2023-11-26

Week 137-142 (till Nov 21)

Update

YTD the account generated $748.29.  Over the last weeks, AVGO, JNJ and others were added.
ALTY has been sold. The reason is, that there were distributions, that didn't show up in my account as returned capital. The cost bases on my spreadsheet no longer matched the what was shown in Fidelity. This were just cents. The account is small, so this really does not matter that much. However in large accounts this matters. ALTY is now black listed in my books.

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. 

2023-10-14

Week 136 (Oct 9 - Oct 13)

 

Update

This week $32.60 entered the account. YTD this are $629.89. There was no purchase this week. So next week w137, there are $300 to be spend. This will be $150 in AVGO and $150 in DBMF.

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 135 (Oct 2 - Oct 6)

Update

This week 19.62$ entered the account. $150 went into GOOGL.

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.

2023-10-01

Week 134 (Sep 25 - Sep 29)

Update 

This week $30.88 entered the account. YTD interest is $577.23. This weeks 150$ contribution went into WU.

Plans for week 135

I will lok at this this in a day or 2.

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.

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.