蜗牛式的理财方式，兼三月月末总结

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。

 

所有跟帖： 

• 你没说股票跌多少？三月那些分红的都跌很多吧？ -如醉如痴- ♂ (0 bytes) () 03/31/2015 postreply 12:52:22

• 还好，略亏。但是我是看长期的。短期的股票涨涨跌跌对我影响不大。俺睡得还挺好哈 ：-） -bigcatwx- ♂ (0 bytes) () 03/31/2015 postreply 13:06:18

• 那每个月总结没意义了。要每年总结比较好。 -如醉如痴- ♂ (0 bytes) () 03/31/2015 postreply 13:08:07

• 看月股息收入呀。passive income. 俺的目标是月股息收入超过俺的工资，俺就退休咯。 -bigcatwx- ♂ (0 bytes) () 03/31/2015 postreply 13:12:47

• 如果油价真是跌到20保持很久， 你那长期就是赔钱买卖。 看看煤炭吧， 拿20年的都赔死了。 -如醉如痴- ♂ (0 bytes) () 03/31/2015 postreply 13:15:43

• 所以俺也没把鸡蛋放在一个篮子里。尽管俺未来10年看好石油哈。 -bigcatwx- ♂ (0 bytes) () 03/31/2015 postreply 13:19:10

• 你这就是各大基金养老账户的思路啊。。。 -如醉如痴- ♂ (0 bytes) () 03/31/2015 postreply 13:21:57

• 可以这么理解。俺是蜗牛俺慢慢稳稳当当的爬。 -bigcatwx- ♂ (0 bytes) () 03/31/2015 postreply 13:25:52

• 股市涨了六年，Ni NOW 出来说要开始长线建仓死抱不动----高,, -猛鲨- ♂ (6 bytes) () 03/31/2015 postreply 14:33:52