Still at Home Gremlin here to talk about my buys for this past month. Wow, almost two full months of being in lock down and for all I know we might still just be in the beginning. It certainly is a trying thing, especially with young kids at home - sadly, I have not really picked up any new languages or cool skills. However, I have discovered at least one new podcast that I enjoy and we are spending less money. Silver linings...
So the question is will the market tank again or take a rocket ride directly into the sun? No one really knows, but it is clear that the effects of both this virus and its lock down are not fully known yet. Indeed the only consequences I would bet on are the unintended ones. That said, I keep improving my positions because the future is now!
No purchase or account fees were paid this month (* indicates a new position, which will be discussed below):
Taxable:
BMO - 3 shares @ $49.56 / share ($148.68 total), $8.1 income added [approx. $CAD]
DNKN - 1 share @ $54.99 / share, $1.61 income added
EV - 3 shares @ $30.41 / share ($91.23 total), $4.5 income added
GD - 1 shares @ $133.23 / share , $4.40 income added
NNN - 2 shares @ $31.14 / share ($62.28 total), $4.12 income added
Total Invested = $490.37
Annual Income Added (AIA) = $22.73
Roth:
AROW - 1 share @ $27.72 / share, $1.44 income added
Total Invested = $27.72
AIA = $1.44
Standard IRA:
FLIC- 2 shares @ $14.72 / share ($29.44 total), $1.44 income added
Total Invested = $29.44
AIA = $1.44
Totals:
Invested = $547.53
AIA = $25.61
*New Positions:
None.
So the question is will the market tank again or take a rocket ride directly into the sun? No one really knows, but it is clear that the effects of both this virus and its lock down are not fully known yet. Indeed the only consequences I would bet on are the unintended ones. That said, I keep improving my positions because the future is now!
No purchase or account fees were paid this month (* indicates a new position, which will be discussed below):
Taxable:
BMO - 3 shares @ $49.56 / share ($148.68 total), $8.1 income added [approx. $CAD]
DNKN - 1 share @ $54.99 / share, $1.61 income added
EV - 3 shares @ $30.41 / share ($91.23 total), $4.5 income added
GD - 1 shares @ $133.23 / share , $4.40 income added
NNN - 2 shares @ $31.14 / share ($62.28 total), $4.12 income added
Total Invested = $490.37
Annual Income Added (AIA) = $22.73
Roth:
AROW - 1 share @ $27.72 / share, $1.44 income added
Total Invested = $27.72
AIA = $1.44
Standard IRA:
FLIC- 2 shares @ $14.72 / share ($29.44 total), $1.44 income added
Total Invested = $29.44
AIA = $1.44
Totals:
Invested = $547.53
AIA = $25.61
*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
What do you think of these companies?
- Gremlin
- Long all tickers mentioned
I picked up some GD in April along with new tech holdings AAPL and MSFT. I have been very, very light in tech and now with some big tech this month and AVGO last month I finally dipped my toe into the space. Nice to see the buying continue even during these uncertain times.
ReplyDeleteDiv Hut,
DeleteThanks for the comment! All nice choice you have there. AAPL and MSFT have been excellent, both working for me for several years now. AVGO and GD have also performed nicely for me over much of the same period.
- Gremlin
I picked up BMO,RY,GD,DFS in the last week.
ReplyDeleteGD is looking decent for buy today.
Desi,
DeleteAll solid choices. Make that money, thanks for the comment!
- Gremlin