Simply Safe Dividends has this to say today.
However, our Long-Term Dividend Growth portfolio plans to exit MSC Industrial (MSM) and Thor Industries (THO) and trim Amphenol (APH), Oracle (ORCL), and Parker-Hannifin (PH).
Proceeds will be used to initiate new positions in Danaher (DHR) and Charles Schwab (SCHW), which will each represent around 4% of the portfolio's value. We will also add to a handful of existing holdings: Becton Dickinson (BDX), HB Fuller (FUL), American States Water (AWR), Elevance Health (ELV), IDEX (IEX), and A.O. Smith.
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I have PH in the Young Folk Portfolio, it is currently up +116.39% and is set up on dividend reinvestment. I think I'll leave it as is since it is being Dripped.
I have BDX on probation in the Legacy Portfolio. I was giving it until the next earnings report to start doing something.
As you can see below, it started off fine but then stalled out after two add ons.
08/20/2025 (20 shares)
08/08/2025 (15 shares)
07/21/2025 (15 shares)
| 20 | $193.8563 | $200.09 | $3,877.13 | $4,001.80 | -$124.67 | -3.12% | Short Term | | 15 | $193.8563 | $192.80 | $2,907.85 | $2,892.00 | +$15.85 | +0.55% | Short Term | | 15 | $193.8563 | $178.84 | $2,907.85 | $2,682.60 | +$225.25 | +8.4% | Short Term | | 50 | | | $9,692.82 | $9,576.40 | +$116.42 | +1.22% | |
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