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.