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Strategies & Market Trends : Dividend Growth Investing and chit chat.

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From: chowder3/3/2021 9:04:03 PM
11 Recommendations

Recommended By
agniv
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and 6 more members

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Young Folk Dividend Growth Portfolio - Taxable Account.

Company - % of the account

DE ........ 6.2%
MCD .... 5.2%
LMT ..... 5.2%
ADP ..... 5.1%
JNJ ...... 4.8%
ABT ..... 4.6%
DG ....... 4.5%
TGT ..... 4.3%
NKE ..... 4.3%
MA ....... 4.2%
KO ....... 3.9%
PTY ..... 3.9% ( A CEF)
SO ....... 3.9%
HD ....... 3.8%
PEP ..... 3.7%
NEE ..... 3.6%
NSC ..... 3.5%
GIS ...... 3.3%
SBUX ... 3.3%
KMB ..... 3.2%
PG ....... 2.9%
AIO ...... 2.7% (A CEF)
CL ....... 2.6%
SYY .... 2.5%
AAPL .. 1.8%
NEP .... 1.0%
CCI ..... 0.7%
QCLN . 0.6%
LIT ..... 0.5%

I have added CEF's to generate more cash to reinvest in other dividend growth companies. I want a little more CEF exposure so the next purchase in this account will be AIO, around mid-month as more dividends hit the account.

================

Young Folk Growth & Income Portfolio - Roth Ira

Company - % of the account

TSLA ..... 9.6%
ARKG ... 8.7%
VZ ........ 5.7%
O .......... 5.6%
DUK ..... 5.2%
D .......... 5.2%
MKC .... 5.0%
UNP ..... 4.5%
LOW .... 4.4%
CAT ..... 4.2%
UTG .... 4.0% (A CEF)
ARKW . 3.1%
COST .. 3.0%
PYPL ... 2.9%
ARKK .. 2.9%
SQ ...... 2.7%
AWK ... 2.6%
ROKU . 2.3%
GBTC . 2.1% (Bitcoin - crypto)
CSQ ... 2.0% (A CEF)
LTCN .. 1.9% (Litecoin - crypto)
NIO .... 1.9%
CHPT . 1.7%
ETHE . 1.7% (Ethereum - crypto)
SE ...... 1.6%
TWLO . 1.5%
PSTH .. 1.2% (SPAC)
STPK .. 0.9%
TAN .... 0.8%
IPOE .. 0.4% (SPAC)
IPOF .. 0.4% (SPAC)
IPOD .. 0.3% (SPAC)

I keep the SPAC positions small until I know who they merge with. IPOE is merging with So-Fi and that's a company I want more of so the next purchase in this account will be in IPOE, around mid-month as more dividends hit the account.
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