Ten months down, two months to go. Although the market has been rocky, my portfolio continues to grow. I committed to add a significant amount of money toward my retirement this year and my efforts are paying off. I am looking at surpassing $3,000 in dividends received this year and looking forward, the investments I have made to date will earn me more than $6,000 in dividends in 2016. This month I purchased $9,752 in shares of 3 companies. I also sold $4,381 in shares of 1 company.
Investment Hunting Net Worth Update
In the month of October, I made the following Investment Hunting portfolio updates:
- International Business Machines – 25 shares, totaling $3,525
- Kinder Morgan International – 50 shares, $1,372
- Gilead Sciences -50 shares, totaling $4,855
I sold shares in 10 companies in August and September totaling $25,823.48. I took advantage of a temporary upside in the market to lock in gains on these stocks. There are a lot of deals now and I needed cash to execute my new buys. I like all the stocks I sold and will likely add them back as time and the market permits.
- Gilead Sciences -40 shares, totaling $4,381.05
I bought and sold Gilead Sciences this month. I decided to offload some of my shares after the stock value spiked near the end of the month.
Net Worth Update – October 2015
Month over month, my portfolio, 401k and Roth 401k are as follows:
Net Worth Portfolio Update
The total value of my investment accounts at the end of October 2015 totaled $161,422. This is up $11,510 over the past 30 days This number represents the chart below which has, $15,350 in cash plus $146,072 in stocks.
Net Worth 401k and Roth 401k Update
My 401k fund update as of July 31st, 2015 was $15,898
Net Worth Month Over Month Update
When everything is added up, my month over month net worth went up from $162,782 to 177,319. This is a $14,537 increase from September to October.
Full Disclosure: Long MO, KMI, O, WMT, NOV, COP, CVX, KO, WFC, DLR, DPS, GE, JNJ, OHI, T, F, COST, PM, MET, GILD, STWD, LL, TROW, HOG, CNI, TIS, CSCO, CPA, ROYT, OKE, CMI, BP, EMR, UNP, UTX, IBM
How did your portfolio perform in October? Are you buying stocks now or waiting or an interest rate increase? If you’re buying stocks, what are you buying?