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?
Derek's avatar
$99.5m follower assets
$UL shares jumped this morning as billionaire activist Nelson Peltz joins the board.

As a share holder I'm looking forward to what fresh ideas he will bring and how much value he can add for share holders
New Lows Today @ 10am
Visit highsandlows.substack.com to see more
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Hell yes! Have a few winners on there for value folks like myself. Returns are bigger when we buy low๐Ÿคทโ€โ™‚๏ธ
Add a commentโ€ฆ
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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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! Iโ€™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!
Luka ๐Ÿฆ‰'s avatar
$97.3m follower assets
Apart from Mars that it is not listed in any stock exchange (the company is still the property of the Mars family), all others are amazing companies and dividend payers you can invest in:

$GIS ๐Ÿ”ธ
$JNJ ๐Ÿ”ธ
$KHC ๐Ÿ”ธ
$PG ๐Ÿ”ธ
$KO ๐Ÿ”ธ
$UL ๐Ÿ”ธ
$PEP ๐Ÿ”ธ

๐Ÿ”ธ = in my dividend portfolio

With just ten holdings you own the whole international consumer staple industry ๐Ÿ‘
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๐Ÿ’ธDividend Forecast for the Week of 3/21๐Ÿ’ธ
Below are my incoming dividends this week:
โ€‹
Taxable Brokerage
โ€‹
$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
โ€‹
Rot****h IRA
โ€‹
$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
โ€‹
Do you have any dividends coming in this week?
The Transcript this week:
In our newsletter this week:

๐Ÿ›’ E-comm still growing rapidly
๐Ÿ’ฐ Signs of slowing in private capital markets
๐Ÿฝ People are eating less at home again


Derek's avatar
$99.5m follower assets
My Portfolio: 02/07/22
Quick view of my portfolio on IBRK. Looks a little different to my overall portfolio where my top 5 companies are $UL, $RDS.A, $MO, $O and $MSFT but Im looking to build it out a little more this year
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Is it me, or I donโ€™t see any REITs? If so how come? From what I hear dividend investors love REITs for income
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