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 7/4
Good morning, and Happy 4th! Below are my anticipated dividends this week and how they will be used:

Taxable
$VTEB - $0.08 per share, $0.57 total, cash
$BLV - $0.24 per share, $0.49 total, cash
$TIPX - $0.10 per share, $1.03 total, cash +
$LQD - $0.25 per share, $0.51 total, cash +

Roth IRA
$KMB - $1.16 per share, $3.48 total, reinvesting
$EMB - $0.36 per share, $1.47 total, reinvesting +
$LQD - $0.25 per share, $1.01 total, cash+

+ Estimated by Track Your Dividends

Do you have any dividends coming in this week?
Luka πŸ¦‰'s avatar
$105m follower assets
Earning Presentations πŸ“Š
Last 2 weeks of Earning Presentations for the stocks in my portfolio.
Maybe some of you can be interested in πŸ‘‡

Johnson & Johnson $JNJ

Lockheed Martin $LMT


Procter & Gamble $PG

AT&T $T

Sonoco Products $SON

Genuine Parts Co. $GPC

Kimberly-Clark $KMB (report only)

Verizon $VZ (infographic)

Coca-Cola $KO (report only)


PepsiCo. $PEP (report only)

Archer Daniels Midland $ADM

3M $MMM

Kraft-Heinz $KHC

Microsoft $MSFT (ppt presentation)

Essex Property Trust $ESS (report only)

AvalonBay $AVB

The Southern Company $SO

Qualcomm $QCOM

Altria $MO

Intel $INTC

McDonald’s $MCD (report only)

Now without Fincredible, I need to do the dirty work myself 🀣
Luka πŸ¦‰'s avatar
$105m follower assets
Kimberly-Clark πŸ’Έ $1.16/share (+1.8% increase)
I am thankful to be a $KMB shareholder πŸ™
Such an amazing company with solid execution, rewarding us with 49years of consecutive dividends increase.
Yield 3.3%
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Earnings, PMIs: Daily Contrarian, April 22
Good morning contrarians! Stock futures are lower a day after reversing course and posting losses. The catalyst was comments by Fed chair Jerome Powell signaling a rate hike of 0.5% at the Fed’s meeting next month.

This morning we have some earnings: $SLB just beat on top- and bottom-line estimates. Also before the open we’ll get $AXP $VZ and $KMB

Later we’ll get Markit PMIs.

Daily briefing and podcast are now available for premium subscribers:
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2022 Birthday Buys - 3 Months Later
Just wanted to give a quick update on my Birthday Buys from this year and report out on their performance through 1 quarter.

Taxable Brokerage
Purchase Price $285.88
Current Price $263.06 (-8%)
Dividends Collected $1.24

$TGT (Trades aren't showing in my history list)
Purchase Price $220.01
Current Price $237.20 (+8%)
Dividends Collected $3.60

Roth IRA
Purchase Price $142.49
Current Price $126.42 (-11%)
Dividends Collected $2.32

Purchase Price $198.13
Current Price $225.98 (14%)
Dividends Collected $0.90

$HSY is the clear winner thus far, but we are playing the long game. I have already added more to my $KMB and $TGT positions. $HSY is at the top of my list to add to, currently.

Way-Too-Early 2023 Birthday Buy Watchlist

Taxable

I am rounded out on my sector/industry diversification. Looking for strong businesses with growth potential. Dividends are a plus, but not necessary!

Roth IRA

Looking for Healthcare & Utility exposure in my Roth. Open to any suggestions! Dividend is a requirement in this account!

Any recommendations?
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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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πŸ’Έ Dividend Forecast - Week of 4/4 πŸ’Έ
Below are my incoming dividends for the week of 4/4. Definitely a lighter week after the big quarter end week, last week.

Taxable Brokerage
$SCHF - $0.01 per share, $0.04 total, cash

Roth IRA
$KMB - $1.16 per share, $3.48 total, reinvesting

It is bond fund yield payout week, as well.

Do you have any dividends coming in this week?
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Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.