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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.

Linked Mentions

Tickers discussed in this post

BSTNeutralLow ConvictionResearch Only

BST is mentioned as one of two monthly payers where dividends are split between different positions.

MRKNeutralLow ConvictionResearch Only

Merck (MRK) is expected to pay a dividend around $18.57 on the 9th, which will be added to the tracking sheet upon receipt.

ADPNeutralLow ConvictionResearch Only

ADP is mentioned in the context of total dividends paid, indicating it is part of the portfolio.

XOMNeutralLow ConvictionResearch Only

ExxonMobil is mentioned as having potential data issues in the tracking sheet, which the creator intends to fix.

PNCNeutralLow ConvictionResearch Only

PNC is mentioned as a holding with its share count, value, cost basis, and gain/loss detailed, but no new action is recommended.

AVTRNeutralMedium ConvictionSignal-backedSecondary

A O Reality is mentioned as a REIT that the creator adds to their portfolio, which is sometimes missing from SCHD.

NVDANeutralHigh ConvictionSignal-backedPrimary

Nvidia is identified as the largest single holding in the creator's portfolio, valued at nearly $10,000.

KKRBullishMedium ConvictionSignal-backedPrimary

The creator's final purchase from the $100 deposit was $20 worth of KKR fractional shares.

LOWBullishMedium ConvictionSignal-backedPrimary

The creator invested $20 into Lowe's, acquiring a fractional share as part of their $100 deposit.

COSTBullishMedium ConvictionSignal-backedPrimary

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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