Trades

Dividend Stock of the Week [CMCSA][9]

Upon the execution of your order to sell a covered call on SGI (see the previous post), you should have additional uninvested income of $523.90 to go with your regular $250+ per week installment.

This week, six of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ADP4,610.74
CMCSA2,478.66
HTO4,324.23
PEP3,243.75
PPG3,449.16
SCL4,207.84

The lowest amount belongs to CMCSA. With the additional funds this week, we will acquire 34 shares of CMCSA on Monday morning. Below, is the purchase history and average cost calculation.

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Dividend Stock of the Week [CMCSA][9]Read More »

Selling a Covered Call [SGI]

SGI has acquired LEG. The nine outstanding call contracts were adjusted per the terms of the all-stock transaction and expired worthless on Friday. Now we can sell exactly one call on our 130 shares of SGI. SGI has more available options both in terms of expiry dates and strike prices than were available for LEG so the following recommendation is perfect for our position and should execute quickly.

Sell to Open: One February 19, 2027 $80.00 Call Option [Symbol: SGI270219C80]

Limit Order Price:  Credit of $2.95 per share

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Selling a Covered Call [SGI]Read More »

Dividend King of the Week [MZTI][6]

Along with the usual $250+ weekly contribution, we have $305.97 in uninvested cash available to deploy.

This week, five of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ADP4,719.54
HTO4,438.08
MZTI2,634.75
PEP3,165.49
PPG3,713.49

The lowest amount belongs to MZTI. We will purchase 5 shares of MZTI on Tuesday morning, as the markets will be closed Monday in observance of Labor Day. See the post from 2026-08-29 for a more in-depth look at MZTI. Below, is the purchase history and average cost calculation.

No Purchase This Week [57]

This is the last of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in O.  

This week, five of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ADP4,773.77
HTO4,380.12
MZTI2,455.86
PEP3,300.04
PPG3,749.79

The lowest amount belongs to MZTI. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.

No Purchase This Week [56]

This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in O.  

This week, six of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ADP4,640.32
BDX3,668.00
HTO4,405.65
MZTI2,553.10
PEP3,238.17
PPG3,765.63

The lowest amount belongs to MZTI. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.

Dividend Stock of the Week [O]

Along with the usual $250+ weekly contribution, we have $287.68 in uninvested cash available to deploy. 

This week, eight of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ABT1,509.34
ADP4,612.44
BDX3,537.20
CMCSA2,764.24
HTO4,323.54
MZTI2,496.56
PEP3,197.46
PPG3,950.76

The lowest amount belongs to ABT. However, there exists a sector imbalance whereby only Energy and Real Estate are currently eligible for investment. No Real Estate or Energy stocks made it into the Top Ten. However, if I extend to a Top 17, a REIT creeps into the mix, and it isn’t one of the three REITs we currently own.

It is time to add a new position to the Portfolio for the Ages!

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Dividend Stock of the Week [O]Read More »

Dividend Stock of the Week [QCOM][8]

This week, seven of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
BDX3,312.40
CMCSA2,611.64
HTO4,231.77
MZTI2,351.14
PEP3,209.88
PPG3,647.16
QCOM3,690.25

The lowest amount belongs to MZTI. However, there exists a sector imbalance whereby only Energy, Information Technology, and Real Estate are currently eligible for investment. No Real Estate or Energy stocks made it into the Top Ten. However, there was one Information Technology stock that came in at #10 and as it so happens it is a current holding. QCOM last traded at $147.61, and I will acquire 2 shares on Monday morning. Below, is the purchase history and average cost calculation.

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Dividend Stock of the Week [QCOM][8]Read More »

Dividend King of the Week [MZTI][4]

This week, seven of the portfolio holdings ranked in the Top Ten.

TickerAccount Value
ADP4,251.53
BDX3,127.20
CMCSA2,430.16
HTO4,404.96
MZTI2,036.61
PEP3,142.72
PPG3,828.00

The lowest amount belongs to MZTI. We will acquire 3 shares of MZTI on Monday morning. See the post from 2026-05-24 for a more in-depth look at MZTI. Below, is the purchase history and average cost calculation.

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