New purchase June 2018 II

I've some more stocks. Mostly companies that make consumer products in the US and a mix between finance and automotive in Germany.

• 3 KMB for $ 100.56 for a yield of 3.98 %.
• 4 PG for $ 75.72 for a yield of 3.79 %.
• 5 DAI for 62.78 € for a yield of 5.91 %.
• 28 DBK for 9.3955 € for a yield of 1.16 %.

I've updated my portfolio and as always it can be found here.

New purchases

I've made some new purchases. No new companies just increasing some.

• 4 KHC for $ 71.46  for a yield of 3.5 %.
• 2  KMB for $ 115.21 for a yield of 3.47 %.
• 10 T for $ 36.54 for a yield of  5.47 %. 

I've updated my portfolio and as always it can be found here.

So doing yoga has made me realize how bad mobility I have in my legs and lower back. After two weeks doing yoga I don't really notice any improvement in mobility, but I have faith.

New purchases

Initially for May I was planning on investing in Canada, but the recent events concerning Home Capital (TSE:HCG) has made me hesitant. Instead I decided to increase my position in some of the companies I already own.

• 5 T for $ 38.95 per share for a yield of 5.03 %, new average cost $ 40.80
• 3 EMR for $ 56.93 per share for a yield of  3.37 %, new average cost $ 58.37
• 4 PG for € 86.4 per share for a yield of 3,09 %, new average cost $ 87.29
• 3 KMB for € 127.99 per share for a yield of 2.95 %, new average cost $ 131.32

They all pay a quarterly dividend and this will add more dividend for me. For T $ 7.35, EMR $ 4.32, PG $ 5.352 and for KMB $ 5.82. This results in an added $ 22.842 to my expected dividends this year.

I've updated my portfolio and as always it can be found here. I also added a calculation for my total yield of my portfolio. At the moment it is 3.86 %.

New purchases

The plan for March was to buy Finnish stocks, but I haven't had the time to finish my research. Instead I increased some positions and also initiated a new position.

• 5 KMB for $ 133.32 for a yield of 2.91 %.
• 7 TGT for $ 55.32 for a yield of 4.34 %.
• 3 SDIV for $ 21.13 for a yield of 6.84 %

I feel that the market overreacted on TGTs report and the yield felt hard to beat. In total KMB, TGT and SDIV will pay me $ 14.55, $ 12.6 and $ 3.26 for a total of $ 30.41.

I've updated my portfolio and as always it can be found here.

Short term watch list

My next purchases will be one or more of the following (ticker, yield, eps):

• KMB, 3.15, 22.46
• MCD, 2.99, 23.42
• VFC, 3.31, 19.11

For some reason I've had MCD on my all watch lists, but haven't made a purchase. I'm thinking that this is going to be the time I buy it.

I've been a bit busy this last week and next week will probably be even more busy so I don't know if I will be able to make any purchases. 

Short term watchlist

With my last purchase I now have ten different investments in ten different sectors, with a weight of 10 ± 3 % and that feels good. One downside with my current portfolio is that most of the dividends are payed in the third month of the quarter. However, that is something to think about in the future. I'm still a long way from being able to live off my dividend and as long as I reinvest the dividend it matters less when I receive it.

My next purchases will be one or more of the following (ticker, yield, eps):

• KMB, 3.2, 20.27
• MCD, 3.10, 22.67
• PG, 3.08, 24.62
• JNJ, 2.84, 19.02
• VFC, 3.27, 17.04

Short term watchlist

My next purchases will be a couple of SRET (high yield and global exposure) and one of the following (ticker, yield, eps):

• KMB, 3.2, 20.27
• TROW, 3.2, 14.17
• MCD, 3.10, 22.67
• PG, 3.08, 24.62
• JNJ, 2.84, 19.02