20K YouTube Subscriber Giveaway!

It’s really hard for me to believe that in about a year and nine months creating content chronicling my investing journey here on YouTube that 20,000+ actual people have chosen to follow me and subscribe. I have built a portfolio that started (around Feb. 2019) with around $7,000 worth of 3M stock (shares I bought on a an employee share purchase program at a discount) from my 5 years working at 3M and around $4,000 in cash for a total value of $11,000. That portfolio as it stands today is worth $150,852.17 (11/21/2020), now I consistently contribute to the portfolio so that is not obviously all from gains (around $42k or 38.5% is capital gains). At any rate it has been a lot of fun, I have met so many other investors and content creators, and really am enjoying the process and progress made through the channel and the portfolio. So I decided to do a giveaway, rules to enter are as follows:

To enter the giveaway you must “Subscribe” to my newsletter by clicking “Subscribe Now” here on the right side of the website.

Also drop a comment here on this blog post, saying your preference, whether it is a t-shirt or a mask and keychain (these will come together). There are 2 XL t-shirts, 2 XXL t-shirts, and 2 Mask/Keychain combos, so there will be 6 winners.

Your comment should simply say either “t-shirt XL”, “t-shirt XXL”, or “mask\keychain”, I will do a follow up drawing on these categories on Tuesday evening 11/24 at 8PM EDT so 5PM EDT on Tuesday evening 11/24 is the cutoff so I can add them all into a spreadsheet to get ready for the lives stream to announce the winners. Thanks again for the support and best of luck on winning!

May 2020 Dividend Update!

In May the stock market saw a tremendous bounce back and rally, one seemingly for the ages. Many who decided to stay on the sidelines and not invest when the markets were down 30 plus percent are probably kicking themselves. I am certainly not saying that we can’t have another 30 percent correction in the coming months, I just don’t understand why you wouldn’t begin buying on any 30 percent correction. So if we have another correction, it will simply be another opportunity to stack shares at great prices. That being said let’s take a look at the dividends I was paid in the month of May 2020!

In May I was paid $129.33 in my 3 accounts combined. The breakdown is below:

  1. M1 Finance Main Account: $107.61
  2. M1 Finance Roth IRA: $9.34
  3. Fidelity Traditional IRA: $12.28

Here is all of the payouts over the course of May by each holding:

TickerAmount PaidM1 Main AcctM1 Roth IRAFidelity IRA
MAIN$6.88/$3.20/$3.08
O$4.09/$1.86
ABBV$13.35/$7.86
SBUX$5.85
FAST$7.03
EPD$26.47
VZ$15.90
STAG$3.64
LOW$3.81
CVS$4.30
EV$4.26
INVH$1.97
AAPL$0.67
EPR$12.03/$3.50
Total:$129.33

March 2020 Dividends Paid Update

March was the beginning of shelter in place and shutdowns in large swaths of the global economy. In the sea of uncertainty the dividends kept rolling on in. I did have one holding suspend dividends which was Cracker Barrel (CBRL) otherwise the show goes on.

In March I was paid $129.80 in my 3 accounts combined. The breakdown is below:

  1. M1 Finance Main Account: $86.36
  2. M1 Finance Roth IRA: $17.11
  3. Fidelity Traditional IRA: $26.33

Here is all of the payouts over the course of March by each holding:

TickerAmount PaidM1 Main AcctM1 Roth IRAFidelity IRA
ABR$15.62/$7.67
DLR$4.52
BPYU$9.98/$3.57
DFS$3.56
V$0.60
IBM$2.78
ROST$1.83
BIP$4.37
BEP$5.54
LIN$1.81
SBSI$2.19
MAIN$3.79/$0.95
EPR$5.32/$1.54
MMM$6.76
NEE$1.43
STAG$2.15
O$2.15
UTX$3.83
WTRG$1.55
PEP$2.05
DUK$3.78
SO$3.04
TickerAmount PaidM1 Main AcctM1 Roth IRAFidelity IRA
AVGO$11.78/$4.15
INTC$2.02
JNJ$2.62
MSFT$0.22
CVX$1.93
CDW$0.65
LYB$3.58
CSL$0.52
Total$129.80