Source Post

$370,000 Dividend Stock Portfolio Update #265 #fire #stockmarket #passiveincome #retirement

The creator provides a dividend portfolio update, reinvesting dividends from BST and KKR into various stocks. They discuss the tax implications of BST's non-qualified dividends and their strategy of dollar-cost averaging. Buys were made in BST, KKR, McDonald's, SCHD, Pepsi, Illinois Toolworks, Lowe's, ADP, and Y brands.

Linked Mentions

Tickers discussed in this post

YUMBullishMedium ConvictionSignal-backedSecondary

Yum was one of the 13 recent dividend reinvestment purchases made by the creator.

SYFNeutralLow ConvictionResearch Only

The creator plans to pull money from Synchrony to fund their dividend portfolio, as Synchrony's interest rates are lower.

SCDNeutralMedium ConvictionSignal-backedSecondary

The creator notes that Sprott Gold Miners ETF (SCD) dividend amounts have changed, indicating ongoing dividend activity and tracking.

ONeutralMedium ConvictionSignal-backedSecondary

The creator identifies Realty Income (ticker O) as one of their two monthly dividend payers, highlighting its consistent income stream.

JPMBullishMedium ConvictionSignal-backedPrimary

The creator is acquiring fractional shares of JP Morgan, contributing to their goal of increasing share count and future dividend revenue.

WMBullishMedium ConvictionSignal-backedPrimary

The creator is buying fractional shares of Waste Management as part of their ongoing strategy to accumulate shares and boost dividend income.

PGBullishMedium ConvictionSignal-backedPrimary

The creator is purchasing fractional shares of Procter and Gamble to grow their holdings and increase future dividend payouts.

FNFBullishMedium ConvictionSignal-backedPrimary

The creator is buying fractional shares of FNF as part of a strategy to incrementally increase their share count and dividend income.

ADPBullishLow ConvictionSignal-backedSecondary

The creator bought $25 of ADP, noting they have been acquiring shares due to its recent slide.

LOWBullishLow ConvictionSignal-backedSecondary

The creator invested $25 into Lowe's after their recent dividend increase.

ITWBullishLow ConvictionSignal-backedSecondary

The creator bought $25 of Illinois Tool Works, highlighting it as a lesser-known stock with a good dividend.

PEPBullishLow ConvictionSignal-backedSecondary

The creator invested $25 into Pepsi, noting its recent struggles.

MCDBullishLow ConvictionSignal-backedSecondary

The creator bought $25 worth of McDonald's shares due to its recent price dip.

KKRNeutralMedium ConvictionSignal-backedPrimary

The creator reinvested a dividend received from KKR back into the stock.

BSTNeutralMedium ConvictionSignal-backedPrimary

The creator reinvested a portion of BST's dividend back into BST, noting it's a monthly payer with non-qualified dividends.

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