Skyy Fund Update- February 2016

Skyy is invested in 32 companies as of February 29, 2016.

Holdings: Skyy Fund

Company Ticker Shares Cost Basis Market Value Yield
Apple Inc. AAPL 10 $1,295 $985 2.15%
Bank of America BAC 20 $255 $250 1.57%
Breitburn BBEP 313 $1,195 $181 21.74%
BHP Billiton BBL 3 $107 $62 12.53%
Caterpillar CAT 2 $144 $136 4.61%
Chimera CIM 22 $347 $289 14.68%
Cisco CSCO 10 $284 $270 3.94%
Chevron CVX 2 $153 $168 5.07%
Diebold DBD 10 $339 $256 4.71%
Diageo DEO 2 $216. $205 2.51%
Consolidated Edison ED 10 $652 $723 3.81%
Electro Rent ELRC 103 $1,132 $984 5.31%
Emerson Electric EMR 5 $245 $246 3.85%
Energy XXI EXXI 200 $672 $74 3.01%
Frontline FRO 20 $299 $177 11.09%
General Electric GE 40 $1,131 $1,190 3.13%
Health Care Partners. HCP 20 $796 $615 7.69%
Johnson & Johnson JNJ 2 $201 $211 2.84%
Kinder Morgan KMI 51 $1,192 $921 2.85%
Coca Cola KO 10 $437 $445 3.25%
MDU Resources MDU 30 $634 $557 4.12%
Realty Income O 30 $1,555 $1,802 4.06%
Old Republic ORI 10 $189 $179 4.17%
Petmed Express PETS 10 $182 $172 4.32%
Pfizer PFE 10 $334 $306 3.97%
Proctor & Gamble PG 10 $884 $830 3.27%
Philip Morris PM 2 $167 $186 4.46%
Spectra Energy SE 6 $170 $178 5.54%
AT&T T 21 $745 $774 5.17%
Unilever UL 2 $87 $86 3.06%
Waste Management WM 2 $113 $108 2.75%
Wal-Mart WMT 3 $184 $200 3.01%

Month By Month

January- $ 12,670

February- $ 13,766

Its been a bumpy 60 days into the new year, but Skyy and I are moving along nicely. We recently added Bank of America(BAC) to the family and can’t wait to see it perform, as it is the second biggest bank in America. Looking at our total of 13K in stocks is interesting because its the most we ever had along with not seeing the balance drop 1K after being up a month (time will tell as we are still early in the year). As everyone should know it doesn’t matter if your balance is negative 2K+ or positive 2K+ you won’t Lose or Gain anything until you actually sell!

So I went over the math and it looks like we can past $50 a month within the next 3 months! I will leave the last few sentences up just in case people were unaware from the last update, but it will be hard as the family has moved to Abu Dhabi and will be here for the next 12-18 months! For anyone who is surprised I guess you skipped over the “About Me” page as you were going through the blog. The move is for my wife’s job and since I won’t be working I will have a lot less to invest!(Will have to depend on pay raises from the dividends. Haha) So to say the least this will be a very interesting year and Skyy and I will be prepared for the bumpy ride!

Work Hard or Work Smart?

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8 thoughts on “Skyy Fund Update- February 2016

  1. Miracle,

    You’re definitely right; this past month was a bumpy one! I think we as investors are going to have to get very used to this bumpy road for awhile as we move towards a likely bear market. This is where our dividends will pay off in spades though. As others see their portfolios wilt, we will still be paid in dividends and therefore still be increasing our stake in a market that will inevitably rebound. Time to ride the train!

    -Dividend Monster

  2. DM,
    Yes sir you are correct! Honestly I wish the market would go down about 1000 points for about a month and bounce back. Dividends will still be flowing but time will tell as far as a huge bear market will come about this year.

    Best of luck to both of us!


  3. IH,

    Right, my portfolio has jumped up about 1K but as we all know you don’t profit until you sell! And yes I been looking at a few of my positions and would like for a few of them to drop before I make another purchase.


  4. So what are you going to do over there? There a lot of ways to earn a side hustle online so you have extra to invest =)

    Good luck to you and Skyy! Get to that $50!!!

  5. WS,
    Currently I am home schooling Skyy and spending more time with her until she can start school. Basically just taking a break from the daily grind of the 9-5. Also the family will be traveling more and I will be able to write more since our move out of America.

    I know you don’t have much energy stocks as Skyy but I am glad oil is going up and hopefully it stays up!

    Thanks again for stopping by!


  6. Diane,
    Thank you, anything would help and of course I can. I sent you an email and if you have any other questions just let me know.


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