The creator holds BST in their M1 IRA, contributing to their overall investment portfolio.
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$330,000 Dividend Stock Portfolio Update $100 Buy #252 #fire #stockmarket #passiveincome #retirement
The creator provides a portfolio update, detailing $100 in new investments across several stocks including KKR, Procter & Gamble, Prudential, ADP, and Qualcomm. The update also covers dividend changes, portfolio value fluctuations due to market dips, and a comprehensive overview of their total net worth across various accounts like IRAs, 401ks, and taxable brokerage accounts.
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The creator holds VOO in their M1 IRA, which is part of their overall net worth.
The creator's largest position is SCHD, and they anticipate its Q1 dividend announcement and plan to reinvest some but not all of it.
The creator invested $20.01 into Procter & Gamble, acquiring 0.13751 shares, and expects a dividend increase.
The creator invested $20 into KKR, acquiring 0.2225 shares, and noted an upcoming dividend increase.
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