The markets seen a bit of a dip early this week but rallied back strong to finish the week up over the previous week. My accounts pretty much followed along and finished the up too. Let’s check out the details below!
This week I received the following dividends in the Traditional IRA:
- Verizon (VZ) – $64.60
- AT&T Inc. (T) – $59.75
- JP Morgan Chase & Co. (JPM) – $4.56
- CVS Health Corp. (CVS) – $25.69
- Bristol-Myers Squibb Co. (BMY) – $19.59
- Lowes Companies (LOW) – $12.19
The dividends from Verizon and AT&T were deposited into the core account to be reinvested at later time. Both are sizable positions in my account and I want to allocate the funds from these to other assets in my account. The other dividends were reinvested into the underlying positions.
The following dividends were received in the Roth IRA this week:
- Amplify CWP Enhanced Dividend ETF (DIVO) – $0.08
- JP Morgan Equity Premium Income ETF (JEPI) – $0.28
These dividends were reinvested into the underlying positions.
The total amount of dividends received this week was $186.74.
The following buys were made in the Traditional IRA this week:
- Vanguard Total Stock Market Index Fund (VTI) – 0.085 shares
- Kroger Co. (KR) – 2 shares
I continue to slowly increase the number of shares I own of Kroger. It won’t be too much longer until this position is at 100 shares.
The following buys were made in the taxable brokerage account this week:
- Amazon (AMZN) – 0.00359 shares
- Schwab U.S. Dividend Equity ETF (SCHD) – 0.18761 shares
Both of these positions are new to the taxable brokerage. I added Amazon to keep with the growth theme but with less speculation than many of my other positions in this account. I added SCHD to provide some stability and income from dividends to help the account grow.
No sells were made this week.
The following options trades were made this week in the Traditional IRA:
- XL Fleet Corp. (XL) – bought a closing transaction on a covered call expiring on August 20, 2021 for a premium of -$92.68 after fees.
- XL Fleet Corp. (XL) – sold cash secured put with a strike price of $7.00 expiring on November 19, 2021 for a premium of $143.31 after fees.
The total options premium received this week was $50.63.
The Traditional IRA finished the week at $118,184. This is up $323 from the previous week.
The Roth IRA finished the week at $709. This is up $10 from the previous week.
The 401k finished the week at $8,349. This is up $16 over the previous week.
The taxable brokerage account finished the week at $331. This is up about $31 from the previous week. This total includes the regular monthly contribution of $25.
My small amount of bitcoin finished the week at $17.30. This is up $1.22 from the previous week.
The total amount invested across all accounts is $127,592. This is up about $382 over the previous week.
The total amount of dividends and options premium received this week was $237.37. I am still excited to see the growth in these accounts both in overall value and income. When I decided to take control of my financial life a little over a year and half ago I was really nervous about investing. As time goes by my confidence grows as I see my plan working. I am so glad I started on this journey and I would encourage others to take charge of their financial life too. That about wraps it up for this week. Thanks for following along!
*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 $50. 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.