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.     


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