At the start of each month I detail all the buy/sell activity here for each of my 3 individual stock portfolios: Loyal3, Roth IRA, and Taxable Brokerage accounts. It’s just one way I am chronicling my journey to financial independence here at Starting From Zero.
In addition to these 3 accounts, I also continued investing in my Thrift Savings Plan (TSP) again this month. Right now I’m contributing 4% of my base pay but may adjust this in the future. The majority of my investing will still be in my taxable and Roth accounts. The TSP is basically a 401k plan for federal employees including the military. It only offers index funds but does have probably the lowest expense ratios around, even lower than Vanguard. Right now I’m putting my contributions in the C Fund which mirrors the S&P 500 and the S Fund which is a small cap index fund. Since these deposits typically take a while to reach my account, I won’t be detailing those transactions here.
.528 shares of McDonalds (MCD) @ $94.69 per share=$50 invested.
Quick Hits: Although I wasn’t able to buy MCD at its low mid-month, I added some more to this position at a decent valuation.
No activity this month.
Quick Hits: Contribution limit maxed out until next year.
38 shares of Kinder Morgan (KMI) @ $38.92 per share=$1487.91 invested including commission.
Quick Hits: With KMI set up for projected 10% annual dividend growth over the next few years, I decided to double my position in the energy giant. Although I ended up raising my cost basis here, I still think KMI presents good value here when factoring in the upcoming consolidation of Kinder Morgan Partners (KMP) and Kinder Morgan Management (KMR) under KMI.
Full Disclosure: I am long all stocks mentioned. This post is not intended to be a buy or sell recommendation for any stock mentioned and is intended for educational/entertainment purposes only.
How was your October for investing? What do you think of my stock picks this month? Share with a comment below and thank you for reading!