06-29-2021, 11:21 AM
(This post was last modified: 06-29-2021, 11:22 AM by ken-do-nim.)
I came to the realization that I need to prioritize dividends to balance my budget properly and reach $6k/year before I can focus back on DGI or Growth. To that end, I made a flurry of moves, and I ended up at an Estimated Income of $5,885.36; which is pretty darn close
Gone:
- ORC (despite the 14.4% div, it keeps sinking)
- BTI (good div, but sold because it was at a loss and that will help taxes)
- KMI
- WEC
- ABNB
- IBM
No new positions taken, but proceeds were spread around to existing high div payers (ABBV and MO included but mostly OXLC, RA, AGNC, ARCC).
There are a whole bunch of positions I hope to get back into next year such as WEC, HPQ, NEE, and IBM.
Gone:
- ORC (despite the 14.4% div, it keeps sinking)
- BTI (good div, but sold because it was at a loss and that will help taxes)
- KMI
- WEC
- ABNB
- IBM
No new positions taken, but proceeds were spread around to existing high div payers (ABBV and MO included but mostly OXLC, RA, AGNC, ARCC).
There are a whole bunch of positions I hope to get back into next year such as WEC, HPQ, NEE, and IBM.