Loyal3 Buys, October 2015

Travel Gremlin here to talk about how I've been improving my portfolio.  I have been on the road a lot this month again; this time I am traveling to a bunch of different places in the Northeast, and travel brings in a little extra capital of course.  That combined with some extra work in saving money has allowed me to put even more money into the market.  Also helping is my wife's return to employment from the summer and her improved job situation.  We are now seeing more money coming in and I am putting it to work.

Company	Ticker	$ Invested	Shares Purchased	Annual Income Added
Disney	DIS	$205	1.9668	$2.60
Hershey's	HSY	$92	0.9646	$2.25
Microsoft	MSFT	$81	1.8413	$2.65
VF Corp	VFC	$70	1.0145	$1.30
Wal-Mart	WMT	$150	2.3916	$4.69
Totals		$598		$13.48

A total of $598 was put to work, an increase of 39% from last month when I added $429.  It adds $13.48 of annual income to my forward outlook.  The money was mainly split between Consumer Staples and Consumer Discretionary, with some going to Information Technology.  Not all of my moves were made at the best valuation (in particular VFC), but time in the market matters more than timing the market.

Next month I plan to continue pursuing my goals with my Loyal3 account.  Several stocks have been beaten down, and I plan to act on recent weakness and invest as effectively as possible.  My existing positions that I am aiming to improve upon are DIS, HSY, VFC, and WMT.  Of those VFC has recently seen a huge price drop off, so I will be excited to increase my stake there.  I see VFC as a solid long term holding, and one that has been particularly adept at keeping up with trends between its many brands.  In addition, a position in YUM might be added to my account.


Along with Loyal3, I've toyed with the idea of adding a Robinhood account.  However, the issue is that a Robinhood account cannot be transferred into a standard brokerage, and I want that flexibility in case the brokerage experiences future issues.  Otherwise, Robinhood does seem like the better option.  Do you use one, or perhaps both and have preference?

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