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06-21-2021, 02:23 PM
(This post was last modified: 06-21-2021, 02:24 PM by fenders53.)
The second group absolutely counts.
This is just me, and yes I do occasionally trade swings, but a DGI stock is a stock I don't need to watch closely unless I choose to. I could buy a few shares a quarter for the next 40 quarters and not lose any sleep worrying much about them.
I wouldn't be thrilled if I were forced to load the boat with HD today (or even my beloved UTEs), but I'd sure have no problem dollar costing into them for years. They meet any reasonable measure of a true DGI stock. 3/4ths of your list does, and the rest are defendable.
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06-21-2021, 02:35 PM
(This post was last modified: 06-21-2021, 02:36 PM by fenders53.)
BTW, although I don't own a share of about half those stocks, if I were told I had to flip my entire port into those 20 stocks today, I'd be OK with it. I'll get an above market average yield, less volatility, and a very good chance every stock on that list not only survives the next depressed market, but likely grows my income some right through the turmoil. Maybe not at 10%, the entire port average increases some. Consider that a complement. Not a chance in hell you would have picked my port only six months ago. 
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(06-21-2021, 02:13 PM)ken-do-nim Wrote: Okay, so I believe then these are the DGI companies I have (yield in parens):
- MO - 7.43%
- KMI - 6.12%
- RIO - 5.73%
- ABBV - 4.60%
- IBM - 4.58%
- STX - 3.14%
- AVGO - 3.13%
- WEC - 3.03%
- XEL - 2.75%
- LMT - 2.74%
- TXN - 2.23%
- HII - 2.20%
- HD - 2.18%
Then there's a bunch below 2%: L3Harris, Lowe's, Oracle, Starbucks, Taiwan Semiconductor, Target, Sherwin Williams. If you count them too I'm at 20.
Very nice. You got the meaning 
Dividend Growth Investing (DGI) is a form of investing in which you only buy stocks which have raised their dividend year after year, without fail, for at least the last 5-years in a row. In many cases the companies have raised their dividends for the last 10, 25, even 50 years in a row, or more. So A DGI stock is pretty much means that you invest in a set of dividend-paying stocks that grow their dividend payout year after year.
So STX does not count.
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(06-21-2021, 02:35 PM)fenders53 Wrote: BTW, although I don't own a share of about half those stocks, if I were told I had to flip my entire port into those 20 stocks today, I'd be OK with it. I'll get an above market average yield, less volatility, and a very good chance every stock on that list not only survives the next depressed market, but likely grows my income some right through the turmoil. Maybe not at 10%, the entire port average increases some. Consider that a complement. Not a chance in hell you would have picked my port only six months ago.
Thanks!
Of course, that's just the DGI section of my port.
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(05-11-2021, 09:12 AM)divmenow Wrote: (05-11-2021, 09:08 AM)fenders53 Wrote: (05-11-2021, 09:06 AM)divmenow Wrote: (05-11-2021, 09:00 AM)fenders53 Wrote: (05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lol
I also took a new position in PXD thanks to the secondary at $153
I needed to add another name in the sector to go along with CVX and EOG
now the only other sector I'm underweight in is leisure
Dude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime.
Yeah yeah. What ever floats your boat lol
I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.
Well me too. Got in at $108.90
This will be a big winner for years to come. You have to add at some point, so why not today. I don't worry about making a few $ here and there . I'm in to win it lol
Are we having fun today
(06-21-2021, 03:27 PM)ken-do-nim Wrote: (06-21-2021, 02:35 PM)fenders53 Wrote: BTW, although I don't own a share of about half those stocks, if I were told I had to flip my entire port into those 20 stocks today, I'd be OK with it. I'll get an above market average yield, less volatility, and a very good chance every stock on that list not only survives the next depressed market, but likely grows my income some right through the turmoil. Maybe not at 10%, the entire port average increases some. Consider that a complement. Not a chance in hell you would have picked my port only six months ago.
Thanks!
Of course, that's just the DGI section of my port.
Of course, baby steps lol. It's good you have the concept down. It 's good to have a section of your port you don't need to worry about. You fought pretty hard to get us to accept a lot of super high yielders and consider them safe as HD or ABBV. They just aren't. One of these days Cousin Divemenow is going to tell us the sky is falling and it will really be true for a year or so lol.
You just don't need to be stressing 30 volatile positions. It's just way too much to manage when the heat is on, and you still have an itchy trigger finger some days when a stock underperforms for a month or two. If AVGO doubles in six months and you decide to take a profit, well knock yourself out. You truly understand DGI when you understand you can shut the computer off and let that part of your port ride. Reality is you'll likely be better off only a few years from now.
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Half off sale on crypto. Don't miss your chance and HODL it for life.
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Added to baba, UNM and started a small position in pdd
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CBRL and LHX
LHX looks like it wants to break out
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Anyone follow RCII (Rent a Center) ?
Looks promising with a 15 PE and yield of 2.1%
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