Published Thu, 12 Mar 2020 20:14:33 -0400 on Seeking Alpha
The Taxable account generated $1,695.24 of dividends in February of 2020 compared with $1,434.10 of dividends in February of 2019.
A total of six stocks/funds in the Taxable portfolio paid increased dividends or paid a special dividend during the month of February.
John and Jane maintain a large cash position and we have begun to selectively nibble at specific positions as the markets get rolled.
We eliminated Johnson Controls from the Taxable portfolio and added Disney on the market's current weakness and an opportunistic entry point.
The VIX index can serve as a helpful tool when trying to decipher market volatility, and past trends suggest it is likely temporary at best.
Sometimes it can be difficult to really understand the popularity of certain companies, especially when you don't partake in the services they provide. My fiancé recently gave me a better understanding of The Walt Disney Company (DIS) and I am not talking about their financials. The popularity of Disney is really a memory from my childhood but with the addition of Disney+, it has become an everyday reality with a library of shows that are streamed directly to the TV in our living room.
The first thing investors need to be aware of with Disney is that they are playing the long game and that any temporary setbacks are nothing more than buying opportunities. Even with a record-breaking year of movie releases ($11.1 billion at the box offices worldwide), significant park traffic, and an incredible Disney+ launch the stock is currently available at a price that has not been seen in nearly a year.
Data by YCharts
Although DIS doesn't fit the normal company we look for in John and Jane's portfolio, we feel it is reasonable to overlook its shortcomings because the long-term positives really emphasize why we are interested in Disney.
I believe there are two negatives when talking about Disney in the context of John and Jane's portfolio and both of them are related to the... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|NEW RESIDENTIAL INVESTMENT||14.98||18.0||0.83||2.00||13.28|
|ARBOR REALTY TRUST||12.77||9.1||1.40||1.16||9.21|
|WESTLAKE CHEMICAL PARTNERS LP||21.72||13.6||1.60||1.83||8.44|
|TANGER FACTORY OUTLET CENTERS||16.50||21.4||0.77||1.42||8.35|
|HELMERICH & PAYNE||40.76||0.0||-0.68||2.84||6.74|
|SIMON PROPERTY GROUP||155.27||20.8||7.48||8.40||5.21|
|WP CAREY & CO||88.72||31.4||2.83||4.14||4.73|
|WASHINGTON TRUST BANCORP||50.06||12.6||3.98||2.04||4.22|
|OLD REPUBLIC INTERNATIONAL||22.80||9.2||2.48||0.80||3.57|
|JOHNSON CONTROLS INTERNATIONAL||44.30||6.7||6.57||1.04||2.42|
|SPDR S&P 500 ETF||301.29||0.0||0.00||5.42||1.82|
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