Week 207 (till Feb. 21, 2025)

Review

In week 207 the dividend payments were $20.96. Selling LMT produced a gain of $50.31 and selling INTC produced a loss of $127.81.

Plans 

The purchases of MFC (week 207-ending 2/21/25) and BXSL (week 208-ending 2/28/25) already happened. The next 2 weeks are very busy. I will do the investment in DBMF for week 209 already in the upcoming days.
INTC and LMT returned $532 back into the account. 
WMT had earnings 2/20. The market clearly did not like it. The earnings itself were not bad, but the outlook, according to the analysts, was disappointing. 

From the high of $105.30 the close on Friday was $94.78. That is a 9.99% decline in just  a few days,

Note WMT is in the consumer staples sector. This are the companies, that consumer frequent, no matter what. We all need articles for daily consumption. 

I watch about 400 tickers. No, I am not looking at all of them every day. I sort them for different criterias and look at the top and bottoms. 
On Friday 292 of those tickers were down, 5 unchanged and the rest was up. 

Now, why am I talking about this? There is a change in the market starting to show. Talking about this would mean to get into politics, which I will not do here.
For that reason the $532 remain in cash in the account. The account pays about 4% interest. A lot more then my savings account. For now I will continue to invest the 200$/week. It may change on a dime. 

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 204, 205, 206 (till Feb. 15, 2025)

Review

In week 204 $156.16 entered the account in dividends. In week 205 $42.58 came in. In week 206 $19.31 came into the account.

In week 204, I added to MO, ENB and UNM. No additions in week 205. In week 206 I added to FEPI, BAM, META and HASI. With that $232  are left to be re-deployed from the sale. They will be put to work this week.

Plans for next 2 weeks

The remaining $232 go into FEPI. $200 will be added MFC. The other $200 will be added to BXSL. 

Other changes to the portfolio. I am getting rid of INTC and LMT. I still have profits in LMT and a loss in INTC.  LMT has been on decline over the past quarter. It is almost at the price from 12 months ago. Our president mentioned he will cut defense spending. That did send a lot of defense stocks on steep declines the last week. I am also going to get rid of CMG. CMG does not pay a dividend. It was in the portfolio to have some capital appreciation stocks. Since the split in June 2024 it is still in the post split depression.  Time to cut it before the loss gets bigger.
I was considering to add AMZN to the mix. With over 50 positions, I'd rather cut down at the moment and build up some of the other funds.
Also some of the funds I have e.g. FEPI own AMZN. 
As of January 31, 2025 the top 15 holdings of  FEPI reveal 6.91% of the holdings are AMZN. Alphabet Class A is 4.45%. So if I want more exposure there and the advantages of income from covered calls, I might es well add to this position. 

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 202 + 203 (till Jan. 25, 2025)

Review

In week 202 $102.33 entered the account in dividends. In week 203 $22.65 came in.

Plans for next and current  week

I added to META and GOOGL $200 each. SPYI did get $200 from the proceeds of the sells.

For the next 2 weeks. $200 go to MO and ENB as new contributions.  UNM gets $200 of the proceeds. That will leave $632 for other purchases. 

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 200 + 201 (till Jan 11, 2025)

Review

This week $152.57 entered the account in dividends. They came from the  Global X ETF family. They distributed short term capital gain proceeds.
I also liquidated QYLG/XYLG/RYLD for a total of  $1,032.28. They will be distributed going forward. I am going to ignore the 28 cents and focus just on the full $ amount

Plans for next and current  week

With adding $200 to SPYI as the first high yielding ETF, I still have this and last weeks regular contributions.  SPYI is with 4.9% a the limit. Over limit is still AVGO. This comes from the capital gains. At this point I am still not going to do anything about it. Coming back to the 2x200$ regular contributions that need to be assigned.
$200 go into GOOGL (currently at 2.8%) and $200 go into META (currently at 0.88%)

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 199 (till Dec 28, 2024)

Review

In week 199 $43.31 of dividends entered the account. 

Plans for next (current)  week

I did not add to JEPQ. I forgot. So the 150$ go into JEPQ for last week.  For this week 200$ will be added to SPY.

Other plans. I am going to unwind my positions in QYLG/XYLG/RYLD. Any proceeds will get invested in 200$ chunks into existing positions. There are better covered calls ETFs out there, that have better returns. It was fun while it lasted.

These fund need to go 50/50 into higher yield ETF's and growth stocks.

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 197 + Week 198 (till Dec 20, 2021)

Added

In the last 2 weeks I was supposed to add to BEN and MDT. I added to BEN. Instead of MDT I added to BXSL.

Review

In week 197 $30.31 of dividends entered the account. In week w198: $30.80. 54.54 this makes $1,684.77.

Any interest for cash is not accounted for.

For next year I am going to increase the $200/week. This will be happening with the week of December 30.
AVGO grew itself into a 6.3% position. While I have a rule to not more then 5% in any ticker. I will still let this one ride.

The 2 best positions: AVGO +275% and META +103%. 

The 2 worst positions: INTC -49% and WU -23%.

Next week, I will do a bit more of a review of the account and the history.

Plans for next  week

I will add to existing JEPQ.

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 195 + Week 196 (till Dec. 6, 2024)

Added

In the last 2 weeks I was supposed to add to OBDC and SPYI as well as SPY and MFC. This time I added them. 

Review

In week 195 $47.85 of dividends entered the account. In week w196: $30.80. YTD this makes $1,599.92.

Plans for next 2 week

I will add to existing positions BEN and MDT. 

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.