Update Oct 25 (week 34)

Added

As discussed , last week I added 50$ each to BTI and ED. 

Review

Finally MAIN got posted with the shares.

This week $6.00 in dividends hit my account. This makes a total of $22.52 since inception. The latest spreadsheet can be found here.

I promoted my blog this week in a meeting. I was asked about a particular stock and if I would buy it right now. My answer was no, I wouldn't because it is overvalued. The return was, everything is overvalued. Actually it is true for a lot of stocks but not for all. So looking close really can make a difference. Now, being undervalued is NOT a guarantee for a great investment that is for sure going up. 

I am paying for a subscription to Fastgraphs.com. They do fundamental analysis. I have posted pictures from them. Now they also have a free youTube channel, where they post 2-3 videos free of charge every week. They discuss stocks. They also explain what all the lines mean. While brokers/prices/fees/regulations are different in pretty much every country, numbers don't lie. So this can be helpful.

Plan Week November 1

Every  Thursday I still read Steven Fiorillo's blog. His writings are inspirations and things to review and to learn from. I do not copy him blindly. However on some of the topics his perception aligns with mine.

This week he talked about INTC for his week 35 game plan. A few month ago Qualcom and Intel announced a major deal for Intel for chip foundry services. I expect more companies to follow. And this is MY opinion.  China does not need to invade Taiwan. Just blocking all ports is going to be a problem for the world economy never mind for the people in Taiwan for food and basic living supplies. TSMC announced new fabs and is already starting to build them. If they will be ready in time, who knows. 

Having said all of this, INTC is looking attractive to me despite the concerts outlined.

Is the bottom in? I have no idea. I learned many moons ago, I will never know when a market bottom or top is reached. That is like knowing the winning lottery numbers for upcoming weekend.

I wrote all of this before I found and watched this recording. Chuck has a few good points. My horizon is 5+ years. As long as they will keep the dividend as outlined in the earnings presentation  on page 14 I am ok. My confidence comes from having discussed the book Investing at Level 3from James B. Cloonan in detail in the user group I lead.

So 50$ goes into INTC next week.

Also going forward, I will put 20$ each week into SPY. This part is not for the income, it is for the growth  part of the portfolio. Something that I have known for years outlines this article. Somethings it is just good to be reminded of things again.

This leaves another 30$ to distribute, which will go into VZ. VZ is still undervalued and has a nice yield of 4.83%.

Disclaimer

All information on this blog is for entertainment, and education information purposes only. Nothing discussed constitutes as financial, investment, trading, tax or any other advice. No decisions should be made based on the information provided. Always do you own independent research and consult a  professional broker or financial advisor.

Update Oct 17 (week 33)

Added

As planed I added on Monday $99.51 to AVGO. With that I own now 1.011 shares of AVGO

Review

According to this page  MAIN's dividend should be paid on 10/15. It still shows as pending in my account. According to support in Fidelity, the dividend has not been paid yet to Fidelity. I also own MAIN in an account with TD Ameritrade. In that account the shares were posted on 10/15. I wonder how this can be possible. I have not accounted for this dividend yet.

This week I got 16c from Medtronik. This makes it for a total of $16.52 since the start of the account.

Plan week October 25

This week the 100$ will be split between BTI and ED. BTI is still undervalued. While ED is not, the outlook of the dividends is still good.

Disclaimer

All information on this blog is for entertainment, and education information purposes only. Nothing discussed constitutes as financial, investment, trading, tax or any other advice. No decisions should be made based on the information provided. Always do you own independent research and consult a  professional broker or financial advisor.

Update Oct 11 (week 32)

Added

As planed I added on Wednesday 99.68$ of AVGO.  With that I own now 0.813 shares of AVGO.

Review

This week $4.43 came into my account from MO, OMC, ALTY, CAH, BEN and O. Since inception this is now $16.36.

Plan Week October 18

One  more time 100$ go into AVGO. 

Disclaimer

All information on this blog is for entertainment, and education information purposes only. Nothing discussed constitutes as financial, investment, trading, tax or any other advice. No decisions should be made based on the information provided. Always do you own independent research and consult a  professional broker or financial advisor.

Update Oct 04 (week 31)

Added

 As planed I added on Tue to XYLD and XYLG. There is no reason why I did choose Tuesday over Monday. I was so busy at work, that I simply forgot to enter the trades on Monday. This is life. While Fidelity has split shares, I can create split shares order only during market hours. So from time to time that presents a bit of a challenge.

Review

What a nice surprise, ORI paid a special dividend of $1.50/share this week. For my shares this are $1.93. Not bad. I know I should know all of this, but I have a very demanding full time day job, the is only so much time in a day.
Steven is planning to put in ticker limits. He will put in a limit of max 5% of a ticker. I like the idea and will do  the same. I will calculate this based on total invested capital (new + dividends)/total capital invested.  So my spreadsheet has a new column. AVGO and QYLG are above 5% already. AVGO will get an exception. I want one full share. For the time being QYLG is not getting any additions.
AVGO is still nicely undervalued and compared  to most of the other tech the price range is still holding.
From the dividend semiconductors in my watch list AVGO (red/green with 509 label), TXN(yellow), MCHP(gray), SWKS (red),INTC (blue) is holding up the best in the last 6 months.

The latest spreadsheet can be found here.

Plan Week October 11

Next week and the week after, I will add 100$ each to AVGO. Depending on price action, I should have 1 full share then.

Disclaimer

All information on this blog is for entertainment, and education information purposes only. Nothing discussed constitutes as financial, investment, trading, tax or any other advice. No decisions should be made based on the information provided. Always do you own independent research and consult a  professional broker or financial advisor.

Update Sep 27 (week 30)

Added

As planed I split the funds between CI and CAH on Monday.
 

Review

Dividends in BP, RYLD, XYLD, QYLD, GILD, BST, AVGO, EXG, THW, WU, KO for a total of $6.98 entered the account this week. Since 8/12  this is a total of $9.82. The large amount of dividends is coming from the week being the end of the quarter. 
The latest spreadsheet can be found here.

Plan Week October 4

The market is giving us a good discount right now. I will put $33.33 in XYLD and $66.66 in XYLG. Both positions then will have 100$ invested. It is still giving a nice discount of 2.3% for XYLD and 3.16% for XYLG.

Disclaimer

All information on this blog is for entertainment, and education information purposes only. Nothing discussed constitutes as financial, investment, trading, tax or any other advice. No decisions should be made based on the information provided. Always do you own independent research and consult a professional broker or financial advisor.