Hello guys.
I think I need your help deciding what to keep. Both are good mREITs but I want to stay with only one. Do you have any advice?
Many thanks!!!
AGNC Investment
Stock
Stock
ISIN: US00123Q1040
Ticker: AGNC
US00123Q1040
AGNC
Price
Debate sobre AGNC
Puestos
17
8Lun·
Another milestone reached, and this one is HUUUGE! 💚💚💚
With the very unexpected dividend increase from my favorite dividend ETF $SCHD to 0.8241$/ share for the second quarter 2024, I've reached a 1000$/month in dividend payments for the first time ever. 💰 I couldn't be happier, especially since this portfolio is only 7 months old.
For those you read my recent posts and are aware of my goals for this year and beyond, but here is a quick reminder.
My initial goal for 2024 was to have about 400$/month, when I saw how things progressed, I updated that to 500$/month, but looking ahead we are expected to end up with more than 600$/month, which would simply be insane. 🤪
(For clarification I don't calculate that as TTM, but rather as the average of trailing 6 months, trailing 3 month, future 3 months, future 6 months. This is simply because I am still building my positions aggressively so that the trialing months significantly underrepresent the status quo. I am aware of the uncertainty of future dividend payouts, which is why they are approximated conservatively. )
At the moment the total value of the portfolio stands at just above 130k$ with the plan for >160k$ end of 2024
>270k$ end of 2025
>370k$ end of 2026
My overall goal is to consistently have 4k$/month at my disposal for retirement (ideally without dipping into the principal of the investment). About 2k$/month will be provided by rental income and thinking that I might be one third to the 2k$/month needed from dividend payouts by the end of the year gets me very giddy.
This is the list of all dividends for this month:
$AGNC (-1,03 %) 37.32$
$EFC (-3,16 %) 17.81$
$EPR (-1 %) 19.10$
$MAIN (-1,63 %) 21.36$
$MAIN (-1,63 %) 26.70$ (special dividend)
$JEPI 112.04$
$JEPQ 94.89$
$SPYI 51.02$
$QQQI 25.56$
$O (-0,46 %) 73.76$
$SPLG 44.34$
$SCHD 544.73$
________________
Total: 1068.63$
I am sure there will be people saying that judging from that list, the portfolio is too conservative... and I would somewhat agree with you, but my objective is to build mainly a dividend portfolio that will consistently help with my expenses in retirement.
That being said, I am planning on expanding my $SPLG position as well as adding $QQQM to the portfolio at some point in order to participate in some of the growth potential that technology and market leaders offer so don't judge me too harshly.😜
Happy investing 📈, happy compounding💸!
#fire
#retirement
#financialfreedom
#dividends
#compoundeffect #nextstop250k$
#1000dividendspermonth
4040
9 Comentarios
Nice, congratulations!
On the same pathway, just the horizon is longer, probably 2031, dividends and distributions will cover for all family living expenses.
#powerofcompounding
On the same pathway, just the horizon is longer, probably 2031, dividends and distributions will cover for all family living expenses.
#powerofcompounding
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44
•8Lun·
I decided to completely sell out of this position.
This is for two reasons. One, I'd rather continue to building my core ETFs like $SPLG , $SCHD and/or further add to $O (-0,46 %) . It is maybe even time to consider adding $QQQM .
Second, I don't think that the dividend payout of 15% is sustainable in the long-run, it has been so far, but I don't want to be in the position of hoovering over the SELL button and wait for the dividend announcement.
This also goes towards trimming the portfolio down to a few positions that one doesn't have to monitor too closely...
What do you think? Do you or did you own $AGNC (-1,03 %) ?
Happy investing, happy compounding!
11
5 Comentarios
Without knowing AGNC, your reasoning sounds good to me and I would also be skeptical about a company with that kind of dividend yield.
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22
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1Año·
These are the current Upgrades🟩 for this Monday, the September 18, 2023.
- $AGNC (-1,03 %)
UBS downgrades from "Neutral" to "Buy", with a Target price of $11.50 (previously $10.50).🟩
- $AIN (-1,48 %)
TD Cowen Downgrades from "Market Perform" to "Outperform", with a Target price from $106 (previously $100).🟩
- $AYX
Morgan Stanley downgrades from "Equalweight" to "Overweight", with no change in price target.🟩
- $BCRX (-6,75 %)
RBC Capital downgrades from "Sector Perform" to "Outperform", with a Target Price from $10 (previously $9).🟩
- $CVNA (-9,47 %)
Wedbush downgrades from "Underperform" to "Neutral", with a Target Price of $48 (previously $40).🟩
- $DASH (-0,72 %)
Mizuho Securities downgrades from "Neutral" to "Buy", with a Target price of $105 (previously $90).🟩
- $ESAB (-0,88 %)
BofA Securities downgrades from "Neutral" to "Buy", with a Target price of $89 (previously $61).🟩
- $IRDM (-2,19 %)
Deutsche Bank downgrades from "Hold" to "Buy", with no change in price target.🟩
- $JKHY (-0,57 %)
Northcoast Research downgrades from "Neutral" to "Buy", with a price target of $185.🟩
- $KIM (-1,27 %)
Mizuho Securities downgrades from "Neutral" to "Buy", with a price target of $20.🟩
- $LHX (-1,13 %)
Wells Fargo downgrades from "Equal Weight" to "Overweight", with a price target of $209 (previously $204).🟩
- $LMT (+1,12 %)
Wells Fargo Downgrades from "Underweight" to "Equal Weight", with a Target Price from $440 (previously $433).🟩
- $MU (-6,12 %)
Deutsche Bank downgrades from "Hold" to "Buy", with a Target price of $85 (previously $65).🟩
- -$NLY (-0,15 %)
UBS downgrades from "Neutral" to "Buy", with a Target price of $24 (previously $21).🟩
- $ONCT
H.C. Wainwright downgrades from "Neutral" to "Buy", with a Target price of $2.🟩
- $PB (-2,97 %)
Hovde Group Downgrades from "Market Perform" to "Outperform".🟩
- $RL (-6,11 %)
Guggenheim downgrades from "Neutral" to "Buy", with a Target price of $166.🟩
- $SKX (-7,71 %)
Piper Sandler Downgrades from "Neutral" to "Overweight", with a Target Price of $59 (previously $54).🟩
- $SMPL (-0,02 %)
Morgan Stanley downgrades from "Equalweight" to "Overweight", with a price target of $40 (previously $37).🟩
- $ZIM (-0,31 %)
JPMorgan downgrades from "Neutral" to "Overweight", with a price target of $15.40.🟩
1212
2 Comentarios
Better than Markus Koch, this bot 🫡❤️
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77
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2Año·
getquin Daily Summary 11.10.2022
Hello getquin,
Happy Tuesday to all of you. Did you have a good start to the week?
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America🌏:
2nd U.S. banks set aside reserves for loan defaults
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Read more: https://bit.ly/3Mr2e8C
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👍 AGNC publishes its dividend payout and further financial measures. This leads to a slight recovery of the share price
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Time: 17:30 CEST
1010
2Año·
what do you think of AGNC Investment ?
is actually nice to get a monthly dividend which is also not exactly small as I find
where is the catch?
44
7 Comentarios
2Año
Generous distance. Make their money on mortgages, which is too risky for me. In addition, the dividend has been decreasing for almost 8 years, so currently sounds cooler than it is. If it absolutely has to be a monthly payer, then rather Stag or Realty, do not let yourself be blinded by the supposedly high dividend.
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77
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