Building A City Of Dividend Stocks

I like to track my investments in a visually fun and appealing manner instead of just plain boring spreadsheets. Don't get me wrong, I like spreadsheets, but creating visualizations of my investments is more fun and it keeps me motivated and engaged while providing useful data about my investments.

Mr. ATM's rendering of actual stock buy transaction performance
One of the things I track using visualization is the buy transactions on every single stock that I own. If my buy decisions were good then I should see the buildings propping-up in my visualization charts and at the end of the year, my city of stocks should have a nice tall skyline as shown in the picture above :)

If I want to see more details on the buildings making up my city's skyline, then I would look at the chart below. It shows me every single building (stock) that I bought during the year and the direction it has grown or how high it has gotten.

Individual stock buy transaction performance
My tallest buildings on price performance basis are VFC and ABBV. I picked them earlier in the year, and since then they have done tremendously well with over 25% and 50% price gains, respectively. You can read about my VFC and ABBV picks here: My VFC Post and here: My ABBV Post.

Most of my other buildings in the city of stocks are growing as well. Several of them growing with mid teens to low twenties percent gains, along with the rising dividends and absolutely no dividend cuts.

I do have one or two buildings that are growing in the wrong direction on price basis. One of them is QCOM which is growing underground. Though, I believe it is starting to turn around and hopefully by the end of the year, it will dig itself out and turn into a skyscraper.

After a two month summer break of July and August, I started construction on a few new buildings consisting a bank UMPQ, an outlet-mall REIT SKT, and a Blockchain technology leader IBM (I recently wrote about IBM here: My IBM Post). They all look promising and I hope to get rewarded in the future from their growth in the form of price appreciation as well as dividend income.

Well, that pretty much sums up my entire buying or building activity for the year and how each of the buy transactions has done so far. I should emphasize, a tall building requires a solid foundation which can only be achieved by studying fundamentals of each stock, understanding risks, and determining its fair value.

Investment tracking doesn't have to be boring or dry as there are so many ways to visualize growth of a portfolio, whether that's through building a city of stocks or growing a garden full of flower, sky is the limit.

My main goal of visualization is to stay motivated, informed, and engaged with my investments, while having a bit of fun. What do you think? Are you an investment geek like me?

Disclosure: I currently own shares in all stocks discussed in this post or shown in the chart.

Disclaimer: Author of this article is not a licensed/registered financial or investment adviser and does not provide investment advice. Any mention of stock names/tickers in this article or website is not a recommendation to buy or sell. Please do your own due diligence before buying any stocks. This article is for informational and entertainment purposes only. Full disclaimer can be read here: Full Disclaimer

Comments

  1. I love what you did with the graph, really caught my attention.

    I also think QCOM is getting close to a turn around.

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    Replies
    1. Thank you. The problem with QCOM is they just keep getting hit by these antitrust fines.

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  2. I'm a spreadsheet guy at heart, but from investor to investor whatever it takes to stay motivated is important. Looking at ones portfolio in different ways can lead to interesting and different insights too. Nice post. Tom

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    1. Hi Tom,

      Yes makes sense, whatever it takes to stay motivated is important.

      Thanks for stopping by.

      Delete
  3. I love this idea for a chart. Have to have fun with it somehow. That is a great way to think about your investments. I haven't come up with anything this creative for mine. Still have a few visualization ideas but no time to actually sit down and create them.

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    1. Thanks DD, yes it's great to be able to visualize your investments and get more insights into it.

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  4. Mr. ATM, Congratulations. I just saw that this article was published on Rockstar Finance. Keep up the good writing. Tom

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  5. That's a beautiful skyline you have there :) I was eyeing VFC earlier in the year but didn't bite. Glad to see you took advantage of it. I enjoy your creative ways to track the portfolio. Take care friend!

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    1. Thanks DS. When you see a div aristocrat and below fair value, you got' a take a bite. Same thing happened with ABBV. Expecting similar results from IBM, though it may take a while.

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  6. Great post, Mr ATM! I love the concept of visualizing and personalizing your investments. I think it's totally awesome that you view your investments as building a city. This is sort of similar to how I always view my portfolio as building a business, and I can almost sense that we share a similar progress orientated way of looking at things. I am most definitely an investment geek like you! Thanks for sharing!

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    1. Thanks Graham, yes visualization is a big part of everything I do in life, investment is just one of them.

      Like you, I also treat managing a portfolio as running a business and why I'm extremely disciplined about it and always follow my principles. Since I've retired already, investing is like my full-time job now, so I can't afford to screw it up.

      I'm glad we are investment geeks :)

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  7. That´s something else ATM! Have never seen anything like it. As I always say after reading your posts and seeing your spreadsheets " I have to make that too!"

    Anyhow, how does this spreadsheet show you the transactions? I get the +/- part, and date of purchase I suppose.

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    1. Thanks Stockles, yes you should make it too :)

      The spreadsheet has each transaction recorded with buy date, company Name/ticker, Buy Price, Current Price, Price change since bought, and my comments for each buy transaction where I record why I bought that stock. It's like a running ledger of my buy transactions. I do the same for any stock I sell.

      As for graphs, I use a bar and stepped area charts along with my custom super-imposed rendering of a city :)

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    2. I see. Smart! But the illustration doesn´t right? Or am I just blind?

      Would be interesting to exchange spreadsheets or ideas cause I think we have a lot of different "gadgets" which could benefit both.

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    3. Both top and bottom graphs are generated by spreadsheet using same set of data, so they are essentially same, just different types of graphs. The only thing I've done is made the top graph look like a city by painting roses, trees (central park), and the sky.

      I didn't plan the illustration at all, I was just looking at the data and it occurred to me the graph looks like a city of tall buildings, which also means my recent investments are making money :)

      We are already sharing ideas with the world through our blogs. It's all about creativity and fun for me, and not just about creating data analysis tools.

      I will be waiting for your next idea or tool or whatever you create. As for me, I'm looking at my Commodore 64 to see how I can use it to create something from the 80s :)

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  8. Pretty! And certainly something I like to build in near future.

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  9. Hey Mr. ATM, We had a nice pop in IBM yesterday. Any thoughts? Also, was it difficult getting published in Rockstar Finance? I'm starting to submit my weekly post to see if I can get selected. Tom

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    1. Hi Tom,

      My take on IBM is their revenues have been in decline for such a long time, that even a near flat revenue decline last quarter was such a big deal and sent stock up almost 9% in one day. It is still holding those gains as of now, despite market being down today.

      This tells me market hasn't changed its sentiment from yesterday regarding IBM, and there are more gains to follow.

      I'm hoping, next quarter they can show growing revenues, instead of near flat. If that happens, then the stock could easily go back up to $200 range. Even after yesterday's 9% gain, the stock is still quite undervalued, so there is plenty of room to go up.

      I have a fairly large IBM position now, so would wait for the next quarter results before adding any more shares. I also need to raise some cash as I've been on a buying frenzy lately.

      Regarding Rockstar Finance, no I didn't submit my articles to get published. They just picked my post out of the blue. Well actually, it was the second time they did it for me in a month, the first time it was my Radar post. They probably have some criteria they go through to pick posts and I don't know what it is.

      I don't worry about getting featured anywhere, I like to create and post my material the way I like it, and if my readers like it too, then that's all it matters to me. Getting published or featured on other well known sites is just a cherry on the top, and I would rather have it happen on its own in an organic manner, rather than me trying to do it.

      Take care,
      Mr. ATM

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  10. Mr. ATM, Thanks for your thoughts. Agree on all fronts. I'm hanging on to my IBM. It's one of my smaller positions as of now. Tom

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