Category: Dividend Stocks

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Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 12/29/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio reviewand the last one for 2023! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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.

2023 is a wrap so let’s hit on some of our investing stats and achievements for this year:

• Achieved goal of investing $7,400 or approx. 10% of my gross income (this is less than the $7,840 I invested in 2022which is due to the fact that I lost some additional income when I lost my two roommates in 2023).

• Earned a total of $570.49 in dividends (a 47% increase on 2022’s total dividends of $387.48).

• Grew PADI from $465 to $706 (a ~52% increase).

• Portfolio gained over $3,000 or 15% in value this year (the portfolio actually lost about $400 in 2022).

• Achieved outperformance of 8% compared to the S&P 500 (at the end of 2022, I was outperforming by about 12%).

• Began writing options this year and earned $140 in premium.

• Number of positions decreased from 24 to 22 in 2023 (the goal is to get this number down to 15-17 positions).

• Had some big wins on shorter term trade ideas with $URNM (17% win) & $XLC (10% win) trend plays and $ATVI (24% win) arbitrage play!

Now we look forward to 2024! Below are some goals that I have set out for myself and the Dividend Dollars portfolio for the coming year:

• As previously mentioned, I would like to get my number of positions down to 15-17 tickers.

• Depending on if and how much of a raise I get in 2024, I would like to invest approx. $8,000.

• Maintain my outperformance over the S&P 500 by at least 5% by year end 2024.

• Earn a total of $900 in dividends and $300 in premium in 2024.

• Reach a portfolio value of $35,000 in 2024.

• Read 24 investing books (roughly two a month).

That’s it for the recap of 2023 and goal setting for 2024, now onto the portfolio review for this week!

Portfolio Value

To date, I have invested $20,235 into the account. The total value of all positions plus any cash on hand is $23,315.10. That’s a total gain of 15.22%. The account is up $251.58 this week which is a gain of 1.09%. We contributed $85 in cash to the account this week.

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 up 7.06%, which puts us 8.17% higher than the market! See the comparison in the dashboard below.

Portfolio

Above is a dashboard of the portfolio that tracks all positions,portfolio diversification, performance compared to the S&P 500, income from dividends and options, and projected dividend income. In the time I have been gone, my PADI has increased from $705.79 to $706.74!

Dividends

This week, I received four dividends: $0.55 from $RCRUY, $4.04 from $LEAD, $5.20 from $LMT, and $12.25 from $BAC.

Dividends received for 2023: $570.47

Portfolio’s Lifetime Dividends: $980.87

Trades

This was another volatile week with the market trying to push its win streak to 9 consecutive weeks this week. There was also some visible hesitation and volatility preventing a substantial push higher as things started to feel pretty extended and some economic data releases missed the mark.

We didn’t make many moves this week. We only received dividends, reinvested them, and sold a covered call on $T. Below are the detailed trades:

  • December 27th, 2023
    • AT&T ($T) – Sold $19 4/19/2024 covered call for $11 premium, this is down by 36% at a current price of $15.
    • Siren Divcon Leaders ETF ($LEAD) – reinvested dividend.

The $LMT and $BAC dividends will be reinvested at next market open.

We still have a cash secure put option open on $TSLL. We sold the $12.73 1/19/24 put option on December 20th for $25 in premium. This is worth $28 now or a 12% loss.

That is it for the update. 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!

Thank you for reading! Have a great Holiday Weekend and lets start the year strong next week! See you soon and stay safe!

Regards,

Dividend Dollars

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!

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Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 12/22/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review and Happy Holidays! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $20,150 into the account. The total value of all positions plus any cash on hand is $22,960.62. That’s a total gain of 13.95%. The account is up $145.06 this week which is a gain of 0.64%. We contributed $85 in cash to the account this week.

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 up 6.71%, which puts us 7.27% higher than the market! See the comparison in the dashboard below.

Portfolio

Above is a dashboard of the portfolio that tracks all positions, portfolio diversification, performance compared to the S&P 500, income from dividends and options, and projected dividend income. In the time I have been gone, my PADI has increased from $703.97 to $705.79!

Dividends

This week, I received two dividends: $8.60 from $SMHB and $0.80 from $NSSC

Dividends received for 2023: $548.43

Portfolio’s Lifetime Dividends: $958.83

Trades

This was quite a volatile week with a flash knife down in the market on Wednesday, but a bounce back during the rest of the week. The strength makes sense though. Macros seen like building permits, housing starts, mortgage rates, home sales, GDP, consumer spending, Core PCE, and consumer expectations all moved in positive directions.

We didn’t make a whole lot of moves this week. Though things ran higher, I felt compelled to sit on the sidelines and watch as holiday shenanigans kept me busy and a feeling of end-of-year optimism has me cautious in this market. But only for the short term. Below are the detailed trades:

  • December 20th, 2023
    • TSLA 1.5x Shares ($TSLL) – Sold to open one $12.73 1/19 cash secured put for $25.
  • December 22nd, 2023
    • ETRACS 2x Levered US Small Cap High Dividend ETN ($SMHB) – Dividend reinvested at $7.58.

That is it for the update. 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!

Thank you for reading! Have a great Holiday Weekend and lets end the year strong next week! See you soon and stay safe!

Regards,

Dividend Dollars

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!

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Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 12/15/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review (sorry for being late this last weekend)! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $20,065 into the account. The total value of all positions plus any cash on hand is $22,732.26. That’s a total gain of 13.29%. The account is up $808 this week which is a gain of 3.67%. We contributed $145 in cash to the account this week.

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 up 6%, which puts us 7.29% higher than the market! See the comparison in the dashboard below.

Portfolio

Above is a dashboard of the portfolio that tracks all positions, portfolio diversification, performance compared to the S&P 500, income from dividends and options, and projected dividend income. In the time I have been gone, my PADI has increased from $701.18 to $703.97!

Dividends

This week, I received four dividends: $12.65 from $MMM, $2.47 from $MSFT, $3.54 from $O, and $5.21 from $NEE.

Dividends received for 2023: $539.03

Portfolio’s Lifetime Dividends: $949.43

Trades

This was one of the best weeks for the portfolio, and the market in general, for some time. News of a dovish Fed sent stocks soaring this week! We capitalized on it by closing out put trade in $TSLL and adding some to $SBUX and $LPLA. Below are the detailed trades:

  • December 11th, 2023
    • Schwab US Dividend Equity ETF ($SHCD) – $11.53 dividend reinvested.
  • December 12th 2023
    • TSLA 1.5x Shares ($TSLL) – bought to close one $13 12/15 cash secured put for $10, 67% win.
    • Starbucks ($SBUX) – added 1 share at $98.18.
    • 3M ($MMM) – $12.65 dividend reinvested.
  • December 14th, 2023
    • LPL Financial ($LPLA) – added 1 share at $215.10.
  • December 15th, 2023
    • Microsoft ($MSFT) – $2.47 dividend reinvested.

That is it for the update. 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!

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

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 12/8/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $19,920 into the account. The total value of all positions plus any cash on hand is $21,873.43. That’s a total gain of 9.81%. The account is up $73.69 this week which is a gain of 0.34%. We contributed $145 in cash to the account this week.

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 up 3.34%, which puts us 6.46% higher than the market! See the comparison in the dashboard below.

Portfolio

Above is a dashboard of the portfolio that tracks all positions, portfolio diversification, performance compared to the S&P 500, income from dividends and options, and projected dividend income. In the time I have been gone, my PADI has increased from $693.28 to $701.18!

Dividends

This week, I received one dividend: $8.65 from $CMI

Dividends received for 2023: $515.17

Portfolio’s Lifetime Dividends: $925.57

Trades

This was a pretty uneventful week. We made one stock purchase, our $50 monthly ETF adds, and one option play. My birthday was this week, and every year I buy myself a share of MSFT for my birthday. Two out of three years now, MSFT has been near all time highs during these purchases! I’m very fortunate for this (sarcasm). Below are the detailed trades:

  • December 4th, 2023
    • TSLA 1.5x Shares ($TSLL) – Sold to open one $13 12/15 cash secured put for $31. Currently priced at $8, 74% win.
    • DIVCON Leaders Dividend ETF ($LEAD) – added 0.85 shares at $58.73.
    • SPDR S&P 500 ETF ($SPY) – added 0.11 shares at $455.91.
    • Schwab US Dividend Equity ETF ($SCHD) – added 0.68 shares at $73.38.
  • December 7th, 2023
    • Microsoft ($MSFT) – added 1 share at $369.41.
  • December 8th, 2023
    • Cummins ($CMI) – $8.65 dividend reinvested at $233.08.

That is it for the update. 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!

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

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 12/1/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! I know, I know! I haven’t done an update since 11/10/2023. Almost a whole month missed! This last month I have spent almost three weeks traveling and am finally back home and ready hit the investments hard!

While I was traveling and not very active on this website or social media, I made to avoid making any huge moves, that way this catch up article would be easy to follow. This update should mostly be dividend reinvestments, plus a new portfolio dashboard and graphics that I am excited to share with you. This should make updates quicker and easier going forward. So without more nonsense, let’s get on with the update!

Portfolio Value

To date, I have invested $19,775 into the account. The total value of all positions plus any cash on hand is $21,626.85. That’s a total gain of 9.36%. The account is up over $1,000 since my last update, which is a gain of over 5%. We added $145 in cash to the account every week, which is an amount of $435 since the last update.

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 up 3.12%, which puts us 6.24% higher than the market! See the graph below.

Portfolio

Above is a dashboard of the portfolio that tracks all positions, portfolio diversification, performance compared to the S&P 500, income from dividends and options, and projected dividend income. In the time I have been gone, my PADI has increased from $680 to $693.28!

Dividends

Since the last update, I have received 7 dividends: $2.43 from $APD, $3.98 from $TXN, $3.19 from $O, $3.53 from $SMHB, $2.95 from $SBUX, $0.90 from $LPLA, and $5.27 from $INTC.

Dividends received for 2023: $557.28

Portfolio’s Lifetime Dividends: $916.92

Trades

Like I said earlier, I tried not to be very active these last few weeks that I couldn’t update in a timely, below is what occurred:

  • November 13th, 2023
    • AT&T ($T) – Closed $16 11/17 covered call for $4, 50% win.
  • November 14th, 2023
    • SoFi Technologies ($SOFI) – Closed $6.5 11/17 cash secured put for $2, 83% win.
    • Texas Instruments ($TXN) – Dividend reinvested
  • November 15th, 2023
    • Realty Income ($O) – Dividend reinvested
  • November 16th, 2023
    • Cummins ($CMI) – Added 2 shares at $223.95
  • November 20th, 2023
    • ETRACS 2x Levered Small Cap ETN ($SMHB) – Dividend reinvested
  • November 24th, 2023
    • Starbucks ($SBUX) – Dividend reinvested
  • November 27th, 2023
    • LPL Financial ($LPLA) – Dividend reinvested

That is it for the update. 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!

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

Regards,

Dividend Dollars

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 11/10/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $19,340 into the account. The total value of all positions plus any cash on hand is $19,943.77. That’s a total gain of 3.12%. The account is down $110.98 this week which is a -0.55% loss. We added $145 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 -0.90% which puts us 4.03% higher than the market!

Portfolio

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 from $679 to $680!

Dividends

Over the last week I received no dividends

Dividends received for 2023: $484.27

Portfolio’s Lifetime Dividends: $894.68

I tried to build a dashboard of sorts for tracking income from dividends and option premium since I’m starting to try out option selling. Check out that other graphic below and let me know what kind of tracking you like better!

Trades

This week was a decent week. We sold off $APD, not because I dislike the company or their performance, but mostly because I want to try and consolidate my portfolio down to 10-13 holdings. $APD was such a small position, that it was pretty inconsequential to get rid of it. We also did our monthly $50 adds to our main ETFs, added some $NSSC after their well received earnings report, and continued to do some option selling. Below is a detailed breakdown of all trades this week:

  • November 6th, 2023
    • Marathon Digital ($MARA) – Closed $7.5 11/10 cash secured put for $0.05, a 37.5% win.
    • Direxion Daily Semi Bull 3X ($SOXL) – Sold $16 11/10 cash secured put for $0.12.
    • NAPCO ($NSSC) – Added 4 shares at $23.16.
    • Air Product Chemicals ($APD) – Sold position at $290.01.
  • November 8th, 2023
    • Direxion Daily Semi Bull 3X ($SOXL) – Closed $16 11/10 cash secured put for $0.03, 75% win.
  • November 9th, 2023
    • Schwab US Dividend Equity ETF ($SCHD) – added $50 at $69.36.
    • SPDR S&P 500 ETF ($SPY) – added $50 at $437.60.
    • Siren DIVCON Leaders ETF ($LEAD) – added 1 share at $55.77.
    • ETRACS 2x Levered US Small Cap ETN ($SMHB) – added 6.15 shares at $5.50
    • SoFi Technologies ($SOFI) – Sold $6.5 11/17 cash secured put for $0.12.

That is it for the update this week. 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! Also, tune into the Games N Gains Twitch Stream every Thursday at 6PM MST. I play games, hang out, 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!

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 11/3/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $19,195 into the account. The total value of all positions plus any cash on hand is $19,890.29. That’s a total gain of 3.62%. The account is up $1,238.82 this week which is a +6.64% gain. We added $145 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 -2.18% which puts us 5.80% higher than the market!

Portfolio

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 increase from $672 to $679!

Dividends

Over the last week I received two dividends: $1.92 from $SPY and $38.17 from $T

Dividends received for 2023: $484.27

Portfolio’s Lifetime Dividends: $894.68

I tried to build a dashboard of sorts for tracking income from dividends and option premium since I’m starting to try out option selling. Check out that other graphic below and let me know what kind of tracking you like better!

Trades

This week was a killer week, with nearly a 5% swing higher in $SPY! Our account got carried higher with the market, but we also had a good number of outperformers with $SBUX, $IBP, $BAC, $CMCSA, $EGP, $INTC, $T, and $MMM all having returns of +7% for the week.

Earnings is in full swing, I’ve spent some time reviewing the reports for $TXN, $EGP, and $LPLA. I liked $LPLA’s report a lot as you can see it was one of my only adds this week. $O also provided a great dip buying opportunity early in the week with the poor reception to the announced acquisition of $SRC.

Those were my only two buys, we had reinvested dividends in $T and $SPY, and executed a few option sales. Below is a detailed breakdown of all trades this week:

  • October 30th, 2023
    • SoFi Technologies ($SOFI) – Closed $6 11/3 cash secured put for $0.04, $13 or 76% gain.
    • AT&T ($T) – Sold $16 11/10 covered call for $0.08.
  • October 31st, 2023
    • Realty Income ($O) – Added 1.3 shares at $47.
    • SPDR S&P 500 ETF ($SPY) – Dividend reinvested.
  • November 1st, 2023
    • Direxion Daily Semi Bull 3X ($SOXL) – Closed $12.5 11/3 cash secured put for $0.02, $11 or 84% gain.
    • AT&T ($T) – Dividend reinvested.
  • November 2nd, 2023
    • Marathon Digital ($MARA) – Sold $7.5 11/10 cash secured put for $0.08.
    • LPL Financial ($LPLA) – added 1 share at $222.52.

$SPY Swing Win!

Normally, this is where the weekly update will end, but I have another HUGE win to share on the blog that has happened in my options trading account.

I hardly ever write about my speculative day/swing trading account as my ability to consistently execute and win is pretty poor. I am more than willing to stomach some losses on my trading account as I treat it as a hobby and learning experience, others may not be so risk tolerant! I don’t want to inadvertently cause others unnecessary losses by sharing the riskier trades in my options account. Therefore, this may be the only time you see content like this on this blog.

With that disclosure now out of the way, last Friday I opened an aggressive swing on $SPY. At the time, $SPY was trading around $410-$415. I opened a 12/1 $423 call option for $5.12. At market close today, $SPY was at $434 and my option had risen 215% to $16.14. A $1,100 gain! I have not closed the trade yet as $SPY is sitting on a key Fibonacci level and I’d rather let that play out for a few more days or so before I close.

What triggered this trade for me was a tool called Toggle.AI. For weeks now, I’ve been messing around with this website that generates AI powered investing insights that are based on historical outcomes. They have used the aggregate number of insights at any given time to create a handful of indicators (Leading, Rangefinder, and Peak/Trough Probability). On a $SPY chart, I plotted when these indicators flashed bullish and compared the next 2-3 week returns to a $SPY call with >30 days expiration at was OTM by >$8. What I found was that when enough of the three indicators are in bullish territory in a short period of time, those calls generally performed really well. Funny enough, after doing this analysis, a number of bullish indicators triggered last week, and I figured I would give it a shot! So, I opened the trade and it worked like a charm!

That is it for the update this week. 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! Also, tune into the Games N Gains Twitch Stream every Thursday at 6PM MST. I play games, hang out, 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!

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 10/27/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $19,050 into the account. The total value of all positions plus any cash on hand is $18,471.323. That’s a total loss of -3.04%. The account is down $304.29 this week which is a -1.62% loss. We added $145 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 -7.59% which puts us 4.55% higher than the market!

Portfolio

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 increase from $667 to $672!

Dividends

Over the last week I received two dividends: $12.28 from $SMHB and $5.38 from $CMCSA

Dividends received for 2023: $444.18

Portfolio’s Lifetime Dividends: $854.58

I tried to build a dashboard of sorts for tracking income from dividends and option premium since I’m starting to try out option selling. Check out that other graphic below and let me know what kind of tracking you like better!

Trades

This week was a tough week for the markets. We took it as an opportunity to do our monthly $50 adds to our ETF positions and try out some put selling. Instead of buying specifically $50 in $LEAD and $SCHD, we just decided to buy 1 full share since the price was close enough. We added 2 shares to $INTC the day before their earnings report (which crushed by the way). We sold out of $HLNE, simply because I want to start consolidating positions and $LPLA seems to be a better stock in a similar sub-industry. This triggered a $21 loss. We also reinvested all dividends.

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

  • October 23rd, 2023
    • Siren DIVCON Leaders ETF ($LEAD) – added 1 shares at $53.65.
    • ETRACS 2x Levered US Small Cap ETN ($SMHB) – reinvested dividend.
  • October 24th, 2023
    • AT&T ($T) – Sold $16 11/3 covered call for $0.09.
    • Schwab US Dividend ETF ($SCHD) – added 1 shares at $69.17
  • October 25th, 2023
    • SoFi Technologies ($SOFI) – Sold $6 11/3 cash secured put for $0.17.
    • Comcast ($CMCSA) – dividend reinvested.
  • October 26th, 2023
    • Direxion Daily Semi Bull 3X ($SOXL) – Sold $12.5 11/3 cash secured put for $0.13.
    • Hamilton Lane ($HLNE) – sold 2.01 share position at $80.81.
    • Intel ($INTC) – added 2 shares at $32.30.
  • October 27th, 2023
    • AT&T ($T) – closed $16 11/3 covered call for $0.01, 89% win.
    • SPDR S&P 500 ETF ($SPY) – added 0.121 shares at $413.12.

That is it for the update this week. 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! Also, tune into the Games N Gains Twitch Stream every Thursday at 6PM MST. I play games, hang out, 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!

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update Strategy Trend Trade

Dividend Portfolio: 10/20/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $18,905 into the account the total value of all positions plus any cash on hand is $18,751.13. That’s a total loss of -0.81%. The account is down $244.39 this week which is a -1.29% loss. We added $145 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 -5.19% which puts us 3.85% higher than the market!

Portfolio

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 decreased from $672 to $667!

Dividends

Over the last week I received no dividends, but reinvested dividends from $O and $EGP that came last Friday.

Dividends received for 2023: $426.53

Portfolio’s Lifetime Dividends: $836.93

I tried to build a dashboard of sorts for tracking income from dividends and option premium. Check out that other graphic below and let me know what kind of tracking you like better!

Trades

This week was a tough week for the markets. We didn’t make a ton of moves. First we hit our next add level for the turtle trade in $PPA. The stop level for that was hit two days later, forcing an exit out of the play. Time to try again. If you want to learn more about the turtle trend strategy, 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.

Then, we closed our $T $15.5 covered call for a 20% win before it went higher than our strike price after a positive earnings report.

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

  • October 17th, 2023
    • Invesco Aerospace & Defense ETF ($PPA) – added 8 shares at $83.86, turtle trade add.
  • October 20th, 2023
    • Invesco Aerospace & Defense ETF ($PPA) – sold full position at $81.52, stop hit on trend trade.
    • AT&T ($T) – closed $15.5 10/20 covered call for $0.08, $2 or 20% win.

That is it for the update this week. 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! Also, tune into the Games N Gains Twitch Stream every Thursday at 6PM MST. I play games, hang out, 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!

Regards,

Dividend Dollars

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!

Categories
Dividend Portfolio Dividend Stocks Dividends Portfolio Portfolio Update

Dividend Portfolio: 10/13/23 Weekly Update

Welcome back to the weekly Dividend Dollars portfolio review! This post is brought to you by Koyfin, a powerful analytical tool that I am proud to partner with. Their platform is entirely customizable for whatever investment data you want to look at. I wouldn’t use any other website to dive into a stock’s fundaments. Click the link above or picture below to get a special offer only for Dividend Dollar readers or go give my product review a read if you’re interested!

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 $18,760 into the account the total value of all positions plus any cash on hand is $18,739.64. That’s a total loss of -0.11%. The account is up $152.27 this week which is a 0.82% gain. We added $145 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 -2.87% which puts us 2.76% higher than the market!

Portfolio

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 from $663 to $672!

Dividends

Over the last week I received three dividends: $9.73 from $BBY, $2.85 from $O, and $2.54 from $EGP.

Dividends received for 2023: $426.53

Portfolio’s Lifetime Dividends: $836.93

Trades

This week was a tough week for the markets. We didn’t make a ton of moves. First, we added down into $NEE this week. They’ve been beaten up the past few weeks on news of a growth cut for their subsidiary $NEP. The steep sell off on $NEE seems to be an overreaction as $NEE has confirmed their full year guidance and analysts have increased their buy ratings.

Then, we did some premium collecting work with selling a covered call on $T and a cash secured put on $TSLL. We later closed the $TSLL put for a 50% win and the $T covered call is still open at a 40% win. I’m going to try to be more active with option selling as capital and positions allow. Below is our total activity with options since starting this portfolio.

Then, we found a new turtle trend trade play in $PPA. We initiated a position at $82.81 and have the next scale planned at $83.89. The last trend trade in $URNM was a huge success, so I am excited to try and catch another win. If you want to learn more about the turtle trend strategy, 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.

Lastly, we reinvested the $BBY dividend, the other dividends will be reinvested on Monday. Below is a breakdown of the trades I made this week:

  • October 9th, 2023
    • Sold $15 10/13 $TSLL put for $10 premium.
    • NextEra Energy ($NEE) – added 3 shares at $49.06
    • Sold $15.5 10/20 $C call for $10 premium.
  • October 10th, 2023
    • Bought $TSLL put for $5, 50% win.
    • Invesco Aerospace & Defense ETF ($PPA) – added 13 shares at $82.81, new turtle trade.
    • Best Buy ($BBY) – dividend reinvested.Summary

That is it for the update this week. 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! Also, tune into the Games N Gains Twitch Stream every Thursday at 6PM MST. I play games, hang out, 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!

Regards,

Dividend Dollars

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!