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Scoreboard Buys of the - Roth IRA
My 2023 goal is to make routine contributions to my Roth IRA each pay day. This will give me many more buying opportunities over the course of the year that I am excited to share with you. I added to two positions this week. Information is below:
Buy #1
Ticker: $OZK
Account: Roth IRA
Date: 1/23/23
Qty: 1 share
Price: $43.47
Avg. Cost Basis: $42.14
Div Yield: 2.83%
Div/FCF: 30.87%
EPS: $4.37
P/E: 9.87
Scorecard: 4.5/6
- S&P - 1. Average Cost Basis is up 3.91% on the Market.
- FCF - 1. Dividend to FCF is 30.87%, which is less than 50%.
- Conviction - 1. High. Just did research for Birthday Buys.
- Dividend - 0.5. 2.83% greater thanPortfolio Average is 2.46%, less than 95th percentile is 4.91%.
- Weighting - 0.5. Barely underweight holding.
- P/E - 1. P/E 9.87 < 25
PADI increased from $212.27 to $213.49
Some other notes:
- Another buy after just initiating position for Birthday Buys last week
- 16/21 weighted position in Roth IRA
- This buy fills out my target position and knocks score down to 4.5/6 and ties $OZK with both $HSY and $LOW, which leads me to...
Buy #2
Ticker: $HSY
Account: Roth IRA
Date: 1/23/23
Qty: 1 share
Price: $214.92
Avg. Cost Basis: $211.03
Div Yield: 1.74%
Div/FCF: 48.33%
EPS: $6.52
P/E: 32.90
Scorecard: 4.5/6
- S&P - 1. Average Cost Basis is up 15.8% on the Market.
- FCF - 1. Dividend to FCF is 48.33%, which is less than target of 50%
- Conviction - 1. High.
- Dividend - 0. 1.74%, less than both Portfolio Average of2.46% and 95th percentile of 4.91%.
- Weighting - 1. Underweight both in holding and sector.
- P/E - 0.5. P/E 32.90. More than target of 25, but less than second tier of 50.
PADI increased from $213.49 to $217.23
Some other notes:
- 3rd purchase of $HSY since initiating position as 2022 Birthday Buy
- #5 largest holding in Roth IRA
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