The S&P 500 index, Dow index and Nasdaq index were all down this week. Most of my accounts were down for the week except one which barely managed to finish in the green for the week. Investing wise, it was a slow week. Personally, it was a busy week. Let’s check out the details for my week!
Dividends
The following dividend was received in the Traditional IRA this week:
- Enterprise Products Partners (EPD) – $45.10
This dividend is pending reinvestment into the underlying position.
The following dividend was received in the taxable brokerage account this week:
- Deere & Co. (DE) – $0.04
This dividend was deposited into the core account to be reinvested at a later time.
The total amount of dividends received this week was $45.14.
Buys/Sells
The following buys were made in the Traditional IRA this week:
- Vanguard Total Stock Market Index ETF (VTI) – 0.5 shares
The following buys were made in the Roth IRA this week:
- Vanguard Growth ETF (VUG) – 0.031 shares
- Schwab U.S. Dividend Equity ETF (SCHD) – 0.063 shares
- Nationwide Risk Managed Income ETF (NUSI) – 0.702
- Amplify CWP Enhanced Dividend ETF (DIVO) – 0.134
No sells were made this week.
Options Trading
The following options trades were made this week in the Traditional IRA:
- AT&T (T) – bought a closing transaction expiring November 19, 2021 for a premium of -$1.02 including fees.
- AT&T (T) – sold a covered call at strike price of $27 expiring December 17, 2021 for a premium of $10.42 after fees.
The total options premium received this week was $9.40.
Account Updates
The Traditional IRA finished the week at about $121,068. This is down -$601 from the previous week.
The Roth IRA finished the week at about $1,254. This is up $3 over the previous week.
The 401k finished the week at about $9,824. This is down -$38 from the previous week.
The taxable brokerage account finished the week at about $378. This is down -$7 from the previous week.
The little bit of bitcoin that I have finished the week at just $30. This is up almost $2 over the previous week.
The total amount invested is now about $132,554. This is down -$641 from the previous week. You can see all of the positions in my portfolio by clicking here or on “Portfolios” in the menu.
Wrap Up
The total amount of dividends and options premium received this week was $54.54. Like I said in the opening it was a slow week of investing. Overall it was a down week for the accounts and only a small amount of income was generated. Weeks like this will happen. In the long run the accounts and the income produced from the accounts will grow. On the personal side, I received the payment from the insurance company for the car accident. I was able to use this money to purchase a used vehicle outright. I no longer have a car payment which is a very good thing. That about wraps it up for this week. Thanks for following!
On a side note, I have added a Recommended Resources in the menu. It currently is a work in progress. It will contain blogs and YouTube channels that I enjoy as well as some sites that I use. I hope you take the time to check it out.
*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.
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 in M1 Finance and want to support the blog here is my referral link: https://m1.finance/ktIiFeOI5zDr
Varo Bank is one of the banks that I use. From time to time the bank will run promotions. Currently, you can earn up to 3% on your savings with Varo, if you meet certain requirements. If you are interested in checking it out, here is my referral link: https://bank.varomoney.com/signup?r=William360
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.
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.