Update Dec 20 (week 42)

Added

I added last week 20$ into SPY and 80$ into WU.

Review

The next SPY position will be at the end of January. 

Now what a fine bounce this was.

Last week:

We are now at:

It just took 3 days….  And that despite the BBB plan not passing the Senate. 

I am not sure we will break out on Monday and if we do if that actually means anything. If we do break out with volume, the next target is 500. Can you imagine?

This week I got 82c from BP and CI. This makes it 47.10 since inception. I have not double checked my spreadsheet yet. This will happen some time this week.

Plan Week December 27

Looking at my portfolio I am adding 50$ to PRU and 50$ to QYLD.

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.

I own everything I discuss. I am not getting paid anything to mention anything.

Update Dec 13 (week 41)

Added

 As planed 20$ went into SPY and 80$ into JEPI.

Review

My SPY position starts to approach then 5%. Going forward, there will be not more then once a month an addition to SPY.

I reviewed all of my dividend payments and cross-checked against the Fidelity website the holding per share. It turns out I missed a few reinvested dividends on 11/29 in my accounting. That is why there is rather large jump last week. 

Last week I got $2.89 from ALTY,KO,ED,ORI,O,PRU,MAIN for a total of $46.28 since inception. 

With a total of $4,138.12 invested, that dividend return is 1.1% realized. This strikes me a little low. I have to double check my spreadsheet.

Another discount Monday. We are right back in the box I drew a few weeks ago.

It becomes very interesting the next few days. If we bounce off and go back the highs, then the double top on the chart did not hold up and could become a tripple top. 

If we break down, we could go as low as 425ish, the level where the Fibonacci lines started.

Plan Week December 20

I decided to keep that 1 position I am over the limit. However going forward to add a new position, another one must go. 

I added today 20$ into SPY and 80$ into WU. WU is still undervalued and does pay 5.36% dividend.

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 Dec 06 (week 40)

Added

As planed I added 20$ SPY and 80$ into AQN

Review

The only dividend this week is $0.78 . This is a total of $41.11 since inception.

Plan Week December 13

The plan is to add 20$ to SPY and 80$ into JEPI. With that I am now having 51 positions. I will review all positions during my Christmas vacation and decide, if I sell something or I allow more positions

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 Nov 29 (week 39) (part 2)

Added

As planed I added 100$ SPY the week already in week 38. So there was nothing to be done in week 39.

Review

This week I added $3.97 in dividends to the account. The total is up to $40.33 since inception. The overall value of invested capital lost the value of -$30.12. This is ok for me. It is within my objectives for the account.

Plan Week December 05

Looking at the SPY chart this week, it looks we are starting to establish a trading range between 449ish and 462ish. And we take all of this up and down in 1 day. The market seems to change its mind from "it is not going to be that bad" to "this is going to be bad" within a day. Volatility may stay around for a while. 

This is good for trading, for investing it does not matter. 

Why am I talking about this? If Omikron turns out to be really bad, it is possible that the stock market may see another big drop like in March 2020. Despite this drop, there are companies, that still increased dividends in 2020 and in 2021. 

Now in my portfolio not many of them are part of that category. Looking through the list that can be found here for free Dividend Radar.

20$ go back into SPY again. And AQN (Utilities) gets 80$. AQN has 10 years of dividend payments and a current yield of  5.04%

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.