Saturday, August 10, 2013

Monthly update: July 2013

It's been a busy month! Earlier I've written about my start as a Dividend Growth Investor. Since the start of the month I initiated 7 new positions. The last two additions (BBL/DE) are a little riskier than other stocks, so I want to purchase my next two block of shares in low-risk companies like KO, MCD, PG or something similar.

Purchases
In total I deposited $10.600 in capital which roughly equates to €8.150. It's a bit less than I anticipated but this was because I was on vacation for the last part of the month. I expect to initiate two new positions in the next month.
  • 17 XOM @ $91.02
  • 20 WMT @ $75.23
  • 17 PM @ $87.85
  • 63 INTC @ $23.96
  • 43 TGH @ $34.46
  • 28 BBL @ $54.88
  • 18 DE @ $84.52
Dividends received
  • None
Dividend increases
  • TGH raised it's quarterly dividend from $0.46 to $0.47 per share, resulting in the company’s fourteenth consecutive quarterly increase. This added almost $2 per year to my annual forward rate.
Portfolio value
Though it's not a pre-defined goal to archieve a certain amount of networth, I'd like to monitor this progress as well. The value of my portfolio is €8.400 (as of August 10).

Yearly forward dividend
My 12-month forward dividend rate is now €300. This is an increase of €280 to last month. This is obviously because of the influx of capital, I don't expect these gains on a frequent basis to occur (or to occur at all!).

4 comments:

  1. Hey Robin, I just discovered your blog, I'll have to add it to my blogroll. Looks like your off to a great start. With solid names like WMT, PM, XOM you definitely on the right track!

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  2. Hello Captain Dividend! Thanks for stopping by and adding me to your blogroll. Your blog was one of my inspirations for starting my own. I wish you well with your investments :)

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  3. Welcome to dividend growth investing! You have made a nice start to your portfolio and I look forward to seeing your investing progress and reading your blog. Best wishes!

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    1. Hi DGM! Nice of you to leave a reply, thanks for that. I'll keep reading about your progress as well ;)

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