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Dividend Portfolio Update
Been a while since I did a portfolio update on Commonstock! So I'm going to do a quick breakdown of moves made this week.
This was a quite slow week for my portfolio. Except for the dip on Tuesday, the market rallied higher for most of the week. I’d much rather buy in more red weeks, so I did not spend too much time making buys. I executed our weekly ETF buys, reinvested all dividends, and did one opportunistic buy into $MSFT after their earnings.
Additionally, I sold a $T covered call going into the earnings, but second guessed it and closed it before the report. Boy am I glad I did! $T had a great earnings report and ran high enough to bring my position in the green for the first time since I began buying!
Below is a breakdown of the trades I made this week:
January 23rd, 2023
- AT&T ($T) – sold $20.5 covered call 1/27 for $7 premium
January 24th, 2023
- AT&T ($T) – bought to close $20.5 covered call at $8
January 25th, 2023
- ETRACS 2x Monthly Pay Leveraged ATN – dividend reinvested
- Microsoft ($MSFT) – added 0.25 shares at $231.40
January 27th, 2023
- SPDR S&P 500 ETF ($SPY) – added $10 at $406.47 per share (weekly buy)
- Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $26.42 per share (weekly buy)
- Schwab US Dividend Equity ETF ($SCHD) – added $10 at $76.38 per share (weekly buy)
My full portfolio is below and a tracker of all dividends made so far! PADI is currently at $509 giving me a yield of 3.72%
You can read my full portfolio update available on my website here: https://dividollars.com/2023/01/27/dividend-portfolio-1-27-2023-weekly-update/
Dividend Dollars
Dividend Portfolio: 1/27/2023 Weekly Update
Weekly update on a long-term dividend growth portfolio from a young investor to show you how I’m investing to reach financial independence! To date the portfolio is just below breakeven and is beating SPY by 12% with annual dividend income of $509!
Love creating a fresh tab for 2023 dividend tracking, just did mine recently too :)
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