Loyal3 Buys, May 2016

Back-in-town Gremlin I've been improving my portfolio via Loyal3.  This portfolio keeps surprising, not only in how fast the dividends are growing, but also in how fast the account value is growing.  Loyal3 has allowed me to build several positions from the ground up a few dollars at a time, not a thousand at a time that I would otherwise with a traditional brokerage.  I am not always getting the best deal, but I usually am getting a decent one.  Using cost averaging and knowing I have a long time frame allows me to invest perhaps with more freedom than people who desire instant returns.  The account also features those with higher growth potential (often), but lower upfront yield.

Company	Ticker	$ Invested	Shares Purchased	Annual Income Added
Dunkin Brands	DNKN	$50	1.0551	$1.27
Hershey's	HSY	$50	1.0254	$2.39
Kraft-Heinz	KHC	$80	1.0179	$2.34
VF Corp.	VFC	$65	1.0123	$1.50
Walmart	WMT	$70	1.0687	$2.14
Totals		$360		$9.63

A total of $360 was put to work, a decrease of 15.2% from last month when I added $425.  It adds $9.63 of annual income to my 12-month forward outlook.  A solid bang for my buck in terms of annual forward dividends.  In terms of valuations, WMT or KHC are the best value, pending on metrics and viewpoints.


Over the next few months the plan is to ramp down the investments in Loyal3, or at least it was.  News has recently come out that YUM! will spin off its China segment into a separate company.  My goal at this moment is to rapidly build my YUM position to maximize the value of this.  If something does come up with another company I may also try to leverage a position there.  However, for the time being this is the goal.  Yes, I will be curbing my Loyal3 stuff over the summer, but what does go in will be all towards YUM.

Also I expect as the summer slow down happens, I will be able to post a few brewery reviews.  Of note, I will be adding a new one soon: New Belgium located in Ft. Collins, Colorado.  I recently had the pleasure of being out that way, and I really want to discuss that place.

- Gremlin
- Long DNKN, HSY, KHC, VFC, WMT, YUM