What I Am Buying Today.

[ken-do-nim]

(09-09-2021, 12:35 PM)divmenow Wrote:

(09-09-2021, 12:00 PM)ken-do-nim Wrote:

(09-09-2021, 11:55 AM)divmenow Wrote: Same here on pharm and healthcare

I added to ABBV, JNJ, FDX, CI, AMGN and FDX

Don't even ask how many ABBV shares I own. Way too much

I'm adding to the names that are down while others chase the high flyers lol

Look!  I quoted and only one post came with it!

Yeah, if I remember correctly ABBV is your top holding.  I think you may have more value in that one holding than I have in my whole taxable account.  I bet your 2/5/8/11 month dividend payments are way above your other months (nothing wrong with that of course!)

ABBV is indeed my top holding by far lol     Hey when you like something you buy it. The only problem is I cant stop buying it when it dips in that $106-$108 range lol.

My top 10 are ABBV, MSFT, AMP, LHX, MDT, UNH, O, AON, JNJ and LIN - CTAS, DUK, APPL and PSA just outside it.
 
Not your everyday traditional top 10 holdings but ones that work for me year in and year out. I have owned some of these for 10+ years

Now I'm just curious, it's time for the 10 year challenge!  $10,000 invested in each ten years ago:

ABBV (01/02/2013) - $46,377.68
MSFT - $141,397.28
AMP - $76,178.04
LHX - not on the site
MDT - $47,472.57
UNH - $104,233.84
O - not on the site
AON - $69,576.50
JNJ - $35,447.94
LIN (11/01/2017) - $22,452.14
CTAS - $140,448.02
DUK - $28,383.87
AAPL (APPL doesn't exist) - $169,997.97
PSA - $37,509.26

So your top 10 performers over the last decade are Apple, Cintas, and Microsoft.  Wow, I'd never even thought of buying Cintas before.

[ken-do-nim]

(09-10-2021, 08:59 AM)divmenow Wrote: New positions in KR and COF

Added CI got filled at $29.50 on VICI

Nice timing on COF.  Also LLY took a recent tumble and seems to have bottomed out now if you want to check it out.

[Dividends from Scratch]

Portfolio is bleeding for the fourth time in a row. :|

[divmenow]

(09-10-2021, 09:00 AM)ken-do-nim Wrote:

(09-09-2021, 12:35 PM)divmenow Wrote:

(09-09-2021, 12:00 PM)ken-do-nim Wrote:

(09-09-2021, 11:55 AM)divmenow Wrote: Same here on pharm and healthcare

I added to ABBV, JNJ, FDX, CI, AMGN and FDX

Don't even ask how many ABBV shares I own. Way too much

I'm adding to the names that are down while others chase the high flyers lol

Look!  I quoted and only one post came with it!

Yeah, if I remember correctly ABBV is your top holding.  I think you may have more value in that one holding than I have in my whole taxable account.  I bet your 2/5/8/11 month dividend payments are way above your other months (nothing wrong with that of course!)

ABBV is indeed my top holding by far lol     Hey when you like something you buy it. The only problem is I cant stop buying it when it dips in that $106-$108 range lol.

My top 10 are ABBV, MSFT, AMP, LHX, MDT, UNH, O, AON, JNJ and LIN - CTAS, DUK, APPL and PSA just outside it.
 
Not your everyday traditional top 10 holdings but ones that work for me year in and year out. I have owned some of these for 10+ years

Now I'm just curious, it's time for the 10 year challenge!  $10,000 invested in each ten years ago:

ABBV (01/02/2013) - $46,377.68
MSFT - $141,397.28
AMP - $76,178.04
LHX - not on the site
MDT - $47,472.57
UNH - $104,233.84
O - not on the site
AON - $69,576.50
JNJ - $35,447.94
LIN (11/01/2017) - $22,452.14
CTAS - $140,448.02
DUK - $28,383.87
AAPL (APPL doesn't exist) - $169,997.97
PSA - $37,509.26

So your top 10 performers over the last decade are Apple, Cintas, and Microsoft.  Wow, I'd never even thought of buying Cintas before.

Your leaving out all the dividends as well which are not included in your calculations. 

And how can you not own CTAS. Just pull up a chart lol. And just about every company uses there products.  

This is why you own stocks and not 3x ETF's 

CTAS have owned since 1996. I have had 4 stock splits since then. My average cost is around $14 now. Back then the dividend was like 4 cents. Now its's $95

[ken-do-nim]

(09-10-2021, 09:27 AM)divmenow Wrote:

(09-10-2021, 09:00 AM)ken-do-nim Wrote:

(09-09-2021, 12:35 PM)divmenow Wrote:

(09-09-2021, 12:00 PM)ken-do-nim Wrote:

(09-09-2021, 11:55 AM)divmenow Wrote: Same here on pharm and healthcare

I added to ABBV, JNJ, FDX, CI, AMGN and FDX

Don't even ask how many ABBV shares I own. Way too much

I'm adding to the names that are down while others chase the high flyers lol

Look!  I quoted and only one post came with it!

Yeah, if I remember correctly ABBV is your top holding.  I think you may have more value in that one holding than I have in my whole taxable account.  I bet your 2/5/8/11 month dividend payments are way above your other months (nothing wrong with that of course!)

ABBV is indeed my top holding by far lol     Hey when you like something you buy it. The only problem is I cant stop buying it when it dips in that $106-$108 range lol.

My top 10 are ABBV, MSFT, AMP, LHX, MDT, UNH, O, AON, JNJ and LIN - CTAS, DUK, APPL and PSA just outside it.
 
Not your everyday traditional top 10 holdings but ones that work for me year in and year out. I have owned some of these for 10+ years

Now I'm just curious, it's time for the 10 year challenge!  $10,000 invested in each ten years ago:

ABBV (01/02/2013) - $46,377.68
MSFT - $141,397.28
AMP - $76,178.04
LHX - not on the site
MDT - $47,472.57
UNH - $104,233.84
O - not on the site
AON - $69,576.50
JNJ - $35,447.94
LIN (11/01/2017) - $22,452.14
CTAS - $140,448.02
DUK - $28,383.87
AAPL (APPL doesn't exist) - $169,997.97
PSA - $37,509.26

So your top 10 performers over the last decade are Apple, Cintas, and Microsoft.  Wow, I'd never even thought of buying Cintas before.

Your leaving out all the dividends as well which are not included in your calculations. 

And how can you not own CTAS. Just pull up a chart lol. And just about every company uses there products.  

This is why you own stocks and not 3x ETF's 

CTAS have owned since 1996. I have had 4 stock splits since then. My average cost is around $14 now. Back then the dividend was like 4 cents. Now its's $95

That's not leaving out the dividends; that web site is awesome because it includes dividend reinvestment.

Thanks for the tip on Cintas, and congratulations on the long hold!

I think there is room for both stocks and etfs in one's portfolio.  Even the right triples.

[kblake]

added KR, CI, AMGN, COOK and BMY

And I'm bleeding as well lol

Sold some BILL, MOH and KFY

[fenders53]

Oh good, it's trash 3X ETFs day again. That's always fun.

[fenders53]

(09-10-2021, 09:36 AM)kblake Wrote: added KR, CI, AMGN, COOK and BMY

And I'm bleeding as well lol

Sold some BILL, MOH and KFY

What's bleeding in your port?

If BMY drops much more these options are going to exercise and they'll need my permission to make any new moves.  OK, maybe not quite that many shares.   

Hey Ken, I did see the run in Moderna.  Do you think it's God giving you one last chance to sell those expensive shares you bought?  

[kblake]

(09-10-2021, 09:50 AM)fenders53 Wrote:

(09-10-2021, 09:36 AM)kblake Wrote: added KR, CI, AMGN, COOK and BMY

And I'm bleeding as well lol

Sold some BILL, MOH and KFY

What's bleeding in your port?

If BMY drops much more these options are going to exercise and they'll need my permission to make any new moves.  OK, maybe not quite that many shares.   

Hey Ken, I did see the run in Moderna.  Do you think it's God giving you one last chance to sell those expensive shares you bought?  

Everything is bleeding 

LLY, MRK, BMY, FDX, UPS, TMUS, DG, PPG, UNP, ALSN, HUM, DVA and the list goes on lol

[fenders53]

(09-10-2021, 10:00 AM)kblake Wrote:

(09-10-2021, 09:50 AM)fenders53 Wrote:

(09-10-2021, 09:36 AM)kblake Wrote: added KR, CI, AMGN, COOK and BMY

And I'm bleeding as well lol

Sold some BILL, MOH and KFY

What's bleeding in your port?

If BMY drops much more these options are going to exercise and they'll need my permission to make any new moves.  OK, maybe not quite that many shares.   

Hey Ken, I did see the run in Moderna.  Do you think it's God giving you one last chance to sell those expensive shares you bought?  

Everything is bleeding 

LLY, MRK, BMY, FDX, UPS, TMUS, DG, PPG, UNP, ALSN, HUM, DVA and the list goes on lol

My port has been bouncing in a tight little range for well over a month.  

I'm not sure I understand why transports are bleeding when half the companies are struggling to get product to market.  Some of it is Covid fear I suppose but the market is getting a little numb to that.  I am battling some DG and DLTR options but it will be just fine if I pay five bucks too much for shares.

[Dividends from Scratch]

Used pooled dividends to buy 1 share of ABBV, bringing my PADI to $6,949.

[fenders53]

(09-10-2021, 08:03 AM)fenders53 Wrote: Divmenow

When you have a minute give VSTO news a look please.  I don't know anything about golf but I am pleased they are using windfall bullet profits to further diversify.  $500M is still a big deal to VSTO so no ATT or MO bone headed acquisitions allowed lol.

In case you missed this I would like an opinion because you know what this is about on the gold fan user end.  Market seems OK with the decision.  Not going down when you acquire is usually a good sign.