Review
In week 204 $156.16 entered the account in dividends. In week 205 $42.58 came in. In week 206 $19.31 came into the account.
In week 204, I added to MO, ENB and UNM. No additions in week 205. In week 206 I added to FEPI, BAM, META and HASI. With that $232 are left to be re-deployed from the sale. They will be put to work this week.
Plans for next 2 weeks
The remaining $232 go into FEPI. $200 will be added MFC. The other $200 will be added to BXSL.
Other changes to the portfolio. I am getting rid of INTC and LMT. I still have profits in LMT and a loss in INTC. LMT has been on decline over the past quarter. It is almost at the price from 12 months ago. Our president mentioned he will cut defense spending. That did send a lot of defense stocks on steep declines the last week. I am also going to get rid of CMG. CMG does not pay a dividend. It was in the portfolio to have some capital appreciation stocks. Since the split in June 2024 it is still in the post split depression. Time to cut it before the loss gets bigger.
I was considering to add AMZN to the mix. With over 50 positions, I'd rather cut down at the moment and build up some of the other funds.
Also some of the funds I have e.g. FEPI own AMZN.
As of January 31, 2025 the top 15 holdings of FEPI reveal 6.91% of the holdings are AMZN. Alphabet Class A is 4.45%. So if I want more exposure there and the advantages of income from covered calls, I might es well add to this position.
I was considering to add AMZN to the mix. With over 50 positions, I'd rather cut down at the moment and build up some of the other funds.
Also some of the funds I have e.g. FEPI own AMZN.
As of January 31, 2025 the top 15 holdings of FEPI reveal 6.91% of the holdings are AMZN. Alphabet Class A is 4.45%. So if I want more exposure there and the advantages of income from covered calls, I might es well add to this 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.
No comments:
Post a Comment