hello everyone and thanks for tuning into the financial investor channel my
name is Brent and today we're gonna be going in covering m-1 finance we're
gonna be doing some trades I'm gonna try and make about three to five trades
today on Monday the 14th of January now I have about a hundred and fifteen
dollars and 38 cents that I normally invest every Monday plus I have four
dollars and 63 cents of dividends I'm gonna be rolling that into some stocks
that have X dividends coming up that way I'm able to compound my new capital my
dividends that I've been paid out in this past week by Altria back into my
portfolio capture some more dividends that are going ex-dividend that are
already part of my portfolio so that is what we're going to be doing so if you
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comments and let's go ahead and get into it
okay now I've jumped over to my m1 finance portfolio now from here I want
to go ahead and use my spreadsheet to find out which one of my stocks are
actually going ex-dividend here towards the remaining part of January or maybe
into February I may find some stocks that are actually going extabit in here
towards the end of January but I may actually be positive in those positions
and I don't really want to be reinvesting my capital and dividends
right now we're in a pretty suppressed market right now so there's a lot of
positions that I'm currently negative in and I want to be buying up those stocks
right now while they're already offering a nice discount versus reinvested into
stocks that are positive and you know I may need to add equity into them to
increase my position but I don't want to be increasing my unit cost average or
decreasing my yield on cost so what we want to do here while we have m1 fund
itself we want to just if you have your own spreadsheet here I have one
available over on my website it has a most of what I share here but I did add
a couple more columns and information as far as what
I like the track for my own stock market portfolio now I currently have this
sorted here by how long the company has been grown their dividend here but I
want to be looking in searching for stocks that are going extant here
towards the end of January here so I'm going to go ahead and just sort this buy
stocks that are going ex-dividend in here column 17 is the one so JP Morgan
and a few other so I'm just going to go ahead and load these companies up here
on my other tab and then we'll kind of go through them all together here so
let's go ahead and load these stocks up and then we'll cover each individually
okay so number one we had JP Morgan it actually doesn't have an X divot in here
coming up it looks like it may have already went ex-dividend so here towards
the bottom let's go ahead and zoom that says so towards the bottom we can see it
already went ex-dividend on the 3rd of January so this is a it wouldn't be one
I wanted to be reinvested into right now anyways I'm not really investing in the
financials right now Cisco Communications there's no
ex-dividend so again this one probably already went ex-dividend here in January
so we look January 3rd this one's already gone ex-dividend let's continue
one we have caterpillar I know right off the bat that my position over on m1
finance whoops that's my app I'm making my on m1 finance my position in
caterpillar I'm down right now fourteen point eight one percent but it used to
be down some 25 percent so this is actually a good position to be adding in
that is going ex-dividend here fairly soon I'm negative in that position that
could be one that I'd be lowering my unit costs average increasing in my unit
on cost plus caterpillar here it has been growing and paying out dividends
for the past eight years so it's not a super safe company as far as you know
recession-proof if we look at its dividend history here towards the bottom
let's see what happened 2010 so let's look at 2010 real quick on the chart
what happened in 2010 so all they did here between 2008 they used to pay 42
cents per sure during that Depression that took
place back in 2008 all they did was freeze out that dividend they froze it
at 42 cents until 2010 so caterpillar as a long-term investing
play it's a great growth company you know has some growth potential in there
plus it's has been growing its dividend there was a period there where it froze
its dividend at 42 cents but still if you're still receiving dividends through
a downturn you're buying back more shares of that company during the
downturn and after they'd recover from the downturn they just kind of pick it
back up then that is still considered a safe play there so caterpillar is one of
those I'm gonna go ahead and mark as one of the options I'm gonna be added into
here on Monday moving on to General Mills General Mills
had already went extended in here this is one that I've been adding to my
position so it went ex-dividend here on the 9th which I believe was Wednesday
this last week so it was Wednesday m+ right now currently General Mills is
actually positive now General Mills I've been buying that one up it's up nearly
10% from when I started purchasing this company so it's still not at the target
percentage that I want it to be but it is one of those positions I will wait to
see where it kind of adjusts I'll have more time to add more capital into that
and hopefully we have some sort of an opportunity to kind of buy into it in
the future next so I'm gonna go ahead and X out of General Mills because it's
already gotten extant and AT&T that's another one here that's going X Tibbett
in here in January this one's already gone ex-dividend again it went
ex-dividend here on Wednesday so I don't want to invest in this one a V a V is
one that was on my five stocks going X 17 next week it made it through the
whole record you know the screening process this was actually one but on the
14th with this which is already Monday I would have needed to buy this stock more
of the stock on Friday or prior so I will all my shares that I currently hold
will be eligible for those dividend payments in the future but if I were to
buy something right now on Monday it wouldn't be eligible for what I
purchased on Monday I wouldn't be getting those stocks paid out to me
inside of my portfolio so probably not worth I'll leave it on the list for
right now I may be able to buy at the press point
because on the ex-dividend date the stock loses X amount you know whoever
might just getting paid out that's how much has dropped out of the price so I
may be able to buy some more shares there ABM there's another one this one's
ran up quite nicely here just within the last a couple weeks this one's already
gone ex-dividend earlier this month we have lows lows is going ex-dividend on
towards the end of the month so here we have another position I'm pretty sure
I'm positive in this one too so if we move over and take a look here at Lowe's
Lowe's yeah I'm up in the position nearly 7.5 percent so I don't really
want to be added into that one either so that kind of leaves me with cat pillar
and a V so maybe now I have to go and drop into stocks that are going
ex-dividend here on the in February so now I have to load up all my February
socks in here we have Apple I know I want more shares of Apple right now SPG
Pfizer C Lockheed Martin Southern Company
we have Edison International I believe I'm down in that position Johnson &
Johnson that one's a buy right now we have triple M that's another one here
within the portfolio and there we are okay so we bring up Apple Apple I know I
am down in the position I believe I'm good
I'm down a good little portion here so if we look at Apple Apple I'm down 16%
in that position that would be a great time to be buying more of this one
SPG I'm up in that position just slightly not something I want to add to
so I'm gonna go ahead and get rid of it Pfizer I'm up in that position as well
so I'm not going to be adding any more shares the Pfizer Plus I believe I'm
already at my my my target cap of what I want to invest into Pfizer right now so
I'm gonna go ahead and close out of that one Lockheed Martin that one let's see
if I'm positive or negative Lockheed Martin I'm negative 15 percent so that
Lockheed Martin will be a good one southern company southern company I am
currently up in the position slightly I will go ahead and knock that one off
Edison and international if we look at Edison International
let's go ahead and check out Edie where are you now Edison or natural I'm down
slightly in that position and then Johnson and Johnson if we look at
Johnson and Johnson here on the list we should be I believe negative so we are
negative seven percent so we have Apple Lockheed Martin Johnson triple them
caterpillar and a V so I'm not going to be added into a V that is not going
ex-dividend right now but I do have Apple one two three four five six so if
I were to knock out one of these let's see which one is offering the the lowest
dividend yield would be Apple but it is a great buying opportunity right now
okay so now we got to the spot where now I found six stocks I want to be added
into in my portfolio here in the future I already hold them the reason I am
adding into these positions is because I already believe in the company
I'm already invested in the company I don't really have to look at their
current financials I'm invested for them for the long term but I am taking the
advantage of their current dip I'm taking advantage of their upcoming
ex-dividend do you buy more of these shares with my my equity being invested
I'm gonna be lowering my unit cost average I'm gonna be increasing my unit
on cost my yield on cost I'm gonna be increasing my future dividend payouts so
what I am going to be doing is now looking at the target of let's go ahead
and sort these by positions so Apple four point three out of five so that
one's okay I could be invested in that one I'm not overweight Lockheed Martin
that ones currently three point nine out of three so that one's a little bit
overweight I'm gonna drive that one to my right so that one's on my overweight
side Edison International Edison International it should be Edie I am not
overweight in that one that one still wanting to add more position to Johnson
and Johnson I'm still on a more add more position to Triple M let's go ahead and
look for Triple M should be here did you did to do up towards the top because it
uses the numbers there so I'm not overweight in that position and then
caterpillar is my last and final Saucon I'm slightly so three point nine
and Caterpillar and Caterpillar offers our 2.64 as Lockheed Martin offers a
3.17 so I'm gonna just go ahead and knock off caterpillar so my five socks
are gonna be buying here on Monday our Apple Edison International Johnson &
Johnson Triple M and Lockheed Martin so those are my five stocks so what I'm
going to be doing here now is taking my hundred and fifteen dollars and 38 cents
adding my current cash on hand of a hundred and twenty dollars and one cent
divide it by five because they're going to be buying in the five stocks and it's
going to be twenty four dollars into each one so let's go ahead and move into
these first ones so I'm going to go ahead and select triple M so the first
one I'm going to be buying into is triple M I'm gonna go ahead and select
it click buy put in twenty four dollars and confirm and confirm okay that is
done next we're gonna go ahead and move back to the portfolio we're going to go
ahead and select Apple go ahead and select buy and $24 continue and confirm
and then we're gonna go ahead and select Edison International let's go ahead and
select Edison International and buy into this one as well
twenty four dollars and continue and confirm and then we have Lockheed Martin
let's go ahead and select Lockheed Martin here
Lockheed Martin so this one was one of my ones here I'm over waiting but it
does offer a slightly higher dividend yield so I'm gonna go ahead and invest
in this one I'm already invested Lockheed Martin is not a bad company
right now it's in a great position so that one is my fourth and then my last
and final one is Johnson & Johnson here Johnson & Johnson where is it I just saw
it Johnson & Johnson
okay so I have done $24 four times right now and whoops 24 plus 24 so I'm at $96
currently and one hundred and fifteen dollars and 38 cents plus four 63 so I
need minus 96 $24 and one penny one penny in here one
penny 24 dollars and one cent and that should give me total orders of a hundred
and fifteen got a head of head and continue and confirm and there we go if
we go check out our estimated this is going to show us that we're buying four
dollars and sixty-five cents of stock but we've actually selected let's go
ahead and bring the calculator 24 dollars plus 24 plus 24 plus 24 plus 24
0.01 is a hundred and twenty dollars and one cent which is our hundred and
fifteen dollars and 38 cents plus our current capital four dollars and 63
cents sitting in the portfolio for a total of 120 dollars and one cent so
those are the five stocks I am going to be adding and buying into my portfolio
that are going ex-dividend here in the future by adding to those positions
those positions will have their unit cost average decrease will be increase
in my yield on cost for the total portfolio will be increasing my total
future dividends that are going to get paid out again these are going to be
going ex-dividend which means I'll be earning those dividends and then those
dividends will get paid out to my count and then next week I'll do this whole
same process of what stocks are going ex-dividend in the next week and then
bind to those stocks and making sure that I'm invested in the companies that
I'm currently my actual equity percentage is below target now I only
invest in the one company right now where my equity percentage was slightly
higher than my target percentage about the same time it is a great company that
was Lockheed Martin and has a really good future for 10
good dividend payout you know it's offering a three point one seven percent
dividend yield a low payout ratio of 51.1% and dividend growth there for the
past 16 years so those are the five stocks I am buying this coming week
what are your guys's stock see you guys are buying if you guys want to share
those in the description below go ahead and drop them in there and of course if
you did enjoy the video hit that thumbs up button below subscribe to the channel
and of course if you have any comments questions going over the video personal
finance stock market let me know in the comment section below and that is it
thank you all for tuning in I will see you next time have a great day bye
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