Tag: Dividend Portfolio

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Dividend Stocks Dividends Portfolio

Dividend Portfolio: 1/13/2023 Weekly Update

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 $13,010 into the account the total value of all positions plus any cash on hand is $13,449.56. That’s a total gain of 3.38%. The account is up $241.53 for the week which is a 1.83% 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 -10.24% which puts us 13.62% 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 $120 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 PADI this week decreased from $486 to $500.

Dividends

This week I received 3 dividends, view the chart below!

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. $MDT and $O will be reinvested at next market open.

Dividends received for 2023: $6.97

Portfolio’s Lifetime Dividends: $425.28

Trades

This was a very eventful week in the market. We experienced an initial dip, a run up into and through the CPI release on Thursday, and then banks kicking off earnings season with some volatility on Friday.

After closing my short position last week, this week I began to deploy more cash into buying some of my token stocks like Intel and BofA.

Secondly, I added back to some shares in $SMHB after selling off some of that position a few months ago. I did this to take advantage of the ex-dividend date on Thursday.

Third, I added a little bit to $AY as my secondary sustainable energy holding, I think companies like $AY and $NEE will be huge in the future, so I am just slowly but surely adding to it.

Lastly, I took time this week to try out a cash secured put position on $LABU which I held for only a few days for a nice 40% gain. Currently, that contract is only worth $5 which would put the position at an 83% gain! Going forward, I am going to start doing more with cash secured puts and covered call in order to earn premium while my stock and cash works for me. I have been involved with a discord server called 3X Trading in the past few weeks that has taught me a little bit about option wheel strategies. Using their resources and trainings, I would like to continue to use this strategy as well as a separate option trading account which, if successful with it, could help boost my dividend portfolio through its extra earnings. The dividend portfolio will always be my focus, I am just learning about other avenues on how I may be able to make it grow faster. Use the link above if your interested in checking out the discord, I chat in there often about the market, macro data, long term holds, and price action.

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

  • January 9th, 2023
    • S&P Biotech Bull 3x ($LABU) – Sell to open cash secured put $6 1/27 for $0.30
  • January 10th, 2023
    • SPDR S&P 500 ETF ($SPY) – added $10 at $388.74 per share (weekly buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.57 per share (weekly buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.07 per share (weekly buy)
  • January 11th, 2023
    • ETRACS 2xMonthly Pay Leveraged US Small Cap ETN ($SMHB) – added 2 shares at $7.70
  • January 12th, 2023
    • S&P Biotech Bull 3x ($LABU) – Buy to close cash secured put $6 1/27 for $0.18 (40% gain)
    • Intel ($INTC) – added 1 share at $29.88
    • Atlantica Sustainable Infrastructure ($AY) – added 1 share at $26.36
    • ETRACS 2xMonthly Pay Leveraged US Small Cap ETN ($SMHB) – added 1 share at $7.71
  • January 13th, 2022
    • Intel ($INTC) – added 1 share at $29.89
    • Bank of America ($BAC) – added 1 share at $33.86

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 if the market gets lower. I have started to slowly deploy that cash in case a bottom has already been hit, but only time will tell. I really want to deploy this cash position into $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. The weekly market recap and outlook article is live. Read that here to understand what happened this week and prepare for the next!

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: 1/6/2023 Weekly Update

Happy New Years and 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 $12,860 into the account the total value of all positions plus any cash on hand is $13,108.12. That’s a total gain of 1.69%. The account is up $305.39 for the week which is a 2.39% 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 -12.58% which puts us 14.2% 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 PADI this week decreased from $465 to $486. This is mainly because of a drop in the yearly payout from $XYLG following their most recent dividend declaration.

Dividends

This week I received 1 dividend: $7.92 from $BBY

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

Dividends received for 2023: $7.92

Portfolio’s Lifetime Dividends: $418.32

Trades

Wow what a crazy green week in the market. This week I executed my regular weekly buys in $SPY, $XYLG, and $SCHD. I also pulled trigger on getting my $T position to 100 shares in order to start selling covered calls.

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

  • January 3rd, 2023
    • SPDR S&P 500 ETF ($SPY) – added $10 at $379.71 per share (weekly buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.08 per share (weekly buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $75.18 per share (weekly buy)
    • ProShares Ultra Short ($SDS) – Sold position of 7 shares at $45.58 (roughly 8% gain)
    • AT&T ($T) – added 25 shares at $18.45
    • AT&T ($T) – sold covered $20 call 1/20 for $3
  • January 4th, 2023
    • Microsoft ($MSFT) – added 0.2 shares at $227.65

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 if the market gets lower. I have started to slowly deploy that cash in case a bottom has already been hit, but only time will tell. I really want to deploy this cash position into $CMCSA, and $INTC to build 100 share positions in them for covered call activities.

Summary

That is it for the update this week. Cheers to an awesome year in 2022 of outperforming the market and cheers to a great 2023 with many buying opportunities!

Due to traveling this weekend, I did not have enough time to write a market recap to compliment this post. I will get back to the regular schedule going ahead. Is a real shame, because this last week was crazy!

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: 12/30/2022 Weekly Update

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!

Happy New Years! 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 $12,830 into the account the total value of all positions plus any cash on hand is $12,684.04. That’s a total loss of 1.314%. The account is up $33.16 for the week which is a 0.26% gain. Pretty flat 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 down -13.83% which puts us 12.6% 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 PADI this week decreased from $491 to $465. This is mainly because of a drop in the yearly payout from $XYLG following their most recent dividend declaration.

Dividends

This week I received 3 dividends, see the chart below. These will all be reinvested automatically on the next trading day.

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: $387.48

Portfolio’s Lifetime Dividends: $410.40

Trades

This week was a slow one. I took the opportunity average down a little in AT&T and did my weekly buys in $SPY, $XYLG, and $SCHD.

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

  • December 27th, 2022
    • SPDR S&P 500 ETF ($SPY) – added $10 at $380.76 per share (weekly buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.22 per share (weekly buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $75.70 per share (weekly buy)
  • December 28th, 2022
    • AT&T ($T) – added 1 share at $18.48

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 until the market gets a little bit lower. 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. Cheers to an awesome year in 2022 of outperforming the market and cheers to a great 2023 with many buying opportunities!

Later this weekend, I will write the final market recap for the year!

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 Stock Market

Dividend Portfolio: 12/23/2022 Weekly Update

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 $12,770 into the account the total value of all positions plus any cash on hand is $12,593.26. That’s a total loss of 1.38%. The account is up $8.20 for the week which is a 0.06% gain. Pretty flat 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 down -13.71% 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 $9 to $491.

Dividends

This week I received only 1 dividend for $2.21 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: $377.90

Portfolio’s Lifetime Dividends: $400.83

Trades

This week was mainly a DCA week was a slow one. I took the opportunity average down a little in AT&T and pick up some shares in Medtronic right before the ex-dividend date. Most other activity was my weekly buys in $SPY, $XYLG, and $SCHD as well as reinvesting dividends.

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

  • December 19th, 2022
    • SPDR S&P 500 ETF ($SPY) – added $10 at $383.54 per share (weekly buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.30 per share (weekly buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $75.14 per share (weekly buy)
    • AT&T ($T) – added 2 shares at $18.13
    • Medtronic ($MDT) – added 2 shares at $76.73
  • December 20th, 2022
    • Realty Income ($O) – added 1 share at $63.46
  • December 21st, 2022
    • ETRACS 2x Levered ETN ($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! There’s tons to discuss with the latest FOMC meeting and economic data releases, so go give it a read!

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: 12/16/2022 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 $12,710 into the account the total value of all positions plus any cash on hand is $12,470.80. That’s a total loss of 1.88%. The account is down $273.08 for the week which is a 2.14% 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 -13.93% 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 $482.

Dividends

This week I received 5 dividends totaling $21.72.

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: $375.69

Portfolio’s Lifetime Dividends: $398.61

Trades

This week was mainly a DCA week into some names that I have been pushing to get 100 shares in ($T and $CMCSA). Most other activity was my weekly buys in $SPY, $XYLG, and $SCHD as well as reinvesting dividends. The only difference there this week was the weekly buys. Rather than having those auto-invest on Monday, I turned that off and timed the investment myself. With the CPI release and Fed meeting, I knew it was better to wait and see what the market did, and luckily the market dropped hard giving me better buys!

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

  • December 12th, 2022
    • $SCHD dividend reinvested
    • $MMM dividend reinvested
  • December 13th, 2022
    • ProShares UltraShort S&P ($SDS) – added 1 share at $41.31
  • December 14th, 2022
    • Comcast ($CMCSA) – added 1 share at $36.02
  • December 15th, 2022
    • SPDR S&P 500 ETF ($SPY) – added $10 at $390.53 per share (weekly buy)
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $25.68 per share (weekly buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $75.58 per share (weekly buy)
    • AT&T ($T) – added 1 share at $18.61
  • December 16th, 2022
    • $NEE dividend reinvested
    • $O dividend reinvested
    • $AY dividend reinvested
    • AT&T ($T) – added 1 share at $18.37

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! There’s tons to discuss with the latest FOMC meeting and economic data releases, so go give it a read!

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 Stock Market

Dividend Portfolio: 12/9/2022 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 $12,645 into the account the total value of all positions plus any cash on hand is $12,662.00. That’s a total gain of 0.13%. The account is down $204.14 for the week which is a 1.59% 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 -11.7% which puts us 11.8% 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 increase my PADI by $8 to $475.

Dividends

This week I received a $1.14 dividend from $MSFT and $2.92 and $AMGN.

In my portfolio, all positions have dividend reinvestment enabled (except for $AMGN as that is a position I have exited). 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: $353.97

Portfolio’s Lifetime Dividends: $376.89

Trades

This week featured a major buy in celebration of my birthday! Last December, I started the personal tradition of buying myself a whole share of Microsoft as a happy birthday gift to myself. That was my main purchase this week, plus some other shares in $T and $ALLY for some simply averaging down. As usual, we also had out automatic buys in $XYLG, $SCHD, and $SPY on Monday.

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

  • December 5th, 2022                       
    • SPDR S&P 500 ETF ($SPY) – added $10 at $401.72 per share (weekly automatic buy) and dividend reinvested
    • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $26.10 per share (weekly automatic buy)
    • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.86 per share (weekly automatic buy)
    • Ally Financials ($ALLY) – added 1 share at $25.01
  • December 6th, 2022
    • AT&T ($T) – added 3 shares at $19.00
  • December 7th, 2022
    • Microsoft ($MSFT) – added 1 share at $243.30

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!

My weekly market recap can be read here. Use this to prepare yourself for the coming 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 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: 12/2/2022 Week in Review

Photo by John Guccione www.advergroup.com on Pexels.com

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