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.
1.0686 shares of McDonalds (MCD) @ $93.58 per share.
.5314 shares of McDonalds (MCD) @ $94.10 per share.
1.0668 shares of McDonalds (MCD) @ $93.73 per share.
2.5164 shares of Coca-Cola (KO) @ $39.74 per share.
.8351 shares of Target (TGT) @ $59.87 per share.
1.3354 shares of Wal-Mart (WMT) @ $74.88 per share.
1.3204 shares of Wal-Mart (WMT) @ $75.74 per share.
Quick Hits: With too much time spent on school work this past month, I only made some small purchases through this account throughout the month. I plan on continuing to dollar cost average into KO anytime the stock dips below $40. With WMT, MCD and TGT all presenting good value at different times throughout the month I also continued dollar cost averaging into those stocks.
.539 shares of RDSA @ 80.54 per share=$43.41. Realized gain of $4.71.
Quick Hits: I currently hold both my taxable brokerage and Roth IRA through my bank’s brokerage service. They recently converted their brokerage service to a separate company and any holdings that were less than 1 share were automatically sold. Since dividends from Royal Dutch Shell’s class B shares (RDSB) can only be reinvested into class A shares (RDSA), this is how I ended up with a a fractional amount.
No activity this month.
Full Disclosure: I am long MCD, KO, TGT, WMT and RDSB. 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 August for investing? What do you think of my stock picks this month? Share with a comment below and thank you for reading!