2024-02-28

Week 155 (till Feb 24, 2024)

Added

As discussed last week: $150 went into SPYI, the proceeds went into THW and last weeks $150 went into AB.

Review

I have my first home run in this account. I define a home run as an investment that doubled in invested original capital. The first home run in this account is AVGO. It is now up 105% and has 5.15% of the portfolio allocated. This means. I can't add to it per my rules. However, I will also not reduce the postion. Eventually I will have to think about reducing a position if it becomes to large. 

Plan for next week

The $150 go into PDI. it has currently 2.08% of the portfolio.

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.      

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