Update Jan 25 (week 47)

Added

As planed I added 100$ to AQN.

Review

This week there was only 1 dividend payment. CSCO for 22c. All 4 weeks in January did produce income.

$28.28 since the beginning of the year and $83,59 since inception.

Despite all the market volatility and decline, the account is still positive.

Plan for week Jan 31

This week the 100$ go into GILD. Now GILD has earnings in 2 days (Feb-1). I will wait till then and see. My backup ticker is INTC.

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 or will enter a position within the next 72h. I am not getting paid anything to mention anything.

Update Jan 17 (week 46)

Added

As planed last Monday I added 100$ in JEPI, 100$ MFC, 100$ BTI, 100$ AMGN, 100$ JHG, 100$ MO, 100$ in WU. 

Review

    Dividends

This week $2.20 got collected from CAH, SRE, MDT and MAIN. This makes it a total of $26.06 YTD and $83.37 since inceptions. I only go to Starbucks when I travel. In our trading group we do convert income into Starbucks coffees and steak dinners, just for the fun of it. 

    Market, the way I see it

Last week was a big pullback in the market. We lost several support levels pretty fast including the 200 SMA. Last time  SPY traded below the 200 SMA was June 6, 2020 for exactly one day, then May 20, 2020, were it opened below the 200 SMA but closed above it and before that of course the covid crash.

Stocks are on sale now. I am not saying load the boat, but one should sharpen the pencil and get the shopping list done rather sooner than later.

Since the high on Jan-03-22 we went down 8.76% or 42$. There is still room to the downside.

The next support is at around 426ish. The pint of control is around 416ish and if if really goes down, 390ish. Even then SPY would still be up for the last 12 month. Not by much though.

As this is an dividend investment account and not a trading account, the entry really does not matter that much. For my growth part I do pay attention to technicals, but I don’t overdo it.

    My bias

Assuming that Russia is not invading the Ukraine and China leaves Taiwan alone, my expectation is that the stock market will close higher at the end of the year.

Plan for week Jan 24

Even though AQN does not qualify for DRIP, I am going to add 100.84$ into it. I will have to do the reinvesting manually. The odd number comes from the dividend of 99c-15c ADR fee from last week and the 100$ from this week.

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 or will enter a position within the next 72h. I am not getting paid anything to mention anything.

Update Jan 10 (week 45)

Added

 As planed 100$ went into MFC.

Review

I collected the dividends from MO, AQN,BEN,O for a total of $4.34. This makes it now for 2022 $25.86 and since inception $81.17.

I am applying some trading skills here to the growth stocks. AVGO is clearly a growth stock. I decided to sell the stock as discussed in my thoughts last week. My alerts hit and I gave it a grace period. During the grace period the situation did not improve, so I decided that is it. I preserved $112.74 in capital gains, that is more than 1 week of contributions. I still have .021 shares left. Now I was too busy at work this week to do homework where I allocate the gained capital. 

This means I have 700$ this week to redeploy, 100$ from this week + 600$ from the sell of AVGO.

Plan for week Jan 17

The investments will go into

100$ in JEPI, 100$ MFC, 100$ BTI, 100$ AMGN, 100$ JHG, 100$ MO, 100$ in WU.

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 or will enter a position within the next 72h. I am not getting paid anything to mention anything.

Update Jan 03 (week 44)

 

Added

I changed my mind last Monday after I run a few more numbers on RYLD/XYLD/QYLD. I added the 100$ to RYLD.

Review

This week was a nice week for dividends. Some of the funds distributed additional dividends. e.g. QYLD at the end of last year with payment this year. This week my portfolio generated $21.52 for a total of $76.83 since inception.

The big melt down in tech this week start me to think about exit strategies for the growth components e.g. AVGO. The current gain is 126.85 gains. This is more than a weekly contribution. How much am I willing to give back for future possible gains? For now I am going to watch the 30 and 50 period moving average. I have alerts in the system. I can always re-enter, when the trend changes.

In case I sell something, the proceed will be reinvested as soon as the money has settled in addition to the 100$ of the week.

Best performer in my portfolio is AVGO with a 25.1% gain. Worst performer by % PTY -22.66% (-7.71) and by $ value QYLG for -10.33 or -4.87%.

Plan for Jan 10

Inspired by a video from Fastgraphs  I am going to break one of my rules and add yet another position without selling anything. The 100$ go into MFC.

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 or will enter a position withing the next 72h. I am not getting paid anything to mention anything.

Update Dec 27 (week 43)

House Keeping

Happy New Year to All.

Added

The plan was to add 50$ to PRU and 50$ to QYLD. After reading some more articles and running a few numbers.  I decided QYLD will have to wait for another add on. The money went as planed 50$ to PRU and 50$ into RYLD.

Review

My AVGO position is now down to 9.93% of the portfolio. SPY consumes 4.68% of the portfolio.

Santa does a pretty good job to rally this week, despite a bit of a pullback. It is a bull flag for now.

Adding volume into the picture, there is no conviction behind it. But price is king.

Expanding on the article QYLD: This Popular 12% Yielding Fund Isn't Performing As Well As XYLD And RYLD, from Steven Fiorillo  I added XYLG and QYLG into the mix.

Steven posted the data for the other 3 already.

I used the same data, buy 100 shares 1/4/21 and look at dividend income and price appreciation. The price used to calculate additional shares was used from the pay date 

to keep it simple. I get detailed dividend history from NASDAQ.

QYLG:

XYLG:

XYLG outperformed everything in 2021. Now this does not mean it will do it in 2022.

I did some additional work on looking at performance on the 5 ETF's. I will publish an extra article when I think the work is completed.

Plan Week Jan 02

Based on those table the 100$ will go into 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.

I own everything I discuss or will enter a position withing the next 72h. I am not getting paid anything to mention anything.