No purchase or account fees were paid this month. I added shares of the following companies by account (* indicates a new position, which will be discussed below):
Taxable:
B** - 3.12 shares bought for $210.84 (employee discount), $3.37 income added
EVR - 2 shares @ $75 / share ($150 total), $4.68 income added
KR - 4 shares @ $28.63 / share ($114.53 total), $2.56 income added
NNN - 2 shares @ $53.46 / share ($106.91 total), $4.12
Total Invested = $582.28
Annual Income Added (AIA) = $14.73
Roth:
None purchased.
Standard IRA:
None purchased.
Totals:
Invested = $938.06
AIA = $14.73
*New Positions:
NNN - National Retail Properties. This is my second REIT in my taxable account. NNN will be a support type position for my primary REIT, O (Realty Income). I like the mix of properties and growth. The valuation is ok, but its just a starter position for now.
Taxable:
B** - 3.12 shares bought for $210.84 (employee discount), $3.37 income added
EVR - 2 shares @ $75 / share ($150 total), $4.68 income added
KR - 4 shares @ $28.63 / share ($114.53 total), $2.56 income added
NNN - 2 shares @ $53.46 / share ($106.91 total), $4.12
Total Invested = $582.28
Annual Income Added (AIA) = $14.73
Roth:
None purchased.
Standard IRA:
None purchased.
Totals:
Invested = $938.06
AIA = $14.73
*New Positions:
NNN - National Retail Properties. This is my second REIT in my taxable account. NNN will be a support type position for my primary REIT, O (Realty Income). I like the mix of properties and growth. The valuation is ok, but its just a starter position for now.
I will update my portfolio page at the end of the month.
What do you think of these companies?
- Gremlin
- Long all tickers mentioned
What do you think of these companies?
- Gremlin
- Long all tickers mentioned
Does NNN pay ordinary or qualified dividends? If ordinary, those are being taxed as regular income instead of 0% or 15%, depending on your tax bracket, for qualified dividends. I'm curious why you chose to hold that security in your taxable account as opposed to one of the IRA's?
ReplyDeleteBrownsworth,
DeleteIts a REIT, so it will be regular income. I chose to hold it in my taxable account because I plan to add more when its yield goes back up (it will happen eventually). Right now I just want to dip my toes in. Yes I get it could be in an IRA, but my plan is not to hurry the IRAs, because I don't want to be waiting until I am 59.5 to retire. The 15% hit is minor will be minor over the long run considering two things - 1 my REIT exposure is limited in my taxable accounts and 2 - REITs generally have a higher yield so the loss can be recovered relative to other securities. NNN will be a minor position in the long run, just a small diversification check to Realty Income (O).
Thanks for the comment,
- Gremlin
I just made a small buy myself to kick off 2020. Never looked at EVR or NNN myself though next month my focus will shift to REITs. Thanks for sharing.
ReplyDeleteDH,
DeleteProgress is still progress! So many good names out there, lets rumble in the 2020s. You're welcome thanks for the comment.
- Gremlin
Gremlin -
ReplyDeleteNice. Just added more VIAC yesterday. Great working putting $$ out there to add additional income. Let's get it!
-Lanny
Lanny,
DeleteThanks for the comment! I am familiar with VIAC, but don't own them. So many good and dividend players in the content field. Heck even AAPL and T are both in the space now, in addition to my position with DIS.
- Gremlin