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Dividend Portfolio: 6/23/23 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 0.56% and is beating SPY by 2.97% with annual dividend income of $571!

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.

This post is brought to you by Sharesight, a portfolio tracking tool that I am happy to partner with. Their platform makes tracking trading and dividend history, understanding your performance, and saving time a breeze. I wrote a review of the product that you can read here if you’re interested in learning more! Click the link above or the picture below to get a special offer only for Dividend Dollar readers!

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 $16,690 into the account the total value of all positions plus any cash on hand is $16,784.20. That’s a total gain of 0.56%. The account is down $503.82 for the week which is a 2.92% loss. We added $120 in cash to the account this week, 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 -2.40% which puts us 2.97% 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 increased $3 to $571.


Over the last week I received three dividends: $4.62 from $SMHB, $2.41 from $XLC, and $4.88 from $LMT.

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: $244.69

Portfolio’s Lifetime Dividends: $655.09


This week we continued to use the turtle trend trade strategy on $XLC and opened a new trade in $ZSL! I am very excited about its performance so far and am anxious to see how far it can run. If you’re interested in learning more about the turtle trading strategy that is built into my portfolio, I have published a full article on it which you can read here. The below table is a log of the trades taken under the strategy so far.

This week was a pullback week after all of the green we had last week. Because of that, I didn’t trade very much. The only activity I had was I received a dividend from $SMHB that got reinvested and started a new turtle position in $ZSL. This one is interesting as it is an inverse levered silver position. The chart looks great, it broke above a double top this week and has a great gap to fill between $24-26 above the key 0.618 fib level.

Below is a breakdown of the trades I made this week:

  • June 21st, 2023
    • ETRACS 2xMonthly Pay Levered US Small Cap High Dividend ETN ($SMHB) – dividend reinvested
  • June 22nd, 2023
    • ProShares UltraShort Silver ($ZSL) – bought 23 shares at $21.19, entry for turtle trend trade. Next add is 14 shares at $22.05 and stop is at $19.47


That is it for the update this week. Keep your eyes open for the next market recap and outlook that will come out later this weekend!

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 as well as the other socials using the links below! I have also started a Twitch Channel called Games N Gains! Every Thursday at 6PM MST I go live to hang out, play games, and chat with y’all about stocks, charts, fundamentals, and anything else you like! I hope to see you in there!

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


Dividend Dollars

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