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Welcome back to the blog fellas, my biggest agenda for the month was should I get a Kirby pillow or a Pikachu pillow for my game room?........... I'm having a hard time deciding. Meanwhile, people are crying like a baby over the current market fluctuations. It feels like the fourth quarter of 2018 all over again, from a percentage drop comparison the numbers look similar but the time frame is different. I bet 2 years from now people are going to regret either selling all their shares or the classic "I wish I would have bought more". For me, I'm just buying more shares of strong metrics/fundamentals at a discount. The strong revenue growth is still the same, strong net cash flow growth is still the same, or the consistent double-digit return on invested capital is still the same. As far as my single picks on my watchlist or in the taxable account, the only thing that has changed is the stock price.........that's it. Quarterly earnings are still hitting new records, so dollar-cost averaging is all I'm doing. I'm about to buy a crapload more of Mastercard (MA). So let's get to why you even clicked on this blog in the first place and get to the dividend income below.
Roth IRA
Total: $98.32
Taxable Account
Total: $12.89
Grand Total: $111.21
Dividend raise: Coca-cola (KO) 4.8%
Purchases: 3 shares of (MSFT) ($902.30), 7 shares of (NKE) ($963.97)
As you can see above KO has given out a 4.8% dividend raise which is just average. I'm not like one of those people that get down to their knees being grateful for like a 1% dividend raise lol 😆 . Because once you understand how a dividend increase is created behind the scenes, you ignore all the emotional bullsh$t and get straight to the metrics. A set of metrics that give you the highest probability of receiving dividend increases to the size of 20%, 25%, or even 30%. So like I stated above ill be buying a lot of (MA) in March, and then dollar-cost average some more into (MSFT) & (NKE). After that ill be loading more shares of (MSCI), (INTU), & (ODFL). This is another short update, so I'll see you guys in the next update.
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