Wednesday, April 30, 2014

April Recap

April was a great month all around.  Dividend increases were strong, incoming dividends were awesome, and I was able to deposit new funds at an elevated rate.  I'm expecting some additional dividend increases next month, but they ought to slow down the rest of the year.

DOW: 16,581 /// S&P 500: 1,884 /// 10-YR BOND: 2.65%

New Purchases:
1) 5 shares ABT at $38.51: $4.40 annual income
2) 8 shares GE at $25.87: $7.04
3) 8 shares ABT at $37.73: $7.04
4) 5 shares TGT at $59.75: $8.60
5) 6 shares ABT at $38.24: $5.28
6) 4 shares BP at $49.02: $9.12 (the dividend has since increased)
7) 15 shares GPC at $85.84: $34.52
8) FRIP: 2 shares GE: $1.76
9) DRIP: .605 shares BNS: ~$1.40

Sales:
none

Dividends Received: $476.40
Baxter International (BAX) $21.56
Coca-Cola (KO) $46.36
Telus (TU) $23.82
Walmart (WMT) $15.36
iShares Emer Mkt Bnd (EMB) $2.55
Illinois Tool Works (ITW) $12.18
Altria (MO) $43.68
Philip Morris (PM) $102.46
Corporate Office Properties Series L (OFC-PL) $22.58
Leggett & Platt (LEG) $18.30
Realty Income (O) $15.69
Realty Income Series F (O-PF) $6.76
W.P. Carey (WPC) $20.59
Kraft (KRFT) $14.18
Bank of Nova Scotia (BNS) $36.31
LTC Properties (LTC) $28.58
Toronto-Dominion Bank (TD) $45.44

Dividend Increases:
1) BP: $.57 to $.585 per quarter: $.60 annual income
2) CVX: $1.00 to $1.07 per quarter: $15.96
3) JNJ: $.66 to $.70 per quarter: $9.60
4) KMI: $.41 to $.42 per quarter: $6.48
5) OHI: $.49 to $.50 per quarter: $4.24
6) PG: $.6015 to $.6436 per quarter: $13.12
7) SO: $.5075 to $.525 per quarter: $4.48
8) UL: €.269 to €.285 per quarter: ~$1.90
9) XOM: $.63 to $.69 per quarter: $4.08

New Deposits:
$1,000 to ROTH IRA, $1,450 to taxable account, $100 to Lending Club

Lending Club Interest:
$12.04

20 comments:

  1. CI,

    Indeed! A wonderful month.

    If every month could be like this we'd have it made, right? :)

    Keep up the great work, my friend.

    Best wishes!

    ReplyDelete
    Replies
    1. Warp speed compounding? Sure would be nice!

      Delete
  2. April was indeed a good month CI. I also enjoyed the dividend raises from Chevron, Johnson & Johnson, Procter & Gamble, and Unilever. Someday the debt markets will reprice most, if not all, investments. For today though, the future is bright.
    -Bryan

    ReplyDelete
    Replies
    1. Am sure looking forward to repricing, though it may be a while. That way fixed income would be a legitimate option and my favorite stocks might just pay more dividends (per each dollar I invest) if prices fall. Seems like a winning scenario.

      Could you imagine actually foaming at the mouth to buy bonds? The 201X's suck!

      Delete
  3. Great month of dividend increases and some nice new additions.
    -Gareth

    ReplyDelete
  4. Nine increases in a month is beyond cool! Keep putting coal in the furnace. May should be a great month too.

    MDP

    ReplyDelete
    Replies
    1. Hey, how are you?

      2014's increases seem to be pretty average so far, though as a whole the dividend growth is where I need it to be. I cannot complain.

      Delete
  5. Way to go! Great job with your additions, but even better job with dividend increases! Nine dividend increases can't be all luck, you've obviously made some great buys leading up to this past month. Keep it up!

    ReplyDelete
    Replies
    1. Appreciate the support. I do try to invest my money into companies with high probabilities of dividend growth. Of course a couple positions don't play nice each year. Can't avoid it.

      Take care

      Delete
  6. Great job, CI. Keep it up!

    best wishes

    ReplyDelete
  7. Great job in April. How many more free trades do you have? Those sure are nice to be able to DCA a bit and make some smaller purchases. Man, I missed the UL increase, so that's 8 of my holdings announcing increases in April. That's always fun, although you beat me by one holding. Keep up the good work!

    ReplyDelete
    Replies
    1. I have 15 free trades remaining and I already know how it will play out week by week. I'm using 5 in May, 6 in June, and 4 in July. I should resume larger purchases in August.

      8 increases is a stellar month! Congrats!

      Delete
  8. Wow, you are quick in putting up your April results report! I even haven't started it yet. Well, it looks like you had a great month. Your income is great. Love to see it knowing all you had to do to earn it was to put some cash aside and invest it. Now you can just reap the fruits of that "hard labor". :)

    ReplyDelete
    Replies
    1. Martin,

      Haha yes I am fast, but that's because I had everything ready to go in advance except a purchase and a couple dividends that hit my account on the 30th. I like to post recaps in the corresponding months for quick future reference.

      I'll have to stop by when you post it!

      Delete
  9. Great job CI!

    Solid dividends and steady increases will prove again the powerful effects compounding has.
    Keep up the great work!

    ReplyDelete
  10. Nice raises you got there. The core of dividend growth investing.
    Congrats on a good looking month.

    ReplyDelete