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Portfolio Update – February

As an more in depth view of my early retirement strategy I will now be giving monthly portfolio updates that track my slow march towards early retirement. Here is the Portfolio Update – February 2016.

By Wallet Engineer

Portfolio Update – February 2016

I am a dividend growth investor as part of my early retirement strategy. Every month I work to add positions in strong companies that have a wide moat, strong brand value, P/E <20 and a yield >2.5%.

Some stocks I watch: AFL, APD, BNS, CBP, CL, CAT, CVX, DLR, EMR, O, OHI, LMT, KO, KMI, MCD, MMM, PEP, PG, PX, RDS.B, JNJ, PM, TD, UL, UTX, XOM, WMT, WPC, V

Purchases

  • In January I made the following purchases : NONE

Check the blogroll to see what our peers have been purchasing! They also have reviews!

Current Portfolio

New readers may not know that my portfolio is currently much smaller than it was in the past.

I sold stocks so I could put 20% down on my new house. I made a crapping-lot of sales, actually, and got charge a commission on each. I basically sold everything which left me emotionally bereft if I’m honest. I do not post solely about dividend growth investing, but it is the mechanism by which I intend to set myself free.

Biweekly contributions of $375. ($9,750 per year – Goal is closer to $12,000 per year)

Dividends

I received the $67.96 in dividends:

  1. $63.06 from PM
  2. $4.90 from WMT

Year-to-date dividends (All of 2015): $67.96

Portfolio

My full portfolio can be found here. The value of cash and stocks as of 1/31/2016  is $13,896.21 down from the peak of $19,712.73 in June 2014. I should tie my 2013 year end balance of $13,800 (almost exactly) by the end of 2015. (I did it! One month late!) By the end of 2016 I should exceed my 2014 total and be back on track for early retirement. Stupid house!

What are you purchasing? What are you planning to buy?

Right now I’m looking at

  • UNP (Bought in December)
  • CAT
  • RDS.A (Bought in October)
  • AFL
  • JNJ (Bought in September)
  • MMM
  • UTX
  • WMT (Bought in October)
  • OHI

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