2015 Annual Summary

Now that 2015 is over, it's time to take a look at my results for the year from a big picture standpoint.

Stock Purchases
I initiated new positions in the following stocks:

• ADM ($1,300.95)
• DPS ($20.00)
• DNKN ($30.00)
• HAS ($10.00)
• JNJ ($1,004.95)
• K ($60.00)
• KMB ($1,093.45)
• KHC ($10.00)
• MAT ($40.00)
• PEP ($80.00)
• PG ($1,272.45)
• SO ($1,101.20)
• UL ($30.00)
• YUM ($20.00)

This is a total investment of $6,073.00 in 14 new companies.

I added capital to existing positions in the following stocks:

• CVX ($970.83)
• KO ($30.00)
• EMR ($1,088.45)
• XOM ($916.95)
• KMI ($1,204.95)
• MCD ($10.00)
• WMT ($170.00)

This is a total investment of $4,391.18 in 7 existing companies I owned from the prior year.

Thus, the total fresh capital I used to purchase stocks is $10,464.18.

Dividends
Below is a comparison of the dividends I received in 2014 versus 2015:

• BAC
• 2014 Dividends: $15.06
• 2015 Dividends: $25.36
• % Dividend Change From PY: +68.39%
• CVX
• 2014 Dividends: $42.66
• 2015 Dividends: $57.94
• % Dividend Change From PY: +35.82%
• KO
• 2014 Dividends: $62.60
• 2015 Dividends: $70.43
• % Dividend Change From PY: +12.51%
• ED
• 2014 Dividends: $382.70
• 2015 Dividends: $412.02
• % Dividend Change From PY: +7.66%
• DPS
• 2014 Dividends: $0.00
• 2015 Dividends: $0.30
• % Dividend Change From PY: +100.00%
• DNKN
• 2014 Dividends: $0.00
• 2015 Dividends: $0.36
• % Dividend Change From PY: +100.00%
• EMR
• 2014 Dividends: $23.50
• 2015 Dividends: $106.65
• % Dividend Change From PY: +353.83%
• XOM
• 2014 Dividends: $0.00
• 2015 Dividends: $81.71
• % Dividend Change From PY: +100.00%
• HAS
• 2014 Dividends: $0.00
• 2015 Dividends: $0.32
• % Dividend Change From PY: +100.00%
• JNJ
• 2014 Dividends: $0.00
• 2015 Dividends: $29.83
• % Dividend Change From PY: +100.00%
• K
• 2014 Dividends: $0.00
• 2015 Dividends: $1.45
• % Dividend Change From PY: +100.00%
• KMB
• 2014 Dividends: $0.00
• 2015 Dividends: $26.62
• % Dividend Change From PY: +100.00%
• KMI
• 2014 Dividends: $60.61
• 2015 Dividends: $71.99
• % Dividend Change From PY: +18.78%
• KHC
• 2014 Dividends: $0.00
• 2015 Dividends: $2.73
• % Dividend Change From PY: +100.00%
• MAT
• 2014 Dividends: $0.00
• 2015 Dividends: $1.46
• % Dividend Change From PY: +100.00%
• MCD
• 2014 Dividends: $345.80
• 2015 Dividends: $375.95
• % Dividend Change From PY: +8.72%
• MSFT
• 2014 Dividends: $637.86
• 2015 Dividends: $735.23
• % Dividend Change From PY: +15.27%
• PEP
• 2014 Dividends: $0.00
• 2015 Dividends: $0.86
• % Dividend Change From PY: +100.00%
• PFE
• 2014 Dividends: $53.98
• 2015 Dividends: $60.10
• % Dividend Change From PY: +11.34%
• PG
• 2014 Dividends: $0.00
• 2015 Dividends: $30.07
• % Dividend Change From PY: +100.00%
• O
• 2014 Dividends: $56.37
• 2015 Dividends: $61.27
• % Dividend Change From PY: +8.69%
• SO
• 2014 Dividends: $0.00
• 2015 Dividends: $41.20
• % Dividend Change From PY: +100.00%
• TGT
• 2014 Dividends: $86.52
• 2015 Dividends: $101.19
• % Dividend Change From PY: +16.96%
• TIME
• 2014 Dividends: $0.33
• 2015 Dividends: $0.77
• % Dividend Change From PY: +133.33%
• TWX
• 2014 Dividends: $13.70
• 2015 Dividends: $15.50
• % Dividend Change From PY: +13.14%
• UL
• 2014 Dividends: $0.00
• 2015 Dividends: $0.46
• % Dividend Change From PY: +100.00%
• WMT
• 2014 Dividends: $48.19
• 2015 Dividends: $51.07
• % Dividend Change From PY: +5.98%
• YUM
• 2014 Dividends: $0.00
• 2015 Dividends: $0.18
• % Dividend Change From PY: +100.00%
• VBLTX
• 2014 Dividends: $1,125.93
• 2015 Dividends: $1,219.38
• % Dividend Change From PY: +8.30%
• VGSLX
• 2014 Dividends: $767.40
• 2015 Dividends: $853.73
• % Dividend Change From PY: +11.25%

Total dividends increased by $712.92, for a YOY increase of 19.15%.

Market Returns

Below is a comparison of the ending balance of my various accounts in 2014 versus 2015:

• Brokerage Accounts
• 2014 Balance: $68,761.32
• 2015 Balance: $80,640.45
• % Return: +17.28%
• Roth IRA
• 2014 Balance: $51,194.53
• 2015 Balance: $56,012.59
• % Return: +9.41%
• 401(k)
• 2014 Balance: $148,211.97
• 2015 Balance: $165,950.47
• % Return: +11.97%

Total ending balance increased by $34,435.69, for an annual return of 12.84%.