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Thursday, December 31, 2020
2020 Tax-Loss Harvesting (Part 3)
Wednesday, December 30, 2020
2020 Tax-Loss Harvesting (Part 2)
2020 Tax-Loss Harvesting (Part 1)
Part 1 of this article explains the ins-and-outs of tax-loss harvesting and reports a recent sell I made to offset 2020 capital gains. Part 2 and Part 3 will cover additional sells. In all, I closed seven positions to harvest tax losses.
Tuesday, December 29, 2020
Dividend Changes: December 19-25, 2020
Thursday, December 24, 2020
10 Dividend Growth Stocks For December 2020
Tuesday, December 22, 2020
Goals for 2021
It is not beneficial to set goals that are easily achievable. Such goals are uninspiring and won't deliver a special sense of accomplishment. On the other hand, it doesn't make sense to set goals that are impossible.
Monday, December 21, 2020
Dividend Changes: December 12-18, 2020
Thursday, December 17, 2020
Monthly Review Of DivGro: November 2020
Every month, I write a review of my portfolio of dividend growth stocks, DivGro. I provide a summary of transactions and dividends received in the past month. I also consider the impact on DivGro's projected annual dividend income (PADI).
In November, I opened a new position, added shares to an existing position, and closed a position. Eight DivGro stocks announced dividend increases in November. The net result of these changes is that PADI increased by about 0.2% in November. Year over year, PADI increased by 26.8%.
As for dividend income, in November I received dividends totaling $2,538 from 25 stocks in my portfolio, a year over year increase of 48%. So far in 2020, I've collected $25,908 in dividends, or about 96% of my 2020 goal of $27,000. My 2020 dividend income now tops the total I received in 2019.
Tuesday, December 15, 2020
Dividend Changes: December 5-11, 2020
Thursday, December 10, 2020
Revisiting Yield Channel Charts
Tuesday, December 8, 2020
Dividend Changes: November 28-December 4, 2020
Sunday, December 6, 2020
Options Update: November 2020
November's options income was disappointing as I failed to top $1,000 for the first time in six months. With only one month remaining, my 2020 goal of collecting at least $24,000 in options income is entirely out of reach.
Tuesday, December 1, 2020
Dividend Changes: November 21-27, 2020
Friday, November 27, 2020
Expired Options (November 2020)
Friday was options expiration day. This article provides a summary of what happened to my expiring options. It also provides details on any actions I took to avoid assignment.
As usual, I discuss potential replacement trades for the expired options.
This month, I decided to roll forward two in the money options to avoid assignment. But I also decided to let one put option expire in order to buy the underlying shares. That assignment happened one day before the options expiration day.
Thursday, November 26, 2020
Dividend Changes: November 14-20, 2020
Sunday, November 22, 2020
My First Sell in Eight Months
This article discusses a recent sell, one in which I closed a position due to a recent dividend cut.
Monday, November 16, 2020
Dividend Changes: November 7-13, 2020
Saturday, November 14, 2020
Options Update: October 2020
I had a fair month in October, but it is very unlikely that I will achieve my 2020 goal of collecting at least $24,000 in options income.
Friday, November 13, 2020
Home Run Number 27
Thursday, November 12, 2020
10 Dividend Growth Stocks For November 2020
Wednesday, November 11, 2020
Dividend Changes: October 31-November 6, 2020
Tuesday, November 10, 2020
Home Run Number 26
Monday, November 9, 2020
Monthly Review Of DivGro: October 2020
Welcome to the October review of DivGro, my portfolio of dividend growth stocks. I provide a summary of transactions and dividends received in the past month. I also look at how DivGro's projected annual dividend income (PADI) has changed.
In October, I opened one new position and added shares to three existing positions. Seven DivGro stocks announced dividend increases in October. The net result of these changes is that PADI increased by about 4.0% in October. Year over year, PADI increased by 30.5%.
As for dividend income, in October I received dividends totaling $1,711 from 22 stocks in my portfolio, a year-over-year increase of 42%. So far in 2020, I've collected $23,370 in dividends or about 87% of my 2020 goal of $27,000.
Sunday, November 8, 2020
Home Run Number 25
Dividend Changes: October 24-30, 2020
Saturday, October 31, 2020
Quarterly Review Of DivGro: Q3 2020
My quarterly reviews provide a summary of dividend income, dividend changes, and transactions executed in the past quarter. I also provide some charts showing various portfolio statistics. While these reviews are mostly informational, they help me to track progress over time.
Now in its eighth year of existence, my portfolio generated more than $7,540 of dividend income this quarter and I'm projecting dividend income of at least $8,140 per quarter going forward.
Thursday, October 29, 2020
Home Run Number 24
Wednesday, October 28, 2020
The 65 Dividend Aristocrats Ranked By Quality Scores
Tuesday, October 27, 2020
Dividend Changes: October 17-23, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Thursday, October 22, 2020
Dividend Aristocrats In The Cyclical Sectors
Wednesday, October 21, 2020
Dividend Changes: October 10-16, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Monday, October 19, 2020
Expired Options (October 2020)
After options expire, I post an article to summarize the expirations and to discuss any actions I took. If relevant, I also present potential replacement trades for expired options.
Several options I'd previously sold were slated to expire on Friday, 16 October, including a few in the money options. To avoid assignment, I rolled forward most of those in the money options.
But I also decided to let one put option expire. I'm quite happy to buy the underlying shares, as my effective cost basis is well below the current share price!
Sunday, October 18, 2020
10 Dividend Growth Stocks For October 2020
Tuesday, October 13, 2020
Dividend Changes: October 3-9, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Sunday, October 11, 2020
Monthly Review Of DivGro: September 2020
Welcome to the September review of DivGro, my portfolio of dividend growth stocks. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).
In September, I opened one new position and added shares to two existing positions. Ten DivGro stocks announced dividend increases in September. The net result of these changes is that PADI increased by about 2.1% in September. Year over year, PADI increased by 22%.
As for dividend income, in September I received dividends totaling $4,094 from 46 stocks in my portfolio, a year-over-year increase of 22%. I'm happy to say this amount sets a new record for dividend income in a single month!
So far in 2020, I've collected $21,659 in dividends or about 80% of my 2020 goal of $27,000.
Saturday, October 10, 2020
Options Update: September 2020
Welcome to the September edition of my Options Update series, a monthly article in which I summarize options trades and keep track of DivGro's total options income.
I had a good month in September, but I'm still very far from achieving my 2020 goal of collecting at least $24,000 in options income.
Friday, October 9, 2020
Dividend Changes: September 26-October 2, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Thursday, October 8, 2020
Dividend Aristocrats In The Sensitive Sectors
Saturday, October 3, 2020
Finding Undervalued Dividend Growth Stocks Using Dividend Radar's New Added Value Metrics
Wednesday, September 30, 2020
Dividend Aristocrats In The Defensive Sectors
Tuesday, September 29, 2020
Dividend Changes: September 19-25, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Thursday, September 24, 2020
Dividend Changes: September 12-18, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Sunday, September 20, 2020
Expired Options (September 2020)
I had several options that expired on Friday, 18 September. After options expire, I post an article to summarize the expirations and I discuss any actions I took. If relevant, I also present potential replacement trades for expired options.
Earlier last week, one of the in the money put options I'd sold got assigned. While an early exercise is surprising, I'm happy with the outcome. I now own 100 shares of Public Service Enterprise Group Incorporated (PEG).Saturday, September 19, 2020
10 Dividend Growth Stocks For September 2020
Thursday, September 17, 2020
Dividend Changes: September 5-11, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Saturday, September 12, 2020
Options Update: August 2020
Welcome to the another Options Update article, a monthly series in which I summarize my options trades and keep track of DivGro's total options income.
I had another great month in August. While the options income I collected is a welcome addition to my portfolio, unfortunately, I'm still very far from achieving my 2020 goal of collecting at least $24,000 in options income.
Thursday, September 10, 2020
Dividend Changes: August 29-September 4, 2020
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Sunday, September 6, 2020
Monthly Review Of DivGro: August 2020
In August, I opened one new position and added shares to four existing positions. Four DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 1.9% in August. Year over year, PADI increased by 20.5%.
As for dividend income, in August I received dividends totaling $1,674 from 21 stocks in my portfolio, a year over year increase of 4%. So far in 2020, I've collected $17,565 in dividends or about 65% of my 2020 goal of $27,000.
Wednesday, September 2, 2020
Dividend Changes: August 22-28, 2020
A summary table provides relevant data and key statistics of dividend increases.
I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.
Tuesday, September 1, 2020
5 High-Quality Dividend Growth Stocks I Don't Own
Stocks with quality scores of 23-25 are high-quality stocks and I rate them Excellent (23-24) and Exceptional (25). There are 31 Excellent and 7 Exceptional stocks in Dividend Radar.
I own all but 5 of these high-quality stocks. This article explains why I don't own these stocks and what would need to happen before I would consider opening positions.