Thursday, April 17, 2014

401K/Roth IRA Portfolio Update 2014 Q1

At the end of every quarter I will update my 401K and Roth IRA performance. The History of my two portfolio can be found Here.



Here we have my 401K.
Here we can see how my 401k portfolio has been doing.




Here we have my Roth IRA



Here we can see how my Roth IRA portfolio has been doing.



I love the direction that both portfolio are heading.

Hows your Retirement accounts going?

Monday, April 14, 2014

Trade - Buy

I added more shares to Kinder Morgan Inc. (KMI)

41 shares @ 32.70 on 4-11-2014

This will increase my forward 12-months dividend by $67.24 to a total of $1439.40

I updated my Portfolio to reflect the change.



Here we see KMI Valuation from Morningstar. We also see that KMI is undervalue compared to Industry P/E Avg. Another item I like to look at is Forward P/E which is 15.6. This is below current P/E of 28.1 which is a good thing. The PEG Ratio is very low which tells us that it is undervalue.

Here are some quote from a S&P Capital IQ report that shows why I keep investing in KMI. This Analysis was done on Dec 16, 2013




Morningstar (***) Fair: $34.00
S&P Capital IQ (****) Fair: $30.50

Like KMI?

FRIP Purchase

I added more shares to my position of Kinder Morgan Inc. (KMI).

2 Share @ $32.29 on 4-11-2014


This increases my forward 12-month dividend income by $3.28 to a total of $1,439.40

I also updated my portfolio page to reflect the change.


Tuesday, April 1, 2014

FRIP Purchase

I added more shares to my position of Kinder Morgan Inc. (KMI).

1 Share @ $32.77


This increases my forward 12-month dividend income by $1.64 to a total of $1,366.48

I also updated my portfolio page to reflect the change.


What are you buying with dividends?

Friday, March 28, 2014

Dividend Income - March 2014

Once a month I will be updating the dividend that I received for that month.


March 2014 Dividends Received:



  • Realty Income Corp. (O) - $4.01
  • American Rlty Cap. PPTYS (ARCP) - $10.58
  • McDonald Corp (MCD) - $9.72
  • Chevron Corp (CVX) - $10.00
  • International Business Machines (IBM) - $5.70
  • Exxon Mobil Corp (XOM) - $8.19
  • Aflac Inc. (AFL) -$9.25
  • BP plc (BP) - $30.78
  • Target Corp (TGT) - $8.60
  • Ensco (ESV) - $33.75


  • Total dividends for the month of March: $130.58

    This is the first time I passed the $100 mark. I am very happy with the progress so far. Next mark is $200 for a month. Can't wait to hit that one.

    One of my many Goals is to receive $2,000 in dividends for this year.

    My total for the year so far is $308.00. This makes me 15.4% complete in reaching my goal. This goal of $2k of dividends looks like it will be a tough one. 

    I believe the best dividend anyone can receive is investing in oneself.

    I am currently studying for Cisco Certified Network Associate Security (CCNA Security). I will take the test by the end of April. This will very much help me to pass my goal for $2k in dividends for the year because I would be investing about $2,400 easy every month or more.

    All of the income that I'm receiving from dividends are all being reinvested. I'm currently reinvesting it all into KMI.

    Also, don't forget to check out my Dividend Income page which shows the total income by month as well as a chart with the progress.

    Thank you for reading


    Was March a good month for you? I bet it was.


    Tuesday, March 25, 2014

    FRIP Purchase

    I added more shares to my position of Kinder Morgan Inc. (KMI).

    1 Share @ $31.61


    This increases my forward 12-month dividend income by $1.64 to a total of $1,364.84

    I also updated my portfolio page to reflect the change.


    What are you buying with dividends?


    Monday, March 17, 2014

    Trade - Buy

    I added more shares to The Coca-Cola Company (KO)

    34 shares @ 38.10 on 3-14-2014

    This will increase my forward 12-months dividend by $42.16 to a total of $1363.20

    I updated my Portfolio to reflect the change.


    Here you can see that KO is overvalue base on earnings, but KO always sell at a premium. Base on the blue normal PE line, the current price is undervalue.


    Here is a 5 year graph.This shows that the time to buy would be when the price gets under the blue normal PE line.





    Here we have a comparison of price and dividend yield over the past 5 years. We see here that the current yield of 3.20% is at its highest since mid 2010. This tells me that KO is undervalue at this current price base on history yield.


    Here we have the dividend history of KO. This is what we dividend investors like to see. Every year there is a increase of dividends.



    Morningstar (****) Fair: $44.00
    S&P Capital IQ (***) Fair: $ 33.50


    Do you like KO at its current prices? Have shares of KO yourself?