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Sconnie's Portfolio Review Q2

Jul. 04, 2017 11:47 AM ET
Sconnie Warrior profile picture
Sconnie Warrior
74 Followers

Summary

  • Review of Q2 2017.
  • Summary of dividend income and total return.
  • Ongoing plans.

Recap of Q2:

It has been a fairly quiet quarter for my portfolio. I made a few purchases to fill out existing positions but haven't initiated any new positions, specifically I purchased AT&T (T) and Realty Income (O). I had mentioned in my previous article that I would like to fill out AT&T as it seemed to be one of the better values currently, and Realty Income had retreated a bit from its earlier highs so I wanted to top it back up to being around a $10,000 position.

As you can see from the table, I earned $776.80 in dividends during Q2 which when combined with my Q1 dividends of $638.86 puts me on pace for earning just over $3,000 over the course of the year.

Over the course of the quarter, my overall portfolio increased in value when purchases are included, but my existing stocks did lose some value, retreating after a pretty good run up since the end of last year. The overall drop of ~2% from the Q1 article isn't substantial and I still have a positive total return for the year.

I also got two dividend increases during the quarter, from Procter & Gamble (PG) and Realty Income (O) of 3% and .02% respectively.

Plans Going Forward:

As mentioned in my previous article, I am watching the markets and looking for stocks that I feel represent a good value so I can start new positions. Since my last article, Coca-Cola (KO), which I thought was reasonably valued, has had a moderate run-up in price so it isn't quite as attractive as it may have been. It has started tapering off a bit over the last couple of weeks so I will continue to monitor its price as I have money to invest.

Another stock I

This article was written by

Sconnie Warrior profile picture
74 Followers
Wisconsin Accountant, watching political and financial currents, investing for fun and retirement. Focused on value and tax planning. Stock Portfolio: ASB, ATU, GE, HFC, KMI, MCD, MO, O, PG, SJM, SPFF, SPY, T, VIMSX, WEC, WFC.

Analyst’s Disclosure: I am/we are long ASB, GE, HFC, KMI, MO, PG, PM, SJM, T, WEC, O, SPFF, TROW. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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