16
GP’s Buy and Hold Public Portfolio
Generates: $107,634 in Dividend income All set to DRIP Unless Position Overvalued
-------------------------------------------------------------------------------- PEP, SO, VZ, MFA, AGNC, BX, MCD, WELL, MO, CVX, VTR, SBUX, INTC, WMT , PFE, CPB, DAL, HBI, IP, KHC, GILD, NUE, T, COP, DUK, XOM, DOW, MMM, NCZ, YYY, SAND, FCX, O, PNNT, CSX, F, CMCSA, PG, CSCO, ET, MPLX, EQT, WBA, CVS, MRK, UBER, LYFT, TREE, ALT, FE, RTX, IRM, GOLD, DLR, VTRS, CRM, AMGN, K, KO, ED, OGN, GBTC, HAS, PM, ARKK, PFF, WBD, ZIM, UAN, GLV, USA, KSS, MPW, TGT, CLM, CRF, GOF, YYY, DNUT, BXMT, FDUS, REM, GUT, CART, UBER, ASGI, HTD, ECC, PSEC, USOY, CUBE, HSY, EIC, ECC, CIFF, ARR, CUBE,
New money goes into stage 1 stocks. Dividends are dripped unless the portfolio position is overvalued , and there are opportunities to roll some appreciation profits forward into a higher yielding asset. I call this rolling profits forward .
Portfolio 1 SEP IRA - Dividend Income- $30,591
Portfolio 2 Traditional IRA – Dividend Income - $9,116
Portfolio 3 Traditional IRA – Dividend Income - $9,617
Bridge Cash/Margin Dividend Income - $56,441 M1 Finance - $11,500
My Top 5 Dividend holdings – CLM, CRF, XOM, SO, WMT
The Goal with the buy and hold dividend portfolio is to add new funds to the stage 1s . Buy low and at times harvest some gains or run-away ( stage 3’s) positions to add profits to stage 1 in the portfolio . I call this rolling profits forward. This keeps things balanced without stopping the upside movement of the better positions. I follow the rules of the Money Flow. Take profits, let winners run , stocks go up over time , take advantage of sell offs by buying stage 1s. Compound your Wealth .
Top yielders I am watching closely: CCIF, ECC, EIC, PSN, OWL, BIZD,
The Science of Getting Rich – with GP Podcast is on Spotify
Subscribe to The Money Flow Trading Society Newsletter and Trade Updates
Made with FlippingBook - professional solution for displaying marketing and sales documents online