What I Am Buying Today.

[vbin]

No one buying cost?

[fenders53]

(03-03-2023, 01:07 PM)vbin Wrote: No one buying cost?

Wake us up when it corrects.     I am not saying it is gonna get smashed.  Great retailer obviously, but I don't think it is gong anywhere soon in this macro.

[fenders53]

(03-03-2023, 11:20 AM)ken-do-nim Wrote: I probably should have mentioned I liquidated BX a few days ago and put half the proceeds into AVGO and half into ZIM.  I knew BroadCom would beat those earnings results!  Feeling pretty good today  I'm sure most of you have a lot more AVGO than I do, but it's my largest holding (25 shares) and my only holding with a total gain over 20%.

I don't own any AVGO now.  I sold it during the hysteria. It's a great longterm hold though IMO.  About as good as a tech stock with a real dividend will get.

[fenders53]

(03-02-2023, 09:08 AM)EricL Wrote:

(03-01-2023, 11:54 AM)vbin Wrote:

(03-01-2023, 10:04 AM)Mr1share Wrote: Took a big position in MMM this morning on the positive news. Company is very undervalued here.

Lightened up on oil and added to BMY and JNJ

I'm about to go in hard on some UTES. Been waiting for a dip like this

What are some Ute names yiu are watching? Fenders is another Ute expert here. Fenders you started picking utes yet?

What’s up with dominion, why down so much?

The data is a bit outdated, but here are some utility stocks to look at for your research.

The sector is starting to get interesting, I may have to put together a new article on it.

I got some great info on our UTE articles years ago.  An update would be great.

[vbin]

(03-03-2023, 05:13 PM)fenders53 Wrote:

(03-03-2023, 01:07 PM)vbin Wrote: No one buying cost?

Wake us up when it corrects.     I am not saying it is gonna get smashed.  Great retailer obviously, but I don't think it is gong anywhere soon in this macro.

Well after waiting years I bought my first stock of Costco. Been watching it for years.

[MrFortune]

Added CI

It's my 3rd largest holding so when it dips I add

[Dividendwayfarer]

(03-06-2023, 11:47 AM)MrFortune Wrote: Added CI

It's my 3rd largest holding so when it dips I add

I will add if it dips a little further. Both UNH & CI are among my top 10 positions.

[ken-do-nim]

While waiting for my automated monthly SCHD purchase to clear, I bought 1 share of OMF as a watch position. I saw it mentioned in an article on what George Soros invests in, and it looks really good.

[Dividendwayfarer]

Added on CI, AMGN & SHW today

[vbin]

Started a tiny position in CI. Charts show support at 265is hope it drops more .

[ken-do-nim]

Just some morning portfolio analysis to amuse myself on a rare morning where India is on holiday and I have some spare time. I computed the following:

1) While E*Trade reports my annual dividends as $15,909.46, my computations works out to $14,025.17.
2) Of that sum, I can reliably count on $8,249.60 of fixed dividends. Most of the variability is due to ZIM, which is expected to have a large payout announced very soon for April, then is expected to go much lower for the balance of '23 and all of '24, and resume high payments in '25.
3) SCHD is very difficult to figure into these calculations. It is not fixed per quarter, but they announce 4 quarters in advance, so in essence it is reliable. Speaking of which ... the annual announcement of their next 4 quarters of payouts is overdue!!!! Once I get that info, I will find the average and add it to the $8,249.60 figure, which should put my reliable dividends into the mid 8s.
4) My portfolio is still weak on true DGI. Of that $8k figure, only $2,537.91 comes from true DGI payers. Companies like Oracle, Ford, and Seagate, and higher yielders like Ares Capital and Eagle Point Credit I'm not counting in this, because though they definitely raise the dividend sometimes, it is not reliably every year.
5) Next I should start tracking the amount of dividend growth I earn per year, which is a bit tricky to do as I do occasionally add to my positions. But if I get 8% growth, then I should get around $200 from those, and then maybe another $200 from the 'occasional growers'. It will be interesting to see.

Currently my dividends are allocated in 3 ways: 1) help the monthly budget to pay my bills 2) fund the ROTH IRA 3) fund monthly SCHD investments, it doesn't leave a lot left over to boost other positions. But my company stock is started to rebound, so hopefully in 2024 I can resume the quarterly move of funds from company stock to this account, and then I will focus squarely on increasing my DGI position.

[ChadR]

Added to JNJ, VZ, and SPOK.