Dividend Ten

Freelance & personal finance journal

Month in Review

Portfolio Update – July 2016

Dividend Ten Portfolio Update June 2016

Well, apparently I’m just on a little mini-blogging rampage here with two posts in one day.

Anyway, let’s take a look at the portfolio over the past month.

As of this writing, the current value of my portfolio stands at $91,005.00, which is a 9.46% increase over last month’s total of $83,137.35.


Overall, July felt like a solid month. I’m finding it hard to find any bargains, and still holding a lot of cash on the sidelines.

That said, I did have a chance to enter into 3 new positions mostly at what I thought was fair value – BRKB, INTC, and GE. I also sold off my (in retrospect) rather ill-conceived purchase of GILD last month after earnings, while just making it out with the narrowest of profits, and after taxes, will essentially break even.

Next month I’ll seek to keep the momentum up, and take the portfolio into the six-figure mark for the first time. More than likely I’ll seek to add to positions I already have because without a doubt, these are ones that I feel like I understand and believe in. I’m not too much in a hurry to build more positions, and if anything, I think having too many positions will make it far too complicated to keep track of everything and really understand at a good level what’s going on with each. That said, I am looking at the following new additions possibly next month:

  • V
  • KMI
  • AAPL

Additionally, I hope to add somewhat opporunistically to some of my newer positions like GE.

While income is the name of the game, capital appreciation is also important. Currently my portfolio is outperforming the S&P by +6%, By far my best performing investment has been NVDA (up 95% since purchase less than a year ago) which continues to crush it from a capital appreciation perspective.


So that’s it for now – I’ll update my current portfolio total to reflect this updated information.

Thanks for stopping by!




  1. Congrats on month over month value increase! Great Job!

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