Wednesday, December 31, 2014

What's in a name?

Alpha Target is the name of this blog. It is a statement and a reminder.
The 'Alpha' part refers to anything that represents high value. In finance, alpha also refers to a technical risk ratio that shows you the out/under-performance of a portfolio against a benchmark.

The 'Target' part refers to the fact that it is a goal, a goal that changes over time. This includes the re-evaluation of goals and the reminder to keep your focus whilst moving forward step by step.

Sunday, December 28, 2014

Dividend Income Update - December 2014

December 2014 Dividends Received:
  • Aflac Inc (AFL) - $15.69
  • American Realty Capital Properties (ARCP) - $61.05
  • British Petrol (BP) - $150.00
  • Conoco Phillips (COP) - $37.89
  • CSX Corp (CSX) - $19.20
  • Chevron Corp (CVX) - $58.85
  • Ensco PLC (ESV) - $94.52
  • IBM (IBM) - $17.60
  • Johnson & Johnson (JNJ) - $35.00
  • Coca-Cola Co. (KO) - $50.44
  • Lorillard (LO) - $43.05
  • Mattel Inc (MAT) - $24.70
  • McDonald's Corp (MCD) - $40.86
  • Realty Income Corp. (O) - $26.32
  • Pfizer (PFE) - $27.10
  • Southside Bancshares (SBSI) - $24.00
  • Target (TGT) - $79.78
  • Unilever (UL) - $17.94
  • Visa (V) - $9.60
  • Walgreen Company (WAG) - $30.38
  • Wisconsin Energy Corp (WEC) - $15.21
  • Exxon Mobil Corp (XOM) - $48.30
Total dividends received during the month of December: $927.49

Total dividends received so far in 2014: $4,777.01

Projected forward yearly dividend income: $7,609.04

Projected forward average monthly dividend income: $634.09
Portfolio market value: $224,037.20

Monday, December 1, 2014

Dividend Income Update - November 2014

November 2014 Dividends Received:
  • Apple (AAPL) - $26.32
  • American Realty Capital Properties (ARCP) - $60.47
  • Cracker Barrel Old Country Store Inc (CBRL) - $19.00
  • Colgate-Palmolive Co (CL) - $12.96
  • Clorox Co (CLX) - $22.20
  • CMS Energy Corp (CMS) - $21.60
  • Deere & Co (DE) - $15.00
  • General Mills (GIS) - $15.99
  • Kinder Morgan, Inc (KMI) - $56.69
  • Realty Income Corp. (O) - $26.22
  • Omega Health Care (OHI) - $93.08
  • Procter & Gamble (PG) - $25.40
  • Starbucks (SBUX) - $16.00
  • Seagate (STX) - $21.60
  • AT&T (T) - $36.80
  • Verizon (VZ) - $33.00
Total dividends received during the month of November: $502.34

Total dividends received so far in 2014: $3,849.53

Projected forward yearly dividend income: $7,470.10

Projected forward average monthly dividend income: $622.51
Portfolio market value: $215,525.25