Weekly Investing Review 4/3/21

This week was a good week for dividends received. Outside of that, there was not a whole lot of activity in the accounts this week. Let’s check it out.

Dividends

This week I received the following dividends in the Roth IRA:

  • Nationwide Risk-Managed Income ETF (NUSI) $0.17
  • Crown Castle International (CCI) $0.20
  • Digital Realty Trust (DLR) $0.20

In the Traditional IRA I received the following dividends this week:

  • Schwab U.S. Dividend Equity ETF (SCHD) $50.33
  • BP PLC (BP) $9.44
  • Vanguard Small-Cap Index Fund (VB) $2.85
  • Broadcom (AVGO) $18.51
  • Fidelity Government Money Market (SPAXX) $0.02
  • iShares Momentum ETF (MTUM) $0.23
  • iShares Dividend Growth ETF (DGRO) $26.42
  • Pepsico (PEP) $19.80
  • Coca-Cola (KO) $8.69

The total amount of dividends received this week was $136.86. All were reinvested except the Vanguard Small-Cap Index Fund (VB) distribution due to the fact I sold out of that position last week.

Buys/Sells

There was no buying or selling in the Roth IRA this week. In the Traditional IRA the following activity occurred:

  • Kroger (KR) bought 10 shares
  • iShares Momentum ETF (MTUM) sold out the position

My monthly contribution of $25 hit the taxable growth account in M1 Finance on April 1 and triggered the following buys:

  • Deere & Co. (DE) $3.63
  • Teladoc Health (TDOC) $2.51
  • Flir Systems (FLIR) $2.74
  • Baidu Inc. (BIDU) $2.74
  • Roku (ROKU) $1.80
  • Sea Limited (SE) $2.41
  • Square (SQ) $1.17
  • Iovance Biotherapeutics (IOVA) $1.51
  • PayPal Holdings $1.41

Overall there was not much activity on the buying and selling front this week.

Options Trading

It was also a slow week for options trading this week. Listed below are the transactions for the week:

  • AT&T (T) sold a covered call at a strike price of $34 expiring on 5/21/21 for a premium of $8.50 after fees.
  • Plains All American Pipeline (PAA) sold a covered call at a strike price of $11 expiring on 8/20/21 for a premium of $34.30 after fees.

A covered call for Verizon (VZ) expired out of the money on 4/1/21. Total options premium received this week was $42.80.

Account Updates

The Traditional IRA finished the week at $111,915 which is up $136 over last week.

The 401k finished the week at $6,432 which is up $40 over the previous week.

The Roth IRA finished the week at $353 which is up $3 over the previous week.

The taxable growth account with M1 Finance finished the week at $198. This is up $34 over last week but does include a contribution of $25. If you would like to see the holdings in this account you can here: https://m1.finance/MvvbI-KvPEe6 .

Wrap Up

The total combined dividends and options premium this week was $179.66. It is nice to a see a stream of income come into the accounts on a weekly basis. This “extra” money will be reinvested into the accounts to enable the accounts to grow. The growth account rebounded a little bit this week after being down quite a bit the past few weeks. Well, that’s about it for this week.

*Disclaimer – I am not a financial professional. The information shared here should not be considered financial advice. I am just a factory worker sharing my experience as I strive to achieve financial freedom. Before investing or making any financial decision do your own research and due diligence and consider seeking the advice of a financial and/or tax professional.

Here are some of the businesses that I use that I thought some of you might be interested in.

I use the free version on trackyourdividends.com. This is a quick an easy way for me to track my estimated annual income from dividends.

This image has an empty alt attribute; its file name is 2021-02-28-7.png

Lolli has a variety of stores that it is affiliated with and offers rewards for shopping at these stores. I use Lolli when I shop on Chewy and I get bitcoin as a reward. If you are interested in Lolli and want to help support the blog here is my referral link: https://www.lolli.com/share/XP7gxDgqC4

This image has an empty alt attribute; its file name is 2021-02-28-m1-logo.png
https://m1.finance/ktIiFeOI5zDr

I use M1 Finance for my taxable growth account. M1 Finance offers promotions for signing up. These promotions vary from time to time but is usually a $10 bonus. If you are interested M1 Finance and want to support the blog here is my referral link: https://m1.finance/ktIiFeOI5zDr

If you use the referral links listed above I could receive compensation. Please take the time to read the terms and conditions before signing up.

Published by Bill

I am just a blue collar factory worker trying to reach financial independence by spending less, earning more, saving and investing.

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