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2023 Week 29: VIG & VIGI

VIG VIGI

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend$174.95
Current Quarter Dividend (Q3 2023)$257.55
LifeTime Dividend$12,723.85
Estimated Annual Dividend$10,025.39
Dividend Scorecard

The capital allocation for the week of 07/16/2023 to 07/22/2023 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).

Why VIG and VIGI ETFs?

Up until this point for the FiveTwenty portfolio, we have selected companies with a track record of growing their dividends over time. The idea behind this strategy is to generate an increasing stream of dividends to offset the effect of inflation over time.

VIG and VIGI are 2 low-cost ETF funds from Vanguard that allow us to invest in a large basket of domestic and international companies that grow their dividends.

Continue reading “2023 Week 29: VIG & VIGI”
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2023 Week 28: General Dynamics (NYSE: GD)

GD

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend$82.59
Current Quarter Dividend (Q3 2023)$82.59
LifeTime Dividend$12,548.89
Estimated Annual Dividend$9,961.70
Dividend Scorecard

The capital allocation for the week of 07/09/2023 to 07/15/2023 will be used to add to our position in General Dynamics (NYSE: GD)

GD – Position Update

Since our last check-in on GD in week 3 of 2021, the company reported FY 2020 annual report and earnings on 03/09/2021, FY 2021 earnings on 01/26/2022, FY 2022 earnings on 01/25/2023, and Q1 2023 earnings on 04/26/2023. In addition, the share price has increased 39.8% from $153.17 to $214.15.

Continue reading “2023 Week 28: General Dynamics (NYSE: GD)”
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2023 Week 27: Walgreens Boots Alliance (NASDAQ: WBA)

WBA

Portfolio Update

The FiveTwenty portfolio received $148.47 in dividends in the past week. PEP and TROW paid their quarterly dividends during the week.

Past Week Dividend$148.47
Current Quarter Dividend (Q2 2023)$2,292.72
LifeTime Dividend$12,466.30
Estimated Annual Dividend$9,814.00
Dividend Scorecard

The capital allocation for the week of 07/02/2023 to 07/08/2023 will be used to add to our position in Walgreens Boots Alliance (NASDAQ: WBA)

WBA – Position Update

Since our last check-in on WBA in week 2 of 2023, the company reported Q2 2023 earnings on 03/28/2023, and Q3 2023 earnings on 06/27/2023. In addition, the share price decreased 22.2% from $36.61 to $28.49.

Continue reading “2023 Week 27: Walgreens Boots Alliance (NASDAQ: WBA)”
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2023 Week 26: Fortis (NYSE: FTS)

FTS

Portfolio Update

The FiveTwenty portfolio received $46.20 dividends in the past week. VFC and LMT paid their quarterly dividend during the week.

Past Week Dividend$91.20
Current Quarter Dividend (Q2 2023)$2,144.25
LifeTime Dividend$12,317.83
Estimated Annual Dividend$9,733.99
Dividend Scorecard

The capital allocation for the week of 06/25/2023 to 07/01/2023 will be used to add to our position in Fortis (NYSE: FTS).

FTS – Position Update

Since our last check-in on FTS in week 42 of 2023, the company reported FY 2022 earnings on 02/10/2023, and Q1 2023 earnings on 05/03/2023. In addition, the share price increased from C$50.27 to C$55.43 during that period.

Continue reading “2023 Week 26: Fortis (NYSE: FTS)”
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2023 Week 25: Black Hills Corp (NYSE: BKH)

BKH

Portfolio Update

The FiveTwenty portfolio received $554.71 in dividends in the past week. HD, K, MMM, ORI, PII, and WBA paid their quarterly dividend during the week.

Past Week Dividend$554.71
Current Quarter Dividend (Q2 2023)$2,053.05
LifeTime Dividend$12,226.63
Estimated Annual Dividend$9,624.52
Dividend Scorecard

The capital allocation for the week of 06/18/2023 to 06/24/2023 will be used to add to our position in Black Hills Corp (NYSE: BKH)

BKH – Position Update

Since our last check-in on BKH in week 51 of 2022, the company reported Q4 and FY 2022 earnings on 02/07/2023, and Q1 2023 earnings on 05/03/2023. Furthermore, the share price decreased 9% from $68.75 to $62.57.

Continue reading “2023 Week 25: Black Hills Corp (NYSE: BKH)”
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2023 Week 24: Bristol-Myers Squibb (NYSE: BMY)

BMY

Portfolio Update

The FiveTwenty portfolio received $235.57 dividends in the past week. ADM, EMR, JNJ, and SON paid their quarterly dividend during the week.

Past Week Dividend$235.41
Current Quarter Dividend (Q2 2023)$1,498.34
LifeTime Dividend$11,671.92
Estimated Annual Dividend$9,527.23
Dividend Scorecard

The capital allocation for the week of 06/11/2023 to 06/17/2023 will be used to add to our position in Bristol-Myers Squibb (NYSE: BMY)

BMY – Position Update

Since our last check-in on BMY in week 12 of 2023, the company reported Q1 2023 earnings on 04/27/2023. In addition, the share price decreased from $66.53 to $64.80 during that period.

Continue reading “2023 Week 24: Bristol-Myers Squibb (NYSE: BMY)”
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2023 Week 23: PepsiCo Inc (NASDAQ: PEP)

PEP

Portfolio Update

The FiveTwenty portfolio received $445.46 dividends in the past week. AFL, BKH, ENB, FTS, SJM, and SWX paid their quarterly dividends during the week.

Past Week Dividend$445.46
Current Quarter Dividend (Q2 2023)$1,262.93
LifeTime Dividend$11,436.51
Estimated Annual Dividend$9,451.33
Dividend Scorecard

The capital allocation for the week of 06/04/2023 to 06/10/2023 will be used to add to our position in PepsiCo Inc (NASDAQ: PEP).

PEP – Position Update

Since our last check-in on PEP in week 20 of 2023, there have been no new developments. Furthermore, the share price has decreased 6.1% from $196.12 to $184.06.

Continue reading “2023 Week 23: PepsiCo Inc (NASDAQ: PEP)”
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2023 Week 22: AbbVie Inc (NYSE: ABBV)

ABBV

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend$0
Current Quarter Dividend (Q2 2023)$817.47
LifeTime Dividend$10,991.05
Estimated Annual Dividend$9,348.14
Dividend Scorecard

The capital allocation for the week of 05/28/2023 to 06/03/2023 will be used to add to our position in AbbVie Inc (NYSE: ABBV)

ABBV – Position Update

Since our last check-in on ABBV in week 21 of 2023, there have been no new developments. In addition, the share price declined 5% from $145.11 to $137.56.

Continue reading “2023 Week 22: AbbVie Inc (NYSE: ABBV)”
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2023 Week 21: AbbVie Inc (NYSE: ABBV)

ABBV

Portfolio Update

The FiveTwenty portfolio received $178.61 in dividends in the past week. ABBV, CAT, and PG paid their quarterly dividends during the week.

Past Week Dividend$178.61
Current Quarter Dividend (Q2 2023)$817.47
LifeTime Dividend$10,991.05
Estimated Annual Dividend$9,268.65
Dividend Scorecard

The capital allocation for the week of 05/21/2023 to 05/27/2023 will be used to add to our position in AbbVie Inc (NYSE: ABBV)

ABBV – Position Update

Since our last check-in on ABBV in week 51 of 2021, the company reported FY 2021 earnings on 02/02/2022, FY 2022 earnings on 02/09/2023, and Q1 2023 earnings on 04/27/2023. In addition, the share price increased 12% from $129.53 to $145.11.

Continue reading “2023 Week 21: AbbVie Inc (NYSE: ABBV)”
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2023 Week 20: PepsiCo Inc (NASDAQ: PEP)

PEP

Portfolio Update

The FiveTwenty portfolio received $60.91 in dividends in the past week. APD and GD paid their quarterly dividend during the week.

Past Week Dividend$60.91
Current Quarter Dividend (Q2 2023)$638.86
LifeTime Dividend$10,812.44
Estimated Annual Dividend$9,211.17
Dividend Scorecard

The capital allocation for the week of 05/14/2023 to 05/20/2023 will be used to add to our position in PepsiCo Inc (NASDAQ: PEP).

PEP – Position Update

Since our last check-in on PEP in week 19 of 2023, there have been no new developments. Furthermore, the share price has increased slightly from $194.27 to $196.12.

Continue reading “2023 Week 20: PepsiCo Inc (NASDAQ: PEP)”