Loyal3 Buys, September 2015

Stacked Deck Gremlin here to talk about how I've been stacking my portfolio.  I decided last month that my Loyal3 buys need to see their own posts, so this is the first of them.  I plan to not do any description of the companies purchased, because frankly that would just take too damn long.  So below you will see purchases made this month and any necessary commentary.  Mind you these happened over the course of the month and the capital invested includes dividends received and put back to work.

Company	Ticker	$ Invested	Shares Purchased	Annual Income Added
Hershey's	HSY	$90	0.9686	$2.20
Wal-Mart	WMT	$93	1.4292	$2.80
Pepsico	PEP	$90	0.9824	$2.76
Unilever	UL	$78	1.9903	$2.60
Coca Cola	KO	$78	1.9908	$2.64
Totals		$429		$13.00

A total of $429 was put to work, adding $13.00 (it pleases me that these accidental round numbers happened) of annual income to my forward outlook.  All of the money found its home in the sector Consumer Staples, which is one of my Tier 1 Sectors.  A lot of my Loyal3 stocks are Consumer Staples or Discretionary, which is fine because it allows me not to concentrate on those in my Capital One Account.  I've found all of these valuations among others to be good or better and I will likely continue investing in a few of these plus some others next month.  The investment size was also driven up by some work travel.

Going forward I see this independent snowball growing rapidly.  Last year Loyal3 generated $73.88 in dividends for me, already this year has netted me $116.40.  That is a 57.5% increase, and the year still has one quarter left.  In addition, my Loyal3 portfolio accounts for approximately 45% of my taxable holdings, so I've really been pushing it up.  Still the long term goal remains to merge it with my main account when the time is ripe.

I'm loving the odd flexibility of Loyal3, where I feel I can find some attractive valuations and slash away at them without a minimum entrance point (I use $1000 as that minimum).  Also when things are overvalued, I can play using smaller amounts and play it slow.  This allows me to get money in the game when the market is up, but not too much so I can maintain cash in case a sale happens.  As I've stated before, timing the market is typically not a great idea, but it does not mean I will not take advantage of a solid opportunity.

Do you use Loyal3?

- Gremlin
- Long all stocks mentioned.
- Portfolio values and shares will be updated at the end of the month.