Money in the Trough - March Dividend Stock Purchases - 2018

Alright, I know this is a late. I’ve once again been distracted by not only family health stuff, but work travel. You know how it is, work always gets in the way of the fun stuff.

Anyway, here are my March dividend stock purchases for your perusing.

This month I added some old standards (and have recently gotten my butt handed to me) and some new international companies. My dividend portfolio is much too USA centric and I really need to (and will) add some more foreign holdings.

This was another gigantic investment month. I have practically redeployed all the cash from my 401k that I was given the keys to last year. It’s been a very interesting ride.

If I had to rate my performance, I would only be able to give a satisfactory rating. While my goal is investing in sound, dividend growth stocks; I am underperforming the S&P500. I hate underperforming. On the other hand, I am soundly ahead of the S&P500 when it comes to yield – which I value much more highly than unrealized gains/losses.

New Buys - March 2018

Symbol	Company Name	Date/Time	Quantity	Buy Price	Comm/Fee	Total Cost	Yield	Income	Y Div	Q Div
XOM	Exxon Mobil Corporation	3/22/18	10	74.26	-0.33	742.60	4.15%	30.80	3.08	0.77
T	AT&T Inc.	3/22/18	20	35.74	-0.33	714.80	5.60%	40.00	2.00	0.50
KHC	Kraft Heinz Co	3/21/18	10	61.97	-0.33	619.70	4.03%	25.00	2.50	0.63
DIS	Walt Disney Co	3/15/18	6	103.90	-0.33	623.40	3.23%	20.16	3.36	0.84
XOM	Exxon Mobil Corporation	3/5/18	5	76.46	-0.33	382.30	4.03%	15.40	3.08	0.77
ABBV	AbbVie Inc	3/5/18	3	114.86	-0.33	344.58	2.47%	8.52	2.84	0.71
BEN	Franklin Resources, Inc.	3/28/18	10	34.34	-0.33	343.40	2.68%	9.20	0.92	0.23
DIS	Walt Disney Co	3/26/18	5	99.43	-0.33	497.15	3.38%	16.80	3.36	0.84
BEN	Franklin Resources, Inc.	3/22/18	10	37.32	-0.33	373.20	2.47%	9.20	0.92	0.23
WPC	W.P. Carey Inc. REIT	3/19/18	10	61.61	-0.33	616.10	6.56%	40.40	4.04	1.01
RHHBY	Roche Holding Ltd. (ADR)	3/15/18	25	29.06	-0.33	726.50	3.89%	28.25	1.13	1.13
KMB	Kimberly Clark Corp	3/14/18	5	110.79	-0.33	553.95	3.50%	19.40	3.88	0.97
BEN	Franklin Resources, Inc.	3/14/18	20	38.82	-0.33	776.40	2.37%	18.40	0.92	0.23
VTR	Ventas, Inc.	3/14/2018	20	49.45	-0.33	989.00	6.39%	63.20	3.16	0.79
T	AT&T Inc.	3/8/2018	37	36.71	-0.33	1,358.27	5.45%	74.00	2.00	0.50
NSRGY	Nestle SA (ADR)	3/7/2018	10	78.89	-0.33	788.90	3.19%	25.20	2.52	2.52
JNJ	Johnson & Johnson	3/7/2018	5	127.65	-0.33	638.25	2.63%	16.80	3.36	0.84
WBA	Walgreens Boots Alliance Inc	3/7/2018	5	69.86	-0.33	349.30	2.29%	8.00	1.60	0.40
DEO	Diageo plc (ADR)	3/7/2018	15	132.47	-0.33	1,987.05	4.27%	84.78	5.65	1.41
BTI	British American Tobacco PLC (ADR)	3/7/2018	15	58.70	-0.33	880.50	3.96%	34.86	2.32	0.58
RHHBY	Roche Holding Ltd. (ADR)	3/7/2018	35	29.99	-0.33	1,049.65	3.77%	39.55	1.13	1.13
PG	Procter & Gamble Co	3/6/2018	25	79.87	-0.33	1,996.75	3.59%	71.72	2.87	0.72
BEN	Franklin Resources, Inc.	3/6/2018	25	39.24	-0.33	981.00	2.34%	23.00	0.92	0.23
IRM	Iron Mountain Incorporated (Delaware) REIT	3/6/2018	25	32.09	-0.33	802.25	7.32%	58.70	2.35	0.59
CVS	CVS Health Corp	3/6/2018	15	67.86	-0.33	1,017.90	2.95%	30.00	2.00	0.50
PEP	PepsiCo, Inc.	3/2/2018	10	129.83	-0.33	1,298.30	2.48%	32.20	3.22	0.81
CLX	Clorox Co	3/2/2018	5	129.83	-0.33	649.15	2.59%	16.80	3.36	0.84
MMM	3M Co	3/22/2018	4	215.67	-0.33	862.68	2.52%	21.76	5.44	1.36
MMM	3M Co	3/22/2018	5	223.77	-0.33	1,118.85	2.43%	27.20	5.44	1.36
			∑ = 395			∑ = 24,081.88		∑ = 909.30

Symbol Company Name Date/Time Quantity Buy Price Comm/Fee Total Cost Yield Income Y Div Q Div

XOM Exxon Mobil Corporation 3/22/18 10 74.26 -0.33 742.60 4.15% 30.80 3.08 0.77

T AT&T Inc. 3/22/18 20 35.74 -0.33 714.80 5.60% 40.00 2.00 0.50

KHC Kraft Heinz Co 3/21/18 10 61.97 -0.33 619.70 4.03% 25.00 2.50 0.63

DIS Walt Disney Co 3/15/18 6 103.90 -0.33 623.40 3.23% 20.16 3.36 0.84

XOM Exxon Mobil Corporation 3/5/18 5 76.46 -0.33 382.30 4.03% 15.40 3.08 0.77

ABBV AbbVie Inc 3/5/18 3 114.86 -0.33 344.58 2.47% 8.52 2.84 0.71

BEN Franklin Resources, Inc. 3/28/18 10 34.34 -0.33 343.40 2.68% 9.20 0.92 0.23

DIS Walt Disney Co 3/26/18 5 99.43 -0.33 497.15 3.38% 16.80 3.36 0.84

BEN Franklin Resources, Inc. 3/22/18 10 37.32 -0.33 373.20 2.47% 9.20 0.92 0.23

WPC W.P. Carey Inc. REIT 3/19/18 10 61.61 -0.33 616.10 6.56% 40.40 4.04 1.01

RHHBY Roche Holding Ltd. (ADR) 3/15/18 25 29.06 -0.33 726.50 3.89% 28.25 1.13 1.13

KMB Kimberly Clark Corp 3/14/18 5 110.79 -0.33 553.95 3.50% 19.40 3.88 0.97

BEN Franklin Resources, Inc. 3/14/18 20 38.82 -0.33 776.40 2.37% 18.40 0.92 0.23

VTR Ventas, Inc. 3/14/2018 20 49.45 -0.33 989.00 6.39% 63.20 3.16 0.79

T AT&T Inc. 3/8/2018 37 36.71 -0.33 1,358.27 5.45% 74.00 2.00 0.50

NSRGY Nestle SA (ADR) 3/7/2018 10 78.89 -0.33 788.90 3.19% 25.20 2.52 2.52

JNJ Johnson & Johnson 3/7/2018 5 127.65 -0.33 638.25 2.63% 16.80 3.36 0.84

WBA Walgreens Boots Alliance Inc 3/7/2018 5 69.86 -0.33 349.30 2.29% 8.00 1.60 0.40

DEO Diageo plc (ADR) 3/7/2018 15 132.47 -0.33 1,987.05 4.27% 84.78 5.65 1.41

BTI British American Tobacco PLC (ADR) 3/7/2018 15 58.70 -0.33 880.50 3.96% 34.86 2.32 0.58

RHHBY Roche Holding Ltd. (ADR) 3/7/2018 35 29.99 -0.33 1,049.65 3.77% 39.55 1.13 1.13

PG Procter & Gamble Co 3/6/2018 25 79.87 -0.33 1,996.75 3.59% 71.72 2.87 0.72

BEN Franklin Resources, Inc. 3/6/2018 25 39.24 -0.33 981.00 2.34% 23.00 0.92 0.23

IRM Iron Mountain Incorporated (Delaware) REIT 3/6/2018 25 32.09 -0.33 802.25 7.32% 58.70 2.35 0.59

CVS CVS Health Corp 3/6/2018 15 67.86 -0.33 1,017.90 2.95% 30.00 2.00 0.50

PEP PepsiCo, Inc. 3/2/2018 10 129.83 -0.33 1,298.30 2.48% 32.20 3.22 0.81

CLX Clorox Co 3/2/2018 5 129.83 -0.33 649.15 2.59% 16.80 3.36 0.84

MMM 3M Co 3/22/2018 4 215.67 -0.33 862.68 2.52% 21.76 5.44 1.36

MMM 3M Co 3/22/2018 5 223.77 -0.33 1,118.85 2.43% 27.20 5.44 1.36

∑ = 395 ∑ = 24,081.88 ∑ = 909.30

My dividend portfolio has been updated with these buys.