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Portfolio Characteristics
#7
SA has announced the death of the blogs, but has not killed them off yet.

Here is something I wrote this morning

I do trim winners and reinvest the proceeds into companies with a combination of better valuation, higher yield and equivalent safety scores.
For example, CSCO has been on a little run. Our position is up 40% and, as a result, the yield is now 2.38% Safety score is 91. Last divvy increase 2.8%

I could trim that 40% unrealized cap gains and put the money into any of the following 3, with an increase in current yield and not a lot of difference in dividend safety - and better valuation for EOG and LMT

D yields 3.46%, SSD score 80, last divvy increase, 6% (and that is the annual increase projected through 2025.)

EOG yielde 3.35%, SSD score 82, last divvy increase 82% (plus a special of $2 a share being paid later this week)

LMT yields 3.20%, SSD score 84, last divvy increase 7.7%

I could trim CSCO back to a full position, more or less, and benefit ourselves.
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Messages In This Thread
Portfolio Characteristics - by rnsmth - 12-22-2021, 01:21 PM
RE: Portfolio Characteristics - by cemanuel - 12-22-2021, 01:38 PM
RE: Portfolio Characteristics - by Scooterd - 12-22-2021, 03:46 PM
RE: Portfolio Characteristics - by cemanuel - 12-22-2021, 04:11 PM
RE: Portfolio Characteristics - by Kerim - 12-22-2021, 11:40 PM
RE: Portfolio Characteristics - by rnsmth - 12-23-2021, 06:34 AM
RE: Portfolio Characteristics - by rnsmth - 12-27-2021, 03:05 PM
RE: Portfolio Characteristics - by fenders53 - 12-27-2021, 04:03 PM
RE: Portfolio Characteristics - by rnsmth - 12-28-2021, 12:47 PM
RE: Portfolio Characteristics - by rnsmth - 12-29-2021, 08:42 AM
RE: Portfolio Characteristics - by rnsmth - 12-29-2021, 10:05 AM
RE: Portfolio Characteristics - by fenders53 - 12-29-2021, 06:24 PM
RE: Portfolio Characteristics - by rnsmth - 12-30-2021, 12:47 PM
RE: Portfolio Characteristics - by fenders53 - 12-30-2021, 04:07 PM
RE: Portfolio Characteristics - by rnsmth - 12-30-2021, 05:18 PM
RE: Portfolio Characteristics - by fenders53 - 12-31-2021, 09:29 AM
RE: Portfolio Characteristics - by rnsmth - 01-07-2022, 08:33 PM
RE: Portfolio Characteristics - by rnsmth - 01-15-2022, 09:37 AM
RE: Portfolio Characteristics - by fenders53 - 01-15-2022, 09:56 AM
RE: Portfolio Characteristics - by rnsmth - 01-29-2022, 08:46 AM
RE: Portfolio Characteristics - by rnsmth - 01-29-2022, 08:20 AM
RE: Portfolio Characteristics - by fenders53 - 01-29-2022, 09:30 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 08:59 AM
RE: Portfolio Characteristics - by fenders53 - 01-30-2022, 10:00 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 10:14 AM
RE: Portfolio Characteristics - by fenders53 - 01-30-2022, 10:22 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 10:57 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 05:33 PM



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