ESG Kick - 2 Years Later
One of the early "trends" I got caught up in early on in my investing journey was ESG. ESG was popular in the media I was consuming in the summer of 2020, and I particularly remember some podcasts explaining ESG and some positive ESG companies.
I fell so hard for ESG that I tried to add ESG score as a KPI to my Scorecard. I was using CNBC to dig into company profiles to find their ESG score, if any. After a few months, I realized that ESG was incredibly subjective and difficult to get a standardized numeric value.
Nonetheless, during this time period I added a few ESG-focused holdings (based off recommendations from newsletters & podcasts I was consuming as well as CNBC ESG scores).
Here are the 4 companies I purchased in my Taxable account on 7/29/20, and how they have performed in just over 2 years:
Purchase Price: $34.97
Current Price: $37.13
Gain: +6.18%
Current Scorecard Score: 3/6
Purchase Price: $33.68
Current Price: $48.98
Gain: +45.43%
Current Scorecard Score: 4/6
Purchase Price: $56.70
Current Price: $51.74
Gain: -8.75%
Current Scorecard Score: 1.5/6
Purchase Price: $34.17
Current Price: $39.94
Gain: 16.89%
Current Scorecard Score: 3.5/6
The only position I have added to (other than dividend reinvestment) is $CNA.
Additionally, I added $HASI to my Roth IRA when I started it, as it was one of the strongest holdings in my Taxable account at the time.
All 4 of these holdings are less than 1% of my portfolio, and if they remain this low when my 3 year holding period is up this time next year, I will be liquidating these positions. It will be interesting to check back in a year to see if I add any more to these positions or if they fizzle out.
Are there any investing trends you got caught up in? This exercise was definitely a learning experience for me!
July Portfolio Review
We started to see some rebounding in July as we moved into the second half of 2022!

Below is a review of my two portfolios through the end of July:

Not much to note in my Overall Top 10. This is the combination of both my Taxable and Roth IRA. Only notable change was $VWO decreasing from 5% to 4%, as I will note below.

Taxable Portfolio
% Change (vs S&P): +5.25% (-3.86%)
Contributions: $0
Dividends: $30.58 (-38% over June '21)
Buys: 1 share of $ABBV at $151.84 on 7/5
Dividend Reinvestments: 0.0027 shares of $BAM
Sells: None
Cash: 1.08%

Top 5 Positions:
  1. $CMA - 13%
  2. $VTI - 12%
  3. $VEA - 7%
  4. $VWO - 5%
  5. $PFE - 5%

Historic Trend:

Roth IRA
% Change (vs S&P): +7.45% (-1.66%)
Contributions: $0
Dividends: $9.55 (+195% over June '21)
Buys: 1 share of $HSY at $219.73 on 7/11/22
Dividend Reinvestments: 0.0256 shares of $KMB, 0.0176 shares of $EMB
Sells: 2 shares of $VEA at $39.66 and 2 shares of $VWO at $40.59 on 7/5/22 as part of quarterly portfolio rebalance
Cash: 1.15%

Top 5 Positions:
  1. $VTI - 12%
  2. $VNQ- 12%
  3. $SBUX - 9%
  4. $VIG - 9%
  5. $HD - 7%

Historic Trend:

I realized that I had a broken calculation in my trending calculations and was adding current month performance to the end value of ~6 months ago. This has been corrected and trend charts are now accurate.

Thanks for following along and I would love to hear any of your thoughts and questions in the comments!
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Dividend Forecast - Week of 6/27
Good morning! Below are my expected dividends this week, and how they will be used.
Taxable
$SCHD - $0.70 per share, $1.43 total, reinvesting
$SCHF - $0.28 per share, $0.83 total, cash
$SCHB - $0.75 per share, $7.52 total, cash
$VTI - $0.75 per share, $7.52 total, cash
$VDE - $1.01 per share, $4.11 total, reinvesting
$BAM - $0.14 per share, $0.14 total, reinvesting
$PEP - $1.15 per share, $3.48 total, cash
$KO - $0.44 per share, $1.81 total, cash
$PPL - $0.23 per share, $4.11 total, cash
$CMA - $0.68 per share, $18.55 total, cash
Total - $41.98
Roth IRA
$VTI - $0.75 per share, $3.75 total, cash
$VNQ - $0.57 per share, $5.70 total, cash
Total - $9.45
Do you have any dividends coming in this week?
April Portfolio Summary
Pretty much rode the wave in the month of April. S&P was down 8.8% in the month. Summary of my accounts below:

Taxable
% Change (vs S&P): -5.55% (+3.25%)
Contributions: $0
Dividends: $30.57
Buys: 0.0021 shares of $BAM (Dividend Reinvestment)
Sells: None

Roth IRA
% Change (vs S&P): -7.02% (+1.78%)
Contributions: $0
Dividends: $8.29
Buys: 0.0162 shares of $EMB (Dividend Reinvestment)
Sells: None
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Portfolio Bracketology - $AAPL is the Champ!
Portfolio Bracketology has concluded and you have chosen $AAPL as your champ! $AAPL beat $VTI 21 - 16 in the final poll results (combined between Twitter and Commonstock poll).

Below is the final bracket:

The bracket was made up of all 55 of my active holdings - as verified here on @commonstock. Seeding was based on total return since initial acquisition date through 2/28/22. Final rankings are based on poll results - ranked in each round by initial seeding.

Here are final rankings of all 55 holdings based off the results of the bracket (Initial in Parentheses):

  1. $AAPL (3)
  2. $VTI (8)
  3. $O (21)
  4. $HD (42)
  5. $VDE (4)
  6. $BAM (11)
  7. $LOW (32)
  8. $TGT (47)
  9. $XLE (5)
  10. $ABBV (9)
  11. $SCHD (16)
  12. $KO (19)
  13. $VWO (20)
  14. $PFE (26)
  15. $SCHB (27)
  16. $PEP (31)
  17. $CMA (1)
  18. $CARR (2)
  19. $DD (6)
  20. $FUN (7)
  21. $RTX (10)
  22. $SCHF (15)
  23. $VEA (17)
  24. $MCD (24)
  25. $VNQ (28)
  26. $LEG (29)
  27. $SBUX (30)
  28. $HAS (40)
  29. $UL (43)
  30. $DIS (51)
  31. $COIN (52)
  32. $CTRE (53)
  33. $RVT (12)
  34. $VIG (13)
  35. $IEMG (14)
  36. $IEUR (18)
  37. $HASI (22)
  38. $PG (23)
  39. $CNA (25)
  40. $BUD (33)
  41. $CL (34)
  42. $HE (35)
  43. $TIPX (36)
  44. $VTEB (37)
  45. $PPL (38)
  46. $HSY (39)
  47. $CSX (41)
  48. $NSC (44)
  49. $LQD (45)
  50. $KMB (46)
  51. $BLV (48)
  52. $EMB (49)
  53. $T (50)
  54. $CRON (54)
  55. $CHWY (55)

Are there any surprises? Anything that stands out to you?

What are your overall thoughts on Portfolio Bracketology?

I had tons of fun putting this together and getting insight into people's perspective and thoughts on these companies holdings!
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That seems rad to me! I’ve never thought of putting your holdings head to head in a bracketed to-the-death tournament before! How do you determine the lineup to begin with?
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💸 Dividend Forecast - Week of 3/28 💸
Below are my incoming dividends for the week of 3/28. Huge week of dividend income!

Taxable Brokerage:
$VTI - $0.26 per share, $2.61 total, cash
$SCHD - $0.24 per share, $0.49 total, reinvesting
$VDE - $0.51 per share, $2.06 total, reinvesting
$BAM - $0.13 per share, $0.13 total, reinvesting
$PEP - $1.08 per share, $3.26 total, cash
$CMA - $0.68 per share, $18.55 total, cash
$KO - $0.44 per share, $1.81 total, cash
$PPL - $0.20 per share, $3.65 total, cash

Roth IRA:
$VTI - $0.26 per share, $1.30 total, cash
$VNQ - $0.22, $2.15 total, cash

Do you have any dividends coming in this week?
Portfolio Bracketology - Elite 8 is Live!
The Elite 8 of my March Madness Portfolio Bracketology is now live! Which holdings are you bullish or bearish on? Head over to Twitter to cast your vote!

Some notes going in to the Elite 8:
  • #3 $AAPL is highest seed remaining
  • #47 $TGT is lowest seed remaining
  • #8 $VTI moves on to Elite 8 via tiebreaker over $ABBV
  • Guaranteed to see a 40+ seed in Final 4 with matchup between $HD and $TGT
  • Will the individual stocks knock out the ETFs? $LOW vs $VTI and $O vs $VDE

Elite 8 Matchups:

For those of you that are new to this tournament, it is a head to head bracket of all 55 current holdings in my portfolio. Seeding was determined based on Total Return since initial purchase through the end of February 2022. As always, all holdings are verified right here on Commonstock!

Current bracket is below 👇
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Dylan Patel's avatar
$104.3m follower assets
Intel Is Throwing The Kitchen Sink, But Is The Turn Around
Plan Reasonable?
Deep dive on Tower Semiconductor Fabs/IP
Intel Culture Shift
Future product and roadmap competitiveness by business unit

I mapped out Tower Semiconductors capacity. I also wrote a
lot about their specific differentiated technologies.
In short, Intel acquired ~2 million wafers per year of a lot
of niche technologies and great people to help accelerate their foundry push.

I also wrote a lot about the culture shift at Intel, including a really great story about Intel and how they treated various semicap firms (poorly).
This specific story is Applied Materials, but tons of other horror stories I've heard the supply chain.

Something that shouldn't be underestimated is accountability throughout the organization.
OKRs were invented by Andy Grove, Brian Krzanich removed them, and Pat Gelsinger has brought them back!

I also discussed a lot about Intel's capital allocation strategy, spending plans, and fabs.
There's a particularly interesting potential partnership and MOR signed with Brookfield Asset Management, a real estate, private equity, and alternative investment fund.

Next
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