PFE

Pfizer

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$1.54 +3.59%
Pfizer πŸ’Έ $0.40/share (in-line)
I got stabbed two times with $PFE products recently πŸ’‰
I hated the process, but apart from getting safer from covid, I actively contributed to this dividend. That's not exactly a passive income 🀣
Yield 3.64%
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Dividend Preview - Week of 9/5
Below are my expected dividends this week and how I plan to use them:

Taxable
$PFE - $0.40 per share, $6.49 total, reinvesting
$BLV - $0.24 per share, $0.50 total, cash
$VTEB - $0.09 per share, $0.65 total, cash
$RTX - $0.55 per share, $0.58 total, reinvesting
$LQD - $0.30 per share, $0.62 total, cash
$TIPX - $0.23 per share, $2.35 total, cash
$HE - $0.35 per share, $2.16 total, cash
$TGT - $1.08 per share, $4.32 total, cash

Roth IRA
$EMB - $0.31 per share, $1.30 total, reinvesting
$LQD - $0.30 per share, $1.22 total, cash

Do you have any dividends coming in this week?
August Portfolio Review
Interesting month in August. Some macro events driving markets, rollercoaster in the oil space and the ever evolving inflation landscape.

Here is how my portfolios reacted and performed this month:

Overall Top 12
Not very much change in my Top 12, just some shuffling. $AAPL price increase moved it from #8 to #7. $TGT rose from #12 to #11. Other than that, no changes.

Taxable Portfolio
% Change (vs S&P): -2.64% (+1.33%)
Contributions: $94
Dividends: $16.92 (+29.9% over August '21)
Buys: None
Dividend Reinvestments: 0.0216 shares of $CARR, 0.0055 shares of $AAPL, 0.0301 shares of $ABBV, 0.0070 shares of $O
Sells: None
Cash: 1.75%

Top 5 Positions:
  1. $CMA (13.4%)
  2. $VTI (11.9%)
  3. $VEA (7.0%)
  4. $VWO (4.9%)
  5. $PFE (4.5%)

Historic Trend:

Roth IRA
% Change (vs S&P): -2.79% (+1.18%)
Contributions: $50 (thanks @commonstock)
Dividends: $10.34 (+54.6% over August '21)
Buys: None
Dividend Reinvestments: 0.0056 shares of $LOW, 0.0163 shares of $EMB, 0.0427 shares of $CARR, $0.0511 shares of $SBUX
Sells: None
Cash: 1.83%

Top 5:
  1. $VTI (12.2%)
  2. $VNQ (11.4%)
  3. $SBUX (9.4%)
  4. $VIG (9.1%)
  5. $HD (7.2%)

Historic Trend:

Thanks for following along on my journey. Glad to be able to share here and hold myself accountable with all of you! Would love to hear any thoughts or comments below!
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What was running through your mind when Target had that big drop in May? Did it make you want to sell, add more, or indifferent?


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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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Luka πŸ¦‰'s avatar
$103.2m follower assets
Got covid 😷 first time for me.
Unfortunately $PFE didn’t protect me 100%
Same. Omicron 5 breaking through the vaccines. They should have an updated vaccine for omicron coverage later this year. Get well soon
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Erick Mokaya's avatar
$101.9m follower assets
$GOOGL just has to be the top pick for the next 40dys. So lock up on this stock. I need the advance's when it stops $2k in September start
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Luka πŸ¦‰'s avatar
$103.2m follower assets
This is how much you get in annual dividend if you invest $10,000 in each of these five stocks.

πŸ’‰ $PFE - $301
πŸ›οΈ $GIS - $286
🏘️ $ESS - $335
πŸ₯€ $PEP - $268
πŸ’Š $ABBV - $369

How much do you get keeping the same money in your bank account? πŸ€”

By the way, these are the five largest holdings representing 17.3% of my dividend portfolio.
July 2022 - Portfolio Rebalance
This past weekend I completed my quarterly "routine maintenance" on my portfolios. I do a few things just to make sure my portfolio is still directed towards my goals:

  • Update any sourced data (dividends/FCF from Koyfin)
  • Review my conviction rankings
  • Review my dividend reinvestment strategies
  • Determine if any positions need sold/trimmed

Below is a summary of my two accounts and the changes I made:

Taxable
Goal - Build an account that can help pay for shorter term goals (down payments, vacations, etc) and also fund a potential early retirement. Reinvest dividends of market beaters.

Conviction Changes:
$COIN - High to Medium
$HAS - Medium to Low
$MCD - Medium to High
$PFE - Medium to High
$UL - Low to Medium

Dividend Reinvestment Changes:
$KO - No to Yes
$MCD - No to Yes
$O - No to Yes
$PEP - No to Yes
$PFE - No to Yes

Sales:
None

Roth IRA
Goal - Build a balanced, sustainable, dividend producing portfolio for retirement income. Reinvest dividends of underweight holdings.

Conviction Changes:
$SBUX - Medium to High

Dividend Reinvestment Changes:
None

Sales:
$VEA - 2 shares (25%). Following my goal of trimming this overweight position quarterly by 25% until I hit my target weight.
$VWO - 2 shares (25%). Following my goal of trimming this overweight position quarterly by 25% until I hit my target weight.

I am excited to see the changes in my Taxable account with the updates to my dividend reinvestments. This also makes me feel good that I have a decent chunk of my portfolio currently out performing the market.

As always, I'm interested to hear any of your thoughts in the comments!
What do you do with the proceeds from the $VEA and $VWO sales? Are you putting more money toward those companies for which your conviction has shifted higher?
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June Portfolio Summary
June was an interesting month. Mr. Market continued its downward trend, and we ended up with the worst 1st half of the year in 50 years. If you are still here and investing, congratulations for weathering, hopefully, the worst storm of our lifetimes.

Personally, I had a pretty decent month. I collected a decent amount of dividends, restarted contributions to my Taxable account and was able to make some buys.

Let's get into it:

Not much to note in my Overall Top 10. This is the combination of both my Taxable and Roth IRA. All positions stayed the same as May, with some slight shifting in positions. Only percentage change was $VEA going from 7% at the end of May to 6% today. I will break down individual portfolios below.

Taxable Portfolio
% Change (vs S&P): -6.56% (+1.83%)
Contributions: $60
Dividends: $76.72 (+147% over June '21)
Buys: 1 share of $ABBV at $140.97 on 6/13
Dividend Reinvestments: 0.0278 shares of $CNA, 0.0279 shares of $DD, 0.0063 shares of $RTX, 0.0347 shares of $XLE, 0.0195 shares of $SCHD, 0.0392 shares of $VDE
Sells: None
Cash: 2.03%

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

Historic Trend:

Roth IRA
% Change (vs S&P): -17.19% (-8.8%)
Contributions: $0
Dividends: $30.23 (-4% over June '21)
Buys: None
Dividend Reinvestments: 0.0154 shares of $EMB, 0.0043 shares of $HSY, 0.0054 shares of $DD
Sells: None
Cash: 1.92%

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

Historic Trend:

I am happy to have weathered this storm and continuing to be able to contribute and buy great companies.

I am a little concerned about performance of my Roth IRA, but keep the goal of the portfolio in the back of my mind - build a portfolio for dividend income for retirement. Seeing as I still have nearly 30 years (within 11 days) until I hit 59 1/2 & the penalty-free withdrawal age, I am not too concerned.

I am going to continue to stay the course and execute my plan. Hopefully Mr. Market will feel better with the summer sun and start turning this thing around!

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 6/6
Below are my incoming dividends this week and how they will be deployed:

Taxable
$VTEB - $0.08 per share, $0.53 total, cash
$BLV - $0.25 per share, $0.51 total, cash
$LQD - $0.27 per share, $0.55 total, cash
$TIPX - $0.23 per share, $2.28 total, cash
$TGT - $0.90 per share, $3.60 total, cash
$PFE - $0.40 per share, $6.49 total, cash
$HE - $0.35 per share, $2.16 total, cash

Roth IRA
$LQD - $0.27 per share, $1.10 total, cash
$EMB - $0.33 per share, $1.38 total, reinvesting

Do you have any dividends coming in this week?
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