afford. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open/bought-to-open
DE - Deere & Co.
T - AT&T Inc.
TLT - iShares Trust Barclays 20+Year Treasury Bond Fund

Tuesday, March 27, 2012

Portfolio Update

Since my last update, I bought more shares of DE. In that same time period I received a dividend payout from MCD and interest from my cash sweep account. Minor gains, but in line with the new slower paced plan I've decided to use. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere &Co.
MCD - McDonalds Corp

Thursday, March 15, 2012

Portfolio Update

In my last update I posted that I added DE, ETP, and PEP to my portfolio in accordance with the investing strategy of buying share in strong companies with sustainable dividends with the goal of being paid every month. I have since then added MCD to my portfolio. MCD has not held its value as well, but the decline does not yet seem to be justified as anymore than profit taking.

My position in the TLT has paid out again this month. Unfortunately, the volume in the bond market is now reversing. As a result of the recent decline, I have lowered my limit order even more. No point in over paying.

I have also made adjustments to my other orders. Some of them I have increased the limit and reduced the number of shares I will purchase because they have moved higher recently. Others I have lowered because I think I see better entries at lower prices based on my technical analysis. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere & Co.
ETP - Energy Transfer Partners, LP
MCD - McDonalds Corp
PEP - Pepsico Inc.
TLT - iShares Trust Barclays 20+ Year Treasury Bond

Sunday, March 4, 2012

Portfolio Update

This post covers a few new changes to my portfolio. On March 1st, I made two purchase for my investing account. The first of my two purchases was for a pair of DE shares. The second of my two purchases was for a pair of PEP shares. On March 2nd, I made a purchase of an additional pair of ETP shares to add to my portfolio's existing shares.

The purpose behind my most recent purchases were based on the following facts. These are dividend paying stocks. These stocks have shown to be strong earners. The dividend payouts of these stocks increase my monthly income for eight of the twelve months of the year. I am however, still missing four months of payouts; January, April, July, and October. I have orders for stocks that cover these months and I am waiting and watching for them to be executed. This all falls in line with my current strategy. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere & Co.
ETP - Energy Transfer Partners, LP
PEP - Pepsico Inc.

Friday, February 17, 2012

Portfolio Update

This week I have an update to make about my portfolio. I have added a position with a company I use to trade in the past. Instead of trading this security I will be adding it to my standard list of stocks that I hold for the dividend.

The symbol for this security is ETP. I only have a small position it it at this time, but as I add funds to my account I will be extending my position with this security as well as others that I have on my watch list and have open orders for. Other than the new position, I also received a dividend payout for my position in TLT.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

ETP - Energy Transfer Partners, LP
TLT - IShares Trust Barclays 20+Year Treasury Bond Fund

Friday, February 3, 2012

Portfolio Update

As mentioned in my last post, I will be buying high dividend paying stocks. I will specifically be targeting stocks that have PEG ratios that are under 2.0. One of them I just BTO today is MCD. With a yields of 2%

I wanted to open a MCD position with a cost basis of no more than $500 as I spread my equity exposure across several stocks, so I only purchased 2 shares today with another order to buy 2 more at $90. I am not anticipating it to drop that much but I am attempting to not over pay for my position. I am aiming low with the assumption that some totally irrelevant news will temporarily drag the stock down like the news in Europe did last year.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open/bought-to-open
MCD - Mc Donalds Inc.