January’s Stock Purchases and Sales

So January was a crazy month for me. I started dividend trading at the end of December beginning of January. I spent a few days trying to figure out what REITs stocks to invest in and how many of each I should acquire. I decided on spreading my stocks between well known stocks like Main Street Capital Corporation (MAIN), W. P. Carey Inc. (WPC),HCP, Inc. (HCP), and Omega Healthcare Investors Inc. (OHI) while taking a chance with ones like The Blackstone Group L.P. (BX), EPR Properties (EPR), STAG Industrial, Inc. (STAG), and Bluerock Residential Growth REIT, Inc. (BRG). I also decided to add two energy/utility stocks, Brookfield Renewable Energy Partners LP (BEP) and Enterprise Products Partners L.P. (EPD).

So for January these are the stocks that I bought for this portfolio:

Stock # Of Shares Avg Share Price Total Cost Forward Dividend
MAIN 12 $28.35 $340.20 $25.92
HCP 12 $35.58 $426.98 $27.6
STAG 13 $17.099 $222.30 $14.39
BRG 20 $10.289 205.80 $23.20
UTG 1 $25.655 25.69

This month’s purchases comes to 1195.28. Forward yearly dividend is $91.11 or about $7.59 a month. Current Dividend yield is 7.62% (You might have notice that UTG does not have a forward dividend and that is because I sold that stock.) I expect to start seeing dividend payouts from these stocks starting in February. I also plan on adding graphs and charts to make tracking of my progress easier to see until then happy investment and I will see you in retirement.

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