Adding Positions to Some of My Holdings

I’m not using DRIP anymore because the cost basis was way higher than I would have bought, so I’ve decided to add at least 100 shares every year to the following stocks on my own when there is a price weakness. It is basically a DIY DRIP that I control at prices that I’m happy with. I have enough free trades to use so I’m not going to incur any cost for doing this. I’m tracking the progress down here. Orange color coding means that I didn’t meet the goal for a particular year, and the difference will be made up in a subsequent year during a price decline. Green color coding means that I’m on track for these stocks. Red color coding means that I’m way behind for those particular stocks because I wasn’t able to acquire any share at a reasonable price in that year. Blue color coding denotes projected holding shares.

T MCD CVX XOM SO PG JNJ KMB PM KO WMT WFC
2014 500 50 70 9 300 20 10 0 10 150 10 0
2015 410 50 230 110  350 110 10  0 10  250 164 
2017 800 350 149 20 600 420 310 300  310 450 289 300

Leave a Reply

Your email address will not be published. Required fields are marked *