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Ron's portfolio in retirement
#50
(06-30-2022, 05:20 PM)rayray Wrote:
(05-28-2022, 01:35 AM)rnsmth Wrote:
(05-27-2022, 08:46 PM)fenders53 Wrote: Ron does DGI as it's supposed to be done.  Buy quality dividend stocks and generally doesn't sell them unless re-balancing.  Most of my port is boring as well.  I discuss the more exciting activity on the trading thread but that isn't a huge part of my port.

Thank you for the compliment.  A decade now into my switch to DGI and I have finally learned enough to feel fairly comfortable muddling though it.  It helps, at the age of 70, to have the household budget made with SS and pensions.  I do not have to get all excited about our portfolio values.  

At the close Friday we were 1.1% off of our portfolio highs.

At the close Friday, our project year forward dividends are at a all time high, both because of the selective reinvestment of accumulated dividends AND the dividend increases we received from RY and CM this past week.

In June I will be making a weekly reinvestment - it is one of our 4 big months.  I do not know what share prices will do during June, but we will be, given no dividend cuts, at another record estimated forward 12 month dividends.

i'm down 18% plus ytd

Here are our investment accounts as of the end of June

Fidelity Performance end of June 

Account 1 is about 30% of our investments
Account 2 is about 70% of our investments

Account 1, minus 9.71% YTD
Account 2, minus 3.2% YTD

S&P 500, minus 19.96% YTD
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Messages In This Thread
Ron's portfolio in retirement - by rnsmth - 02-03-2022, 07:48 AM
RE: Ron's portfolio in retirement - by cemanuel - 02-03-2022, 07:56 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-05-2022, 10:07 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-12-2022, 08:48 AM
RE: Ron's portfolio in retirement - by fenders53 - 02-12-2022, 09:13 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-12-2022, 09:24 AM
RE: Ron's portfolio in retirement - by fenders53 - 02-12-2022, 09:38 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-12-2022, 09:44 AM
RE: Ron's portfolio in retirement - by fenders53 - 02-12-2022, 09:45 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-12-2022, 09:50 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-13-2022, 09:56 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-19-2022, 09:02 AM
RE: Ron's portfolio in retirement - by fenders53 - 02-19-2022, 09:32 AM
RE: Ron's portfolio in retirement - by rnsmth - 02-25-2022, 01:37 AM
RE: Ron's portfolio in retirement - by rnsmth - 03-04-2022, 07:54 PM
RE: Ron's portfolio in retirement - by fenders53 - 03-05-2022, 10:32 AM
RE: Ron's portfolio in retirement - by rnsmth - 03-05-2022, 09:16 PM
RE: Ron's portfolio in retirement - by rnsmth - 03-11-2022, 09:10 PM
RE: Ron's portfolio in retirement - by fenders53 - 03-12-2022, 10:29 AM
RE: Ron's portfolio in retirement - by rnsmth - 03-18-2022, 10:40 PM
RE: Ron's portfolio in retirement - by fenders53 - 03-19-2022, 07:55 AM
RE: Ron's portfolio in retirement - by rnsmth - 04-03-2022, 08:03 AM
RE: Ron's portfolio in retirement - by fenders53 - 04-03-2022, 11:56 AM
RE: Ron's portfolio in retirement - by rnsmth - 04-04-2022, 02:01 PM
RE: Ron's portfolio in retirement - by rnsmth - 04-09-2022, 07:40 AM
RE: Ron's portfolio in retirement - by rnsmth - 04-15-2022, 11:22 AM
RE: Ron's portfolio in retirement - by rnsmth - 04-17-2022, 09:28 AM
RE: Ron's portfolio in retirement - by fenders53 - 04-17-2022, 10:45 AM
RE: Ron's portfolio in retirement - by rnsmth - 04-22-2022, 05:29 PM
RE: Ron's portfolio in retirement - by rnsmth - 04-22-2022, 05:30 PM
RE: Ron's portfolio in retirement - by rnsmth - 04-29-2022, 05:44 PM
RE: Ron's portfolio in retirement - by fenders53 - 04-30-2022, 08:17 AM
RE: Ron's portfolio in retirement - by rnsmth - 05-06-2022, 04:33 PM
RE: Ron's portfolio in retirement - by rnsmth - 05-21-2022, 07:54 AM
RE: Ron's portfolio in retirement - by rnsmth - 05-27-2022, 04:01 PM
RE: Ron's portfolio in retirement - by divmenow - 05-27-2022, 07:38 PM
RE: Ron's portfolio in retirement - by fenders53 - 05-27-2022, 08:46 PM
RE: Ron's portfolio in retirement - by rnsmth - 05-28-2022, 01:35 AM
RE: Ron's portfolio in retirement - by rayray - 06-30-2022, 05:20 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-01-2022, 07:14 PM
RE: Ron's portfolio in retirement - by fenders53 - 05-28-2022, 06:33 AM
RE: Ron's portfolio in retirement - by rnsmth - 06-03-2022, 01:49 PM
RE: Ron's portfolio in retirement - by rnsmth - 06-07-2022, 11:17 AM
RE: Ron's portfolio in retirement - by fenders53 - 06-07-2022, 01:56 PM
RE: Ron's portfolio in retirement - by rnsmth - 06-10-2022, 05:06 PM
RE: Ron's portfolio in retirement - by fenders53 - 06-11-2022, 05:58 AM
RE: Ron's portfolio in retirement - by rnsmth - 06-17-2022, 05:03 PM
RE: Ron's portfolio in retirement - by rnsmth - 06-24-2022, 08:11 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-01-2022, 07:12 PM
RE: Ron's portfolio in retirement - by fenders53 - 07-02-2022, 05:48 PM
RE: Ron's portfolio in retirement - by cemanuel - 07-04-2022, 07:04 AM
RE: Ron's portfolio in retirement - by fenders53 - 07-04-2022, 10:18 AM
RE: Ron's portfolio in retirement - by cemanuel - 07-05-2022, 06:22 AM
RE: Ron's portfolio in retirement - by rnsmth - 07-08-2022, 10:04 PM
RE: Ron's portfolio in retirement - by fenders53 - 07-09-2022, 09:08 AM
RE: Ron's portfolio in retirement - by rnsmth - 07-09-2022, 07:22 PM
RE: Ron's portfolio in retirement - by fenders53 - 07-09-2022, 08:55 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-09-2022, 10:26 PM
RE: Ron's portfolio in retirement - by fenders53 - 07-10-2022, 08:22 AM
RE: Ron's portfolio in retirement - by rnsmth - 07-15-2022, 01:01 PM
RE: Ron's portfolio in retirement - by fenders53 - 07-15-2022, 05:56 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-15-2022, 12:49 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-22-2022, 07:48 AM
RE: Ron's portfolio in retirement - by fenders53 - 07-22-2022, 05:22 PM
RE: Ron's portfolio in retirement - by rnsmth - 07-29-2022, 02:43 PM
RE: Ron's portfolio in retirement - by rayray - 08-01-2022, 05:17 AM
RE: Ron's portfolio in retirement - by rnsmth - 08-05-2022, 04:16 PM
RE: Ron's portfolio in retirement - by rnsmth - 08-05-2022, 04:20 PM
RE: Ron's portfolio in retirement - by fenders53 - 08-05-2022, 05:43 PM
RE: Ron's portfolio in retirement - by rnsmth - 08-19-2022, 04:47 PM
RE: Ron's portfolio in retirement - by rnsmth - 09-02-2022, 05:41 PM
RE: Ron's portfolio in retirement - by rnsmth - 09-09-2022, 03:15 PM
RE: Ron's portfolio in retirement - by rnsmth - 09-23-2022, 04:11 PM
Ron's portfolio in retirement - by bankerboy - 09-24-2022, 06:57 PM
RE: Ron's portfolio in retirement - by fenders53 - 09-25-2022, 09:46 AM



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