Here’s the alphabetized one-line summary by ticker based on the 11/12/2025 SI discussion thread:
ADP – Mili21 reaffirmed long-term confidence, noting as long as there’s corporate employment, ADP will be processing payrolls; Top Of The World Ma quietly added more shares (don’t tell his wife).
CAIE – Jeansn6 sought clarity from jritz0 on how interest rates affect coupon-linked payments in autocallable ETFs.
D – QTI sold Dominion for a small gain, reallocating proceeds to PRU and new position HPQ, with some cash still on hand for redeployment.
HPQ – Newly added by QTI; cited 4.6% yield, AI-PC growth prospects, and strong DGI compatibility.
IHI – Top Of The World Ma added to wife’s account as part of a broad growth/income mix.
JAAA – macbolan sold out across accounts due to yield drift and limited understanding of CLOs, reallocating to CA muni CEFs (MUC, NAC, NKX, VCV).
JEPQ / JEPI / QQQI / SPYI / NBXG – jritz0 trimmed all to double down on Calamos autocallable ETFs, following strong conviction after watching related ETF interviews.
JNJ – Added by Top Of The World Ma to wife’s portfolio for steady dividend growth exposure.
MUC / NAC / NKX / VCV – macbolan rotated proceeds from JAAA into these CA muni CEFs for yield and tax advantages.
O (Realty Income) – Smart_Asset considering a significant add; SeeksQuality clarified “shareholder yield” includes both dividends and buybacks (negative due to new share issuance).
PFE – chowder reaffirmed Pfizer’s dividend safety despite leverage increase after $10B Metsera acquisition.
PRU – QTI added to existing position using proceeds from D sale.
SCHD / SCHG / TJX / XLK – Top Of The World Ma added to these ETFs and stocks, showing balanced dividend and growth exposure.
SGOV – cemanuel plans to park proceeds from SPMO sale here as a “cash pool” ahead of potential correction; macbolan also considering it for unused JAAA proceeds.
SPMO – Sold by cemanuel after strong run; expecting momentum to cool but uncertain on timing.
TYG – Mannie noted a 30% distribution hike to $0.475 following merger — big move for energy infrastructure investors.
UTF – macbolan eyeing UTF as a yield upgrade from JAAA and a discounted infrastructure play.
Buy & Sale of the Day Awards
Buy of the Day – QTI’s HPQ Add
QTI earns the blue ribbon for snagging HPQ at a 4.6% yield, citing AI-PC tailwinds and dividend growth chops. Smart blend of income and innovation — and a welcome move away from rate-sensitive utilities.
Sale of the Day – macbolan’s JAAA Exit
macbolan gets the “Strategic Shuffle” award for exiting JAAA and rotating into CA muni CEFs (MUC, NAC, NKX, VCV). Yield up, taxes down — and a clean break from CLO confusion. Nicely played. |
