Portfolio Update: February 2017

In February my portfolio broke through the 70K ceiling – much of it owed to the continuing ‘Trump Rally’.  I also made two purchases, which were both additions to existing positions. In this post I cover these two buys and provide an update on my portfolio.

On February 14th I bought 34 shares of Qualcomm Inc. (QCOM) for a total of $1,882.92. Since I already owned 16 shares of Qualcomm this new purchase means a nice – and probably rounded out – position of 50 shares.

Close to the end of the month, on the 27th, I doubled my position in Magna International Inc. (MGA) for a total of $1080. In my next post I’ll set out my reasoning for buying more of this Canadian automotive supplier.

With these two new buys the total number of positions in the portfolio remains the same – 38  with a corresponding value of $71,689 (March 3).

At the end of February 2016 my portfolio consisted of 23 positions with a total value of $25,415.  The current portfolio value therefore represents a Year-on-Year (YoY) increase of 181%.

This YoY comparison is depicted in the graph below.

Dividend Update: February 2017

The shortest month of the year is behind us, time to look back and check on the dividends for the month of February. Given my strategy of DGI – the dividend is what I mostly care about. For each of the companies I invest in, I like to see a steady and growing stream of dividend payouts. So how did I do in February?

Last month companies sent me a dividend payout, adding up to a total of $184.80 for the month.

The following table shows the tickers of the companies that made a February 2017 dividend payout. It features the dividend amount I received, the dividend per share and any change in payout as compared to the last payout moment.

 

CVS and ABBV both increased their dividends by double digits. The biggest dividend in absolute terms came from OHI – a stock I loaded up on during 2015 and 2016.

Comparing the dividend payout of February 2017 to February 2016 (below) shows an increase from $47 to $185 – YoY growth of 294%.

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