BST is mentioned as one of two monthly payers where dividends are split between different positions.
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$370,000 Dividend Stock Portfolio Update $100 Buy #271 #fire #stockmarket #passiveincome #retirement
The creator provides a dividend stock portfolio update, detailing a $100 deposit and subsequent fractional share purchases in Proctor and Gamble, Pepsi, Costco, Lowe's, and KKR. The portfolio currently stands at $380,000 with a 23.4% year-to-date return, and Nvidia is highlighted as the largest single holding.
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Merck (MRK) is expected to pay a dividend around $18.57 on the 9th, which will be added to the tracking sheet upon receipt.
ADP is mentioned in the context of total dividends paid, indicating it is part of the portfolio.
ExxonMobil is mentioned as having potential data issues in the tracking sheet, which the creator intends to fix.
PNC is mentioned as a holding with its share count, value, cost basis, and gain/loss detailed, but no new action is recommended.
A O Reality is mentioned as a REIT that the creator adds to their portfolio, which is sometimes missing from SCHD.
Nvidia is identified as the largest single holding in the creator's portfolio, valued at nearly $10,000.
The creator's final purchase from the $100 deposit was $20 worth of KKR fractional shares.
The creator invested $20 into Lowe's, acquiring a fractional share as part of their $100 deposit.
An additional $60 was added to the $20 allocated for Costco, resulting in a small fractional share purchase due to its high share price.
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