Portfolio Update.
This morning in DGP-1a (tIRA)[1]:
- sold all shares of ES[2]
- bought full basis positions in BIP, GDV, and O (all new for the portfolio
- brought HRL up to a full basis position (was half basis)[3]
- added a few shares to MO
Net result increased portfolio value, anticipated annual income, and dividend yield. 5yr dividend growth dropped to 5.5% from 5.6%.
Assuming no major changes occur during the next two weeks, dividend income for 2025 (for DGP-1a) is up 46.56% compared to 2024.
Best wishes,
Kiisu
1. In 2026 plan to remove a QCD and my RMD from this portfolio.
Assuming no special dividends, dividend cuts, or dividend increases, my spreadsheet projection shows should accumulate more than sufficient cash by this time next year to pay for 2027's RMD without selling or withdrawing shares.
2. ES remains a full basis position in DGP-1b(ROTH), DGP-2(ROTH), and DGP-3(ROTH). Sold today (on the ex-div date) rather than yesterday to capture the hefty dividend.
3. Other than MCD (a half basis position), all portfolio positions are either full or supersized.
Portfolio now contains 26 positions:
AEP, BIP, BUI, CEF, CVX, DNP, EOG, EOI, EOS, EVRG, GDV, HRL, MAIN, MCD, MO, NEE, O, OKE, PRU, SNA, SOBO, SWVXX, UNP, UTF, UTG, VZ
By portfolio value, CEF (Sprott Physical Gold and Silver Trust -- a closed end fund that lacks a dividend) is the largest at 11%, EVRG is the next largest at 7.6%, HRL is the smallest at 2% |
