2024-07-28

Week 176 + 177 (till Jul 26, 2024)

Added

Week 176 the contribution went into ENB. The first $150 went into FEPI. Nothing was bought in week 177.

Review

YTD $890.70 of dividend made it into the account. 
There will be another replacement in the account. THW will be replaced with THQ.
The same game will be done here. The proceeds will be invested in 150$ chunks.

Plans for next week

In total for week, there are $300 from the contributions. They will go in equal parts to JEPQ and SPYI.
FEPI will get $150, leaving $259.12 for the next 2 weeks.
THQ will get $150. As I don't know what the proceeds from THW are, the numbers will be updated, when I got them. 


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.     


2024-07-14

Week 175 (till Jul 12, 2024)

Added

As planed I added 150$ to BAM

Review

 YTD $844.09 entered the account. 
I will be rearranging the positions a bit. When I started the goal was to have not more then 50 positions. I now have 67. This is now getting to much work for record keeping and keeping up with information.
Any cash from a sold position will be devided into $150 chunks and gets re-invested until this is gone.
Some positions also will be replaced to have a more narrow focus.
The first replacement is QYLD. It will be replaced with FEPI. The focus is exclusively 15 technology stocks. I am going to sell the 31.14 shares the portfolio has.

Plans for next week

This week 150$ will go into ENB. $150 of the proceeds of QYLD will move into FEPI.

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.     


2024-07-08

Week 173 + 174 (till Jul 5, 2024)

Added

As planed I added 150$ of CMG in week 173. In week 174, I added 150$ to JEPQ.

Review

 YTD $822.33 entered the account. Alone last week it were $99.63.

Plans for next week

This week 150$ will go into BAM.

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.