VICI Properties was mentioned as a strong performing stock in February, up 8.6%.
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Inside My $134,700 Dividend Stock Portfolio | MARCH UPDATE 📊
The creator provides a March update on their dividend stock portfolio, highlighting significant growth in value and income. They discuss their best and worst performing stocks of February, including Clear Secure, Enterprise Products Partners, and Realty Income as top performers, and Kilroy Realty Corporation as a laggard. The creator also details their recent buys, such as Blue Owl Capital Corporation and Visa, and their ongoing dollar-cost averaging into SCHD and VOO. They express plans to continue investing in Visa and potentially KRC in March.
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Tickers discussed in this post
Chevron was mentioned as a strong performing stock in February, performing close behind W.P. Carey.
W.P. Carey was mentioned as a strong performing stock in February, up over 9%.
Snap-on was mentioned as a strong performing stock in February, up almost 5%.
Watsco was mentioned as a strong performing stock in February, up over 6%.
Procter & Gamble was mentioned as a strong performing stock in February, up over 6%.
Johnson & Johnson was mentioned as a strong performing stock in February, up almost 8%.
The creator added 2.36 shares of Visa at an average cost of $317.79 in February and plans to continue adding to their position, aiming to increase its allocation to 10% of the taxable account.
The creator bought 22 shares of Blue Owl Capital Corporation at an average cost of $11.56, investing $254 in total during February.
Main Street Capital Corporation was another significant loser in February, down nearly 9%, but the creator still holds a 72.7% total return on their position with a yield on cost near 10%.
Kilroy Realty Corporation was the worst performing stock in February, down 12.7%, with the creator down 2% total return and considering adding more if the price remains low.
Realty Income was the third best performing stock in February, up 8.6%, with the creator holding a 44.3% total return and a yield on cost of 6.25%.
Enterprise Products Partners was the second best performing stock in February, up 11%, with the creator holding a 72% total return on their position and a yield on cost of nearly 9%.
Clear Secure was the top performer in February, up nearly 52%, driven by impressive earnings and a 20% dividend increase, leading to a 72% total return for the creator.