蜗牛式的理财方式,兼三月月末总结

来源: 2015-03-31 12:50:16 [旧帖] [给我悄悄话] 本文已被阅读:

下面是我三月份的月末总结。刚刚开始,所以dividend amount有点拿不出手。不过只是为了分享哈。

Dividends income

I received total dividends $267.25 in March. Details are as following:-

  • CVX - $139.10, received on 03/10.
  • XOM - $24.15, received on 03/10.
  • IBM - $27.50, received on 03/10.
  • JNJ - $28.00, received on 03/10.
  • MCD - $25.50, received on 03/15.
  • NOV - $23.00, received on 03/27.
From the dividends income, you'll see I have a relatively large portion in Big Oil -- CVX and XOM. I'm still in the process of building and balancing my portfolio.

New Stock Purchases

I made several new purchases in March. Stock prices fluctuate up and down all the time, but I sleep well with these solid purchases with a long perspective.
  • PM - 50 shares bought on 03/06, purchase price at $80.60, forward 12-month dividends $200.
  • DNP - 200 shares bought on 03/06, purchase price at $10.45, forward 12-month dividends $156.
  • BAX - 30 shares bought on 03/09, purchase price at $67.50, forward 12-month dividends $62.40.
  • PG - 30 shares bought on 03/10, purchase price at $82.00, forward 12-month dividends $76.
  • PM - 30 shares bought on 03/11, purchase price at $78.00, forward 12-month dividends $120.
  • EMR - 30 shares bought on 03/11, purchase price at $56.00, forward 12-month dividends $56.40.

Puts expiration in March

Here are several puts I wrote that expired in March.  Total premium income is $105.70. I am pretty conservative at puts writing, which is good for an options newbie like me.
  • KMI - Strike price $40 - net premium $23.90 for 1 contract.
  • KO - Strike price $40 - net premium $52.90 for 2 contracts.
  • BAX - Strike price $62.50 - net premium $28.90 for 1 contract.

顺便做一下广告,我的博客里(http://moneyunbinding.blogspot.com/)有关于我买了什么股票的即时更新。有兴趣的同学可以去看一下。