Wednesday, August 27, 2014

August 2014 Stocksnowball Portfolio Review.

This portfolio will be updated at the end of each month with new activity and updates. I also have a tab on the home page with the spreadsheet data labeled Portfolio. I am extremely heavy on cash in the Stocksnowball portfolio at 70%. (I do own a Roth IRA where I have zero cash but am invested in long term income dividend growth strategies.) I use The Stocksnowball Portfolio for short, medium, and long investments. With 70% cash you can say I am extremely cautious for the moment. Some might notice that First Majestic Silver and Buffalo Wild Wings do not pay dividends. I really don't like investing in companies that don't pay dividends. I do make exceptions for well run companies but usually if I do get a nice gain am more likely to sell them over dividend paying stocks. With both companies I do like management and the growth of the company.

In past blog entries we have accumulated

Royal Dutch Shell plc (RDS-B) at $86.80 with a September .94 dividend payment pending. Blog post here! 

Target Corp (TGT) at $58.70 with a September .52 dividend payment pending. Blog post here! 


Recent purchases:

First Majestic Silver (AG) on August 21, 2014 for $9.58
McDonalds (MCD) on August 20, 2014 for $94.05 (ex-div is August 28, 2014) 
Adidas (ADDYY) on August 7, 2014 for $37.33 
Buffalo Wild Wings on July 30, 2014 for $144.90

Company 8/27/14 Close Purchase  Dividends Gain/Loss  Percentage  Weight of Portfolio
RDS-B
$84.17
$86.80
$0.94
-$1.69
(1.95%)
5%
TGT
$60.70
$58.70
$0.52
$2.52
4.29%
3%
AG
$10.09
$9.58

$0.51
5.32%
2%
MCD
$94.11
$94.05

$0.06
0.06%
10%
ADDYY 
$39.17
$37.33

$1.84
4.93%
5%
BWLD 
$147.98
$144.90

$3.08
2.13%
5%

If you have any questions or comments feel free I do like to hear others thoughts.

DSF

Disclaimer: This is a personal weblog. The opinions expressed here are my own. All data and information provided on this site is for informational purposes only. Please do your own research before investing.

Buy I Bonds right now!

I have an opportunity for you to earn 7.12% risk free to your principle for the first 6 months of the investment and 9.62% (expected) for th...