Portfolio Update: June 2015

I can’t believe half the year is already behind us, and with it comes my latest portfolio update.  My portfolio is my ticket to financial independence; the more money I can save and invest today, the faster I’ll get there.  I’m investing in high quality businesses that have long track records of increasing their dividends each year.  This rising cash flow will one day pay all of my expenses, and I’ll be financially free.

I had some cash left over from May when I struggled to find new investment opportunities.  That helped me set a new personal milestone for most contributions in a month.  I was able to add to my holdings of OHI, BAX, IBM, WMT & UNP.  I also initiated a brand new position in TROW.  In total, I invested $7,038.22 in June and have averaged $3,335.13 each month this year.  I’m on pace to destroy my 2015 contributions goal and even have some cash on hand for any emergency buying opportunities.  I vote for more drama in the market, so I can break my contribution record again in July.  2015_JUNE_PC

The S&P 500 declined by 2.1% in June, but my record month of contributions helped me finish well ahead of last month.  The overall portfolio value stood at $65,469.16, an increase of 10.64% over May’s $59,171.00.  Year over year, the portfolio grew 192.33% from just $22,395.40.

2015_JUNE_PVH

A few of my holdings are in the red at the moment, and I’m really looking forward to averaging down across the board.  If we witness a correction or crash, I’ll be buying a few of the dream stocks that I can never seem to get my hands on due to their premium valuations.  For now, I’ll continue my usual investments with cash flow.  If the market falls, it will drop much further than what we saw at the end of June.  Here’s hoping.  This is my updated portfolio snapshot:

2015_JUNE_PS

How was your June?  Did you make many purchases?

My Dividend Growth

http://www.mydividendgrowth.com

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38 thoughts on “Portfolio Update: June 2015
  1. FerdiS

    Looking very good, Ryan — congratulations on a wonderful month of investing. You’re way ahead on your 2015 investment goals, which is fantastic. Keep up the good work. My extra spending is over for the year — I’ll have to wait for bonus money in December or January next year…

    Cheers
    FerdiS

     
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    1. My Dividend Growth

      Thanks a ton, Ferdi. It’s so hard to predict the contributions goal in my line of work, but I’ve been very fortunate so far this year. I hate when the extra money runs dry, but be proud that you’ve made a bunch of great purchases this year and set yourself up nicely. Fantastic job over there, keep at it and good to hear from you 🙂

       
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  2. Dividend Empire

    Congrats on the milestone Ryan! Those are all great purchases. I had a slow month as far as purchasing goes. I’ve been getting burned on my purchases lately so I’m setting a bunch of limit orders waiting for the market to drop some more. Good luck in July!

    Ken

     
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    1. My Dividend Growth

      I appreciate that, Ken. I had a slow month in May, so I completely relate to being scared of certain valuations. I think there are still a few good buys out there, but it might be best to wait and see what happens with Greece. It’s tough to time these things though and opportunities are sometimes rare. I’ll keep nibbling here and there for the long term, and I hope you hit your limit orders so we can read about your pick. Best wishes!

       
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  3. JC

    That’s a great month of investing putting over $7k to work. I’m way short on cash right now so I’m hoping for continued turbulence in the markets over the summer months to let me get cash flowing again. I’ve still got enough cash for another purchase and I can always divest of my ESPP shares to free up more cash as well. One thing I’m really bad about is not building positions up but instead looking for other excellent companies. I do that way too often but I’ve been trying to focus on building up each position more. Keep on saving and looking for excellent opportunities to invest.

     
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    1. My Dividend Growth

      This months contributions mimicked yours last summer 🙂 You’ve still made solid purchases quite often, just not at the usual pace. It’s pretty amazing to think that you’re averaging over $500 a month in dividends already, that’s such a great foundation. I’m just glad to hear I’m not the only one who struggles with allocation, I think you could soundly argue either of the strategies you presented and be successful. I have no real limit, but I am trying to hold myself accountable for keeping up all the research while I go with the flow. Great to hear from you, JC 🙂

       
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  4. Tawcan

    Putting $7k to work is pretty awesome. Averaging $3k per month so far in 2015 is even more impressive. That portfolio contributions graph is looking very very nice. Keep up the good work.

     
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  5. The Dividend Drive

    You’re looking well on track this year so far. Well done, Ryan.

    I managed to add quite a bit of new capital last month as well which was good. But I fear it will have to slow a little in the medium term. Hopefully, though, the dividend payments should keep some money flushing through my portfolio!

    Keep up the good work.

     
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  6. Dividend Hustler

    Thanks for sharing Ryan. You’re focus on this journey is getting more and more intense. I know you’re just loving it too! Awesome! Let’s continue marching onwards and always a pleasure to travel along side you my friend. Keep it UP!!!!!

     
    Reply
    1. My Dividend Growth

      You’re so right about my intensity, I wish I could speed things up a bit more, but so far so good! I hope all is well with you lately, you’ve been killing it on the portfolio front, great job my friend!

       
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  7. roadmap2retire

    Really nice portfolio and you are well on your way to your next milestone. Congrats on getting well ahead of your annual goal as well.

    cheers
    R2R

     
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  8. Dividend Gravy

    Ryan,
    I’ll just say that I am truly impressed with the growth in portfolio value. You are making some serious progress there. Considering your age, you should be a very happy retiree. Keep up the good work.

    Steve

     
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    1. My Dividend Growth

      Great to hear from you, Steve. Hope all is well these days and I sure hope you’re right about being able to retire. It seems so far away, but I’m ready to keep at it until I get there. Cheers!

       
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    1. My Dividend Growth

      Hey there, Adam. Thanks for that. We’re pretty frugal and very fortune to be able to invest some cash, I’m very excited to see some compounding in the next years. Take it easy!

       
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  9. Special Agent Dividend

    Wow, what an awesome month. That’s some very impressive numbers for the month and year over year increase. You are really putting the money to work and fast!!! I love the look of your embetted portfolio. Best of luck this month!

     
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  10. elderp

    It is kind of weird. I kind of feel like I am new to dividend investing so I am always hoping for a crash so I can start to pick up some good values. Case in point O and ORC recently went down rapidly when Greece defaulted, but the thing is neither of those two stocks really have to do with Greece so I bought more. Right now I am a little down on those but I am confident they will turn back around and in the meantime I get a dividend.

     
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    1. My Dividend Growth

      I’m with you, John. The Greece issue has been going on for years and all involved parties should have had plenty of time to prepare for both scenarios, even if it is uncharted water. I’m planning to keep up the regular purchases picking away where I find value. Glad to be on the same page as you! Thanks for the comment 🙂

       
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  11. Dividend Mantra

    Ryan,

    Awesome month right there, bud. I thought I did well with a little over $6k put to work… but you blew me out of the water. So glad to see that the work and cash flow is steady for you. Your future self is smiling!

    Best regards.

     
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    1. My Dividend Growth

      So far so good on the job front. I’m still nervous about January, when my gig ends, but hopefully I can line something up so I can keep investing. My future self is also buying you a drink for showing me the way through all the market madness. Great to hear from you, Jason!

       
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  12. Alphatarget

    Nice work Ryan!
    Impressive contribution rate, if you can keep that up you will grow your portfolio very quickly and supercharge your compound curve. I found once I hit a $100k the dividends you receive become meaningful numbers.
    I also initiated a position in TROW last month.

     
    Reply
    1. My Dividend Growth

      Hi there, Alphatarget. Thanks for the kind words. I’m so close to that coveted six figure portfolio, I cant wait to see how much it speeds everything up. It’s always reassuring to hear from someone who’s been there and done that. Congrats on TROW, that seems like a great value at the moment. Thanks for the comment!

       
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  13. Vivianne

    Wow, you are only $5k from meeting your contribution goal! Don’t worry about portfolio standing still, your dividend payout is breaking the record each month, that’s what’s we are should be focusing on. 🙂

     
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    1. My Dividend Growth

      So close, yet so far away! I may smash the goal this month if the market dips, we’ll have to see. Great point about the dividend payouts, that’s always the number one focus. There’s nothing like watching cash roll into your accounts each month. Hope all is well, Vivianne!

       
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  14. DivHut

    Keep adding the fresh capital the way you have been so far in 2015 and your year over year dividend income will be insane. Congrats on that nice portfolio build up but even more impressive is the dividend income growth. Thanks for sharing.

     
    Reply
    1. My Dividend Growth

      Hi, DivHut! It’s been pretty wild watching the forward income grow steadily each month. I can’t wait to see what happens in a few years with all of you fellow bloggers, it’s going to be great! Always good to hear from you, hope you had a nice and relaxing weekend. Cheers!

       
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