Monday, November 29, 2021

Strategy execution and sector cleanup

Spent some time executing some trades to rebalance the portfolio according to the updated Dividend Town screener. While some of the choices I had before were just okay, there were some better options available at a fair price.

Sold:

  • GLW Corning
  • CBT Cabot
  • OMC Omnicom
  • TU Telus (60 shares)
  • VZ Verizon (13 shares)
  • LEG Leggett & Platt
  • WHR Whirlpool
  • SJM Smuckers
  • FLO Flowers
  • HRL Hormel
Bought:
  • TXN Texas Instruments
  • UFPI UFP Industries
  • LOW Lowes
  • WSM Williams Sonoma
  • PG P&G
  • TGT Target
  • LCID Lucid (Growth Stock)
  • NIO Nio Inc (Growth Stock)
  • ATVI - Sold a $55 put for 12/17
This week we'll have $297 of dividend income, most coming from below with some income from IDA tomorrow.


So sectors that are complete are below. Going forward I'll rebalance quarterly as needed, but I'm not looking to change things too much. I'll plow additional savings and dividend income into any sectors or undervalued stocks. I'll use the Dividend Town screener to find the undervalued stocks each week so I can ensure I'm getting value with every purchase.
  • Communications
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Technology
There are some good choices in the other sectors, and I want to really think about Energy before locking that down.  

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