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Dividend Portfolio Review
To date, I have invested $12,220 into the account the total value of all positions plus any cash on hand is $12,354.46. That’s a total gain of 1.10%. The account is down $83.28 for the week which is a 0.67% loss.

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We started building this portfolio on 9/24/2021 and when compared to the S&P 500 we are outperforming the market so far! Within that same timeframe, the S&P 500 is down -11.00% which puts us 12% higher than the market! I love tracking my portfolio against a benchmark like the S&P. The above chart comes from Sharesight which makes portfolio and dividend management a breeze!

Below is a table of everything we are invested in so far. There you can see my number of shares, shares bought through dividend reinvestments, average cost, gains, and more. The tickers in green are positions that I bought shares in this week, the blue ones are positions that I reinvested dividends into, the yellow ones are positions that announced a dividend increase this week, and the red are positions that I trimmed. Our moves this week increased my PADI by $7 to $469.

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This week we received $6.79 in dividends! $1.64 from $APD, $1.84 from $TXN, $1.92 from $O, and $1.39 from $ALLY.

In my portfolio, all positions have dividend reinvestment enabled. I don’t hold onto the dividend, I don’t try to time the reinvestment, I just let my broker do it automatically.

Dividends received for 2022: $328.49
Portfolio’s Lifetime Dividends: $351.41


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Below is a breakdown of the trades I made this week and the reasoning behind them!

November 14th, 2022 (weekly automatic buys are a crucial part of my portfolio. Building substantial positions in these ETFs help me build my diversity and cash flow in a tried-and-true simple method. I also added a new position in $SDS to add to my short ideas.)

  • SPDR S&P 500 ETF ($SPY) – added $10 at $399.92 per share (weekly automatic buy) and dividend reinvested
  • Global X S&P 500 Covered Call & Growth ETF ($XYLG) – added $10 at $26.00 per share (weekly automatic buy)
  • Schwab US Dividend Equity ETF ($SCHD) – added $10 at $77.48 per share (weekly automatic buy)
  • ProShares UltraShort S&P ETF ($SDS) – added 3 shares at $42.98
  • $APD Dividend reinvested

November 15th, 2022 (Only dividends today.)

  • $TXN dividend reinvested
  • $O dividend reinvested
  • $ALLY dividend reinvested

November 18th, 2022 (Little day trade with cash on hand.)
  • 1 contract $SPY $394 Put 11/21 in at $1.86 out at $1.93

This all comes from my weekly portfolio update, you can read it with more detail on my website here! Have a great weekend!

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