11-04-2021, 06:02 PM
For 2022, I really don't plan on doing much. However, to wrap up the year, I'll take a look at the portfolio and do some fundamental analysis on the companies I do have, to make sure that the business is still doing well. Looking for key metrics like the dividend ratio and to ensure that net profits are still following a good trend. If I see any underperformers, I will try and hold out until they are in the green before selling them, to see if I can get some capital gains in the process. Then I may look for a replacement stock to put that capital to work. All of this to prep for the tax filing that will happen in January/February.
I added Texas Instruments and Garmin last year, and although both are quite pricey per share, they are solid performing companies and their yields look good. Although the portfolio growth is slow, the annual dividends are getting some movement, so I hope to continue seeing that snowball build.
I added Texas Instruments and Garmin last year, and although both are quite pricey per share, they are solid performing companies and their yields look good. Although the portfolio growth is slow, the annual dividends are getting some movement, so I hope to continue seeing that snowball build.