Friday, February 28, 2020

February 2020 Buys

No Time Gremlin here to talk about my buys for this past month.  The world is nuts at least if you read the news, or if you're living my life.  My big life news is we are deciding where to have our daughter's next (and hopefully last) major heart surgery.  It likely will be all the way across the country at a specialized program.  Could the surgery be done here, yes?  But not to the same quality level with exceptional level of outcomes out west.  I know this will likely be a proverbial kick to the balls for our financial independence, but as we are talking life and death I believe the extra expense is worth it.

Anyways, the march forward continues and the market looks like it has decided to readjust itself (unfortunately thanks to a potential pandemic). Regardless, time to take advantage of Mr. Market.

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** - 0.367 shares bought for $26.31 (DRIP), $0.46 income added
KR - 4 shares @ $27.53 / share ($110.12 total), $2.56 income added
KTB - 2 shares @ $38.41 / share ($76.81 total), $4.48 income added
Total Invested = $582.28
Annual Income Added (AIA) = $7.5

Roth:
AROW - 2 shares @ $35.11 / share ($70.23 total), $2.08 income added
GLW - 1 share @ $27, $0.88 income added
Total Invested = $97.23
AIA = $2.96

Standard IRA:
FLIC- 6 shares @ $23.02 / share ($138.11 total), $4.32 income added
Total Invested = $138.11
AIA = $4.32

Totals:
Invested = $938.06
AIA = $13.34

*New Positions:
None.

I will update my portfolio page at the end of the month.

What do you think of these companies?

- Gremlin
- Long all tickers mentioned

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