December
💭 My Thoughts 💭
So I got rid of all of the ETFs in the portfolio and decided to just straight up buy businesses that I think will succeed in the future. I sold Cisco Systems, Inc. (CSCO) and Broadcom Inc (AVGO) all the way back in July but since I'm just going to be buying businesses from now on, I thought it was a good idea to bring these two back into the portfolio again. These are two companies that I trust in and that I genuinely see having a good future. I also decided to give the boot to Estee Lauder Cos., Inc. - Class A (EL). I just don't know much about the business and I didn't get much of an ROI from this company. I'm introducing Colgate-Palmolive Co. (CL) to the portfolio! I use their product every single day and I believe in their business. Not only that but I truly think that this company is a staple of our lives and one that is not going away any time soon. Plus they have a long and rich history of consistently paying out and raising their dividends. I have my eyes set on HP Inc (HPQ) for a potential future buy. I think this company is a strong buy right now and I think that they will be an important part of the future ahead. With that said, the portfolio did amazing this month. We had a record high amount of dividends that came in this month with the highest amount coming from Costco Wholesale Corp (COST) at $1.81. The portfolio hit a big milestone this month, 5K!! Woohoo! Portfolio news aside, Coronavirus tests became global! This is fantastic news and gives me hope that everything will be alright soon. A nice way to end the year I suppose. Merry Christmas and Happy New Years guys!
💰 Dividend Payouts 💰
1st
Aflac Inc. (AFL): $0.72
Pfizer Inc (PFE): $0.27
Visa (V): $0.26
7th
Southern Company (SO): $0.97
Southern Company (SO): $0.08
8th
AMGEN Inc. (AMGN): $0.20
Johnson & Johnson (JNJ): $1.17
10th
Chevron Corp. (CVX): $1.28
Exxon Mobil Corp. (XOM): $1.23
Microsoft (MSFT): $0.83
Target Corp (TGT): $0.24
11th
Costco Wholesale Corp (COST): $1.81
14th
3M Co. (MMM): $0.10
15th
Main Street Capital Corporation (MAIN): $0.25
Main Street Capital Corporation (MAIN): $0.07
Coca-Cola (KO): $0.36
Estee Lauder Cos., Inc. - Class A (EL): $0.06
NextEra Energy Inc (NEE): $0.37
Realty Income Corp (O): $0.44
Vanguard Information Technology ETF (VGT): $0.37
Unitedhealth Group Inc. (UNH): $0.32
16th
Duke Energy Corp. (DUK): $1.04
17th
Home Depot Inc (HD): $0.36
18th
Waste Management, Inc (WM): $0.05
21st
Dominion Energy Inc (D): $0.75
Dominion Energy Inc (D): $0.18
22nd
Vanguard Consumer Staples ETF (VDC): $0.36
Vanguard Financials ETF (VFH): $0.27
Vanguard Health Care ETF (VHT): $0.16
Vanguard Industrials ETF (VIS): $0.15
Vanguard Information Technology ETF (VGT): $0.12
Vanguard Utilities ETF (VPU): $0.39
24th
Bank of America (BAC): $0.70
Lockheed Martin Corp. (LMT): $0.25
29th
Nike, Inc - Class B (NKE): $0.06
30th
T. Rowe Group Inc. (TROW): $0.54
Union Pacific Corp. (UNP): $0.31
31st
LTC Properties, Inc (LTC): $0.59
Sells
21st
Vanguard Real Estate ETF (VNQ): $98.05
Vanguard Information Technology ETF (VGT): $61.16
Vanguard Financials ETF (VFH): $40.29
Vanguard Health Care ETF (VHT): $39.91
Vanguard Industrials ETF (VIS): $39.58
Vanguard Consumer Staples ETF (VDC): $39.56
Schwab U.S. Dividend Equity ETF (SCHD): $39.27
Vanguard Utilities ETF (VPU): $39.23
Estee Lauder Cos., Inc. - Class A (EL): $36.88
Schwab U.S. Dividend Equity ETF (SCHD): $32.06
Buys
7th
Microsoft (MSFT): $85.80
Apple (AAPL): $46.72
Dominion Energy Inc (D): $39.67
Johnson & Johnson (JNJ): $38.72
Merck & Co Inc (MRK): $32.71
Visa (V): $29.43
Duke Energy Corp. (DUK): $28.11
Realty Income Corp (O): $26.27
NextEra Energy Inc (NEE): $24.33
PepsiCo Inc (PEP): $24.28
Southern Company (SO): $24.77
Home Depot Inc (HD): $21.83
Medtronic Plc (MDT): $19.41
Vanguard Real Estate ETF (VNQ): $19.13
AT&T (T): $18.19
T. Rowe Group Inc. (TROW): $17.11
Mastercard Incorporated - Class A (MA): $17.10
Costco Wholesale Corp (COST): $16.89
Unitedhealth Group Inc. (UNH): $16.79
Verizon Communications Inc (VZ): $12.70
LTC Properties, Inc (LTC): $11.34
Vanguard Information Technology ETF (VGT): $11.04
Target Corp (TGT): $9.96
Union Pacific Corp. (UNP): $9.95
Lockheed Martin Corp. (LMT): $9.85
JPMorgan Chase & Co. (JPM): $9.62
Coca-Cola (KO): $9.15
Vanguard Utilities ETF (VPU): $9.02
Main Street Capital Corporation (MAIN): $8.96
Bank of America (BAC): $8.43
Vanguard Industrials ETF (VIS): $8.21
Vanguard Consumer Staples ETF (VDC): $7.91
Vanguard Financials ETF (VFH): $7.90
Schwab U.S. Dividend Equity ETF (SCHD): $7.78
Disney (DIS): $7.71
AMGEN Inc. (AMGN): $7.37
Vanguard Health Care ETF (VHT): $7.10
Estee Lauder Cos., Inc. - Class A (EL): $6.70
Store Capital Corp (STOR): $6.37
Pfizer Inc (PFE): $5.96
Nike, Inc - Class B (NKE): $5.75
Welltower Inc (WELL): $5.55
Comcast Corp - Class A (CMCSA): $5.14
Aflac Inc. (AFL): $3.67
Waste Management, Inc (WM): $3.64
Royal Bank of Canada (RY): $3.33
3M Co. (MMM): $3.05
Exxon Mobil Corp. (XOM): $1.65
Toronto Dominion Bank (TD): $1.33
21st
Broadcom Inc (AVGO): $94.17
Colgate-Palmolive Co. (CL): $75.15
Chevron Corp. (CVX): $42.13
3M Co. (MMM): $39.97
Store Capital Corp (STOR): $36.77
Merck & Co Inc (MRK): $28.04
Realty Income Corp (O): $26.08
Exxon Mobil Corp. (XOM): $24.27
Cisco Systems, Inc. (CSCO): $23.53
Waste Management, Inc (WM): $21.85
Aflac Inc. (AFL): $21.52
Johnson & Johnson (JNJ): $20.69
JPMorgan Chase & Co. (JPM): $18.81
Welltower Inc (WELL): $17.72
Unitedhealth Group Inc. (UNH): $17.12
Bank of America (BAC): $15.30
T. Rowe Group Inc. (TROW): $13.71
LTC Properties, Inc (LTC): $13.70
Visa (V): $11.99
Medtronic Plc (MDT): $11.49
Main Street Capital Corporation (MAIN): $10.02
Simon Property Group. Inc (SPG): $9.12
Microsoft (MSFT): $8.50
Southern Company (SO): $8.32
Mastercard Incorporated - Class A (MA): $8.04
Dominion Energy Inc (D): $8.02
Costco Wholesale Corp (COST): $7.78
Duke Energy Corp. (DUK): $6.86
Pfizer Inc (PFE): $6.86
Target Corp (TGT): $6.68
Apple (AAPL): $6.27
Comcast Corp - Class A (CMCSA): $4.94
Coca-Cola (KO): $4.56
Royal Bank of Canada (RY): $4.42
AMGEN Inc. (AMGN): $4.30
Home Depot Inc (HD): $4.07
Toronto Dominion Bank (TD): $3.83
NextEra Energy Inc (NEE): $2.73