The muse of the blog – Pretty beautiful relaxing and reading a little book.
Today I will advance the post of the end of the month because it is Sunday and I am calm to post.
I do not know how the stock exchange market is right now, whether it’s 35k or 50k. I have also been more detached from looking at the variation of my equity because as it is 100% in stocks is very difficult, anyway, buy and hold was not made for the human being.
I made an interesting experiment this week, erased my Google Finance portfolio and started re-registering all purchases and sales according to my brokerage notes since mid-2013. The result was very good, I found some stocks I had and did not know ( I thought I had already sold it) but they were rented and returned only recently.
I checked all the notes with the CIE statement and also with the extract from the BTC and they really were not beating and not even with the Bastter System or the application of the BMF Bovespa application that I have in cel. Google finance adds dividends in cash and this is very cool to keep up with, another good thing is that it does an automatic split of shares and the number of them gets organized quite right according to the date of purchase.
So this is a good tip I give now: USE GOOGLE FINANCE! Learn to register ALL stocks THERE! Including sales! It closes the position right and you see that it’s really closed and it’s all sold out. The good thing about it is that I found some stocks of bad companies that I thought had gone, no problem I sold everything again and the orders were accepted.
I retired 3 companies from my portfolio: TARPON, ETERNIT and LOPES BRASIL. Of these I was only a little annoyed with eternit, it was a company that I liked and believed, but it really got worse, and I was not feeling well to continue on that papyrus. The Tarpon I entered very small still well and it did not yield what I expected, the profits only fall although it does not have debts and Lopes Brazil worsened totally for some time (I thought that it had sold in fact but they were rented).
I could be very annoyed but I really let go and I will leave with a beautiful loss in the three, on the other hand the money that yielded of these 3 sales (8k) I will use to buy Porto Seguro that this yes is an excellent company and I saw that the quotation Is bordering on the 26 reais and my average price on it is 31 reais, it is logical that this ridiculous price will go up again and I will have bought 8k from it at 26 reais which are not bad at all, let this Mad Market play the quotation To the bottom that I use to increase my patrimony, and as it is the Porto Seguro I am very calm, EVEN.
Now let’s talk about what’s good, dividends. Will be very good to increase my number of shares of the wallet, there goes:
EZTEC = R $ 5668. Yes, that’s my biggest stock position and I’ve never received so much money from a company in one go. Excellent.
Odontoprev = R$ 308. That never surprises me, clock.
Being Educational: R$ 173. This one I was with a silly medina, but I’m calm.
CETIP: R$ 127. This is a jewel that will say goodbye to bovespa, but I am inside the BVMF3, then quiet in both.
Itaú: R$33,00 Soft. That usual little monthly.
Totvs: R$115. It closed 2015 half pump. I will not give up.
Hering: R$273. Also without new contributions. SSS falling.
Grendene: R$ 374. This is another jewel of bovespa.
Mahle Metal Leve: R $ 344. From average to good. I’ll bring it easy, small. No scares or shots.
Banco do Brasil: $ 429. My second biggest position in the stock market, losing only to Eztec. I started buying a lot because I was dazzled sardine looking at PL and for dividends. I will not contribute more, pay good dividends, follow the game.
Tractebel: R$ 81. The best electric from bovespa in my opinion. Everything under control, providing normal.
São Carlos: R$ 301. Who believes reaches. I like it. Providing normal.
This month of May 2016 came overwhelmingly.
In total R $ 8232.00 of dividends and a few more BTC taps that are not worth adding up. Result mostly due to Eztec who distributes the dividends annually, so the joy will not be monthly. The strength of compound interest begins to show its volcanic strength and I am very happy to see it, it seems that day would never start to smile at me. Even removing Eztec from the result I had almost R $ 3,000 of dividends this month, which is higher than the salary of many people here in Brazil. With these $ 3 thousand I could pay my health plan, condominium, cell phone, the internet, supermarket and gasoline and still more. So that’s the plan.
DY ON COST: 1.23%
DY TOTAL: 1.21%
in U$: the US 2,280 (total free of taxes)
The wallet had a nice low down due to the fall of BBAS. I have long wanted to get rid of this portfolio volatility but it is difficult because the BBAS position is still very high. I hope I can ease this over the course of the year and be calmer. In the middle of the month when I receive my salary I will buy LFT 2021, NTNB2035 main, Porto Seguro, HGRE11 (fii) and maybe BR Foods, otherwise, this one will stay for another month.
Personal life is still the same, a lot of work, wanting to study more English for one day to emigrate from Brazil, reading new books (later I comment here) and trying to be calmer with the political and economic climate of Brazil (I’m applying stoicism here).
Let us continue in the struggle for a better life, studying, working, saving and contributing.