Thursday, April 12, 2018

March Dividend Income – $49.47



So March was a strange month for Dividends for me.  It was my highest month by far as it was time for (F) Ford to pay out and I’m “heavily” loaded in (F).  The emphasis on the heavily is almost laughable because my positions are still fairly small since I only started investing way back in April of 2017.  (F) also had a special dividend, so they paid me twice in March.  I also experienced my first stock split.  Well, I’m not positive if it was an actual split.  It was more like a bonus.  (BF.B) decided they would give owners an extra share for every 4 shares they had.  If you had less than 4 shares (like me), they gave you cash in lieu of.  Since I only had 2 shares, they gave me $28 cash.

(F) brought in $10.32

(F) also brought in $8.94 with a special dividend

(O) brought in $0.67

(XOM) brought in $1.54

(BF.B) brought in $28.00

Monday, April 2, 2018

Net Worth Update - MAR 2018 - $20,328 (+$508)


Net Worth Update - MAR 2018 - $20,328 (+$508)

Here it is folks, my March Net Worth Update.  March was pretty mellow, except acknowledging more Medical bills and paying them with my credit card to take care of them.  I then realized I actually had money in Savings and found it pointless to pay my originally planned $100 per month to pay it off.  Why keep a credit card balance if I don’t have to? 

Here are my March numbers.

Month:
Feb
Mar
change
ASSETS



Checking Account
$500
$500
0
Emergency Fund
$2,000
$2,300
+$300
TD Ameritrade Account
$1,632
$1,784
+$152
Simple IRA
$5,320
$5,184
-$136
401(k)
$868
$1,060
+$192
Land Cruiser
$3,000
$3,000
0
BMW
$3,000
$3,000
0
T100
$2,000
$2,000
0
GMC Pickup
$1,500
$1,500
0
Total Assets
$19,820
$20,328
+$508
LIABILITIES



Bank Visa
0
0
0
Total Liabilities
0
0
0
Net Worth
$19,820
$20,328
+$508

Checking Account:  This account, for the most part will remain around $500, after everything hits.

Emergency Fund:  +$350 +$400 -$200 -900 +650 +$300  I added my planned (budgeted) additions and paid off my credit card from the latest medical bill.

TD Ameritrade Account:  +$152  I didn’t make a purchase with my 3/2 paycheck because I needed to move the planned amount to use for an unplanned event, registering the new Toyota pickup.  When I started this account, I told myself I would buy in small amounts and even sell some positions just to learn all the ins and outs of online trading and learning all about Dividend Investing.  Well, I’ve never sold anything yet, until this month.  (CSCO) was up over 40% than what I had in it and I wanted to sell it to see how easy it was, so I sold my whopping 3.075 shares for 44.50 per share and used the sell money to purchase more (F) since they were down again.  I purchased 12 shares of (F) at 10.55 per.  I purchased 11 more shares of (F) at 11.11 per with my 3/16 paycheck.  Like last month, I realized some losses due to market fluctuations.

Simple IRA:  -$136 – No more payroll additions here as we switched to a 401(k) plan.  The market went down, my balance went down (a little more than Feb though).

401(k):  +$192 – Payroll additions plus Company Match plus minimal growth.

Cars:  +0  These values pretty much remain the same (KBB and Craigslist).  They have all but stopped depreciating.  These suckas be old.

Bank Visa:   – Done, Debt Free (again) after paying off more medical bills

Overall – This has been my lowest positive month since I started tracking, but it’s still positive, so I’m happy.
How was your March?  How do you think I'm doing?  Do you see, or can you recommend some areas I should concentrate on to see better growth?

March Dividend Income – $49.47

So March was a strange month for Dividends for me.   It was my highest month by far as it was time for (F) Ford to pay out and I’m “he...