2024-12-25

Week 197 + Week 198 (till Dec 20, 2021)

Added

In the last 2 weeks I was supposed to add to BEN and MDT. I added to BEN. Instead of MDT I added to BXSL.

Review

In week 197 $30.31 of dividends entered the account. In week w198: $30.80. 54.54 this makes $1,684.77.
Any interest for cash is not accounted for.
For next year I am going to increase the $200/week. This will be happening with the week of December 30.
AVGO grew itself into a 6.3% position. While I have a rule to not more then 5% in any ticker. I will still let this one ride.

The 2 best positions: AVGO +275% and META +103%. 
The 2 worst positions: INTC -49% and WU -23%.

Next week, I will do a bit more of a review of the account and the history.

Plans for next  week

I will add to existing JEPQ.

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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