Week in review

I've made some good progress this week on a few various items. It's been important to see this as a journey and make incremental steps each week.

• 
  39 of the 59 holdings are now in the DT Screener. 5 are rated Super Stars, 9 are Excellent, 6 are Fine, 16 are Okay and 3 are Poor.
• Prior week 29 of the 62 holdings were in the screener, so this is an improvement.
• The screener still needs tweaks adjusted for sectors. For example, Utilities sector generally ranks low relative to other sectors due to low value & quality scores. 
• Technology, Financials and Consumer Cyclical have been rebalanced and will remain relatively unchanged unless I add positions.
• Consumer Defensive, Healthcare will remain relatively unchanged.
• Dividends have finally started arriving from the initial portfolio investment mid-October. This week we received $254.54!  
• ABBV - $61.10
• HAS - $36.72
• ABT - $4.50
• HRL - $6.13
• ABT - $1.35
• KMI - $87.21
• O - $22.66
• ZION - $22.04
• ONL - $12.83
• I opened up 4 options this week, 2 covered calls and 2 cash secured puts.  I will count these as options income/loss as received/closed. Any equities secured via cash secured puts will be listed at the strike price.
• 11/19/2021 STOR 12/17/2021 32.50 P Sell to Open $78.69
• 11/15/2021 LEG 12/17/2021 45.00 C Sell to Open $119.35
• 11/15/2021 GLW 12/17/2021 39.00 C Sell to Open $99.35
• 11/15/2021 MAIN 11/19/2021 50.00 P Sell to Open $409.35
• Sold positions in the following:
• BancFirst Corporation BANF
• Bar Harbor Bankshares BHB
• VanEck JP Morgan EM Local Currency Bond ETF EMLC
• Goldman Sachs Group Inc GS
• Hasbro, Inc. HAS
• iShares Gold Trust IAU
• Lincoln National Corporation LNC
• ManpowerGroup Inc. MAN
• Invesco Optimum Yld Dvsfd Cmd Str No K 1 ETF PDBC
• SouthState Corp SSB
• Store Capital Corp STOR
• Zions Bancorporation NA ZION
• Acquired positions in:
• 3M Co MMM
• BlackRock, Inc. BLK
• Visa Inc V
• Allstate Corp ALL
• Intercontinental Exchange Inc ICE
• Polaris Inc PII
• Main Street Capital Corporation MAIN
• Global X S&P 500 Covered Call ETF XYLD
• Received spin-off shares of:
• Orion Office REIT Inc ONL
• Accumulated additional positions in: 
• T Rowe Price Group Inc TROW
• Increased the Average Yield on Cost to 3.13% from 2.97%.
• Had two dividend increases:
• Realty Income - O - Increased dividend by 4.2%, increasing annual income by $11.52.
• Aflac - AFL - Increased dividend by 21%, increasing annual income by $18.20.
• Another $1K contributed towards the portfolio.

Items to work on:

• Take another look at Industrials, Communications and Materials. 
• I need to spend some extra time understanding Utilities and Energy. I need to better understand the components of what makes a solid pick in these. 
• Continue too tweak the screener for better representation of sector quality.

Overall some good progress this week.