Friday, September 28, 2018

30 Days in September


Dividends Received: $189.33
WEC ENERGY GROUP INC 7.18
AQUA AMERICA INC  3.28
ARCHER DANIELS MIDLD  5.02
SOUTHERN COMPANY  26.39
TARGET CORP 8.95
CHEVRON CORP  14.55
JOHNSON AND JOHNSON 19.79
HOME DEPOT INC  12.35
OLD REPUB INTL CORP  16.76
MAIN STR CAP CORP  10.33
REALTY INCM CRP 9.92
INTL PAPER CO  9.02
MCDONALDS CORP 15.07
QUALCOMM INC  27.89
401k Taxable 10.01

Highlights this month included:
-The big Southern Vogtle fight.  This is now over, and the nuclear plant is going to continue being built with double (triple) the cost.  The payoff will be huge once it is finished, but this will be an anchor around this utility's neck for awhile.  I bought in once they decided.
-International Paper keeps sinking - I think I'll be buying this more as it dips until I'm full (just under 5% of my portfolio).
-Wanted to by ABBV but it hasn't had a pullback the week I was looking - so nickel and dimed some other nice prospects already in my portfolio.
-Been very busy with life this month, but still kept an eye on stocks.

September Purchases:
Southern Company (SO) 10
ONEOK (OKE) 14
International Paper (IP) 4
Fastenal Company (FAST) 5
     I'm trying to determine how real estate is a comparable investment to dividend stocks.  I'd rather pour money into a REIT than get minimal gains after owning a house for almost two decades.  I understand location is key, and the 2007 bubble set many back, but seriously, I've gotten better gains on my dividend stocks in 18 months than almost 20 years with my house, not to mention all the repairs/improvements.  I'd almost rather let someone else deal with the problems and costs of a house and liquidate my house into dividend stocks, except that wouldn't be too diverse now would it?  And the work of owning rental properties vs. buy dividend stocks... sheesh real estate is too much of a headache.  I *may* buy a future vacation rental, then rent it out while travelling the world... or maybe just get a Winnebago.

     September is historically the worst month for stocks, so this one wasn't so bad.  But does this mean the selloff will happen in October for tax harvesting?  Or in November after the midterm elections?  Who can say.... Let's hope for the best!