Portfolio Update
The FiveTwenty portfolio received $331.46 in dividends in the past week. BMY, GD, T, and VZ paid their quarterly dividend during the week.
Past Week Dividend | $331.46 |
Current Quarter Dividend (Q1 2025) | $1,345.39 |
LifeTime Dividend | $31,194.87 |
Estimated Annual Dividend | $12,736.04 |
The capital allocation for the week of 02/09/2025 to 02/15/2025 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
Decrease in Estimated Annual Dividends
The Estimated Annual Dividend for the FiveTwenty portfolio decreased week over week. The decrease was caused by the closing of our position in WBD following the company’s suspension of their dividend payouts.
We also closed our positions in ECG and SOLV. We received the ECG and SOLV shares were received as part of the spinout transactions that created the companies. Closing these positions has been long overdue since neither of the two companies has initiated a dividend.
The proceeds from the sale will be reinvested over the coming weeks into VIG & VIGI.
VIG & VIGI – Position Update
TTM | Prev. Update | |
VIG Yield | 1.67% | 1.67% |
VIGI Yield | 1.87% | 1.87% |
Thesis
Why are we adding to our position in VIG & VIGI?
With no new developments in our stance or thinking we continue to add to our positions in VIG and VIGI, as a diversified means to build dividend income.
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