Well, it’s exactly one year of running my blog. My first post Wal-Mart – is it really the end of traditional stores? was about company, which was also my first (and successful) buy.
Summing up, I wrote 135 posts during my first year, mainly analysis of particular companies. It means that post was on average every 2.7 days. In my opinion it is appropriate frequency – what do you think?
Lately I started using Twitter to bring some more traffic, it goes in line with my expectations and number of followers is steadily growing (currently 43, but I launched it not long ago). Twitter is for me mainly a tool to inform you about new posts, read what’s going on and write my short thoughts. Here I would like to thank you my DGI friends for promoting my website/sharing my posts. Special thanks to (in no particular order) DividendHawk, DivHut, Dividend Diplomats – you help me on Twitter a lot by sharing my posts. So far there are 55 comments on my website – than you very much for all your (and not only yours, but it is hard to enumerate everyone) effort. I try to thank all in my blogroll (see more) if I see some value in cooperation. I hope I didn’t miss anyone, if so please let me know!
Coming to analysis of my investment performance we should note that market is at all-time-highs, so it is relatively easy to earn money. Difficulties will come when markets goes down. Anyway, let’s analyse briefly my investment performance.
|Company||Cost basis||Market value|
|Archer Daniels Midland||2,021||2,622|
We can see that so far so good! My “older” investments are strongly on plus, with average gain of WMT, ADM, AAPL, BEN of around 19%. Newer investments GILD and CAH are so far more or less neutral, but I believe in the long term potential. In fact it is hard to compare investment performance to the market due to different timing of my inflows (e.g. I keep AAPL for half a year, so comparing to YTD S&P500 is not appropriate), but definitely 19% rate of return on first 4 names is way above satisfactory level for me. Also we should add dividends to this performance. In 2016 I should collect $206 gross dividends. Not bad, but the most important is that:
- This amount should grow year by year
- Some of my investments (due to timing of buying) paid only 0-1-2 quarterly dividends, on 2017 assuming no new investments I expect gross dividends around $350, which is far better result!
I didn’t earn single dollar on my blog so far – that’s in line with expectations. The real value of my blog for me is knowledge about companies I wrote about and profits on my investments. In long term I assume there might be some adds on my blog, but first I need to build a recognizable brand and traffic.
Many of my DGI friends publish some targets for every year. Well, probably that’s good idea, but I don’t do it. I think it is sometimes unpredictable and why then should I say myself that I didn’t complete target due to some external factors? I mean, let’s assume that my target is to invest $15000 – $20 000 annually. Then if market is high and I see no opportunity to buy should I buy to complete my target? I do not think so J
I plan investing further, but with market at all-time-highs it is quite difficult. Maybe I will buy some European names, which sometimes looks cheaper. From US companies if I were forced to buy today I would choose Medtronic and Abbvie. I would also think about consumer related companies, especially KO, JNJ, PG, KMB – these names offer a significant yield and are after a noticeable drawdown. And obviously my top picks are GILD and CAH, but these are names I already have and I do not want to increase my exposure too much.
Summing up, let’s the DGI journey to continue!