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39US Labor Data - Let the rate cuts begin!
In August, the US economy added 142,000 jobs
(below the expected 165,000), but unemployment fell to 4.2% (from 4.3% in July), signaling resilience. Wage growth rose by 3.8% YoY, up from 3.6%, hinting at inflationary pressures.
$O (+2,65 %)
$WPC (+2,42 %)
$VICI (+1,98 %)
$ADC (+3,68 %)
$NNN (+3,7 %)
$PLD (+2,72 %)
$TMF
I'm considering buying British American Tobacco and W.P. Carey to boost my #dividends for October and November.
What are your thoughts on $BATS (+0,49 %) and $WPC (+2,42 %) ? Is now a good time to buy, or are there better options available?
Small addition to $WPC (+2,42 %) , increasing my holding to 100 shares! In my opinion, the worst is over with their restructuring, and I’m comfortable raising my stake in REITs. W.P. Carey’s diversified portfolio and stable cash flows make it a solid choice, especially with potential rate cuts at the end of this year and next year! 🏢
My portfolio value may have taken a hit, but that didn’t stop me from having my highest day of dividends EVER! 💰
This week, I received 4 different payments from $WPC (+2,42 %), $MAIN (+0,69 %), $OBDC (+0,43 %), and $O (+2,65 %) for a total of $115.27.
What’s the most amount of dividends you’ve ever received in one day? Let me know in the comments! 👇
Another week, another (fractional) share of $V (+1,22 %) 💳
Today’s purchase brings to me up to just about 14 total shares of Visa. At this point, it’s the 7th largest position in the portfolio, and is just a hair behind the 6th largest, $LOW (+2,33 %).
I plan to keep chipping away at Visa until I reach 20 shares, and then I’ll consider contributing to other things again. It’s getting really tempting not to add to some of my down/break even positions like $SBUX (+2,49 %) ,$WPC (+2,42 %), or $JNJ (+0,03 %)…but what are you going to do, gotta keep the focus!
Which stocks are you buying this week? Let me know in the comments! 👇
Hi community,
I've been active here for just about a month, and started my investing journey on January.
Since I'm quite new to the investing world, I would like to have some feedback on my portfolio, and discuss my strategy and future plans too.
I read and learn a lot from you, especially the evergreens :)
I think it'll be a little bit of a read, but I'm writing this also as a reminder to my future self, in case I lose focus somewhere down the line :)
So, I'll start from me, my goals, strategy and then go into the reasoning behind the positions and then into plans.
About me
Almost 28, F, software developer. Own a small apartment bought and renovated in 2020-2021 with really really good mortgage rate and tax reimbursements in an city with a rich university presence .
This I bought and renovated as future asset (lots of young people needing apartments here to go to uni) and to not pay so much more in rent, as my mortgage payment is ~1/3 of a rent in a mostly shitty apartment for a single renter.
In the past 5 months I've been reading a lot on finance and markets as well as learning to screen stocks by analysing fundamentals, reading SEC's, white-papers and operational resumes of the companies I do research on and want to watchlist/buy.
Goals
My goals are really simple:
Strategy
As per goals, investment term is long term, mostly buy/hold.
To reach my goals, I want to follow a mixed strategy of value, growth and dividends. Yes, I know, young and dividends. But.
To reach my goals dividends are needed: for this year I'll be able to provide a good savings rate of 1500-2200 euros every 3 months in 2024, then it'll largely depend on how things go for 2025-2026. I'll have some known expenses and possibly some still uncertain, a couple of which could be big, so I need to preserve my cash allocation and saving rates could stop.
Enough dividends with a null/reduced saving rate can be used for some buying power or used for covering interest of loan/margin when free cash flow is unavailable or reduced, but rates need to go down for good before I can consider this.
Then again, the dividend compound effect will enable me to reach and sustain all my three goals eventually, but only if paired with value and growth options.
Positions and future possibile positions
Onto the portfolio I have built so far! Currently US heavy, will always be US heavy, but in the last section I have plans for that, you'll see.
The allocation is 60/40 ETF/Shares with +-10 tolerance accounted for.
ETF allocations:
Shares allocations go more by sector, region and value/growth/dividend ratio.
I'm actually investing a bit anti cyclically in Utilities ($NEE (+3,84 %) , $ENEL (-0,35 %) , $BEPC ), Solar/Solar related ($NEE (+3,84 %)
$ENEL (-0,35 %)
$BEPC
$NXT
$SHLS ) and Energy ( $NXE (+0,66 %) ) and ready to buy some dips in my current positions, or grow them if they please me with their performance.
Won't consider Oil and Mainstream by choice, except maybe for $PBR (+2,42 %) or $BIPC due to dividend.
$NXT and $SHLS are soaring right now, and are a really good combo of solid and innovation. (Cannot see the daily here on getquin tho)
$BEPC results compared to sector are solid, company strategy is very good, a little bit hated by market it seems. The same reasoning applies to $NEE (+3,84 %) , plus manatees! $ENEL (-0,35 %) also but without manatees and without good management (it's Italy after all), but still solid with a great moat and good div.
$NXE (+0,66 %) is super long term, I've read all the reports, primary concern is debt until building ops facilities is done and op can start for real. They are sitting on uranium next big thing and have good connection with the territory and authorities.
$HAUTO (-1,19 %) is actually filling the role of the best overall VGD stock, we will see after the div in March.
$BBVA (-1,24 %) really good bank and financial, my entry point in the financial sector at good value and also global.
$AMZN (-0,02 %)
$META (+0,4 %) and $NOVO B (+0,73 %) can speak for themselves as megacaps
Plans and ideas
So, after boring you for so long, the actual question/discussion section of this rant.
ETFs
Here I'm considering a possible 5% satellite, in the shape of Asia (ex-China)/Japan. I'll probably add one of $XMUJ (-1,7 %) , $DXJ (-0,82 %) or $V3PL (-1,03 %) , all distributing.
I like $DXJ (-0,82 %) maybe the most for its holdings but is sampled, $XMUJ (-1,7 %) good ter, phisycal full also, holdings a bit worse than $DXJ (-0,82 %) .
$V3PL (-1,03 %) seems to perform worse, but is more pan Asia, although not much value brought to the portfolio compared to the other two aside from region allocation.
Shares
In the short term, I want to add position for the REIT sector, as they are trading at a discount right now, and probably will shake off the priced in May FED cut that will in my opinion not happen (June I think more likely).
My watchlist consists of:
If you know some interesting ones or want to share some thoughts on some of those, it would help. Also, I have no idea of the possible allocations and will need to discuss it most likely.
Other things I'll closely watch to open a position will be:
First of all, thanks to you, who made it this far. And read all of this shit.
Every other suggestion is more than welcome of course, and I'd love to discuss further in the comments if you want to drop by!
Thanks :)
Went on a little shopping spree this morning! Nothing too crazy, but here’s what we got for the week:
$JNJ (+0,03 %) - 1.04 shares @ $153.79
$WPC (+2,42 %) - 2 shares @ $62.26
What are you buying this week? 🤔
Does anybody know why $WPC (+2,42 %) is not showing up in my dividend forecast? All my other dividend paying stocks are. Could this have to do with the expected dividend cut?
Added a few more shares of $WPC (+2,42 %) yesterday. I'm still down about 6% in my portfolio, and I had some extra cash lying around, so I figure I might as well pickup some more.
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