Dividend Update November 2021

 ⚠ IF YOU WANT TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO TAB" ABOVE ⚠

November contribution's: $2,200 (new record) 100% taxable account. November soundtrack: 🔊 🎶 Cassie - Me & U, ❤ Dr. Dre Ring Ding Dong ❤, Lil Wayne - Go DJ,  Ludacris - Act A Fool (2Fast 2Furious), K Camp - Cut Her Off ft. 2 Chains, Ciara - My Goodies ft. Petey Pablo 🔊 🎶. 

On top of all of that, I bought the PS5 with Ratchet & Clank: Rift Apart to start with. So I'm rollin smooth as f$$k over here. I Apologies to my Xbox fans but I'm with Playstation this time. Besides I had to reunite with my favorite characters from Sony ❤ (my best pals) Ratchet & Clank. (Fun fact: I've been playing the Ratchet & Clank series for almost 20 years since I was like 7 years old.) Anyways enough on that, you came here to hear about my long-term single stock investing strategies not about video games lol. Alright, so this month I will reveal another single pick from my "very strict watchlist". You're going to notice a pattern with my unique Total Return style. I build up my single stock picks based on a foundation of solid core metrics. Before we get to the good stuff scroll past the dividend income to continue. 

Roth IRA

Total: $96.62

Taxable Account

Total: $11.77

Grand Total: $108.39

Purchases: 6 shares of ODFL ($2,120.58) ⬇⬇⬇ keep scrolling.

(Company summary from Seeking Alpha)

Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor carrier in the United States and North America. It provides regional, inter-regional, and national LTL services, including expedited transportation. The company also offers various value-added services, such as container drayage, truckload brokerage, and supply chain consulting. It owns 9,288 tractors and 42 maintenance centers. As of August 3, 2021, it owned 248 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is based in Thomasville, North Carolina.

I've been listening to the previous quarterly earnings calls to get a general idea of what management is doing as far as forwarding growth in the business. I love the simple mindset of ODFL CEO Greg Gantt, with the steady year-over-year growth in all categories of this LTL trucking business. (LTL stands for "less than truckload"). It's basically multi-stop delivery, instead of loading up the trailer full for just a single destination. They load it with a variety of products for multiple customers. Multiple customers = multiple stops. A very basic meaning of LTL. Listening to these 1 hour long quarterly earnings calls just gives me so much information that you probably couldn't find on the internet. For example, Ceo Greg Gantt said that they can still hire more drivers, but they have to work a little harder to maintain the same employee growth like they did in the past. He described that they have to focus on increasing their wages, their referral bonus, and their sign-on bonus. Overall I just love the consistent quarter-over-quarter growth back to back. For me, this is a long-term high conviction play, and as a bonus, it adds some form of diversification to the taxable account. The account is going to stay real tight but a little sprinkle of diversification doesn't hurt. Especially if it fits into my total return style with AAPL being my baseline benchmark.

(ODFL) Old Dominion Freight Line

I'm going to list down some of its stats.  Dividend yield = 0.25%, Dividend payout ratio = 9.15% Dividend growth CAGR (Compounded Annual Growth Rate) 3-year CAGR = 32.15%, the 5 & 10-year CAGR will be calculated Seeking Alpha.com over the next few years of additional dividend raises. The 5-year data should show up sometime in 2022. A dividend growth chart is below.

ODFL has only been paying out a dividend since 2017 so they have raised their dividend every year since they started paying out dividends. Since 2017 over the last 5 years, ODFL has grown its annual dividend payout by over 185%+ since its first year of dividend payouts. They almost tripled their annual payout within that time frame. A young dividend growth history supported by a business that's been around since 1934. With a 9% payout ratio, they could give out a 25% dividend raise over and over again if they wanted to.

10-year total return comparison

As always AAPL (Apple) is like my personal custom S&P 500. As you can see in this total return comparison ODFL DESTROYS UPS & FedEx, but hey people on Facebook like to say things like " just invest in great companies"..............I invest in superior metrics. Sure they are great companies...........what about great performance? Superior dividend growth? Superior net cash flow growth? Aggressively paying down their debt? Aggressive double-digit ROIC (return on invested capital)? When you truly do your absolute due diligence in single stock investing, you start to see the real truth behind the stocks that everyone talks about on Facebook. Especially with the total return comparisons. Let's continue down to some of the other key metrics of ODFL. 

Consistent growth in yearly revenues & net cash over the last 18 years. With an 11.5% CAGR.

ROIC - Return on invested capital, the rate of return from when a business reinvests excess capital back into itself. A very important metric for analyzing the internal growth of a company. Strong double-digit ROIC combined with decreasing debt. This business is always setting itself up to be in a solid financial position to give out those massive double-digit dividend raises.

Market share growth across the board is another key metric to look at. Market share growth usually supports future growth. (Disclaimer: I always look 10 years out into the future, not 10 months) Alright so that's it for this one I think I made this fancy enough. I'm ready to go play Ratchet & Clank again on my PS5 so I hope you enjoyed this update and ill see you next time. 

Dividend Update October 2021

⚠ IF YOU WANT TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO" TAB ABOVE ⚠ 

What's going on fellas? Welcome back to another blog update, Total contributions for October is $1,900. October's soundtrack 🎶: Mase - Looking at me ft. P. Diddy, DMX - What they really want ft. Sisqo, OutKast - Ain't no thang, ❤Akon - Smack that Ft. Eminem ❤, Eminen/Dr. Dre - Forget About Dre ft. Hittman 🎶  Got a little hint of James Brown in my walk. My personal net worth growth feels like a rocket ship 🚀  

(#Realist dude in the game) btw ignore the dip in dividend income, it will bounce back into the $110 - $115 range. That's what happens when you make changes in your portfolio. November should be around $110, but I'm just out here getting money as usual. The Taxable account by itself could hit $100,000+ in 2 years flat from today. What's happens when your young and cold-blooded? A 16 hour day feels like 6 hours, a 14 hour day feels like 4 hours and a regular 8 hour day feels like 2 hours. Just imagine what's gonna happen once I get my hands on a CDL class A license. I may just sit with American Eagle 🦅 a while longer and keep rolling smooth investing $2,000+ a month, I'm in no rush. Btw been seeing a whole lot of new people following my page and like 3 people recommended it this month..................dam. I'm just a young dude out here getting money, and my Facebook page is growing at a faster rate than some of the more serious well-maintained pages in the same niche. Can you explain that to me? 

Interesting stuff, but anyways let's continue by scrolling past the dividend income so I can talk about the 2 new stock purchases. One replaces (Qcom) for better total returns/ dividend growth and the other is from my strict watch list. A very strict watchlist that was built by using Apple (AAPL) as a baseline benchmark...........I have a feeling that all the Apple fanboys/fangirls are going to love me for this lol. It wasn't an emotional choice, it's just an honest solid single stock benchmark I came up with that fits the criteria of my unique Total return/ dividend growth investing style. Btw AAPL will in fact be one of the last stocks added into the taxable account.

Roth IRA

Total: $87.56

Taxable Account

Total: $9.37

Grand Total: $96.93

Purchases: (Roth IRA) - 7 shares of CLX ($1,130.26) & 6 shares of AVGO ($3,006.87), (Taxable Account) - 2 shares of MSCI ($1,279.22)

Sells: all shares of QCOM ($3,890.29) ~ +99% profit gain

So as you just read above I sold my entire position in QCOM and reinvested most of it into my new holding AVGO. pretty much doubled my money throughout the 5G wave and invested it into something better. Stronger total returns & stronger dividend growth. I'll explain more about my new purchases below. I also bought into another new stock MSCI from the strict watchlist that I've been teasing about for the last 4 months. (Side note: AVGO was not on the strict watchlist) 

 

(Company summary from Seeking Alpha)

Broadcom Inc. designs, develops, and supplies semiconductor infrastructure software solutions. It offers semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company's infrastructure software solutions enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms. It operates through two segments, Semiconductor Solutions and Infrastructure Software. The company was incorporated in 2018 and, is based in San Jose, California.

So basically AVGO is another semiconductor stock that I've been watching for a while. So I've decided to sell all my QCOM shares and replace it with AVGO. For better total returns/better dividend growth. It's that simple, you'll see below that I simply compare total returns/ dividend growth and I look through a long list of different metrics behind the buisness. A solid upgrade to the Roth IRA, if I'm not going to fund this that much anymore I might as well go in there give it a better make over before I leave it alone. Like I said last month more changes coming to the Roth IRA next year. 

(AVGO) Broadcom

Im going to list down its current stats. Dividend yield: 2.56%, Dividend payout ratio: ~51%, Dividend growth averages: 3 year CAGR = 39.88% , 5 year CAGR = 49.32%, 10 year CAGR = 48.29% (CAGR = Compounded Annual Growth Rate) This stock currently has 10 years of aggressively growing its annual payout per share. Most recent dividend raise was 10.8%. I'm 100% bullish that the business will continue give out solid double digit dividend raises in the future. As you'll see below is the Total returns comparison of the last 10 years, with AAPL set as benchmark. 

AVGO Dividend Growth

You see what I mean with paying attention to the actual numbers behind the dividend growth. In this 6 year chart I put together, the annual dividend payout per share has grown by over 471%. I only have 6 years in this presentation, it has been growing it's dividend for the last 10 years. So this is definitely a long term hold, I let this solid pick sit in the Roth IRA. 

(Company summary from Seeking Alpha)

MSCI Inc. ,together with its subsidiaries provides ,investment decision support tools for the clients to manage their investment processes worldwide. The company operates through Index, Analytics, and All Other segments. The Index segment primarily provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual funds, annuities, futures, options, structured products, over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services that provide clients with an integrated view of risk and return, and an analysis of market, credit, liquidity, and counterparty risk across various asset classes; various managed services, including consolidation of client portfolio data from various sources, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The All Other – ESG segment provides products and services that help institutional investors understand how environmental, social, and governance (ESG) factors impact the long-term risk and opportunities in financial markets; and data and rating products for use in the construction of equity and fixed income indexes and issue index-based investment products, as well as manage, measure, and report on ESG mandates. The All Other – Real Estate segment includes research, reporting, market data, and benchmarking offerings that provide real estate performance analytics for funds, investors, and managers; and business intelligence to real estate owners, managers, developers, and brokers. It serves asset owners and managers, financial intermediaries, and wealth managers. MSCI Inc. was founded in 1998 and is headquartered in New York, New York. Side note: In 1986, Morgan Stanley licensed the rights to the indexes from Capital International and branded the indexes as the Morgan Stanley Capital International (MSCI) indexes.

So as you just read above, Morgan Stanley is a part of this very unique Tech/ Financal Index tracking aggressive growth stock. You could say that this is basically my first bank related stock, but it absolutely destroys JPmorgan, Bank of America, & Wells Fargo under the key metrics of Total Return combined with Aggressive dividend growth. I'm not very nice when it comes to single stock investing, because I purely analyze and compare the actual numbers/performance behind my long list of metrics behind the buisness. for an example over the last 10 years: Total return, Raw price return (no dividends included), YoY revenue growth, ROIC (return on invested capital), YoY free cash flow growth, dividend growth performance (how often does the annual dividend payout doubles in size? Is it every 4, 5, or 6 years?) Dilluted shares & share holders equity (how often does business buy back shares which reduces the number of outstanding shares available on the market. With less shares outstanding this gives the shareholders more ownership in the company.............and the list just goes on and on and on and on. I think I go through 25 solid metrics in a business for every......single......stock pick. I just like to explain everything in plain English so know one gets a headache. 

Im going to list down its current stats. Dividend yeild: 0.64%, Dividend payout ratio: ~42%, Dividend growth Averages: 3 year CAGR = 23.77%, 5 year CAGR = 29.49%. The 10 year CAGR will be caculated on Seeking Alpha once MSCI reaches 10 years of dividend growth. This stock currently has 7 years of aggressively growing its annual dividend payout per share. Most recent dividend raise was 33%. 

As you can see again, AAPL (Apple) was included in the 10 year Total Return comparison. When you get to the point of making the S&P 500 look like a flat line with your stock picks, your going to need a much stronger benchmark. So one of the greatest and most valuable companies in modern history has earned it's place to be my personal custom S&P 500 benchmark. Btw by default the S&P 500 will always be included in these charts. 

MSCI Inc. Dividend Growth

So as I've said before I analyze the actual performance in the annual dividend raises. In this 6 year chart, MSCI Inc. has grown it annual dividend payout per share by 271%. Every single stock pick from my strict watchlist is a high conviction. Btw after I added this stock into my watchlist I discovered that billionaire investor Ron Baron loves this stock. He bought millions worth of shares back in 2014. Quadrupled his money and his yield on cost is through the freaking roof. It's a good feeling when you find out afterwards, that a famous billionaire investor loves your stock pick. 

Alright guys that's it for this one, next month I should have $3,000 worth of my new trucking logistics stock pick I hinted about in the past. Another pick from the very stricted watchlist, it has outperformed UPS & Fedex over the last 10 years and I'm very bullish that it will continue to dominate in this niche so stay tuned. So until next time............

Dividend Update September 2021

 

Looks like I'm back with another update, I've been having waaay too much fun with these wage increases coming in back to back as I've had received 3 pay raises within the last 4 months. I'm gonna give you guys a little movie trailer for next month...................... I'm already set to do $1,800+ invested for October (just a little spoiler). I did say I was straight up cold like dry ice. The evolution of this story is f$$king badass like in 3 years this went from Dora the Explorer to Infinity War with Thanos. Anyways It's a wrap guys, I'm not even worried about the first $100,000 anymore it's whatever at this point, to keep it 100 achieving the first $1,000,000 early in my life is all I give  f$$k about. (like Total returns & strong Yield on cost growth) Oh and I might want to add that the Taxable Account will be my 100% focus from here on out, not everyone wants to be sitting around till 59.5 years old to do what they want. The leftover change will go to the Roth IRA.

Here is a little side update from behind the scenes: (very important info) So American Eagle has finally agreed on a contract for the next 5 years with wage increases, paid vacation, sick time, etc. I'm not going to reveal what my current new wage is just yet ill let that be a surprise when I hit $2,000+ invested in a month with my Taxable Account. So here's a little bonus...........on my 14-16 hour overtime days after 8 hours it's time and a half, but after 12 hours................its double time. It's as if American Airlines/Eagle built this pay scale custom-made for me. Kind of reminds me of the UPS pay scale. I could literally tap into double-time every single day if I wanted to. Pair that with a 2% annual wage increase (like an inflation raise) AND a time in service pay increase (1st,2nd,3rd,4th,5th anniversary, and so on) so it's like a pay increase every 6 months. You're just giving the beast more blood to feed on 😈 I just love it when sh$t goes my way.

Songs I've been bumpin to throughout September feeling money fresh, making my way to 2,000+ invested a month back to back. Songs list: Lil Pump: Gucci Gang, Lil Pump: Esskeetit, 21 Savage: Bad Business, 21 Savage: Skrrt Skrrt, Bhad Bhabie: Gucci Flip Flop Ft. Lil Yachty ❤ Waka Flacka Flame: Round of applause Ft. Drake ❤ , 6IX9INE: Gummo, Young Nudy: Fatsane, ❤ Bone Thugs in Harmony: Thuggish Ruggish Bone ❤, ❤ Snoop Dogg: Gin and Juice ❤ , & a whole lot more. Just out here getting my money feeling fresh. Anyways let's scroll through the dividend income to continue. 

Roth IRA

Total: $98.01

Taxable Account

Total: $9.94

Grand Total: $107.95

Purchases: 60 shares of KO & 3 shares of CLX

Sells: All shares of KMB & CSCO

Looks like CSCO and KMB are no longer in the Roth IRA..................goodbye, I have no use for those anymore. KO (Coca-Cola) is a classic boring/ slow growth dividend stock, which I don't mind owning a bunch of (will I continue to buy more after this.........no). I don't mind owning the classic boring DGI stocks.........the problem is having a crapload of them and owning nothing else. I'll have a hand few like MCD, PEP, & JNJ (your classics) but all I need is the very few that I like. For example, What's is the best performing dividend king or aristocrat? Pick the 4 or 5 that I want to keep, then moving forward it's the high growth low dividend yield total return style of investing ONLY. Rapid high yield on cost growth. There are still more stocks that I plan to get rid of, but once I purchase some more shares of CLX I'm back into my Taxable Account.......for good. While continuing to make the changes in the Roth IRA over time. 

That's it for this update, I should start revealing my strict picks into my Taxable account starting next month. So I'm looking forward to talking about these new high-growth businesses that I plan to be 5 figure sized positions. Until next time fellas, time for me to get my money. 

Dividend Update August 2021

 

IF YOU WANT TO VIEW THE PORTFOLIO PLEASE CLICK THE "PORTFOLIO TAB" ABOVE

What's up guys, welcome back to the Dividend Mascot blog aka the realist dude in the game. As I said last month I'm making some major changes to the Roth IRA. This account will collect a lot of dust moving forward, so before I leave it alone to solely work on my secret project with the Taxable account. I'm going to clean it up, reduce the number the holdings by taking out a bunch of stuff I don't care about anymore. Here is the quota for the Roth IRA.............better performance (capital gains) & better dividend growth (higher CAGR). So upfront I sold out of 5 positions and reinvested the lump sum plus added capital out of pocket into my original holdings that have performance/dividend growth better than the stocks I sold out of. Any boring dividend growth stocks that make that quota stays grandfathered in, like Johnson & Johnson or Pepsi. As far as moving forward I'm ONLY INTERESTED in my single picks on my very strict watchlist. Don't worry I'm not going to tease you about it for a long time, new stocks will be revealed into the Taxable account once I'm done with the major changes in the Roth IRA. before I continue with this discussion scroll the dividend income. 

Roth IRA

Total: $96.07

Taxable Account

Total: $38.21

Grand Total: $134.28

YoY: 6.4%

Purchases: 32 shares of PG, 38 shares of O & 1 share of MCD

Sells: All shares of T, GIS, VWOB, VNQ, & LNT

So as you can tell Procter & Gamble will be one of my solid core holdings in the Roth IRA. from a total return/ dividend growth perspective PG is waaaaaaay better than almost all of the sells you see above. LNT (Alliant Energy) was alright I just wasn't interested in the business, and I rather own a ton of something I know very well. So my analysis for selling all those is......................goodbye. That's all I have to say about that, let's focus on stocks that are going to grow our wealth. Ok so here's the plan, I'll buy like 15+ shares of (CLX) Clorox (to at least maintain the dividend income), and then ill set up an automatic deposit towards my Roth IRA so I can continue to make changes slowly over time while heavily investing into my Taxable account. So I can start buying my new picks that ill be adding. Some of these stocks are moving a little bit too fast so I'm going to be making my moves quick. Like, think of this................ I'm working on a secret project in my garage, I have a 1999 red Evo Lancer set on jack stands, and I'm doing a 1,000+ horsepower complete rebuild. Currently installing a twin-turbo setup, rebuilding the engine from the inside out. Installing a lowered suspension, straight pipe, open headers................ it's just a metaphor for what's to come for the taxable account. Here's another hint........at least 4 of my picks in the watchlist has outperformed Apple in the last 10 years..........btw if it's not obvious by now Apple is on that strict watchlist. I use AAPL as a benchmark, like how everyone else uses the S&P 500 as their benchmark. There are a few exceptions for qualifying for the watchlist but ill go deeper into all that stuff when I buy into my new picks in the Taxable account. You'll hear more about it in like 2 months. Apple will be one of the last ones I add to the Taxable account, because once AAPL is added...............that's it. There's nothing else I'll be interested in buying, at least for the next few years. Everything else that people bring up in these Facebook groups will always underperform the strict picks I put together. I cut out the BS and look at the actual numbers behind the business.........I don't give a dam if it's a dividend king or a mega brand. Hear this........I have a trucking/ freight logistics High growth dividend stock that has outperformed FedEx & UPS in both capital gains and dividend growth in the last 10 years, and with the aggressive growth in revenues year or year, there's a very high chance that it will continue to dominate in performance over those two giants moving forward. That's how I do single stock investing fellas, no BS just straight money. #High Growth/High Dividend Raises

So that's it for this, just a short update nothing special........just straight money. Hope you guys enjoyed and ill see you guys next time.

Dividend Update July 2021

 

Alright guys I'm finally back, I had to finish the Tokyo Olympics before I come back to this. Let me say a few words about the Olympics then ill talk about stock market investing. It sucks sooo bad to see it end already, shoutout to my friends next door 🇲🇽 Mexico and 🇨🇦 Canada. A special shoutout to 🇩🇰 Denmark for being a beast at handball, which is basically soccer and basketball mixed together, its like soccer but instead of using your feet you use your hands to throw the ball into the soccer net. (as an American this is my first time seeing this sport......ever) The Danish helped me discover this badass sport so I cheered for them to win. I first saw them play on tv at the gym when I was jogging on the treadmill, and I was like "what's the name of this sport?" Also last but not least an ultimate shoutout to 🇯🇵 Japan for working hard putting this Olympics together, well done Japan. Im Looking forward to the Winter Olympics ❄

Alright so for the month of July I contributed $1,285 to the Taxable account on $13.34 - $14.14/hr........that's what you call being sooo cold that you become dry ice (straight cold-blooded) Every time you exhale white smoke comes out. These 16 hour days ain't sh$t anymore, it's just a joke to me. Didn't I say some REAL SH$T was going to happen, once you give me more money........I told you. This was literally the first month I received these new raises. American Eagle (the company I work for) is going crazy freaking out because people don't want to come to work and the demand for flying continues to go up. So there just giving out raises back to back. I was just told the other day that another raise is coming soon (this could get interesting 😈)............if Elon Musk saw this he be like.........alright kid now do $2,000+ in a month. I would respond by saying "no problem Mr.Musk challenge accepted" 😈. Anyways let's scroll through the dividend income. Then ill talk about what I'm doing between my 2 accounts.

Roth IRA

Total: $97.90

Taxable Account

Total: $38.32

Grand Total: $136.22

YoY: 

Purchase: 6 shares of NVDA, 10 shares of MA, 14 shares of NKE, & 7 shares of MSFT

Sell: All shares of PM, ED, & VZ

Alright so as you can see above I completely sold out on (PM) Phillip Morris, (ED) Consolidated Edison, & (VZ) Verizon. Then used that left over lump sum from the sells to purchase more shares of MA, NKE, & MSFT. The reason why I sold is that.........i completely lost all interest. People are going to be like "why did you sell ED, that's a dividend king with 50+ years of dividend raises". Im gonna keep it a 100, are we really going to be all emotional over a stock that's only gone up 113.78% (Total return) in the last 10 years, underperforming the S&P 500 9 out of the previous 10 years. Besides the actual dividend raise performance itself looks like sh$t. It's soo flat, but I'll cut it some slack and say that ED is a classic boring dividend stock thats behind a great slow growth utility business based out of New York. It just wasn't for me. Im not only becoming cold with my contributions, I'm also becoming extremely cold with stock market investing. I may end up hurting some feelings, (just a little warning) but I rather have your feelings hurt than to have your pockets hurt........like for real, for real. You can do whatever you want, im just telling you what I'm doing. 

The Roth IRA will also be getting a make-over, like a West Coast Customs kind of make-over. On the real though, I don't care about the Roth IRA that much anymore but I will at least go back in there and reduces my holdings and make it more strictly heavily concentrated. (basically fewer holdings heavier weighted) Having it set up right for the next 30 years. That whole diversification stuff just slows me down, I like the Charlie Munger style better. He personally have said in a video that he would have his entire family trust invested into just 3 stocks. In the world of single stocks........in a lot of ways, you got to be cold if you want to win. I'm at the point now to where all I care about is the expensive high-growth low yielding stocks with aggressive revenue/ free cash flow growth so that every year they always have the available room leftover in their net cash flow to give out high dividend raises. On my very strict watch list, I have a stock that's $625 a share, yields 0.72% thats currently up 41% so far for 2021, and just gave out a 33% dividend raise in late July. 3-year performance = 265% 5-year performance = 630% 10-year performance = 1,773% .The reason why these are soo expensive is that you're pretty much paying a high premium for the high growth and the high dividend raises. (Obviusly there are other variables that come in play with price growth and massive dividend raises, just a basic explanation) All I give a dam about is beautiful stock metrics and businesses I truly understand inside and out, not emotions. (just little sneak peak) Alright, now its time to discuss my new growth stock for the taxable account.

So I bought (NVDA) right after the stock split. The price dipped after the stock split was announced like 2 months prior. In case your wondering this was from my very strict watchlist I mentioned before. Out of all the stocks I own, NVDA with out a doubt my biggest edge. Gaming, computer chips, graphic cards, etc. I understand it all. Believe or not I actually used to build computers back in 2014 when I was in community College. I took a class where you would put a computer together from scratch, plug it into the monitor, start it up and install windows. (We would practice over and over again until we got it right). Heres another story behind this stock.......back in 2012-2013. When I was a junior/senior in high school I was looking up graphics cards and processing chips trying to figuring out how to build a mining rig to mine bitcoin/litecoin. At the time I had no idea I was looking at NVIDIA graphic cards it was just this unique green logo I've never seen before . I was watching like 2-hour long youtube videos on how to put together a mining rig. I was like "as soon as i get my first job I'm saving up so I can start mining bitcoin and litecoin".......true story. I didn't get my first job until like mid-2015 so I forgot about it and it never happened. (Blast from the past) NVIDIA is basically a growth stock I truly understand like the back of my hand, like 2 weeks ago I watched a one and half hour presentation from the Founder & CEO Jensen Huang, I pretty much understood 85% of what he was talking about. Going threw all of his new innovation projects , upgrading their graphic cards to a higher processing rate and etc. basically alot of tech talk. Also I have to say Jensen Huang looks fresh as f$$k in that leather jacket.........now that's my kind a CEO. Basically to end this off, I only invest in business to where I have some kind of edge and the stock metrics have to look top notch as well. So thats pretty much it. Scroll down for the end of this blog post.

$1,285 invested on $13.34 - $14.14

in 1 month. The video below is an example

of when you become straight COLD. (enjoy)

Alright so thats it for this one, I'll be looking forward to hit $2,000 added in a month as I receive more raises. 30 years to hit your first million huh? That's cute you sure about that? 😈 Anyway guys hope you enjoyed and I'll see you guys next time. 

TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO TAB" ABOVE 

Dividend Update June 2021

 

Hope everyone had a great 4th of July & a firm salute to our veterans 🇺🇸. Alright people I'm back with another update. I've just been really cold & ruthless lately with my 16 hour days, which is why I didn't post this on the 4th. The stock of the month is (NKE) Nike with their aggressive quarterly earnings report followed by a new all-time high in the stock price. 2nd quarter total dividends: $397.35, alright guys that's it see you next month.............just kidding. You see how short these blogs would be if I just talked about a dividend payment and a stock price 😑? Its because I give you straight information with added vlog like content. Alright Scroll down past the dividend income and ill talk a little bit on Nike's business and potential dividend raise. 

Roth IRA

Total: $96.87

Taxable Account

Total: $37.00

Grand Total: $133.87

YoY: 11.43%

Purchases: 2 shares of MA & 2 shares of NKE

2nd quarter dividends: $397.35 

Alright so Nike has recently reported a massive 4th quarter revenue growth of 95.6% year over year.  Gross margins has jumped to 45.8%, remember this is gross not eking Alpha.com) The stock price has hit a new high of $161+ a share, but im not distracted by the price. What I'm really looking at is the growth of the left over room in the net cash flow. If Nike continues to grow its revenues aggressively for the next 2 quarters, then there will be a high probability that Nike will announce a dividend raise much higher than its previous raise of 12%. Its all about how much of a raise they can afford with the higher net cash flow generated from the aggressive revenue growth...............you get what saying? On my FB page I made a prediction of 12% to 15% dividend raise for 2021. This is 100% based on the performance of there quarterly revenue growth. Plus with the 2021 Olympics right around the corner Nike is in a really really good position, think about this..........when all the different countries are walking in the spot light waving there flags in the air, Nike logos will be all over there athletic gear. Your going to see thousands upon thousands of Nike logos EVERYWHERE. The Olympics is almost like a Nike-con if that makes any sense (similar to like Comic-Con lol). Its basically a really really long Nike commercial, which could possibly have some effect to its revenue growth. I'm not expecting a big impact, maybe a little bump added to its revenues along with the growth from the other areas with in there business. Like just think about all the different income streams that Nike has........way too many to count. Its such a massive business, what I talked about above is only a small slice of the pie.

Well that's it (for real this time) I'm done talking to you guys, Im ready to watch some more anime on Netflix. So hope you guys enjoyed and ill see you guys next time.

IF YOU WANT TO VIEW THE PORTFOLIO, CLICK ON THE "PORTFOLIO TAB" ABOVE 

Dividend Update May 2021

 

What's going on fellas, welcome back to the blog. I'm still trying to figure out where all these new followers are coming from, it's whatever though I guess it's the new normal to see 5 to 15 new Facebook page followers every other day. I was at 100 last month, now I'm approaching 200. I must have somehow kicked the Facebook page algorithm into gear, possibly with specific keywords. (Cool fact: I used to study keywords/create online stores a lot with Alex Becker's old YouTube series back in the sweet high school days)......good times 😏. The reason why I add all this extra content in the blog is because like.........let's be real, the blog would only be 2 sentences long. It would be bland/boring if I came on here and just talked about a dividend payment........that's it? Anyways guys I only have one stock to talk about for this update which is Microsoft. Before we get to that let's scroll through the dividend income.

Roth IRA

Total: $94.62

Taxable Account

Total: $36.09

Grand Total: $130.71

YoY: 10.33%

Purchases: 2 shares of MSFT & 1 share of MA

Alright so have you heard the news about Microsoft replacing Internet Explorer with Microsoft Edge? This is a good move because Internet Explorer currently only has 1.7% of the browser market share. On my FB page, I was like "get rid of that crap", replace it with Microsoft Edge which has 8% of the market share according to Microsoft. ( btw all this information is from Seeking Alpha.com) Hopefully, the Edge can bring in more cash flow for Microsoft, I just wonder how much it cost to run an Internet browser. I bet the advertising cost is higher for Microsoft Edge because they have it all over the place on the Xbox interface, and in few places on Internet Explorer itself. I feel they need to advertise it on Bing.com. I went to double-check and I couldn't find Microsoft Edge anywhere on the search engines front page, not even on bing rewards. I could have sworn I saw it on there before like 3 years ago. Anyways to wrap up my point in all of this. Think of this question.............how much does it cost Microsoft to run Internet Explorer compared to how much revenue it brings in every quarter? Unfortunately, I don't have that answer I would have to make a phone call with the Ceo to find that out but he's probably very busy right now lol. Running cost, gross revenue growth, & (most important) net profits are what first come to mind when looking at specific software businesses within Microsoft. hopefully, Microsoft Edge will some subtle changes to its quarterly balance sheet. That's where I'm going to end this little thought discussion, i really wish they would invest more to make Microsoft Edge more attractive to the general browser users in the market (to where it could possibly compete with google chrome). If they do they could potentially grow their market share (slowly over time)........you get what saying? Wouldnt that be cool? Anyways that's enough for this one I don't do those 2-3 page long blogs that you see others do because.............ain't nobody got time for that lol.  Alright, guys hope you enjoyed the blog post, ill see you guys in the next update.

If you want to view the portfolio, click the "portfolio tab" above.

Dividend Update April 2021

 

Welcome back to the blog fellas, before I even get started I have to say that just out of no where I started getting followers like crazy on my Facebook page, it was like 15 new followers a day at one point when I was in Vegas. I'm like "sh$t?!? You people must really like me" lol. In all seriousness, though I think it's because they want to follow someone who isn't afraid to be real on here and on my page, or maybe that's just one of the many reasons why people follow me on Facebook. For example, I think PSEC is a load of dog sh$t, people get distracted with the 1-year chart performance and completely ignore the 10+ year chart showing it's down over 33%....................you see? That's probably why they want to follow my page. Anyways enough of the real talk, let me give a broad summary of my vacation in April, and then I'll be talking about stocks after you scroll through the dividend income.

 So in April I had my very first 2 week paid vacation. I went to Las Vegas and then New York. In Las Vegas, it was great drinking Bacardi (rum) and laid back while watching people lose boat loads of money on those casino machines. When your overall portfolio value is bigger than like 75% of the major jackpots you see increasing on top of the machines, you just flat out don't care. Sports gambling is like the ONLY one I enjoy watching.......because your odds are waaaay higher, and I would view it as a big tip towards the casino enjoying the game together with a bunch of people. Watched tons of basketball games at the massive sports bars, (fun fact: my favorite modern basketball player is Russel Westbrook, that's my boy) I also went to different restaurants I haven't been to yet so overall it was all good. Hopefully, all the shows get back in business like Cirque Du Soleil. I would pay like $1,000+ to see them again, I've been loyal to there shows for 10 years now. Since I was 16 years old, my Mom introduced this show to me when I was in high school, at the time that was my first time going to Las Vegas and I've been very loyal ever since. (Happy Mothers day btw). 

 Now let's go over New York, the trip was short. Took the tour bus around serial times through the main parts of Manhattan, I saw the famous golden bull on Wall Street in case you were wondering. If security wouldn't mind, if I go back need to have a picture of me hugging the golden bull lol. I'm not gonna lie though.........I vibed with the inner-city atmosphere, I really liked it. On top of that, I have to give a shout out to the NYPD officers........you guys be looking extra fresh in them uniforms and them tall hats. Like for real you guys be looking tight, I almost took a picture with one of them lol they look sharp (maybe next time). I would have to say the best part about the New York was taking the Staten Island ferry going back and forth watching the port doing its work, all the workboats of different sizes. It was.........peaceful and of course seeing the most beautiful women in New York............ Lady Liberty. If I lived in New York, I would be working at the port 100% or be a truck driver and haul those containers you see stacked up on those massive cargo ships. If the cost of living wasn't shoved deep right up our a$$es I would love to live in New York, specifically Manhattan ❤. So that's a quick summary of my first 2-week vacation. (fun fact: my very first 1-week vacation was in 2019) Alright, playtime is over now it's time to get my money. Let's scroll through the dividend income.

Roth IRA

Total: $96.55

Taxable

Total: $36.22

Grand Total: $132.77 

YoY: 5.36%

Purchase: 4 shares of NKE & 1 share of MA

So Mastercard is falling right into my hands with the recent fall in price. Going from the low $380's to mid $350s. So am I just going to cry like a little baby and go make a post on a Facebook group complaining about my stock being down by whatever percent........no. What I'm doing is 100% anticipation, there's a good possibility that (MA) next new high could be past $400. Do I know when that would happen?........hell no, but I feel there's a good probability it will at some point in the future. Alright, so my thoughts on (NKE) are that's it's been 100% neutral for the past 6 months, which is the perfect habitat for some serious dollar-cost averaging. You want to anticipate before the stock breaks into a bull run, but then again you also need to have e plan for when the stock takes a healthy decline as well. Expect both possibilities, btw a little disclaimer this is my thoughts/strategies on super low yeilding dividend stocks that have growth stock characteristics. I'm not talking about your AT&T holding, you can do whatever the hell you want with that thing. You're going to see the same price over again and over again anyways. So that's all I have to say this one. 

Hope you all had a great April, I'm ready to stack my money again and ill see you guys in the next update.

If you want to view the portfolio just click the "portfolio tab" above next to "home"