Showing posts from June, 2016

May 2016 FrugalMaster Results

May was mostly quiet here in the DFG household.  My daughter was baptized and we celebrated that.  My older daughter had a birthday slumber party.  That is always interesting to see how teenage girls act these days.  They were all good kids and even went to bed at a reasonable hour.  Even on the finance side it was mostly quiet.  I will write about some of changes in another article that in the long run will benefit my family and I.  Now let's get on with the show and see if I came out ahead this month.
Income I posted my dividend income already.  It was lower compared to last year due to some changes and dividend cuts.  Nevertheless it was still income I did not have to work for.
On my paycheck side it was steady Eddy.  The only difference was I started my investment in my company's employee stock purchase program.  It is a great deal as long as you hold the stocks long enough to avoid short term capital gains taxes. 
First they take out a percentage of your income from eac…

DFG June 2016 Stock Screen Top 10

I had set this up earlier this month and forgot to share my stock screen with you all for the lovely month of June.

If I had bought The Gap Inc. I would have been in a great position.  GPS is already up 12.6% for the month.   See what happens when you have a family and no time :-)

There are a couple other companies that are up this month as well and would be great investments for my portfolio if they continue to show up in my screen.

Meredith Corp. (MDP) is up 7.1 %
Bar Harbor Bankshares Inc (BHB) is up 9.6%
Cummins Inc. (CMI) is up 7.2%. 

Cummins keeps showing up on the screen so I keep increasing my position with them. 

Of course Best Buy was in the screen but has continued to deteriorate and is down 7.1% for the month.

Target makes the list and is pretty steady this month.  I see nothing wrong at this time that would stop me from buying more. 

I am long on ORI, CMI and TGT.

Anyone worried about TGT long term?  

Happy investing,
Dividend Family Guy

May 2016 Dividends and Quick Account Update

This month was the start of some major changes in my banking systems.  I have decided to move all of my checking, savings and investment accounts to Bank Of America/Merrill Edge.  This was initiated after I realized I am not taking advantage of companies that provide you with free trades.  My balance with them will allow me to do 30 free trades a month.  The rewards program will allow me to purchase more often and take advantage of dollar cost averaging for companies I like.
With that said I am moving some assets and selling others, moving the cash, and then repurchasing in my new accounts.  Yes there were some fees but the gains from the sales far outweighed them.  So for the next couple of months I expect less dividends as I rebuild my portfolio.
Company Held In Dividend Amount Received Shares of life purchased May Notes T IRA 1.92 53.42 1.3761
WGL IRA 1.95 52.3 0.7704
NWN IRA 1.87 50.65

OHI IRA 1.26 24.08


Investment Disclaimer

This webpage is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. If you have any questions please feel free to contact me at dividendfamilyguy at gmail dot com.