Dividend Stocks Dividends Portfolio Trend Trade

Dividend Portfolio: 6/9/23 Weekly Update

Weekly update on a long-term dividend growth portfolio from a young investor to show you how I’m investing to reach financial independence! To date the portfolio is up 0.25% and is beating SPY by 3.7% with annual dividend income of $566!

Welcome back to the weekly Dividend Dollars portfolio review! I apologize for missing last week’s update, I was out of town. This update will detail all of the moves made within this last two weeks.

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Here at Dividend Dollars, our investing approach is a dividend growth strategy with aspects of value investing and fundamental analysis. I am a young investor in my 20’s and by sticking to this strategy over the long term, the magical powers of compounding are on my side. This allows me to more easily build substantial positions in dividend paying stocks over time, which will one day help me reach the ultimate goal of being financially free through the sources of passive income they provide. You can read more about the strategy here. Let’s dive into the portfolio review!

Portfolio Value

To date, I have invested $16,450 into the account. The total value of all positions plus any cash on hand is $16,490.97. That’s a total gain of 0.25%. The account is down $171.01 for the week, which is a 1.05% gain. We added $240 in cash to the account last two weeks, trades made will be broken out below.

We started building this portfolio on 9/24/2021 and when compared to the S&P 500 we are outperforming the market so far! Within that same timeframe, the S&P 500 is down -3.52% which puts us 3.76% higher than the market!


Above is a dashboard of the portfolio that tracks annual dividend income, yield, beta, dividend growth, and more.

Below is a table of everything we are invested in so far. There you can see my number of shares, shares bought through dividend reinvestments, average cost, gains, and more. The tickers in green are positions that I bought shares in this week, the blue ones are positions that I reinvested dividends into, the yellow ones are positions that announced a dividend increase this week, and the red are positions that I trimmed. Our PADI fell $10 to $566, this decrease was a result of lower annual payouts from $SMHB based off of their last declaration.


Over the last two weeks I received four dividends: $2.71 from $SBUX, $4.74 from $INTC, $4.87 from $CMI, and $2.23 from $MSFT.

In my portfolio, all positions have dividend reinvestment enabled. I don’t hold onto the dividend, I don’t try to time the reinvestment, I just let my broker do it automatically.

Dividends received for 2023: $217.46

Portfolio’s Lifetime Dividends: $627.86


This week we continued to use the turtle trend trade strategy on a $XLC and hit the stop of $VTWV. $XLC has hit it’s final add and marks our first turtle trade that has hit full size. So far it is reaching nice gains and the stop prevents us from losing any money at all! I’m excited to see how far it can run, if you’re interested in learning more about the turtle trading strategy that is allocated into my portfolio, I have published a full article on it which you can read here.

Aside from trend trades, we did some DCA’s into $T as it was down bad these last two weeks and a small add to $BBY leading into it’s next ex-dividend date. $T had a little bit of a bounce this week, which lead me to sell a covered call. I pulled trigger a bit too soon and was down over 100% the next day, but by the end of the week it came back under the strike and close for a gain. Next week, I’ll be keeping my eyes on $BBY and $APD for adds leading into their next ex-dividend date.

Full details are broken out below:

  • May 30th, 2023
    • Communication Services Select Sector ($XLC) – added 2 shares at $62.54, turtle trend trade add
  • May 31st, 2023
    • Vanguard Russell 2000 Value Index ($VTWV) – should position at $572.22, turtle trend trade exit for a loss of 3.65%
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – dividend reinvested
  • June 1st, 2023
    • Intel ($INTC) – dividend reinvested
    • Cummins ($SMI) – dividend reinvested
  • June 2nd, 2023
    • AT&T ($T) – added 4 shares at $15.12
  • June 5th, 2023
    • Communication Services Select Sector ($XLC) – added 2 shares at $62.54, final turtle trend trade add for this position!
  • June 7th, 2023
    • AT&T ($T) – sold to open 1 6/9 $16 covered call for $0.06
    • Best Buy ($BBY) – added 1 share at $75.13
  • June 9th, 2023
    • Microsoft ($MSFT) – dividend reinvested
    • AT&T ($T) – bought to close 1 6/9 $16 covered call for $0.02 (67% gain)


That is it for the update this week. The market recap/outlook is also live and provides tons of information on what macro statistics I look at to keep a temperature gauge on the market and inform my portfolio movements. Read this week’s update here!

Let me know what you think of the progress so far, share with me your progress and questions, interact with me on Twitter and CommonStock and other socials using the links below!

Thank you for reading! See you next week and stay safe!


Dividend Dollars

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