September 2015: Dividend Income, Trading Activity and Portfolio Snapshot

Every month I am going to be providing a breakdown of the dividend income received from my shares. The overall monthly total will be included on the main “Dividends Received” page.

• AstraZeneca--£18.98
• Barclays--£4.11
• Bought 1 new share.
• BHP Billiton--£23.35
• Bought 2 new shares
• BP--£15.52
• Bought 4 new shares
• BT Group--£10.71
• Bought 1 new share
• Imperial Tobacco--£4.49
• Lancashire--£3.02
• Legal & General--£17.66
• Bought 6 new shares
• Royal Dutch Shell--£20.10
• Bought 1 new share
• SSE--£25.34
• Bought 1 new share
• Stock Spirits--£3.01
• Bought 1 new share
• Unilever--£8.44
• XL Group--£0.32

Total for September: £155.04 ($234.73).

BUY: Stock Spirits Group (STCK)--Spirited Growth in Central and Eastern Europe?

Shares: 330
Price: 197.17
Predicted annual dividend income: £10

Regular readers of the DD have no doubt noticed I have been looking to increase my consumer goods exposure of late.

This is especially the case with regards to the beverage sector.

Recently I added FTSE 250 soft-drinks Britvic and I have fairly regularly topped up my holding in FTSE 100 spirits giant, Diageo.

With my new funds I was looking to continue this shift. I had a few options I considered:

1. Top up my Britvic or Diageo holdings. Britvic, in particular, was looking attractive;
2. Open a new position in FTSE 100 beer giant, SABMiller;
3. Add a mid-cap like AG Barr, Nichols or Stock Spirits.

In the end I went for option 3 and recently-listed Buckinghamshire-based Stock Spirits (LON:STCK). 

But why?