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.