Portfolio Update: June 2017

June is behind us, and with that also the first half of 2017. The market continues to climb higher and in fact set another record right before the 4th of July holiday.

Prior to doing a H1 check-in on my goals for the year  – let’s see what happened with my portfolio during the prior month.

In June I made just one dividend growth stock purchase – adding to an existing position in the portfolio.

On June 14 I bought 43 additional shares of AT&T (T) for a total of $1668.

I also updated my watchlist as I continue to be on the hunt for stocks with decent valuations and attractive dividend features. I added Williams-Sonoma (WSM) and Ford (F) as potential buys for July.

I keep building my snowball and with each new stock purchase I increase my forward dividend income and get closer to achieving my investment goals.

So how did I progress in June?

For reasons of comparison: a year ago, at the end of June 2016my portfolio consisted of 29 positions with a total value of $37,990.  

At the end of June 2017 my portfolio consisted of 43 positions with a total market value of $86,080 – a Year-on-Year (YoY) increase of 127%.

This YoY increase is shown in the graph below.

How was your June? Leave a comment/reply to share your thoughts!

Portfolio Update: May 2017

It seems just like yesterday when I announced that May was upon us. Now that the month has already passed – let’s check in on what happened with my portfolio during the prior month.

My May saw two dividend growth stock purchases – both of which were new positions in the portfolio.

I started with buying 20 shares of Analog Devices (ADI), and closed the month with purchasing 15 shares of The Traveler Companies (TRV).

I also updated my watchlist as I continue to be on the hunt for stocks with decent valuations and attractive dividend features. Recently I added AT&T (T) to the stocks I follow with high interest; as I believe that below 40 the stock is reasonably priced with bright prospects.

I keep building my snowball and with each new stock purchase I increase my forward dividend income and get closer to achieving my investment goals.

Speaking of building a snowball; I came across the following story of someone who really lived the investment principles I try to adhere to as well. It certainly worked out well for him – hopefully the same goes for my (similar) investments in CVS!

So how did I progress in May?

For reasons of comparison: a year ago, at the end of May 2016my portfolio consisted of 29 positions with a total value of $35,024.  

At the end of May 2017 my portfolio consisted of 43 positions with a total market value of $82,586 – a Year-on-Year (YoY) increase of 136%.

This YoY increase is shown in the graph below.

How was your May? Leave a comment/reply to share your thoughts!