Dividend Growth Forum

Added WFC, BAC, PNC and USB

added to

bx
zts
tsla

Entered BAC, USB and VLO this week.

Sold out of JNJ

Bought LDOS, MTB, PNC and PRU

Added to MAA. I've waited a long time to be able to add to this one at a decent price

(03-27-2023, 08:39 AM)kblake Wrote: [ -> ]Sold out of JNJ

How long did you hold that position?  It must really have been something to exit if you'd held it for years.  

I never actually sold my original JNJ position; it went to my ex-wife in the divorce settlement.  But when I started anew in 2021, I decided ABBV is pretty much its superior and never got back into it.

****

I made moves today!!!  I know it sounds crazy, but I'm actually flush with cash after exiting ZIM.  So I:

• Sent $7500 to my Traditional IRA, which in a few days I will send to my ROTH IRA in the backdoor conversion.
  
• Bought 4 shares of MSFT
  
• Bought 2 shares of ABBV
  
• Sold my NVDA position and took a profit; P/E had reached 150 and it just seems about ready to topple.  Should have sold a few days ago at $270 but $260 will do.
  

Still sitting on a fair amount of cash.

Bought a couple of beaten down names AAP and BMY

Added more CI. Soon it’ll be my top 5 holding.

Added DG, CI, PNC and BMY

Bought SCHW this morning. I like all the insider buying

Added to CI, sold some baba

Added CI & UNH. Sold a put for SCHW.