Limit sell order in place for $19.01 GTC
Limit sell order in place for $19.01 GTC
2 shares of $TROW
1 share of $VTRS
1 share of $XRAY
1 share of $WU
Dividend yields are north of 4.30% for each.
2 shares of $TROW
1 share of $VTRS
1 share of $XRAY
1 share of $WU
Dividend yields are north of 4.30% for each.
Sells:
4 shares $MGA for $3.29 net profit
Buys:
9 shares of $MNRO
2 shares of $MRK
Sells:
4 shares $MGA for $3.29 net profit
Buys:
9 shares of $MNRO
2 shares of $MRK
On my ending value of $9,234.66 — that’s an annualized yield of 10.26%.
Been a fun journey so far, learning about monthly paying ETFs, 19-1a notice Return of Capital, & qualified dividends.
On my ending value of $9,234.66 — that’s an annualized yield of 10.26%.
Been a fun journey so far, learning about monthly paying ETFs, 19-1a notice Return of Capital, & qualified dividends.
My investment of $145.05 on 8/05/25 liquidated to… $146.33 🤷♂️
Added 1 share each of $YBTC, $REYN, and $YMAX.
My investment of $145.05 on 8/05/25 liquidated to… $146.33 🤷♂️
Added 1 share each of $YBTC, $REYN, and $YMAX.
$AEO
$APA
$CTRA
$KFRC
$KMT
$REYN
$SWK
$WGO
The lowest dividend yield among them is 3.7%.
$AEO
$APA
$CTRA
$KFRC
$KMT
$REYN
$SWK
$WGO
The lowest dividend yield among them is 3.7%.
With sale proceeds, I added 6 shares of $CRI.
Will add more positions tomorrow with remaining proceeds.
With sale proceeds, I added 6 shares of $CRI.
Will add more positions tomorrow with remaining proceeds.
The 19(a) notice estimates Return on Capital as 32.48%, so I think my tax rate is ~16.20% on the dividends.
The 19(a) notice estimates Return on Capital as 32.48%, so I think my tax rate is ~16.20% on the dividends.
$CVS, 3 shares
DINO, 3 shares
$DVY, 1 share
$EMN, 3 shares
$MGA, 4 shares
$TGT, 2 shares
$UVV, 3 shares
$VTRS, 14 shares
Aiming for qualified dividends.
$CVS, 3 shares
DINO, 3 shares
$DVY, 1 share
$EMN, 3 shares
$MGA, 4 shares
$TGT, 2 shares
$UVV, 3 shares
$VTRS, 14 shares
Aiming for qualified dividends.
$IAUI pays fluctuating monthly dividends, currently ~12.66%. Cumulative ROC is 89% as of July 2025.
$YMAX pays fluctuating weekly dividends, currently ~57.29%. ROC was 55.86% for week of Aug. 8, 2025.
$IAUI pays fluctuating monthly dividends, currently ~12.66%. Cumulative ROC is 89% as of July 2025.
$YMAX pays fluctuating weekly dividends, currently ~57.29%. ROC was 55.86% for week of Aug. 8, 2025.
Sold out of $SRET to add 2 shares of $WHR for dividend tax advantage reasons. Every penny counts 🤷♂️
$WHR has a yield-on-cost of 4.21%, including the impact of a recent dividend cut.
Sold out of $SRET to add 2 shares of $WHR for dividend tax advantage reasons. Every penny counts 🤷♂️
$WHR has a yield-on-cost of 4.21%, including the impact of a recent dividend cut.
FGSI - Dividend Equity + Call Options
SCHD - Large Cap Equity Dividend
SDVD - SMid Cap Equity Dividend
SRET - Global REIT
YBTC - Bitcoin Covered Call Options
FGSI - Dividend Equity + Call Options
SCHD - Large Cap Equity Dividend
SDVD - SMid Cap Equity Dividend
SRET - Global REIT
YBTC - Bitcoin Covered Call Options
… to allocations of ~$141 for each unique equity or ETF 💎🙌
That means 1 NEW equity or ETF added each Monday by my $141 contribution + re-invested dividends.
… to allocations of ~$141 for each unique equity or ETF 💎🙌
That means 1 NEW equity or ETF added each Monday by my $141 contribution + re-invested dividends.
Added 8 shares of $FIRI today 🔥
Looking at ETF ideas with high % Return of Capital 👀 — drastically reduces tax drag on dividends.
Added 8 shares of $FIRI today 🔥
Looking at ETF ideas with high % Return of Capital 👀 — drastically reduces tax drag on dividends.
$FIRI’s target annual income is 4% … BUT … it is on pace for dividends of ~13.08% this year.
A downside is it has YieldMax funds - I’m not a fan 😅
$FIRI’s target annual income is 4% … BUT … it is on pace for dividends of ~13.08% this year.
A downside is it has YieldMax funds - I’m not a fan 😅
I prefer foreign assets to domestic assets seeing the YTD trend of a depreciating dollar.
I prefer foreign assets to domestic assets seeing the YTD trend of a depreciating dollar.
DIVIDENDS
R
A
9
2
5
KILLER ☠️
💋
DIVIDENDS
R
A
9
2
5
KILLER ☠️
💋
Why? I want to instead invest in monthly dividend payers with high diversification (each portfolio component is ideally less than 2%).
Call it a monthly free lunch? Or a Kelly Criterion play? 🤔 🤷♂️ Anyways…
Re-invested into $UEVM 🤑 and building a position in $SDIV.
Why? I want to instead invest in monthly dividend payers with high diversification (each portfolio component is ideally less than 2%).
Call it a monthly free lunch? Or a Kelly Criterion play? 🤔 🤷♂️ Anyways…
Re-invested into $UEVM 🤑 and building a position in $SDIV.
Got a venti cold brew instead of grande — the only lifestyle creep you’ll see from me! 😆 ☕️
Today, my $141 contribution + received dividends will buy $FGD 🤑
Got a venti cold brew instead of grande — the only lifestyle creep you’ll see from me! 😆 ☕️
Today, my $141 contribution + received dividends will buy $FGD 🤑
$3.00 from $SLNZ
Put it on a wall 🫵
(Though I did add 10 shares since after the ex-dividend date 😜)
$3.00 from $SLNZ
Put it on a wall 🫵
(Though I did add 10 shares since after the ex-dividend date 😜)
$AAA ~ 5.53%
$DEM ~ 5.08%
$ICLO ~ 5.68%
$PFFR ~ 8.04%
$SLNZ ~ 7.15%
$SRLN ~ 7.46%
$XCCC ~ 9.91%
$AAA ~ 5.53%
$DEM ~ 5.08%
$ICLO ~ 5.68%
$PFFR ~ 8.04%
$SLNZ ~ 7.15%
$SRLN ~ 7.46%
$XCCC ~ 9.91%