12-23-2021, 01:25 PM
(12-23-2021, 11:35 AM)cemanuel Wrote: In my Roth, continuing its "Growthification."Well done in my Book!!
Sold MO at $47.00
Bought BBY at $96.94
Bought WSM at $167.50
This dropped my dividends in my Roth by nearly 20%. But it raised the "organic" DGR (based on historical 5-yr DGRs) from 9.18% to 10.50%. Trades like this are one reason why I'm not going to get too bent out of shape when my dividend increase this year over last year is single digits. Different account from when I started the year with IRM, OHI - and MO.
Don't know much about BBY ,
But with regards to WSM if I was younger investor I would be all over it.
10 yr
Dec-31-2010 $27.45 Dec-22-2021 $171.89
Total Return 526.08%
Annualized Return 18.15%
5yr
Total Return 245.57%
Annualized Return 122.96%
3yr
Total Return 268.38%
Annualized Return 38.54%
1yr
Total Return 71.38%
Annualized Return 71.38%
Throw in a Dividend Yield around 1.60% and a PE 12.91, PEG of 1.3, Profit Margins in double digits 12.8% , Return on Equity 70.1%
coupled with a Debt-to-Equity lower than 63% of the 1027 Companies in the retail - I think you have a good recipe for success and an excellent growth investment moving forward.