Welcome back to Dividend Dollars! I hope you’re doing well and had a great week of investing. Every week I write an update on the dividend portfolio so that we can track its progress. I will give an overview of the portfolio and its value, the dividends received, trades made, and any news or business announcements made that may be of interest to our positions.
Manufacturing, employment, and retail data all came in this week either reaching a new high or beating expectations. All good things! The market continues to look good for a strong finish through the end of the year.
Overall, it was a good week for us with some new and exciting plays!
Portfolio Value
To date, I have invested $2,925 into the account, the total value of all positions plus any cash on hand is $2994,49. That’s a gain of $69.49 for a total return of 2.38%. The account is up $30.07 for the week and up from 2.02% total return as of last week.
Love seeing these gains! This week we invested pretty heavily! We added $810 to the account. I’ll need to hold back on investing so much but there were just so many good moves to make this week! We added heavy to a speculative position in UWMC and bought other positions on red days. We will get into those trades later.
Portfolio
Below is a table of everything we are invested in so far. The tickers in green are stocks that I added to this week. Every week $25 is automatically deposited into my account. When there is a stock I want to buy I’ll just throw some more funds in the account (if needed) and make the order. Sometimes I may also put that $25 towards a cheap stock that pays monthly dividends so that if I am saving to buy a larger position in something else my cash on hand isn’t sitting idle. You will sometimes see those temporary positions in the portfolio below.
As you see with the portfolio this week, I didn’t just stick with the $25 deposit. I added $810 this week and made some nice buys! I will usually add funds to my account like this so that I can take advantage of good buying opportunities which are usually called out in my monthly stock picks or other timely articles. Stock picks for this month are LMT, CAH, and MO. I added more to MO this week and LMT last week.
Dividends
This week we received three dividends. $0.30 from 1 share of SLG, $0.47 from 2 shares of O, and $0.14 from 1 share of PBA. The SLG and PBA dividends were not reinvested since we sold those positions a few weeks ago.
Dividends received for the week of November 15th: $0.91
Dividends received for November 2021: $3.52
Year-To-Date Dividends: $4.16
Trades
Here’s the breakdown of the trades I made this week:
On November 15th I added one share of T at $24.81 and one share of UWMC at $6.82.
On November 16th I added one share of O at $70.55, one share of MMP at $49.19, and one share of UWMC at $6.72.
On November 17th I added 12 shares of UWMC at $6.18, another 10 shares of UWMC at $6.02, one share of MO at $44.28, and lastly one more share of UWMC at $5.99
On November 18th I added 24 shares of UWMC at $5.69, another 10 shares at $5.65, and another 35 shares at $5.71
On November 19th I bought one share of SCHD at $78.33.
Noteworthy News
This section of the post will identify some headlines that may be of import to our positions. If they are important enough, we will also call out in the posts if the news calls for actions to readjust our portfolio.
While writing this article, I am currently on a small getaway in Sedona, AZ so I am not going to spend much more time on this post! Lucky for me, there wasn’t much news to share aside from UWMC.
UWMC had lots of news which is why I added heavy this week. If you want to read more about the news and why I’m bullish click here.
Summary
That is it for the update this week. Let’s kill it next week and keep our eyes open for more good buying opportunities! This has been my most aggressive week yet, let’s keep up the pressure! Let me know what you think of the progress so far, share with me your progress and questions, interact with me on twitter and Instagram using the links below!
Thank you for reading and take care!