The Dividend Harvesting Portfolio remains resilient, generating $3,084 in forward annualized dividend income with a 40.66% return on invested capital. I see Salesforce as grossly undervalued, recently adding to my position at 9.4x EBITDA and 8.5x FCF, with a 1.16% yield. Portfolio sector allocation is evolving, with a focus on increasing individual equities and energy exposure while maintaining...
Wall Street's careening trajectory has left investors grappling with a highly volatile macro climate. Despite brief relief from a tentative US-Iran ceasefire, the Federal Reserve's latest Summary of Economic Projections paints a hawkish picture – slashing GDP expectations while projecting sticky PCE inflation at 3.6%.
The Dividend Harvesting Portfolio demonstrated resilience, declining only 1.18% versus the S&P 500's 2.6% drop, with a current yield of 7.87%. Recent market volatility is viewed as a buying opportunity, with capital allocated to VICI Properties and PIMCO Dynamic Income Fund to enhance forward income. VICI offers a 6.46% yield and unique real estate exposure, while PDI trades near 52-week lows w...
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Six U.S. senators including Democratic whip Dick Durbin and Elizabeth Warren wrote public letters to tobacco giants Reynolds American and Altria on Thursday to ask questions about donations and lobbying of the Trump administration, saying the companies had enjoyed a "lucrative payday" after spending millions to curry favour with the president.
The Dividend Harvesting Portfolio achieved a 42.41% return on invested capital, now yielding $3,037 in forward annualized dividends (7.78% yield, 11.08% yield on cost). I continue to add to rate-sensitive assets like Realty Income (O) and QQQI, expecting a favorable rate environment and market upside toward S&P 8,000 in 2026. Portfolio diversification remains a priority, with individual equitie...
Altria Group, Inc. delivered a strong FQ1 2026, beating EPS and revenue estimates, driven by tempered volume declines and a more favorable pricing environment. Enforcement against illicit vapes is intensifying, improving MO's competitive landscape and supporting a more optimistic profit growth outlook. The growth potential, when combined with the assumption of continued share buybacks, could dr...
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.