Life as an Expat Investor
These are my recent purchases for the month of September.
1) United Technologies Corporation (UTX) provides technology products and services to the building systems and aerospace industries worldwide.
P/E: 16.64 compare to industry P/E at 19.49
Dividend Yield: 2.20%
Dividend History: Over 40 years of paying dividends and slowly increasing.
52 week low: $102.21
I have initiated a buy of 30 shares at $105.00, Total: $1,582.14
Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Cash | $22,200 (+9,071) | CC Debt | $129 (+$685) | |
| Saving | $42,140 (+500) | Home Mortgage | $95,382 (-$201) | |
| Taxable Investment | $205,324 (-$2449) | Rental Home | $59,227 (-$144) | |
| Retirement | $128,931 (-$2,240) | |||
| Personal & Rental Home | $253,000 (-$17,668) | |||
| Lending Club | $11,554 (+105) | |||
| Total: | $662,949 (-$12,681) | $154,738 (+1,030) | $508,211 (-$11,651) |
Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Cash | $12,929 (-$5,717) | CC Debt | $814 (-$814) | |
| Saving | $41,640 (-$217) | Home Mortgage | $95,583 (-$200) | |
| Taxable Investment | $207,773 (+$10,398) | Rental Home | $59,371 (-144) | |
| Retirement | $131,171 (+$5,051) | |||
| Personal & Rental Home | $270,668 (-$23,708) | |||
| Lending Club | $11,449 (+606) | |||
| Total: | $675,630 (-$13,607) | $155,768 (+470) | $519,862 (-$14,077) |
We’re in the middle of august and I have recently purchase several stocks.
Here is what I bought:
(RIG) Transocean - This stock has a P/E of 9.23 compare to the industry which is 16.43. RIG forward P/E is 11.77, with a 5 year PEG of 0.86. Their forward annual dividend rate is 3.00, forward annual dividend yield is 6.60%, and payout ratio is 53%.
Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Cash | $18,646 (+$2,494) | CC Debt | 0 (-$4,598) | |
| Saving | $41,857 (-$30,468) | Home Mortgage | $95,783 (-$199) | |
| Taxable Investment | $197,375 (+$22,938) | Rental Home | $59,515 (-$143) | |
| Retirement | $126,120 (+$9,398) | |||
| Personal & Rental Home | Zestimate: $294,396 (+$18,281) | |||
| Lending Club | $10,843 (+$517) | |||
| Total: | $689,237 (+$23,203) | $155,298 (-$4,940) | $533,939 (+$28,398) |
So I decided to initiate 2 more buys for July. I end up buying (DE) Deere & Company & (MCD) McDonald. I bought these in a recent dip.
(DE)
When analyzing this stock the P/E is at 9.51, compare to (CAT) 17.85, compare to industry 17.53. As you can see De is cheaper than Cat and the industry that it serves. De has a forward P/E of 11.31, with a 5 year PEG Ratio of 1.29. Their forward annual dividend rate is 2.40, forward annual dividend yield is 2.60%, and payout ratio 22%.