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+--- Thread: What Did You Buy Today? (/showthread.php?tid=699)
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RE: What Did You Buy Today? - ken-do-nim - 06-02-2021
(06-02-2021, 03:18 PM)divmenow Wrote: Added 800 shares of ABBV. It’s now my top dividend stock earning $6240 a year in dividends.
I sold some ETFS, high flyers and trimmed a few other non dividend holdings. My goal is to get to 20k-25k a year in dividend stocks.
I have about 8 years or so before retirement so want that extra income going forward. I learned don’t get greedy and think things will just keep going up. I’m fine with holding mostly low beta stocks for now and the future unless tech gets creamed again lol
My top 10 now are ABBV, LMT, DUK, MSFT, NSC, MO, PEP, CMI, APD and AVGO
MA and ITW just outside the top 10
No bad dividend stocks right there.
Hey wow congrats! You must be up at least at the $1,250,000 mark then if your top 10 average about $60k each.
MA only has a 0.48% dividend so I'm not sure what you mean by "no bad dividend stocks" - it's a great stock, but low dividend.
I agree I think ABBV is the best of the pharmaceuticals. But I only have 21 shares
RE: What Did You Buy Today? - kblake - 06-02-2021
(06-02-2021, 03:18 PM)divmenow Wrote: Added 800 shares of ABBV. It’s now my top dividend stock earning $6240 a year in dividends.
I sold some ETFS, high flyers and trimmed a few other non dividend holdings. My goal is to get to 20k-25k a year in dividend stocks.
I have about 8 years or so before retirement so want that extra income going forward. I learned don’t get greedy and think things will just keep going up. I’m fine with holding mostly low beta stocks for now and the future unless tech gets creamed again lol
My top 10 now are ABBV, LMT, DUK, MSFT, NSC, MO, PEP, CMI, APD and AVGO
MA and ITW just outside the top 10
No bad dividend stocks right there.
I think he just meant MA is outside his top 10 not that it pays a high dividend.
But wow congrats. That's some serious moola. ABBV is one of the best and undervalued stocks in the market right now. I only own 42 shares but hope to up that. I think ABBV gets to $150 in a year or so. The drug stocks are just out of favor right now and you got these crazies bidding up AMC and BBBY
Tomorrow I plan on doing some reshuffling of my portfolio. ABBV and ABT are at the top of my list
RE: What Did You Buy Today? - fenders53 - 06-02-2021
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...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 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
Yeah yeah. What ever floats your boat
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
Are we having fun today
(06-02-2021, 03:18 PM)divmenow Wrote: Added 800 shares of ABBV. It’s now my top dividend stock earning $6240 a year in dividends.A few random thoughts. That's a good list though I think half of it will be changed within six months.
I sold some ETFS, high flyers and trimmed a few other non dividend holdings. My goal is to get to 20k-25k a year in dividend stocks.
I have about 8 years or so before retirement so want that extra income going forward. I learned don’t get greedy and think things will just keep going up. I’m fine with holding mostly low beta stocks for now and the future unless tech gets creamed again lol
My top 10 now are ABBV, LMT, DUK, MSFT, NSC, MO, PEP, CMI, APD and AVGO
MA and ITW just outside the top 10
No bad dividend stocks right there.
We'll see. I own over half of those.IMO it's very good to practice doing what you think you will at retirement, well in advance of retirement. I started doing that about three years ago and about one more to go. I am trying to put the bulk of my port into my top ten, but I've been lucky this year and a lot of them have just run up too fast, and then I lose some of the shares selling covered calls. It's all income no matter how we get it as long as it's done conservatively. I timed spec well and the put sales are lucrative on them so I tempt fate a little. I fight to keep it a small part of my port so they can't hurt me much at if they get a 75% off haircut.
I want to avoid a 25% overall port haircut and pretty much anything we buy carries that risk. I'll continue to keep some cash for a real dip in blue chips. No clue if that comes this year or not. A six month low is not a real dip usually. There is no doubt in my mind this market gets whacked within a few years. It's going to take a lot more than a vague FED comment. TINA is real. I have $50K in a short-term bond fund that yielded about $25 last month. That just won't work for most retirees. They have to take some equity risk at some point. They'll come flooding in to save the market on a dip until we all unlearn that lesson that stocks only go down for a few weeks then bounce to near ATH within a month or two. The gamblers are nowhere near done so that complicates it. They have to suffer some real pain that lasts before that subsides. Some surely did but they are back bidding up the same stocks again and being rewarded in many cases. I have too, but I missed the initial beating. And some of the runup as well of course.
RE: What Did You Buy Today? - ken-do-nim - 06-03-2021
> I want to avoid a 25% overall port haircut and pretty much anything we buy carries that risk.
> There is no doubt in my mind this market gets whacked within a few years.
Bonds are supposed to be the safe play, but the bond funds I checked melted down like everything else in March 2020. Maybe holding actual bonds instead?
RE: What Did You Buy Today? - fenders53 - 06-03-2021
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...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 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
Yeah yeah. What ever floats your boat
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
Are we having fun today
(06-03-2021, 05:52 AM)ken-do-nim Wrote: > I want to avoid a 25% overall port haircut and pretty much anything we buy carries that risk.They are the easy choice in a falling rate environment. Or even a stable environment where the yield isn't less than the predicted rate of inflation. Actual bonds in high quality companies were safe in MAR 2020 provided you never sell them and just collect the interest until the maturity. Most bonds are callable though so you are back to searching for reasonable yield. Buy a replacement bond and you are paying a premium if it has an above market yield which is pointless IMO. I am no bond expert but it seems now is not the time to start a bond port.
> There is no doubt in my mind this market gets whacked within a few years.
Bonds are supposed to be the safe play, but the bond funds I checked melted down like everything else in March 2020. Maybe holding actual bonds instead?
RE: What Did You Buy Today? - kered - 06-03-2021
Picked up some ABT and sold some AMC yesterday
RE: What Did You Buy Today? - ken-do-nim - 06-03-2021
(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.
(06-03-2021, 06:40 AM)kered Wrote: Picked up some ABT and sold some AMC yesterday
Congrats on the AMC sale!
As much as I mess with triple-leveraged ETFs, GME-AMC stock manipulation scares the tar out of me; much like crypto.
RE: What Did You Buy Today? - fenders53 - 06-03-2021
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...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 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
Yeah yeah. What ever floats your boat
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
Are we having fun today
(06-03-2021, 06:40 AM)kered Wrote: Picked up some ABT and sold some AMC yesterday
Good move on the AMC sale you paperhanded sissy.
When I get lucky on a spec I try to buy a few shares of something solid I will keep for decades, and the gamble pays me some forever. The other choice is take it all to the next gamble and eventually the casino will send you home broke.
RE: What Did You Buy Today? - ken-do-nim - 06-03-2021
I finally set up some STOP sales for the triples, NAIL tripped its threshold automatically right at the opening bell. I still believe a home building ETF is where I want my money but I'll have to figure out when to get back in.
RE: What Did You Buy Today? - fenders53 - 06-03-2021
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...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 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
Yeah yeah. What ever floats your boat
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
Are we having fun today
(06-03-2021, 08:33 AM)ken-do-nim Wrote: I finally set up some STOP sales for the triples, NAIL tripped its threshold automatically right at the opening bell. I still believe a home building ETF is where I want my money but I'll have to figure out when to get back in.It's a lot easier when you aren't tripled up. I'm not even sure a stop can work. If you try it with options you'll get stopped out too often, and you are playing options whether you understand them or not.
RE: What Did You Buy Today? - ken-do-nim - 06-03-2021
True, true. WEBL just went bye-bye too.
RE: What Did You Buy Today? - ken-do-nim - 06-03-2021
Okay ...
In the taxable account, took the proceeds from WEBL and picked up CP, IBM, KMI, CIK, and added another share of LOW.
In the ROTH, I took the proceeds from NAIL and topped off SOXL, DUSL, and HIBL ... but mostly I decided this is a dandy time to start the long awaited Dividend Capture Strategy. I picked up LYB whose ex-div date is tomorrow.
LYB is LyondellBasell Industries, a chemical company. P/E of 16.72, up 37% in the past 6 months, 3.85% yield. Looks like a good company anyway, so following the "don't be afraid to own the company for a while" rule, I think I did well. But plan is to dance out in a couple days if possible, then look for the next.
Edit: crap! I forgot to unenroll from DRIP in the ROTH. Glad there aren't commissions. But yeah, better call tech support.
Edit 2: Btw, when I dance out, I will leave 1 share. That way, as I complete a "quarterly circuit" of companies, E*Trade will show me the next set of ex-div dates so I can repeat the pattern more easily.