08-20-2021, 03:07 PM
(This post was last modified: 08-20-2021, 03:09 PM by ken-do-nim.)
August recap
It was a busy couple of weeks in the portfolio. I made a concerted effort to push my dividends up past $6000 annually. This I succeeded in doing, though interestingly it came out lumpy. My Jan/April/July/October dividends are less than $400 each, my Feb/May/August/November dividends are over $500, and my March/June/September/December dividends are over $600. So, not perfect from a monthly income perspective, but no biggie.
Out went:
MO - I just wanted to be out of tobacco & really all commodities, and also this had been a 1/4/7/10 month dividend payer, so departing this accounted for some of my lumpiness
Amazon - no dividend, and no growth shown this year.
Taiwan Semiconductor - low dividend and no growth yet this year.
DDM - a 3x leveraged etf on the dow 30. Had a small position, really have enough leverage elsewhere
RIO - after watching and reading enough articles on the steel trade, CO2 emissions, and China's policies, I became convinced this will continue to sink.
In came:
LLY - Alzheimer's drugs
COF - my bank, and they are doing really well anyway
HAS - my hobby, and a dividend over 2.5%
Additionally, I boosted other funds like NUSI, HTGC, FAS, and did my usual sprinkle a little here, a little there.
It was a busy couple of weeks in the portfolio. I made a concerted effort to push my dividends up past $6000 annually. This I succeeded in doing, though interestingly it came out lumpy. My Jan/April/July/October dividends are less than $400 each, my Feb/May/August/November dividends are over $500, and my March/June/September/December dividends are over $600. So, not perfect from a monthly income perspective, but no biggie.
Out went:
MO - I just wanted to be out of tobacco & really all commodities, and also this had been a 1/4/7/10 month dividend payer, so departing this accounted for some of my lumpiness
Amazon - no dividend, and no growth shown this year.
Taiwan Semiconductor - low dividend and no growth yet this year.
DDM - a 3x leveraged etf on the dow 30. Had a small position, really have enough leverage elsewhere
RIO - after watching and reading enough articles on the steel trade, CO2 emissions, and China's policies, I became convinced this will continue to sink.
In came:
LLY - Alzheimer's drugs
COF - my bank, and they are doing really well anyway
HAS - my hobby, and a dividend over 2.5%
Additionally, I boosted other funds like NUSI, HTGC, FAS, and did my usual sprinkle a little here, a little there.