2023-09-19

Week 133 (Sep 18 - 22)

Update

I was again to busy to invest. This needs to change. As of last week $450 was supposed to be going to JEPQ. This didn't happen. 

Current week plans

I just add $150 to the JEPQ. This makes $600 JEPQ. 

2023-09-10

Week 132 (Sept 11 - Sep 15)

Update

Late last week I added the 3 tickers as I outlined. 
As dividend payments $14.06 hit the account. $4.38 alone came from THW.
This week I have $150 +$300 from the past. Then I am all caught up again.

Plans for the current week

Some time this week unless I change my mind, I will do the following investments : $450 into JEPQ.  Yeah, it is easy and a new position in the portfolio.

2023-09-04

Week 131 (Sep 4 - Sep 8)

Update

As outlined last week I bought $150 each of BP, CAH and PDI.
A total of $27.04 in dividends entered the account last week. This is mainly as QYLD/RYLD/XYLG and QYLD had 2 payments in August but none in July.

Plans for this week

This week I am putting $300 on top of the $150 to work.
My current choices are $150 each into DBMF, META and OBDC. This may change, when I see where the market opens.

2023-08-27

Week 130 (Aug 28 - Sep1)

Update

Last week $5.26 entered the account as dividends. 

Plans for week 130

In total I have $1,050 to invest. $900 from the previous weeks and $150 from the current week.
This week $150 each go into PDI, BP,  and CAH.  This leaves $600 left over and $150 for week 131.

2023-08-24

Week 129 (Aug 21 - Aug 25)

Update

It has been a while since the last post. As of last Friday (week 128) $484.37 in dividends have entered the account. 
On July 7th (week 122) EXG, IWM, DBMF and SCHD each got 150$. On June 9th 150$ went into FSK.
Since the last investment, including this week, there are 7x$150 = $1050 waiting to be invested.

Plans this week

I am adding a new position. PDI will get 150$.  That leaves $900 to be invested going forward starting next week. in addition to the 150$ there is for the week.

2023-06-10

Week 118 (Jun 5 - Jun 9)

 

Update

There is not enough time to do a lot of reviews of  positions.
I changed my mind and invested the outstanding $300  into FSK this week. It is going ex-dividend on 6/13. With that the position is now also a bit more then 6% of my portfolio. So any future purchases will have to wait until there is room for them. 

2023-06-04

Week 116 + 117 (May 22 - Jun 2)

 

Update

I am still reviewing positions.
As there have been no purchases week 116 and week 117, there are now $300 to be invested.
Most likely in week 118 there will not be any purchase either. 
Stay tuned for more action the week after this one.