2025-07-02

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.