Ha! “Recent buys.” Am I doing this right?
So as I mentioned in my last post, I purchased several more stocks after my first one, which was for Coca-cola!
The research behind these was essentially the same, meaning I stood on the shoulders of some of the DGI Giants in our circles and moved forward based on their hard work. I’m thinking that my next stock purchase will take some actual hard work and due diligence on my part, so I’ve already started putting some legwork into that. But meanwhile, I figured I’d update on what I actually got going.
Please excuse the smaller number of shares. I realize some of you have 10X or more what I have here, but remember I’m just getting started:
5X UNP @ $97.5899 for $494.95
5X WMT @ $73.5599 for $374.80
5X MMM @ $156.719 for $790.60
5X PG @ $82.379 for $411.90 (this was a free trade)
So, as you can see on my portfolio page (which I promptly updated after buying up the stock for Proctor & Gamble), I have updated my total stock equity amount to $2,460.35 from $2,048.40. My trades for UNP, WMT and MMM all came with the $7 trade fee from Scottrade, but luckily my referral situation finally got figured out. I had signed up through a referral link but something went wrong in the process. All it took was a quick call to customer service and they were quick to help me out (very nice!). So now I have two more free trades to make within the next 30 days!
I’ve also added another $2,500 to my Vanguard SEP IRA which brings its value to about $15,270!
All these recent moves have pushed me over the $40k mark in combined brokerage + investment accounts, which is … such a good feeling.
I think as I move toward the $50k mark, my goal is to start adjusting my portfolio to include a higher percentage (which currently sits at 0%) of both bonds and international stocks. Most likely, I’ll go with the Vanguard index funds that track both those markets.
As always, your input is appreciated!