Jul 2015 – Portfolio Review (+ 20.70%)

Dividends earned in July 2015 = $244.80 * (Total dividends YTD = $1,826.46)

* Total dividends were a combination of a $240 regular distribution + $4.80 interest.

YTD Performance
Dividend Project Investment Portfolio = + 20.70 %
S&P 500 Index = + 2.18 %

I use S&P 500’s closing values right from the source… Standard and Poor’s website.

What The Market Gives… It Can Take Right Back…

July 2015 was a great month for my portfolio, with many of my stocks reporting earnings. If you want to read how my companies did… jump over to this post.

In July, my portfolio hit a record + 20.7 % return YTD. This is amazing, but the year isn’t over yet and the only thing I know for sure is that no one can predict what the market will do.

Already in the start of August, the market has been so volatile with news out of China about their currency devaluation.

At the end of the day, my results validate that my strategy is working and that is what’s important. At the time that I write this, my portfolio is up only 16-17 %… so the only fact out there is that the market can take back every dollar it gives.

We need to remember to control our emotions and stick to a strategy that will work to our favor over the long run. We buy great companies when the market discounts them and make our decisions based on the results of the underlying businesses, not based on the crazy and irrational buying and selling of the market.

I Bought Disney

On August 5, 2015 I posted that Disney is presenting a buying opportunity and that I’d be watching for an entry.

On Aug 11, I bought a 2017 call option with a $130 strike. At the time, Disney’s stock was between $109 – $110 and DIS closed at $107.52 today.

Had I known I could’ve paid better price I would have waited, but I know it’s impossible for anyone to know that so……………. going back to following a disciplined strategy… you buy great companies when the market discounts them and hold them over the long run.


Good luck with your investments and I hope you decide to subscribe and follow my blog!