Week 237 (till Sep. 20, 2025)

Review Dividend 1.0 Account

All positions in the Dividend 1.0 portfolio have been liquidated.  I am still working on the final write up.

I have left about $404 in the old account. There may still be one or 2 dividends showing up.  To not have to much cash sitting there and to also not have to much exposure in the account, I bought 5 shares of CSCO in that account. They will sit there and wait until the cows come home. Dividends will be re-invested starting January.

Review Dividend 2.0 Account

From account 1.0 $42,000 were moved into the account. I also topped up the account till December 28, 2025. That makes then total contributions of $45,600

So far interest payments of $118.35 for July and August have entered the account. Dividends of $101.19 have entered the account. The re-investment is still disabled. This will be enabled later this year. At the latest Jan 1st, 2026.

To re-iterate. This is not a portfolio to outperform the market. This to generate income. The target is 8% a year.

Starting next week there will be 14 weeks left in the year to hit Dec. 28, 2025. That would make $1,500.00 a week to invest all remaining cash.  As I did with Dividend 1.0, I did create more than 1 position in the beginning.  I will do the same thing here.

Account Guidelines

Dividend 1.0 had a 50 position limit, which at the end I ignored. I will remove the limit. No need to have a rule, that is not followed. 

The sources of inspiration will still be Steven Fiorillo posting in Seeking Alpha for  100$/week dividend portfolio and FerdiS from Divgro 2.0 and other articles I may find useful and convincing.

Dividends need to be re-invested at the latest Jan 1, 2026 (some may still escape, depends on ex-date and me enabling this.)

There will be no MLP's. (also in 1.0)

No position can be more than 5% of the portfolio ( also in 1.0)

Desired yield is 3% when position is established. However some tickers may deviate from that.

Account Guidelines

$500 into IBM, $500 into MAIN, $500 PDI, $500 SRE, $500 NXG

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 and/or consult a professional before investing to see if the companies discussed in this article fit into their portfolio parameters.