Recurring Buys

 

As more of my investments are of the automated and recurring variety as of late, I thought it would be a good idea to compile them in one place.  This will give people a quick rundown of the money moves that are made "behind the scenes".  I think this will work a lot better than rattling them all off in the monthly dividend posts.  Like the portfolio post, this will be updated when needed so that you know what positions are being built over the course of any given month.  I don't see the list getting quite that long, but who knows?  

Best Buy (BBY): $50/month

Colgate (CL): $1/day (Roth)      (paused)

General Mills (GIS): $1/day (Roth)      (paused)

Kellanova (K): $1/day (Roth)     (paused)

iShares Gold Trust (IAU): $1/day   (paused)

iShares Silver Trust (SLV): $1/day   (paused)

Bitcoin (BTC): $1/day  (paused)

Ethereum (ETH): $1/day  (paused)

Vanguard Total Market Fund (VTI): $7/day    (paused)

WK Kellogg Co. (KLG): $1/day (Roth)      (paused)

Stag Industrial (STAG): $1/week (every Monday)  (paused)

Main Street Capital (MAIN): $1/week (every Tuesday)    (paused)

Nasdaq 100 Covered Call ETF (QYLD): $1/week (every Wednesday)    (paused)

Invesco High Dividend Low Volatility ETF (SPHD): $1/week (every Thursday)   (paused)

GlobalXSuperdividend ETF (SDIV): $1/week (every Friday)   (paused)

Schwab US Dividend Equity ETF (SCHD): $1/day  (Roth)   (paused)

Clorox (CLX): $1/day (Roth)   (paused)

Robinhood Buys: 9/11/2023

 

It's been a while, let's make some forward progress

Emerson (EMR): $2

Clorox (CLX): $2 (Roth)

Bitcoin (BTC): $2

Northrup Grumman (NOC): $2 (Roth)

Kraft-Heinz (KHC): $2

Schwab US Dividend Equity ETF (SCHD): $2 (Roth)

WisdomTree US Midcap Dividend Fund (DON): $2

Exxon Mobil (XOM): $2 (Roth)

Unilever (UL): $2

Vanguard High Dividend Yield ETF (VYM): $2 (Roth)

I was tempted to add Kenvue and/or Atlanta Braves stock, but I thought it would be better to get some already existing positions closer to that full share first.  I'll get to those eventually, though the latter isn't a dividend payer.  I also threw a bit into crypto as I haven't touched that in a while.  I do want to resume those dollar a day buys at some point, but I'm holding off on that for now as well.

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August 2023 Dividend Income

 

Mid-quarters are a doozy; well, for my portfolio anyway.  As there's no time to doddle, let's dive right in.

Campbell's (CPB): $4.11 ($0.41 taxable/$3.70 IRA)

General Dynamics (GD): $0.32

AGNC: $1.45

Main Street Capital (MAIN): $0.25

AT&T (T): $4.19

General Mills (GIS): $0.72 (IRA)

Kinder Morgan (KMI): $3.01

Wisdom Tree Midcap Dividend Fund (DON): $0.08

Tanger Factory Outlet (SKT): $1.33

Nasdaq 100 Covered Call ETF (QYLD):  $0.44

Lowe's (LOW): $3.30 (IRA)

GlobalXSuperdividend (SDIV): $0.24

Westrock (WRK): $2.07

Starbucks (SBUX): $0.34

JP Morgan Exchange Traded Fund (JEPI): $2.32 (IRA)

Colgate (CL): $0.63 (IRA)

Omega Healthcare (OHI): $5.26

Apple (AAPL): $0.02

Paychex (PAYX): $2.32

Stag Industrial (STAG): $0.13

Hormel (HRL): $4.21 ($1.46 taxable/$2.75 IRA)

Papa Johns (PZZA): $0.18

Procter & Gamble (PG): $5.19 ($2.37 taxable/$2.82 IRA)

Invesco High Dividend Low Volatility ETF (SPHD): $0.17

Verizon (VZ): $7.31 ($0.78 taxable/$6.53 IRA)

Clorox (CLX): $0.90 (IRA)

Realty Income (O): $9.01 ($6.71 taxable/$2.30 IRA)

Baird Aggregate Bond Fund: $4.04 (401K)

Publix: $60.76 ($41.73 taxable/$19.03 401K)

The taxable sub-total comes to $75.26.  Retirement account total comes in at $49.04.  All in all, this month brought in $124.30 in dividends.  Very small growth compared to last quarter, but it has been an annoyingly stagnant one, so that is to be expected.

Interest clocked in at $4.25.

Very light month as far as moves go.  There was the $50 into Best Buy.  Beyond that, all I did was re-initiate automatic dollar a day buys into Colgate (CL), Kellogg (K), and General Mills (GIS).  I can't go at it like I was at the year's opening, but it does feel good to at least start getting that ball rolling again.

I also upgraded my Robinhood account to their "Gold" program.  It gets a bigger match on IRA contributions and offers a 4.9% interest rate on the cash in your account. Still not quite at that ING 5% standard set back in the day, but very close. It does cost $5 a month so it'll be operating at a loss in the short term, but long term, this will definitely yield positive results.  The only downside is that with most stock dividend yields below that; it's going to feel like I'm losing ground every time I make a stock buy.  Can't think that way, though.    

Still 4 months left in the year.  Still a good chunk of time to build some upward momentum to end the year on a high note and set the stage for 2024.

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