Week 147 (till Dec. 29, 2023)

The account in a review mirror

Account was created : August 2021

The original concept was to add $100 a week and invest into dividend and some growth stocks.

In August 2022 I decided to add $150 a week.

As life has its way, I didn’t manage consistently to invest the money each week. However the contributions were made. 

Fidelity does pay a decent amount of interest on uninvested capital compared to some other brokers which either pay nothing or just a little bit.

Contributions are made in chunks. In the beginning it was per week transferred in monthly contributions. Now I just add $1,500 good for 10 weeks.

Total contributions since inception are now $19,050. Current cash $1,119.45.

Today's value after close of the market $21,113.59.

According to my records, the realized dividend is 6.6% since inception. Planed income is 6.75%. 

My spreadsheet assumes, that the dividend % is the same over the year. This is not really accurate, but good enough for my purposes.

Total Gain/Loss since inception $665.83 or 3.44% per Fidelity. Keep in mind, the goal is income first and then capital appreciation.

I only have 2 growth stocks in my account: GOOGL and META. Everything else pays a dividend: Dividends: best PDI=14% and  lowest GL=0.74%.

FSK has 4.94% of the account and WBA has 0.1% of the account.

AVGO is the best performing position with 80% gain and AQN is the worst performing position with -52.49%.

There are in total 65 positions in the account.

Update 12/30: as outlined the $150 went into SPYI.

This week's addition

150$ will go into SPYI as position #66.

Going forward

In 2024 the limit to positions will be set to 70. Some of the loosing positions need to be eliminated. The capital needs to be reinvested at the latest the week after selling the position.

Disclaimer

I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.

I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.   

Week 146 (till Dec 15, 2023)

Update

YTD the account generated $823.68$.  The portfolio now has a 6.6% yield.

As outlined I added to THW.

Next week I will decide next week.

Disclaimer

I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.

I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.  

Week 145 (till Dec 15, 2023)

Update

YTD the account generated $814.81$.  The portfolio now has a 6.6% yield.

As outlined I added to GOOGL and TD.
This week, I will be adding $150 to THW.

Disclaimer

I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.

I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.  

Week 144 (till Dec 8, 2023)

Update

YTD the account generated $801.07.  As outlined OBDC and OHI got additions.

I found a wash sale icon in my account on ABBV. I don't want to deal with this. The position is now liquidated and no new trade will be established in the next 35 days. ABBV was sold for a little profit. This will close out this wash sale thing.

It also means, this week I have the regular 150$ and the 162$ from ABBV to reinvest.

I will do some $ cost averaging and adding some to some of the loosing positions.  This applies to the re-investing part. The regular $162 will go into a winner or new position. The 150$ go into a currently loosing position. $150 go into TD. The $162 will go into GOOGL.

Disclaimer

I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.

I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.  

Week 143 (till Dec 1)

 

Update

YTD the account generated $770.37.  Nothing has been added last week
This allows this week 300$ to be invested. $150 will go into OBDC and OHI.

Disclaimer

I have been beneficially long with stocks all the items I discuss in the dividend investing. I wrote this article myself and it expresses my own views and opinions. I am not receiving any compensation for this. I have no business relation ship with any company whose stock is mentioned in this article.

I am not an investment advisor or professional. This article is my personal opinion and experience and is not meant to be a recommendation of the purchase or sale of a stock or option. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.