This week there was not much activity in the accounts. I did receive a fair amount of dividends this week. The markets pulled back this week. With the markets down this week, let’s take a look at what happened in my accounts and see how the accounts fared.
This week I received the following dividends in the Traditional IRA:
- Enterprise Products Partners (EPD) – $29.54
- Plains All-American Pipeline (PAA) – $18.38
- Realty Income Corp. (O) – $11.89
- AbbVie Inc. (ABBV) – $39.81
In the taxable growth account I received the following dividend this week:
- Deere & Co. (DE) – $.01
The combined total for dividends received this week was $99.63. The dividends from PAA and DE were deposited into the accounts to be redistributed later. The rest of the dividends were reinvested into the underlying companies.
This week I bought 1 share of Fidelity MSCI Information Technology ETF (FTEC) in the Traditional IRA. This was the only buy this week. There were no sells this week.
There was no options trading this week. I have several calls/puts on that expire at future dates. I did try to sell a covered call on one position this week but could not get the strike price, expiration date and premium to line up for a trade that I would be comfortable with. I am learning, or a least trying to learn, to be patient with my options trading. Trading just to make a trade usually does not work out well for me.
The Traditional IRA finished the week at $115,115. This is down over last week by -$954.
The 401k finished the week at $7,073 which is down -$78 from the previous week.
The Roth IRA finished the week at $476 which is down -$8 from the previous week.
The taxable growth account finished the week at about $224 which is down about -$13 from the previous week. I did change some of the allocations in this account. You can check out the this account here: https://m1.finance/oWwP6CWOVtiO .
The total amount invested across all accounts is $122,888 which is down -$1,053 from the previous week.
The combined income this week from dividends and options premium was $99.63. This week was a decent week for dividends. It was a slow week for buys/sells and options trading. All of the accounts were down this week. Overall, the accounts were down less than 1% combined. This was not too bad considering the major indexes were down over 1% for the week. Down weeks do bother me. Ten years from now the accounts should be much higher than now and this week will just be a blip that I won’t even remember. Well, that wraps it up for week. Thanks for following!
*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 or 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.
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. Who doesn’t want free bitcoin! If you are interested in Lolli and want to help support the blog here is my referral link: https://www.lolli.com/share/XP7gxDgqC4
I use M1 Finance for my taxable growth account. M1 Finance offers promotions for signing up. At the time of writing this post, the promotion is for $30. 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.