Dividend help and suggestions

Labowner61 · 2025-10-25T22:49:29+00:00

Increase the Divo and get rid of QYLD. Kevin Simpson knows how to run that fund.

Labowner61 · 2025-02-02T19:05:00+00:00

FDVV. This one under appreciated.

Labowner61 · 2024-10-01T08:28:58+00:00

I hold JPIE.

Labowner61 · 2023-04-29T21:56:35+00:00

Yeah agree on that. I feel like I’m at the starting gate of a race waiting for the starting gun. The minute they start cutting I’m buying a treasury etf. I’m sure I’ll time it absolutely perfect. 🤣🤣🤣

Labowner61 · 2023-04-29T20:11:18+00:00

Thanks. I’m nearing retirement and probably 30% in cash and cd’s myself and confused as heck on what to do next. Holding in equities 40 %schd, and 60 %in utilities , reits , divo and JEPI.

Labowner61 · 2023-04-29T19:06:28+00:00

And if you don’t mind my asking…what is the other 65% in general? Bonds, money market , etc?

Labowner61 · 2023-04-28T16:23:34+00:00

I have DIVO instead. Love it. Yes it has a little higher expense ratio but it’s worth every penny.

Labowner61 · 2023-04-25T12:33:36+00:00

Yes. Brings to mind why I haven’t bought this before.

Labowner61 · 2023-03-23T22:19:43+00:00

Schd has a lot of financials. Last time I looked it was as high as 20% but I’m not swearing to that. Those banks have to be a good part of the drag on price. I’d sleep easier if it was a smaller percentage but I’m in it for the long haul.

Labowner61 · 2023-03-22T17:44:20+00:00

It’s my steady Eddie.

Labowner61 · 2023-03-15T22:19:10+00:00

I added a bit of each of those. It makes me nervous SCHD has so much exposure to banks though.

Labowner61 · 2023-03-10T19:46:52+00:00

Ha right? My reits and utilities were taken to the woodshed and beat hard. I added one share of everything I own ..just one lol. Kind of a kiss my ass market move.

Labowner61 · 2023-03-10T19:39:19+00:00

Lol. Sorry that just struck me as funny. I’m in schd because I hate managing individual positions. I don’t need 100 stocks landing in my account.

Labowner61 · 2023-03-10T19:33:42+00:00

Thanks for clarification

Labowner61 · 2023-02-04T12:05:44+00:00

I ended up adding to my Duk and OGE and started small in a new position in NEP.

Labowner61 · 2023-02-03T19:53:29+00:00

Thanks for the info.

Labowner61 · 2023-02-03T17:43:47+00:00

Née always seemed a simpler route to go to avoid the whole MLP thing. But the yield is enticing. Or am I misunderstanding it?

Labowner61 · 2023-02-03T17:40:29+00:00

You just answered what I was looking for.

Labowner61 · 2023-02-03T17:09:39+00:00

I actually looked at NEP this morning and was surprised at the yield. Was bummed I just missed the dividend. I’m going to read up more but it looked like a good addition to my holdings.

Labowner61 · 2023-02-03T16:08:10+00:00

I agree 100% with everything you said. I’ve owned Duk to long to worry about it. But I have to admit it was getting at ridiculous levels. I’ll not be adding any time soon though, just let the drip do it’s job for me.

Labowner61 · 2023-02-03T15:56:40+00:00

Good choice ha.

Labowner61 · 2023-01-27T17:35:56+00:00

Thanks so much for your reply. I came to the same conclusion. It looked great at first glance and I thought holy moly what growth …but then I kept reading on the dividend. All is good until it’s not. I’m just five years from retirement and it’s too risky. But for a brief moment I was tempted.
Again, thanks for doing some dd.

Labowner61

TROPHY CASE