Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 12/2/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,340 into the account the total value of all positions plus any cash on hand is $12,639.84. That’s a total gain of 2.43%. The account is up $82.60 for the week which is a 0.66% gain.

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 -8.61% which puts us 11% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $60 in cash to the account this week, trades made will be broken out below.

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 moves this week decreased my PADI by $9 to $467.

Dividends

This week I received a $9.52 dividend from Intel, a $3.51 dividend from $XYLG, and a $3.72 dividend from Cummins

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 2022: $349.91

Portfolio’s Lifetime Dividends: $372.83

Trades

This week was a week of playing with options (a bit too much) and reorganizing my Healthcare exposure. While holding onto cash and waiting for a drop to add, I’ve fallen victim to trying to boost my gains by day trading with it. Over the last month I lost roughly $230 to day trading options while holding onto my cash. I need to be better about this! Monday and Wednesday show some bad plays in that realm.

Monday was my typical automatic investments into my ETFs. Wednesday, I consolidated my short position into only $SDS and added to it. I planned on investing in $CCO long term and started a position but later questioned it and sold the next day.

Thursday, I sold $AMGN and $MRK for +40% gains and decided to start a position in $JNJ as my chosen healthcare stock. The reasoning for this is that I do not know much about Amgen’s or Merck’s products. I know they have good patents right now that are really performing well, but I don’t know how sustainable that is or how long those patents are good for. Will they be able to create a new cash generating products after their current patents expire? I don’t know and I’m not in the business of trying to guess that. I like $JNJ because they have a base business of well-known healthcare staples that supports the riskier pharmaceutical endeavors, which is much more comfortable for me as an investor.

Friday was only some dividend reinvestments.

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • November 28th, 2022
    • Apple ($AAPL) – Entered 12/16 143P at 3.35 and exited at 3.90 ($55 gain)
    • Netflix ($NFLX) – Overnight 12/9 335C from last Friday entered at $0.49 and exited at $0.27 ($22 loss)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $397.55 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.86 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.55 per share (weekly automatic buy)
  • November 30th, 2022
    • Clear Channel Outdoor ($CCO) – bought 100 shares at $1.06
    • NVIDIA ($NVDA) – entered 12/9 $150P at $2.22 and exited at $1.12 ($110 loss)
    • S&P 500 Bear 3X ($SPXS) – Sold 2 shares at $19.52 to add to the 2x position
    • ProShares Ultra Short S&P 500 ($SDS) – added 3 shares at $41.96
    • Global X S&P 500 CC & Growth ETF ($XYLG) – dividend reinvested
  • December 1st, 2022
    • Clear Channel Outdoor ($CCO) – sold 100 shares at $1.08 ($2.14 gain)
    • Amgen $AMGN) – sold whole position at $282.68 ($100.40 gain)
    • Merck ($MRK) – sold whole position at $109.81 ($62.08 gain)
    • Johnson & Johnson ($JNJ) – bought 1 share at $178.48
  • December 2nd, 2022
    • Intel ($INTC) – dividend reinvested
    • Cummins ($CMI) – dividend reinvested

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will continue to hold onto the rest of my cash. I really want to deploy this cash position into $T, $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and help arm yourself with market knowledge! This weekly update and the last weekly update provide opinion pieces from myself and explain why I am bearish on the market.

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 11/25/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,280 into the account the total value of all positions plus any cash on hand is $12,548.07. That’s a total gain of 2.18%. The account is up $144.10 for the week which is a 1.16% gain.

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 -11.00% which puts us 12% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $60 in cash to the account this week, trades made will be broken out below.

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 moves this week increased my PADI by $7 to $476.

Dividends

This week we only on dividend: $1.98 from $SMHB

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 2022: $330.47

Portfolio’s Lifetime Dividends: $353.39

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • November 21st, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method.)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $394.88 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.62 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.21 per share (weekly automatic buy)
  • November 22nd, 2022 (today my $SPY short hit my stoploss. And it hit it hard. I’m a little bummed about it, but it was a lesson I needed in not getting caught up in the emotions of timing the market and feeling strong conviction in one direction over the other. It was also a great lesson in seasonality and option premium burn. Overall, I am still bearish on the market and will continue to hold onto my short positions.)
    • Ally Financial ($ALLY) – added 1 share at $26.18
    • SPY Short – Closed the short for roughly a 60% loss at 1.33.
    • S&P 500 Bear 3X ($SPXS) – added 2 shares at #20.32
  • November 25th, 2022 (An article was posted by Politico on Wednesday that made shares drop by roughly 4%. The article says that “The Federal Trade Commission is likely to file an antitrust lawsuit to block Microsoft’s $69 billion takeover of video game giant Activision Blizzard.” That is huge news… but them it goes on to say that “A lawsuit challenging the deal is not guaranteed, and the FTC’s four commissioners have yet to vote out a complaint or meet with lawyers for the companies…”. Essentially, the article is a bunch of hearsay from “three people with knowledge of the matter”. In my opinion, the article has no grounds of the claims coming from a credible source or having any proof of coming actions. My thesis hasn’t changed and I still believe that Microsoft has done a good job of showing that the acquisition is not anti-competitive and is in fact beneficial for consumers, despite Sony’s best attempts at slandering the deal.)
    • Activision Blizzard ($ATVI) – added 1 share at $73.37
    • Leveraged US Small Cap ETN ($SMHB) – dividend reinvested

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will continue to hold onto the rest of my cash. I really want to deploy this cash position into $T, $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and help arm yourself with market knowledge! This weekly update and the last weekly update provide opinion pieces from myself and explain why I am bearish on the market.

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 11/18/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,220 into the account the total value of all positions plus any cash on hand is $12,354.46. That’s a total gain of 1.10%. The account is down $83.28 for the week which is a 0.67% loss.

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 -11.00% which puts us 12% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $60 in cash to the account this week, trades made will be broken out below.

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 moves this week increased my PADI by $7 to $469.

Dividends

This week we received $6.79 in dividends! $1.64 from $APD, $1.84 from $TXN, $1.92 from $O, and $1.39 from $ALLY.

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 2022: $328.49

Portfolio’s Lifetime Dividends: $351.41

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • November 14th, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method. I also added a new position in $SDS to add to my short ideas.)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $399.92 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $26.00 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.48 per share (weekly automatic buy)
    • ProShares UltraShort S&P ETF ($SDS) – added 3 shares at $42.98
    • $APD Dividend reinvested
  • November 15th, 2022 (Only dividends today.)
    • $TXN dividend reinvested
    • $O dividend reinvested
    • $ALLY dividend reinvested
  • November 18th, 2022 (Little day trade with cash on hand.)
    • 1 contract $SPY $394 Put 11/21 in at $1.86 out at $1.93

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will continue to hold onto the rest of my cash. I really want to deploy this cash position into $T, $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 11/11/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,160 into the account the total value of all positions plus any cash on hand is $12,400.47. That’s a total gain of 1.98%. The account is up $463.39 for the week which is a 3.88% gain.

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 -10.38% which puts us 12% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $60 in cash to the account this week, trades made will be broken out below.

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. I actually sold more than I bought this week, so those moves aren’t evident on the chart. Keep reading below to see those! These moves decreased my PADI by $30 to $462.

Dividends

This week we received no dividends.

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 2022: $321.71

Portfolio’s Lifetime Dividends: $344.63

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • November 7th, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method. I took a day trade with my cash for a tiny gain this day and made a buy ahead of $AY’s earning)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $377.54 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.20 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $73.83 per share (weekly automatic buy)
    • Atlantica ($AY) – added 1 share at $28.17
    • SPDR S&P 500 ETF ($SPY) – day traded $381 11/9 call for a $4 gain
  • November 8th, 2022 (As mentioned last week, I was looking to cut some positions and build up cash as I believe a better buying opportunity is coming in the short term. I trimmed $LMT and $AMGN  and will buy these shares back at a lower price.)
    • Lockheed ($LMT) – sold 0.25 shares at $491.16
    • Amgen ($AMGN) – sold 0.25 shares at $295.24
  • November 9th, 2022
    • ETRACS 2x Small Cap ($SMHB) – bought 1 share at $6.85
  • November 10th, 2022 (I trimmed $ALLY, $AMGN, $MRK, and $SMHB. I was actually down on $ALLY and $SMHB, but both of these experienced some awesome pops this week. I figured I would take some off of the table and buy those shares back at a lower price in a few weeks. Per my bearishness as mentioned in my market report, I opened a short position today as well.)
    • Amgen ($AMGN) – sold 0.3 shares at $292.87Merck ($MRK) – sold 1 share at $101.67ETRACS 2x Small Cap ($SMHB) – sold 15 shares at $7.72Ally Financial ($ALLY) – sold 0.5 shares at $29.02
    • SPDR S&P 500 ETF ($SPY) – opened a $340 1/20/23 put at $3.03

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will continue to hold onto the rest of my cash. I really want to deploy this cash position into $T, $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 11/4/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,100 into the account the total value of all positions plus any cash on hand is $11,846.14. That’s a total loss of -2.1%. The account is down a measly $0.63 for the week which is a 0.01% loss.

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 -15.37% which puts us 13% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $60 in cash to the account this week, trades made will be broken out below.

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. I actually sold more than I bought this week, so those moves aren’t evident on the chart. Keep reading below to see those! These moves decreased my PADI by $38 to $492.

Dividends

This week we received three dividends totaling $21.74: $0.27 from SPDR S&P 500 ETF ($SPY), $18.35 from AT&T ($T), and $3.12 from Global X S&P 500 Covered Call & Growth ETF($XYLG)

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 2022: $321.71

Portfolio’s Lifetime Dividends: $344.63

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • October 31st, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method. As mentioned last week, I was looking to cut some positions and build up cash as I believe a better buying opportunity is coming in the short term. For those reasons I sold $MO, $HPQ, and trimmed $LMT. I sold $MO simply because I only liked it for the yield, I think the stock has potential for when marijuana becomes federally legalized, but for now the downside facing the tobacco market isn’t worth it for me. For $HPQ, I had a decent sized position that was mostly flat. There are other tech positions I’d rather invest in, so no harm in cutting this one. For $LMT, I was up by 48% last week, I just decided to trim some to capture some gains. All of these moves built me a cash position of $800 to deploy at better prices.)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $387.43 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.55 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $74.00 per share (weekly automatic buy)
    • Altria ($MO) – sold position of 7.237581 shares at $46.14 per share (total loss of $4.91)
    • HP ($HPQ) – sold position of 11 shares at $27.75 per share (total gain of $7.83)
    • Lockheed ($LMT) – sold 0.25 shares at $486.12 (approximately a third of my gains, will re-add the 0.25 shares at a lower price).
  • November 1st, 2022
    • AT&T ($T) – dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – dividend reinvested
  • November 3rd, 2022 (decided to take an easy little day trade with my cash position, I was down bad on this trade until the flush at the end of the day. Could have bagged a $40 gain but I took my money out as soon as the window was there!)
    • SPDR S&P 500 ETF ($SPY) – bought two 11/4 $370 puts with average price of $178, sold both contracts with an average price of $181 ($6 gain).

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will continue to hold onto the rest of my cash. I really want to deploy this cash position into $T, $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 10/28/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $12,040 (huge milestone considering the fact that my goal was only to invest $6,000 per year) into the account the total value of all positions plus any cash on hand is $11,854.80. That’s a total loss of -1.54%. The account is up $540.88 for the week which is a 4.78% gain (this might be my best week yet)!

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 -12.44% which puts us almost 11% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $80 in cash to the account this week, my trades and thoughts behind them will be broken out below.

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. The buys this week increased our PADI $9 to $530.

Dividends

This week we received one dividend. $3.26 from Comcast ($CMCSA).

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 2022: $299.96

Portfolio’s Lifetime Dividends: $322.88

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • October 17th, 2022 – The weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method.
    • SPDR S&P 500 ETF ($SPY) – added $10 at $376.75 per share (weekly automatic buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.05 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $71.02 per share (weekly automatic buy)
  • October 26th, 2022 – Only a dividend reinvestment.
    • Comcast ($CMCSA) – dividend off $3.26 reinvested
  • October 27th, 2022 – Ally had a tough earnings call this day missing expected EPS by 65 cents. I took this moment to pick up another share.
    • Ally Financial ($ALLY) – added 1 share at $27.01
  • October 28th, 2022 – This day I did some reorganizing. I sold off my EA position on account of my already existing video game exposure with Activision and Microsoft. Depending on how the Activision/Microsoft deal goes, I may use those proceeds to reopen a position in EA. For now, those funds were rolled into some tech positions that I preferred to build up. This move also has me thinking about further restructures that may happen next week. I think I may sell off some positions that I’m not married to (like EA) with minor gains and consolidate those funds into main positions that I want to reach 100 shares (I’m thinking positions like $BAC, $INTC, $CMCSA, and $T.
    • Electronic Arts ($EA) – sold position (1.00162) at $128.62 (total gain of $2.02)
    • Comcast ($CMCSA) – added 1 share at $31.40
    • Intel ($INTC) – added 4 shares at $28.90
    • Realty Income ($0) – added 0.15 shares at $65.04

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will look at deploying the rest of the money either into $MSFT and $INTC for the upcoming ex-dividend date and continue to play with the idea of consolidating positions.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 10/21/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! Sorry this review is late, I was out of town for a wedding most of last week and weekend! I wrote this today, 10/24/22 so even though this is last week’s review, the prices are current from this morning in my portfolio. This portfolio update 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 $11,960 into the account the total value of all positions plus any cash on hand is $11,158.82. That’s a total loss of -6.7%. The account is up $158.83 for the week which is a 1.44% gain.

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 -15.77% which puts us 9.07% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $110 in cash to the account this week, trades made will be broken out below.

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. The buys this week increased our PADI $7 to $521.

Dividends

This week we received one dividend. $5.90 from ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN $SMHB.

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 2022: $296.69

Portfolio’s Lifetime Dividends: $319.62

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

  • October 17th, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in an tried and true simple method.)
    • SPDR S&P 500 ETF ($SPY) – added $10 at $367.09 per share (weekly automatic buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $24.08 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $69.17 per share (weekly automatic buy)
  • October 21st, 2022 (Both Intel and Comcast have earnings calls coming up next week and I decided it would be a good idea to buy some more at these low levels in case those earnings surprise)
    • Comcast ($CMCSA) – added 1 share at $30.17
    • Intel ($INTC) – added 2 shares at $26.56
    • $SMHB – dividend reinvested at $6.74

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will look at deploying the rest of the money either into $ALLY and $INTC for the upcoming ex-dividend date

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 10/14/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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 $11,850 into the account the total value of all positions plus any cash on hand is $10,471.95. That’s a total loss of -11.63% The account is down only $19.66 for the week which is a -0.19% loss.

We started building this portfolio on 9/24/2021 (Woot Woot one year down, read my one year reflection here) 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 -19.58% whereas our portfolio is down -11.6%! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $110 in cash to the account this week, trades made will be broken out below.

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. Somehow my dashboard showed that my PADI dropped $8 to $514 at a yield of 4.91%. Not sure how it went down, so that’s something I’ll need to watch going forward.

Dividends

This week we received two dividends. $7.81 from Best Buy $BBY and $6.20 from Altria $MO.

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 2022: $290.79

Portfolio’s Lifetime Dividends: $313.71

Trades

Below is a breakdown of the trades I made this week and the reasoning behind them!

October 10th, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in an tried and true simple method.)

  • SPDR S&P 500 ETF ($SPY) – added $10 at $359.75 per share (weekly automatic buy)Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $24.08 per share (weekly automatic buy)
  • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $67.22 per share (weekly automatic buy)

October 11th, 2022

  • Best Buy ($BBY) – $7.81 dividend reinvested at $63.61
  • Altria ($MO) – $6.20 dividend reinvested at $44.99

October 13th, 2022 (I continue to buy into Activision because the Microsoft acquisition keeps looking promising. You can read about that here. Because the deal price per share is $95, its keeping $ATVI’s price in a very tight range, offering me a great position for maintaining capital in this volatile market with the likelihood of getting a +20% gain if the deal goes through.)

  • Activision Blizzard ($ATVI) – added 1 share at $72.62

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will look at deploying the rest of the money either into $TXN for the upcoming ex-dividend date or $ATVI to continue building that position.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 10/7/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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. Click the link above 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 $11,740 into the account the total value of all positions plus any cash on hand is $10,330.47. That’s a total loss of -12.01% The account is down only $2.85 for the week which is a -0.03% loss.

We started building this portfolio on 9/24/2021 (Woot Woot one year down, read my one year reflection here) 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 -18.31% whereas our portfolio is down -12%! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $90 in cash to the account this week, trades made will be broken out below.

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. These moves increased our annual dividend income by $6 at a yield of 5.07%.

Dividends

This week we received no dividends. A dividend hit from $MRK on Friday that will be reinvested on Monday and detailed in next week’s update.

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 2022: $272.82

Portfolio’s Lifetime Dividends: $295.75

Trades

Below is a breakdown of my trades this week! I was on vacation in Pennsylvania all week and did not make many trades, so this will be short and sweet.

  • October 3rd, 2022
    • $SCHD – added 0.146907 shares at $68.07 ($10 recurring investment)
    • $SPY – added 0.027358 shares at $365.52 ($10 recurring investment)
    • $XYLG – added 0.409332 shares at $24.43 ($10 recurring investment)
  • October 5th, 2022
    • $T AT&T – added 1 share1 at $15.80
  • October 6th, 2022
    • $MMM 3M – stock lending payment $0.08
  • October 7th, 2022
    • $ATVI Activision – added 0.3 shares at $73.63
    • $INTC Intel – added 0.5 shares at $26.02
    • $SMHB ETRACS 2xMonthlly Pay Leveraged US Small Cap High Dividend ETN – added 1 share at $6.33

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will look at deploying the rest of the money either into $INTC for the upcoming ex-dividend date and then probably average down into some more $, and $MSFT possibly.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars

Categories
Dividend Stocks Dividends Portfolio

Dividend Portfolio: 9/30/2022 Week in Review

Welcome back to the weekly Dividend Dollars portfolio review! This portfolio update 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. Click the link above 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 $11,650 into the account the total value of all positions plus any cash on hand is $10,133.61. That’s a total loss of -13.02% The account is down $349.01 for the week which is a -3.33% loss.

We started building this portfolio on 9/24/2021 (Woot Woot one year, read my one year reflection here) 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 -19.52% whereas our portfolio is down -13%! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

We added $160 in cash to the account this week, trades made will be broken out below.

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. These moves increased our annual dividend income by $12 at a yield of 5.12%.

Dividends

This week we received $10.97 from three dividends: $4.35 from Schwab Dividend Equity ETF $SCHD, $3.01 from Global X S&P Covered Call & Growth ETF $XYLG, and $3.62 from Bank of America $BAC

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 2022: $289.19

Portfolio’s Lifetime Dividends: $295.75

Trades

Below is a breakdown of my trades this week! I was on vacation in Pennsylvania all week and did not make many trades, so this will be short and sweet.

  • September 26th
    • $SCHD – added 0.148765 shares at $67.22 ($10 recurring investment)
    • $SPY – added 0.027477 shares at $363.94 ($10 recurring investment)
    • $XYLG – added 0.410846 shares at $24.34 ($10 recurring investment)
    • $SCHD – $4.35 dividend reinvested at $67.93 for 0.064041 shares
  • September 27th
    • $INTC Intel – added 1 share at $27.03
    • $ATVI Activision – added 0.2 shares at $74.80
    • $XYLD – $3.01 dividend reinvested at $24.35 for 0.123614 shares
  • September 29th
    • $O Realty Income – added 1 share at $58.83
    • $T AT&T – added 2 shares at $15.63
    • $INTC Intel – added 0.4 shares at $26.33
    • $SMHB ETRACS 2xMonthlly Pay Leveraged US Small Cap High Dividend ETN – added 0.2 shares at $6.00

Next week I will continue to add $10 into each ETF ($SPY, $XYLG, and $SCHD) and will look at deploying the rest of the money either into $CMCSA for the upcoming ex-dividend date and then probably average down into some more $INTC, $T, and $MSFT possibly.

Summary

That is it for the update this week. Let’s kill it next week. Stay patient and be ready to buy income producing assets at a discount!

Read the weekly market review to get a recap of the week and what economic events are coming in order to help arm yourself with a strategy for your future buys!

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! See you next week and stay safe!

Regards,

Dividend Dollars