Portfolio Update: July 2017

July is behind us, time to check in on my portfolio.

In my latest post I updated my progress towards my H1 goals - concluding I was 4 for 5.

In this new post I continue my regular monthly updates and report on what happened to my portfolio during the prior month.

In July I made three dividend growth stock purchases.

On July 13 I bought 150 shares of Ford Motor Company for a total of $1,721.

And on July 14 I bought 30 shares of Williams-Sonoma for a total of $1,371.

On the last day of the month I also added to my existing Starbucks (SBUX) position. The company posted decent numbers last week - however, the price dropped by about 10%.

I already liked Starbucks for their strong dividend growth and am happy to take a 10% discount on this great company. 

With their strong digital channel and loyalty program roll out and their continued push into China I am confident Starbucks continues to do well.

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 July?

For reasons of comparison: a year ago, at the end of July 2016my portfolio consisted of 29 positions with a total value of $40,501.  

At the end of July 2017 my portfolio consisted of 45 positions with a total market value of $91,556 - a Year-on-Year (YoY) increase of 126%.

This YoY increase is shown in the graph below.

How was your July? Did you add new positions to your portfolio? Leave a comment/reply to share your thoughts!

4 thoughts on “Portfolio Update: July 2017”

  1. That YoY% growth is amazing! Would be awesome to keep that pace going. Double your portfolio every year. Just keep rolling that snowball. Great recent buys as well. Adds a lot more dividend income for sure.

    1. DD,

      Yes – I certainly hope I can keep the pace going, at least for contributions. With regards to capital appreciation I am rooting for some lower prices and better entry points!

      My Dividend Income Post for July will be up Wednesday.


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