Austin Lieberman's avatar
$459m follower assets
What's Your Favorite Defense Stock?
Curious if anyone is considering $RTX $NOC $LMT or $BA as we enter an era of increased defense spending
RTX
32%LMT
14%NOC
10%BA
42%Palantir Ride or Die2ThaMoon
28 VotesPoll ended on: 06/28/22
Dividend Forecast - Week of 6/13
Good morning!

Below are my expected dividends I will be receiving this week and how they will be utilized:

Taxable
$IEMG - $0.60 per share, $1.21 total, cash
$IEUR - $1.11 per share, $3.38 total, cash
$O - $0.25 per share, $0.52 total, cash
$UL - $0.46 per share, $1.88 total, cash
$RTX - $0.55 per share, $0.57 total, reinvesting
$SCHF - $0.60 per share, $1.79 total, cash (estimated)
Total: $9.35

Roth IRA
$CSX - $0.10 per share, $0.30 total, cash
$HSY - $0.90 per share, $0.90 total, reinvesting
$HD - $1.90 per share, $3.80 total, cash
Total: $5.00 total

Do you have any dividends coming in this week?
2 Years Later - Where are they Now?
I started actively managing my Taxable account in March of 2020. In my spreadsheet, I track my initial purchase dates for each holding. As I have mentioned many times before, I went diversi-crazy when I first started out. Since I was routinely adding new positions, I have a number of holdings that are coming up on purchase date anniversaries.

I initiated positions in two companies on 5/8/2020 - $PG and $RTX. Here is how the Market and these holdings have performed in the last two trips around the sun:

S&P 500 on 5/8/2020: $2,929.80
S&P 500 Today: $4,123.34
S&P 500 Change: +40.7%

$PG on 5/8/2020: $115.95
$PG Today: $156.00
$PG Change: +34.5%
$PG vs S&P: -6.2%

$RTX on 5/8/2020: $58.67
$RTX Today: $95.30
$RTX Change: +62.4%
$RTX vs S&P: +21.7%

Overall Basket vs S&P: +15.5% - not too shabby. Below is normalized growth of $RTX, $PG and $SPX from Koyfin.

A little pick me up in the recent sea of red!

Happy Sunday!
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That’s what drove me to start looking for ways to track my investments across platforms. First few years of learning there was a lot of trading and not a lot of profits, but as I honed skills and realized what info was important and what 98% is BS info I could toss out, returns have turned around quite a bit. Can’t wait to be 2 years down the road and have a better investing journal.
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Q1 2022 earnings reports from many Dividend Stocks
Buckle up everyone, this will be a crazy week! There are so many earnings coming up and this list isn't even complete!

Having said that, what's your favorite company reporting their earnings this week?


#Earnings #stockmarket
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Scoreboard Pick of the Week - $RTX
Each week I do a review of a stock I purchase or one that is at the top of my Scorecard. I did not make any adds this week, so I will be reviewing Raytheon Technologies, $RTX. I currently hold $RTX in my Taxable Portfolio.

Raytheon is an aerospace and defense conglomerate. Raytheon Technologies researches, develops, and manufactures advanced technology products in the aerospace and defense industry, including aircraft engines, avionics, aerostructures, cybersecurity, guided missiles, air defense systems, satellites, and drones. The company is also a large military contractor, getting a significant portion of its revenue from the U.S. government - Wikipedia

Raytheon's primary competitors in the space are Lockheed Martin ($LMT) and Northrop Grumman ($NOC).

Raytheon Technologies was formed by the merger of Raytheon Company and United Technologies in 2020.

Since the merger in 2020, revenues have increased but profits have waffled.

Revenue:
2020 - $56.59B
2021 - $64.39B

Earnings:
2020 - ($3.52B)
2021 - $3.86B

Dividend:
2020 - $1.90
2021 - $2.04 (+7.4%)

Some history on my $RTX position:
  • Initial Purchase Date - 5/8/2020
  • Average Cost Basis - $59.24
  • Current Unit Price - $100.98
  • Price Appreciation (vs S&P) - +72.12% (+18.51%)
  • EPS - $2.58
  • P/E - 39.48
  • Annual Dividend - $2.04
  • Dividend Yield - 2.02%
  • Yield on Cost - 3.44%
  • Portfolio Weighting - 0.58% (1.25% target)
  • Scoreboard Scorecard Rating - 4/5
So how does $RTX achieve the 4/5 on my Scorecard?
  • Stock Price Appreciation (+1)
  • Having a dividend yield greater than my portfolio average (+0.5)
  • Underweight versus holding target (+1)
  • P/E under 50 (+0.5)
  • Personal Conviction Score (+1) - Just updated last weekend
Raytheon has been a major player in the defense industry for many years. Now that the merger has settled and the business is starting to stabilize, I am excited to see how earnings continue to grow in the future. With the recent developments in Europe, I have increased my Conviction Score to High - in anticipation of larger scale developments. This change bumped $RTX up from a mid range 3.5 on my Scorecard to a highly rated 4.

Do you hold $RTX? If not, what is your favorite Defense stock?
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My buddy works for $RTX. It’s cool they’re paying for his masters degree from USC, but he says the amount of red tape is mind-numbing. Makes sense on gov contracts but he says it makes it so frustrating when to order a pack of screws they have to go through multiple layers of management and end up paying $60 from an approved vendor when they could go to Home Depot and get it for $5. Just interesting to me how gov work never tends to be efficient/waste minimizing
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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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Q2 Portfolio Alignment
I do my best to stick to a routine cadence when it comes to investing. I have written about some of my methodology here, if you are interested.

Just like doing routine maintenance on your car, I do routine maintenance on my portfolio. The first weekend of each quarter I review my holdings and make updates to conviction ratings, reinvestment strategy and make any sales to trim positions. This routine alignment ensures I am on my intended path, but is also scheduled, so I don't go off the rails and make drastic changes on a whim.

Some of my rules for my portfolio alignment:

  • Sales - My rule is to trim overweight positions that I have held for 3+ years or sell positions that are <1% of my portfolio after 3+ years of holding.
  • Dividend Reinvestment - Reinvest dividends of S&P beaters in Taxable. Reinvest dividends of underweight holdings in Roth IRA.
  • Conviction Rating - Review each holding and record gut conviction (blind to previous rating)- either Low, Medium or High.

Taxable Brokerage

Sales:
None. $CMA and $VTI were candidates for me to sell, but I do not feel the need to trim these positions right now.

Dividend Reinvestment (Changes Only):

Conviction Rating (Changes Only):
  • $ABBV - Medium to High
  • $BUD - Medium to Low
  • $T - Low to Medium
  • $COIN - Medium to High
  • $DD - High to Medium
  • $MCD - High to Medium
  • $PEP - High to Medium
  • $PFE - High to Medium
  • $PG - High to Medium
  • $RTX - Medium to High
  • $RVT - Low to Medium
  • $SCHD - High to Medium
  • $UL - Medium to Low
  • $VIG - High to Medium

Roth IRA

Sales:
None. Could have trimmed $VWO and $VEA but didn't feel the need.

Dividend Reinvestment (Changes Only):

Conviction Rating (Changes Only):
  • $DD - High to Medium
  • $HSY - Medium to High
  • $KMB - High to Medium
  • $VIG - High to Medium
  • $VNQ - High to Medium

Reviewing my Conviction changes in both accounts, I am definitely leaning more conservative in most areas.

What are your thoughts? Do you do any portfolio maintenance activities? Would love to hear!

Have a great Sunday!
💸Dividend Forecast for the Week of 3/21💸
Below are my incoming dividends this week:
Taxable Brokerage
$UL - $0.50 per share, $2.06 total, cash
$XLE - $0.49 per share, $1.48 total, reinvesting
$VIG - $0.21 per share, $0.64 total, cash
$VWO - $0.24 per share, $4.80 total, cash
$RTX - $0.51 per share, $0.53 total, cash
$VEA - $0.26 per share, $7.54 total, cash
Rot****h IRA
$VIG - $0.21 per share, $1.06 total, cash
$VWO - $0.24 per share, $2.88 total, cash
$HD - $1.90 per share, $3.80 total, cash
Do you have any dividends coming in this week?
Upcoming Earnings Calendar (Jan 24-28th) - BIG week ahead!
Hey guys! Here's the upcoming earnings calendar! Definitely a very busy week ahead. Here's what I'll be looking at:

  • $MSFT - Can Azure keep its growth rate? Will a slowdown cause a sell-off similar to the one $NFLX had?
  • $TSLA - Post earnings reaction. This is one of the few high-growth stocks that has shown relative strength. Let's see if this changes post ER.
  • $LOGI - Is demand for gaming peripherals still strong? May be an early indicator of videogaming strength.
  • $AAPL - It's always interesting to hear what Apple is doing.
  • $V - Data on consumer spending.
  • $CVX - General comments on the energy market.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:

TUE:

WED:

THU:

FRI:
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