(05-05-2021, 08:47 AM)fenders53 Wrote:

(05-05-2021, 08:04 AM)Otter Wrote:

(05-05-2021, 07:18 AM)fenders53 Wrote: The forum is small and this is our socializing thread.  Some days you are just going to have to put up with us arguing about macro economics and option tricks lol.

Haha, true. Right now my DGI stuff is mostly doing what I want and throwing off dividends. Didn't have much exposure to growth stuff, so have been building a portfolio of that lately. No harm in letting that run for 20 years and seeing if any turn out to be home runs while the boring DGI stuff slowly and steadily does its compounding thing. I have a hard time getting many DGI stocks to pass my value screens at the moment. Unless the reddit kids get deep into the psychedelics, a Ute like DUK isn't going to run 500% in a year, so buying it at a P/E of 19.6 (well above its 10yr average of 17.5) probably carries a fairly high risk of subpar returns. 

I buy stuff that is unloved, and usually start buying too early while it is still sliding. I could have waited to buy some of the tech stuff I bought recently, but had no way of knowing when I bought if it would slide further, or if the dip was just a blip like dozens of others over the past several years. 

Fed printer still seems to be running though, and someone told Yellen to hush and get on the Brrrrrrrrrrrrrr train late yesterday, so I think the gravy train to the markets will continue for the short term. I'd be shocked if there are any rate hikes before the midterms in 2022.

Agreed, there is just so much we can do with PG and JNJ on a daily basis.   I also come here for the differing viewpoints, some debate and comradery.  We know each other's temperment and we can disagree without blowing up the thread.  Not many other places on the internet where that is true.  I fully support your right to be wrong Otter.  Just kidding, I mostly agree with you.  I doubt rates are increased before 2023 unless inflation gets crazy which is not out of the question.  Back in the day a real FED Chief that wasn't scared of politicians would raise them a quarter point this summer just to get the market's attention.  There is a helluva lot more going on with regards to employment than a tiny change in interest rates.

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(05-05-2021, 09:24 AM)EricL Wrote: Added five more shares of XOM with my pooled dividends, bringing it up to a full position.

I'm still thinking oil goes much higher this summer on the reopening boom.

The buy pushes my projected portfolio income over the $3,000 mark for the first time.

(05-05-2021, 09:48 AM)divmenow Wrote: Sold a few ETF's and bond funds I had and went on a spending spree this morning lol

TXN, WBA, ETSY, TDOC, ENPH, BMY, MO, CVX, VGT, AVGO, NOW and TD

Still have 35% of proceeds to spend later. Hope I can hold onto for the day and not get the urge lol

(05-05-2021, 09:24 AM)EricL Wrote: Added five more shares of XOM with my pooled dividends, bringing it up to a full position.

I'm still thinking oil goes much higher this summer on the reopening boom.

The buy pushes my projected portfolio income over the $3,000 mark for the first time.

(05-05-2021, 10:05 AM)ken-do-nim Wrote: [quote pid='25869' dateline='1620224661']
Added five more shares of XOM with my pooled dividends, bringing it up to a full position.

I'm still thinking oil goes much higher this summer on the reopening boom.

The buy pushes my projected portfolio income over the $3,000 mark for the first time.

(05-05-2021, 09:24 AM)EricL Wrote: Added five more shares of XOM with my pooled dividends, bringing it up to a full position.

I'm still thinking oil goes much higher this summer on the reopening boom.

The buy pushes my projected portfolio income over the $3,000 mark for the first time.

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(05-05-2021, 10:21 AM)EricL Wrote:

(05-05-2021, 10:05 AM)ken-do-nim Wrote: $3000, awesome!  Given that your "full position" mark is $2000, your portfolio can now generate 1.5 positions on its own annually without your putting new money in.

XOM is one of the bigger high dividend payers I don't have.

Yeah, it's pretty awesome. Can really start to tell the dividend snowball is growing faster and faster. Being able to add to my stocks every month or so with pooled dividends is great. It's nice being able to time buys with ex-div dates and build out my smaller positions while not messing with the rest of my bigger holdings.