What Did You Buy Today? - Printable Version

What Did You Buy Today? - Printable Version

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+--- Thread: What Did You Buy Today? (/showthread.php?tid=699)

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RE: What Did You Buy Today? - fenders53 - 06-21-2021

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.

RE: What Did You Buy Today? - fenders53 - 06-21-2021

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. Smile

Smile

RE: What Did You Buy Today? - divmenow - 06-21-2021

(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 Big Grin

Big Grin

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.

RE: What Did You Buy Today? - ken-do-nim - 06-21-2021

(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.

RE: What Did You Buy Today? - fenders53 - 06-21-2021

(05-11-2021, 09:12 AM)divmenow Wrote:
(05-11-2021, 09:08 AM)fenders53 Wrote:
(05-11-2021, 09:06 AM)divmenow Wrote:
(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.

What Did You Buy Today? - vbin - 06-21-2021

Added more baba today.

RE: What Did You Buy Today? - fenders53 - 06-22-2021

(05-11-2021, 09:12 AM)divmenow Wrote:
(05-11-2021, 09:08 AM)fenders53 Wrote:
(05-11-2021, 09:06 AM)divmenow Wrote:
(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, 05:41 PM)vbin Wrote: Added more baba today.

BABA is getting tempting. I suppose China crackdown on crypto is this weeks issue for the stock price?

RE: What Did You Buy Today? - DividendGarden - 06-22-2021

Added to BTI.

RE: What Did You Buy Today? - fenders53 - 06-22-2021

Half off sale on crypto. Don't miss your chance and HODL it for life. Smile

Smile

What Did You Buy Today? - vbin - 06-22-2021

Added to baba, UNM and started a small position in pdd

RE: What Did You Buy Today? - stockguru - 06-22-2021

CBRL and LHX

LHX looks like it wants to break out

RE: What Did You Buy Today? - stockguru - 06-22-2021

Anyone follow RCII (Rent a Center) ?

Looks promising with a 15 PE and yield of 2.1%