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Sand In My Shoes - March Update

Apr. 05, 2018 9:50 AM ETAPD, HRL, SO, MMM, MMP16 Comments
Brian Soule profile picture
Brian Soule


  • Another tough month for large cap equities with the Dow, NASDAQ, and S&P all down around 3% and so the portfolio suffered another down month.
  • I have included details of dividends received and an updated view of projected dividends for Q2, which should be a record quarter by all expectations.
  • There was one new addition to the portfolio and I added to one of the existing positions and I will detail those.

The Sand In Shoes IRA portfolio lost close to $2,000 this month, nearly all of that explained by the drop in the large cap equities. All of the other asset classes were nearly a wash comparably, and as such we won't even spend much time talking about them.

The big news for the month was my addition of a stock in the materials sector. I have been looking for a stock for months, and finally a stock I like hit a price I was willing to pay. The stock I finally purchased is Air Products and Chemicals Inc. (APD). More details to follow, so please read on.

March Dividends

I actually expected a few more dividends to hit in March, but they have been pushed out to the first week of April. That will just make April's numbers look better, but March still turned out to be pretty good.

Not surprisingly, Q1 set a record for dividends collected and each of the three months were well above the same months from last year.

March Performance

Once again, nearly all of my stocks suffered losses which makes sense given how tough a month the broader equity markets had. The only stocks that were in the black were my two REITs plus Hormel Foods Corp. (HRL) and Southern Co. (SO).

Offsetting the change in market value was the nearly $900 I received in distributions from my mutual funds and ETFs plus the dividends I already mentioned.

Individual Stocks

Below are the stocks in the portfolio as of close of business March 29, 2018:

There are a few stocks that I want to own more shares of that are coming close to where I bought them initially. One in particular that I will be watching throughout April is 3M Co. (MMM). I

This article was written by

Brian Soule profile picture
I am a financial analyst working in corporate America for a Fortune 500 company. I write the Sand In My Shoes series of articles based on my real-money portfolio, which is the sum of several 401k roll-overs. The title of my articles serves to remind me that my ultimate goal is to retire young and spend more time on the beach and in the sun and less time in a cube with fluorescent lighting.

Analyst’s Disclosure: I am/we are long AAPL, AIG, AMGN, APD, BAC, BLK, C, CSCO, CVS, GPC, HD, HRL, MMM, MMP, O, OHI, PEP, SO, T. 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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