Dividend Growth Forum

Added a few shares of SBUX.

(05-27-2022, 03:49 AM)Kerim Wrote: [ -> ]Just put in an order for some GOOG at the open. If tech does swoon further, I'll average down, but I'm not gonna completely miss this opportunity to add at least a few more shares of this great company at a fair price, to paraphrase the Man. I got my existing small position (5 shares) back in late 2018 for under $1000 each, but I've always wanted more. So I'm going to grab a few today, and stay ready should even better opportunities arise in the near future. (FWIW, Tim McAleenan's recent writings on GOOG gave me an extra push on this.)

Heh, "small" is all relative.  I decided to come up with "official" terminology for my position sizes a while back:

$1 - $500 watch position
$501 - $1000 starter position
$1001 - $2499 junior position
$2500 - $4999 moderate position
$5000 - $7499 full position
$7500 - $9999 large position
$10000 - $19999 major position
$20000+ principal position

5 shares of Google in my portfolio would be a Major Position, and probably my largest non-ETF one too.

***

Dare to dream?  If Tuesday doesn't erase the gains, May will be my first up month of the year.

(05-27-2022, 03:49 AM)Kerim Wrote: [ -> ]Just put in an order for some GOOG at the open. If tech does swoon further, I'll average down, but I'm not gonna completely miss this opportunity to add at least a few more shares of this great company at a fair price, to paraphrase the Man. I got my existing small position (5 shares) back in late 2018 for under $1000 each, but I've always wanted more. So I'm going to grab a few today, and stay ready should even better opportunities arise in the near future. (FWIW, Tim McAleenan's recent writings on GOOG gave me an extra push on this.)

Only thing that can slow GOOGL down is reduced ad revenue and I consider that a problem resolved in a year.  My largest tech position.

Added to CBRL, KMI, STOR, & KEY.

(05-27-2022, 01:52 PM)fenders53 Wrote: [ -> ]

(05-27-2022, 03:49 AM)Kerim Wrote: [ -> ]Just put in an order for some GOOG at the open. If tech does swoon further, I'll average down, but I'm not gonna completely miss this opportunity to add at least a few more shares of this great company at a fair price, to paraphrase the Man. I got my existing small position (5 shares) back in late 2018 for under $1000 each, but I've always wanted more. So I'm going to grab a few today, and stay ready should even better opportunities arise in the near future. (FWIW, Tim McAleenan's recent writings on GOOG gave me an extra push on this.)

Only thing that can slow GOOGL down is reduced ad revenue and I consider that a problem resolved in a year.  My largest tech position.

i'm a big believer in tech (i'm kind of in the tech industry) and have been adding and adding to tech for a while--between the 2020 covid19 pandemic and the market downturn i've been accumulating in a big way

june first will be a portfolio update--i'll have to find that thread--the 2022 portfolio--i think we did it?? can't remember

Just a geeky thing, but in analyzing my dividend returns over the weekend, I realized that I finally achieved each month getting at least $500 in dividends. July and January are my two lowest months, but have now crested over to $502.13 each. Huzzah!

New positions in CEG and BMY

(05-31-2022, 06:36 AM)ken-do-nim Wrote: [ -> ]Just a geeky thing, but in analyzing my dividend returns over the weekend, I realized that I finally achieved each month getting at least $500 in dividends. July and January are my two lowest months, but have now crested over to $502.13 each. Huzzah!

Love hitting those milestones. Congrats!

Used my unspent cash from selling WHR a little while back plus accumulated dividends to add LYB at $115.88. At least 2/3 of the shares are temporary to collect the dividends. The other third could take me to a full position if I want, which I may.

I find this sort of dividend harvest much easier when it's with a stock I like. Not gonna break my heart if I get stuck with an overweight position in it for a while. Not saying buying to hold it temporarily just for the big upcoming payout is wrong. It's just not something I would likely do.

Adds to

aapl

tsla

(05-31-2022, 06:36 AM)ken-do-nim Wrote: [ -> ]Just a geeky thing, but in analyzing my dividend returns over the weekend, I realized that I finally achieved each month getting at least $500 in dividends.  July and January are my two lowest months, but have now crested over to $502.13 each.  Huzzah!

Goals feel good

(05-31-2022, 06:36 AM)ken-do-nim Wrote: [ -> ]Just a geeky thing, but in analyzing my dividend returns over the weekend, I realized that I finally achieved each month getting at least $500 in dividends.  July and January are my two lowest months, but have now crested over to $502.13 each.  Huzzah!

Goals kept me investing through some painful and sometimes extended periods.  Never stop reaching for the eventual victory.