12-21-2021, 11:37 AM
Plans for 2022.
I have been thinking for some time about how to translate my objective of increasing my mid-yield, average to fast dividend growth positions into concrete action going forward.
2021 has been the year of SCHD for us. That is now our second largest position, and it is certainly a mid-yield, fast dividend growth position. I would not mind adding to it, but I have three other positions that I have decided I want to build some in 2022: D, LMT and EOG.
D and LMT feel like old friends, I have owned them before and I own them again. EOG is new. All three are mid-yield, average to fast dividend growers, all three are underweight, and all three are in the undervalued to fair value range. My thinking now is that I will focus on building those three with our accumulated dividends in 2022.
Things could change, but that is what I am thinking now. Those could be good places to put some of our fat dividends from higher yield positions (actually, from all our other positions).
I have been thinking for some time about how to translate my objective of increasing my mid-yield, average to fast dividend growth positions into concrete action going forward.
2021 has been the year of SCHD for us. That is now our second largest position, and it is certainly a mid-yield, fast dividend growth position. I would not mind adding to it, but I have three other positions that I have decided I want to build some in 2022: D, LMT and EOG.
D and LMT feel like old friends, I have owned them before and I own them again. EOG is new. All three are mid-yield, average to fast dividend growers, all three are underweight, and all three are in the undervalued to fair value range. My thinking now is that I will focus on building those three with our accumulated dividends in 2022.
Things could change, but that is what I am thinking now. Those could be good places to put some of our fat dividends from higher yield positions (actually, from all our other positions).