Week 228 (till 2025-07-18)

Review

I am still in the process of slowly but surely liquidating the other account and transferring the money here.

Last week I added 1 new position and purchased put $1,000.00 into QQQI. It is another covered call ETF and looks to have better performance then the other ones I had.

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.     

Week 227 (till 2025-07-11)

Review

All cash from the dividend portfolio will end up here over time. I need to make sure, I am not getting into wash sales.  The first proceeds have arrived in the new account.

The first 2 positions have been created. $1,000.00 went into CAH and 2 shares of Meta were purchased.

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.     

The Next Set Has Been Liquidated

Outline

This week I sold MAIN, META,  JHG.

The trades have settled and I move the proceeds into the new account.

So far all sales have been for profit.

The Process to Move to Dividend Portfolio 2.0 Started

Outline

I closed out the following positions today: 

CAH, AVGO, T, GILD, CI, UNM, SPY, CSCO, BMO, BTI, AMGN, NVDA, IWM.
Let's remember I closed the positions because I restructure my accounts. I picked those, because there will be no issues with the wash sale rule. 

When I looked at the details of the positions, I was surprised about UNM.
Since Aug-30-2021 I have a position in UNM. For the positions in 2021, they are all 200+% gain. 2021 dividend reinvestments have 100+% return. Only November 21 is 79% return. UNM is not one of the tickers widely talked about or that shows daily on CNBC.

Once the trades settle, the proceeds will be moved and after July 9, they will be re-invested, not necessarily into the same tickers. July 9th is close and Trump said, he is not extending the tariffs break.