November L3 Portfolio Progress

Last week I acquired 10 positions over at Motif investing. I received some great feedback on my purchases and I was happy the DGI community signed off on my investment. As some of you already know I have been trying to pursue another career path and was given a great opportunity to work for a fast growing company. I was hired as the Development Operations Specialist and I will be in charge of testing new software and programs developed by the programmers. I will be starting next Wednesday and my main focus will be trying to learn all the job duties as quick as possible. I am definitely excited to be learning new skills that will bring more value to me as an employee.
I noticed that the market was selling off a bit lately and it’s no surprise that energy stocks are becoming more attractive. I will be looking to dollar cost average into all 10 companies in my Motif investing account. The problem is I have to wait to get paid! I am running low on capital at the moment and part of this is due to Christmas shopping. It’s no surprise that December will be my most expensive month of the year because I do like to buy nice things for my family. However I will be holding myself accountable so that I don’t entirely blow my budget and emergency fund. I opened up a Chase Credit card that requires you to spend $500 in order to earn that a $200 bonus. So I decided I would spend the $500 on gifts, but after the bonus I would only be spending $300. Not bad for a Christmas budget! I am sure I will be spending more, but at least I got the bulk of my shopping done with that credit card.
My Loyal 3 portfolio keeps rewarding me and I am glad I picked a healthy bunch of stocks. Here are the Gains/Losses for the L3 portfolio as of 11/30/14

October 2014 Loyal3 Gains and Losses

On a monthly basis I will be keeping track of the gains and losses for the Loyal3 portfolio. This will help keep track of how well that portfolio is doing on a monthly basis. I can also see which stocks I could dollar cost average into for the future. The Credit Card total is included because this is how much free cash I have received just by making all the purchases. The Dividends total includes the year to date dividends that I have received.

Portfolio Winner of the Month - DR. Pepper and Snapple Group (DPS)

Portfolio Loser of the Month - Mattel (MAT)

*My goal for November is to dollar cost average into Mattel and Viacom so that I can buy up more shares at a lower price.

Company		Value	Cost	Loss/Gain
DPS		229.57	200	14.79%
HAS		56.89	50	13.78%
AAPL		885.91	800	10.74%
TWX		106.91	100	6.91%
MSFT		106.29	100	6.29%
PEP		259.45	250	3.78%
VFC		103.29	100	3.29%
DNKN		356.12	345	3.22%
SBUX		205.13	200	2.57%
HSY		153.78	150	2.52%
WMT		453.76	450	0.84%
DIS		502.42	500	0.48%
KRFT		451.06	450	0.24%
KO		700.42	700	0.06%
YUM		298.63	300	-0.46%
K		341.84	350	-2.33%
MCD		780.79	800	-2.40%
Bud		48.72	50	-2.56%
MDLZ		96.06	100	-3.94%
UL		757.55	800	-5.31%
VIAB		130.67	150	-12.89%
MAT		297.68	350	-14.95%
					GAINS
Total Without Dividends		7322.94	7295	0.38%	$     27.94
Dividends/ Market Value		24.34	7347.28	0.72%	$     52.28
Dividends + CC Rewards		109.43	7456.71	2.22%	$  161.71
Real Market Value which included the reinvested dividends.