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
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Action
ISIN: US00123Q1040
Ticker: AGNC
US00123Q1040
AGNC
Price
Discussion sur AGNC
Postes
17
7Mo·
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:
$AGNC (+0,2 %) 37.32$
$EFC (+0 %) 17.81$
$EPR (+0,92 %) 19.10$
$MAIN (-0,54 %) 21.36$
$MAIN (-0,54 %) 26.70$ (special dividend)
$JEPI 112.04$
$JEPQ 94.89$
$SPYI 51.02$
$QQQI 25.56$
$O (+1,37 %) 73.76$
$SPLG 44.34$
$SCHD 544.73$
________________
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 Commentaires
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
•8Mo·
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 (+1,37 %) . 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 (+0,2 %) ?
Happy investing, happy compounding!
11
5 Commentaires
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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1Année·
These are the current Upgrades🟩 for this Monday, the September 18, 2023.
- $AGNC (+0,2 %)
UBS downgrades from "Neutral" to "Buy", with a Target price of $11.50 (previously $10.50).🟩
- $AIN (-2,55 %)
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 (-1,57 %)
RBC Capital downgrades from "Sector Perform" to "Outperform", with a Target Price from $10 (previously $9).🟩
- $CVNA (-9,62 %)
Wedbush downgrades from "Underperform" to "Neutral", with a Target Price of $48 (previously $40).🟩
- $DASH (-0,17 %)
Mizuho Securities downgrades from "Neutral" to "Buy", with a Target price of $105 (previously $90).🟩
- $ESAB (-0,43 %)
BofA Securities downgrades from "Neutral" to "Buy", with a Target price of $89 (previously $61).🟩
- $IRDM (-2,48 %)
Deutsche Bank downgrades from "Hold" to "Buy", with no change in price target.🟩
- $JKHY (+1,85 %)
Northcoast Research downgrades from "Neutral" to "Buy", with a price target of $185.🟩
- $KIM (+0 %)
Mizuho Securities downgrades from "Neutral" to "Buy", with a price target of $20.🟩
- $LHX (+1,77 %)
Wells Fargo downgrades from "Equal Weight" to "Overweight", with a price target of $209 (previously $204).🟩
- $LMT (+2,16 %)
Wells Fargo Downgrades from "Underweight" to "Equal Weight", with a Target Price from $440 (previously $433).🟩
- $MU (-4 %)
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 (-0,68 %)
Hovde Group Downgrades from "Market Perform" to "Outperform".🟩
- $RL (-2,69 %)
Guggenheim downgrades from "Neutral" to "Buy", with a Target price of $166.🟩
- $SKX (-3,49 %)
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 (+0,89 %)
JPMorgan downgrades from "Neutral" to "Overweight", with a price target of $15.40.🟩
1212
2 Commentaires
Better than Markus Koch, this bot 🫡❤️
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77
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2Année·
getquin Daily Summary 11.10.2022
Hello getquin,
Happy Tuesday to all of you. Did you have a good start to the week?
Europe🌍:
1. Amazon invests 1 billion in European electric fleet
Amazon wants to reduce its emissions and is investing around 1 billion euros over the next 5 years in Europe to do so. From the sum, electric vans are to be purchased and low-emission parcel centers built. As a result, the electric delivery fleet is to triple by 2025 and comprise around 10,000 vehicles. Currently, Amazon has about 3,000 electric delivery vans in Europe, which will have delivered about 100 million packages in 2021.
Read more: https://reut.rs/3rMTXCs
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America🌏:
2nd U.S. banks set aside reserves for loan defaults
This week is earnings season at major U.S. banks. But even now, more and more information is leaking out about how banks are preparing for the coming months and whether they think a recession is coming. The big banks are probably expecting an increased rate of loan defaults in the next few months, so they are building up reserves of about 4 billion for the time being.
Read more: https://on.ft.com/3CQoWUu
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Asia🌏:
3rd Nissan to deepen partnership with Renault
Renault and Nissan have been working closely together on research for the past few decades. Now the two automakers want to deepen and reorganize their cooperation. Part of this deepening is to be an investment in Renault's electric car division. The amount of the investment and whether it will be the only organizational step will become clear in the coming weeks.
Read more: https://on.wsj.com/3rJ1IJw
🟥 Nissan 3.23€ (🔽 -3.57%)
Special: Will Gorillas be bought by competitor Getir?
Gorillas was the pioneer of Quick Commerce in Germany and is now probably the first to be taken over. In recent months, Gorillas CEO Kağan Sümer is said to have tried to raise a new round of financing, but apparently failed. Now rival Getir from Istanbul wants to take over Gorillas and thus expand its German and UK business. The contract has not yet been signed, but the investors are said to be in agreement. What do you think of the takeover?
Read more: https://bit.ly/3Mr2e8C
Stocks of the day:
🟩 TOP $AGNC (+0,2 %) 8,24€ (🔼 +8,89%)
👍 AGNC publishes its dividend payout and further financial measures. This leads to a slight recovery of the share price
🟥 FLOP $LYFT (-2,42 %) 11,84€ (🔽 -10,49%)
👎 The US Department of Labor announced a rule change that would make it harder for companies to classify workers as independent contractors. At Lyft, all drivers are independent.
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Time: 17:30 CEST
1010
2Année·
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 Commentaires
2Année
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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