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Monday, August 16, 2021
Dividend Update July 2021
Saturday, July 10, 2021
Dividend Update June 2021
Hope everyone had a great 4th of July & a firm salute to our veterans πΊπΈ. 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 π? 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
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
Saturday, June 19, 2021
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 π. 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
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.
Friday, May 14, 2021
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
Taxable
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"
Tuesday, April 6, 2021
Dividend Update March 2021
What's up fellas, welcome back to the blog. We are now 3 months into 2021. So throughout the first quarter of 2021, on $12.67/hr I have contributed...........$3,250 (no stimulus included). This is what I call........having 0 f$$ks given. After all these years I now truly understand what Gary Vaynerchuk meant in his old motivational business videos when he would talk about "The art of not giving a f$$k". A little blast from the past for you guys. So (MA) Mastercard is now ahead of schedule of hitting $10,000 worth of shares, currently sitting at $3,200+. The Taxable account will 100% hit $25,000+ early this year. Everything is going according to plan. Quarterly dividends for Q1 totaled to $370.27. So as always let's scroll down through the dividend income.
Roth IRA
Total: $92.95
Taxable Account
Total: $35.53
Grand Total: $128.48
YoY: 9.61%
Purchases: 3 shares of MA & 2 shares of NKE
As usual, being cold & ruthless with building wealth. I should add that I have been building a very strict watchlist. All of my single picks on the list will be hidden until I purchase them. I'm looking out for about 2 years and I'm just brainstorming as to when ill add another set of 3 single stocks to the taxable account. At what point after MSFT, NKE, & MA hit $10,000 each of shares, will I start another $10,000 X3 project. I may just continue to scale at that point. I'm more of a heavy concentration type of investor (more like a Charlie Munger style). Well, that pretty much sums it up for this one. Nothing much else to talk about other than stacking money like crazy.
Btw my first 2 week paid vacation is coming up soon. I'm Going to las Vegas and New York for a family vacation in April. This is a short and quick update......nothing special just straight money. Hope you all did well for March And ill see you guys next time.
If you want to see the portfolio, click on the " portfolio tab" above next to "home"
Monday, March 8, 2021
Dividend Update February 2021
Total: $33.97
Grand Total: $134.91
YoY: 19.23%
Purchases: 3 shares of MSFT, 2 shares of NKE & 1 share of MA, $1,362.35 in stock purchases.........(does a long yawn) not bad.
So it looks like I received my first dividend payment from Mastercard (MA). 1,000% chance ill have this over $10+ a quarter this year, which is going to be too easy. Dividends upfront shouldn't really matter when investing in low-yielding stocks, it's more like a checkpoint than a dollar amount. This is pretty much a repeat of what I said last month, being absolutely ruthless before that massive dividend raise comes in. I've also been hearing good things about the covid-19 vaccine, the economic recovery will be stronger than ever before. I just imagine this 85 to 90 degree curvature in consumer activity the moment every covid rule is removed and no more face mask. This would be a massive revenue increase in transaction fees, and for Visa (V) as well (have to give Visa there props too), but we will have to wait and see what happens.
There's always extra stuff I forget to add to the blog, so here's some more behind the scenes. So there was this really cool comment from my December 2020 update on Facebook. This person said if I was a dividend growth stock they would invest in me..............that has to be the coolest comment I have ever received.......ever. The reason being is the way I look at the numbers. for example, let's use a 25% dividend raise and let's say $10,000 position in two different scenarios but in the same stock. Scenario A $10,000 position = $7,500 of shares + $2,500 of gains vs Scenario B $10,000 position = $10,000 of shares + $0 of gains. Which Scenario would benefit more from receiving a 25% dividend raise? Take a guess.............the answer is Scenario B. lets me explain why, if the stock was worth $100 a share Scenario A would be $10,000 at 75 shares, Scenario B would be $10,000 at 100 shares. Since B has 25 more shares the 25% dividend raise would have a heavier impact on the year-over-year progress. Anyways that's enough of my crazy math theories.
This also goes along with my super deep analysis of companies I invest in, like I literally want to know the percentage revenue from this product and then from this other product. Profit margin's, free cash flow, operating cash flow, CAGR (compound annual growth rate), price/earnings ratio, long/short term debt, shareholders equity, recent stock buybacks, reviewing the quarterly earnings in past few years, and everything else on its balance sheets.......and I mean everything. How much goodwill does your favorite company have? For any Microsoft (MSFT) shareholders out there, did you know that Bing.com is worth 6 billion dollars? Came out of the Ceo's mouth himself. I think all of this is the reason why that person put down that cool comment.
Well, I guess that's it for this one. Oh and I almost forgot, for my 26th birthday π I received a wireless set of earphones, a couple of gift cards, and the best for last is.......a new lunch box. Obviously, I received more than that but I was just going to list the main stuff on here at the end. So anyways I'm off to more ruthless 16 hour days, hope you enjoyed it, and ill see you next time.
Saturday, February 6, 2021
Dividend Update January 2021
What's going on everybody? Welcome back to the Dividend Mascot Blog, seems like everyone enjoyed my blog post from last month. Especially my critics on Facebook (you know who you are), I bet they were sooo shocked when they saw Mastercard (MA) lol. Alright so let's just get straight to the money. So for January, I contributed $1,200.......I guess that's good for getting back in the game. I say that was a good warm-up to start 2021. The best music theme to describe January or possibly for 2021 as a whole, is my old YouTube music playlist from high school (2009 - 2013) Screamo, Death metal, Nu-Metal, Alternative rock π€ , and just a whole lot of deep growls with heavy guitar riffs in the background. I put that sucker on auto-play and did my thing. Because when your work 16 hour days every other day or back to back and you just brush it off like it's nothing because you getting used to it........you feel invincible beast. It always feels like I'm putting together an action movie for the retire to enjoy, but anyways let's get to the more important stuff.
So the Taxable account just went past $13,000+, I plan to get this account well over $25,000+ (worth of shares, not capital gains) in 2021. Nothing less than $25K, the capital gains will come whenever they decide to come. I'm not one bit worried about the potential massive capital returns from (MA), (MSFT) & (NKE) putting in the time holding will get me there. The share count is what's most important when investing in super low yielding, high growth, high dividend growth companies. You greatly anticipate before the next big dividend raise. It's like a revolving 12-month cycle of aggressively gathering more shares, so you can get that massive bump in dividend income in your year over year progress. Let's scroll down through the dividend income real quick so I can discuss more on this.
Roth IRA
Total: $74.43
Taxable Account
Total: $32.45
Grand Total: $106.88
YoY: 11.85%
Purchases: 2 shares (MSFT), 2 shares (NKE) & 1 share (MA)
Alright so I want to touch more on YOC (yield on cost), I could have explained more on this last month but I just wanted to outline my analysis on my three new projects. So last month I called yield on cost "the real sh!t" because it's like your building this hidden massive dividend yield that no one is seeing. I view stocks like (UNH) United Health as hidden gems π with massive passive income perks that are hidden. (Both stocks are honorable mentions π). So let's say investor A invested in MasterCard for 5 years and ends up with a $100,000 position, plus adding in the tiny dividend yield of 0.50%. So $500 a year off of a $100k position right?.............wrong, the math that your not seeing is that investor A probably only put in $20,000 over that time frame and after several huge dividend raise's investor A is actually making 2.5% yield on the "original cost". It's like a hidden dividend yield that no one sees. Give it another 5 years (10 years total) and the YOC could be 7.50%.
So investor B comes along seeing investor A's position and gets all excited seeing the massive growth. So since investor B has been saving up a lot of money, and he throws down $100,000 in Mastercard stock like a boss......but the yield on cost is only 0.50% and you have to put in the time to get that massive growth. Both positions are valued the same but one has 2.5% YOC and the other has 0.5% YOC. You can not rush capital gains or yield on cost, the only variable I can control is the number of shares I can gather year over year. So I'm anticipating before both capital growth and the growth of YOC. It's like a delayed massive mathematical reaction.
There's another point that I want to touch on as well. I've seen so many comments on Seeking Alpha or Facebook of people regretting that they didn't aggressively buy more shares of their low yielding stocks like Visa (V) (shout out to the Visa fans). Whenever Visa announced a ~ 20% dividend raise I always witness this instant regret of people saying "I wish I would have bought more shares". So that's why I'm so cold and ruthless because I don't ever want to have that regret later. So last month I've said that I was going to gather $10,000 shares worth of Mastercard, Nike, and Microsoft. The little detail I forgot to add was that I plan on making all that happen this year. Not 5 years from now, not 3 years from now it's happening right now........just straight cold and ruthless (tough as nails). If there's something that I want in life I just open up my front door and make it happen, it's that simple. So this concludes what I wanted to talk about for this post, just 100% about YOC. Maybe I'll have more interesting stuff to talk about next month.
I'm going to have this last section of the post to be about life updates. So some of you may know that today happens to be my 26th birthday π, so I'm just going to lay down my gaming couch and watch anime all day on Netflix. I'm also going to have some really good Japanese food to eat as well (with soy extra sauce). I have yet to open up my presents π sent to me by my parents\family members, I'll reveal some of the presents that next month. (I'm going to open them up as soon as this gets posted) I've also just got my DOT physical done, so I just keep getting closer and closer to getting my CDL class A license so I can start driving those massive 18 wheel commercial trucks you out on the highway. I'm more hyped up about seeing what happens when someone so ruthless makes a much higher income than the time I watched the Avengers: Infinity War trailer for the first time lol. So I hope you guys enjoyed and ill see you guys next time.
(If you want to view the entire portfolio click on the "portfolio" tab above next to the "home" tab)

















