This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,403.04 |
| MO | 2,399.80 |
| QCOM | 2,355.20 |
| TDS | 2,210.20 |
The lowest amount belongs to TDS. In order to invest a minimum of $250.00 in TDS, I need to purchase 25 shares this Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,432.71 |
| MO | 2,071.38 |
| QCOM | 2,403.20 |
| TDS | 2,339.20 |
The lowest amount belongs to MO. In order to invest a minimum of $250.00 in MO, I need to purchase 6 shares this Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,336.80 |
| MO | 1,777.20 |
| QCOM | 2,460.00 |
| TDS | 2,382.20 |
The lowest amount belongs to MO. In order to invest a minimum of $250.00 in MO, I need to purchase 6 shares this Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,417.53 |
| MO | 1,517.08 |
| QCOM | 2,551.60 |
| TDS | 2,259.65 |
The lowest amount belongs to MO. In order to invest a minimum of $250.00 in MO, I need to purchase 6 shares this Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,326.22 |
| MO | 1,231.16 |
| QCOM | 2,495.20 |
| TDS | 2,087.65 |
The lowest amount belongs to MO. In order to invest a minimum of $250.00 in MO, I need to purchase 6 shares this Monday. Below, is the purchase history and average cost calculation.
The Royal Dividends Portfolio for the Ages has earned $255.52 in dividends to date. Thus, I will add this amount to the usual weekly investment amount of $250. This week, four of the portfolio holdings ranked in the Top 10: MMM, NC, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,369.46 |
| NC | 1,510.03 |
| QCOM | 2,414.60 |
| TDS | 2,139.25 |
The lowest amount belongs to NC. In order to invest a minimum of $505.52 in NC, I need to purchase 14 shares this Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top 10: MMM, NC, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,393.38 |
| NC | 1,247.12 |
| QCOM | 2,303.80 |
| TDS | 2,397.25 |
The lowest amount belongs to NC. In order to invest a minimum of $250 in NC, I need to purchase 7 shares this Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top 10: MMM, MO, NC, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,559.10 |
| MO | 1,023.44 |
| NC | 1,339.60 |
| QCOM | 2,472.00 |
| TDS | 2,569.25 |
The lowest amount belongs to MO. In order to invest a minimum of $250 in MO, I need to purchase 6 shares this Monday. Below, is the purchase history and average cost calculation.
On February 20th, in the interest of raising some covered call premium as a hedge against the chance that TDS would not be able to continue their amazing 49-year streak of dividend increases, I set up a limit order on a GTC basis. There are 215 shares of TDS in the portfolio and thus the order was for 2 contracts, representing 100 shares each:
Sell to Open: 2 August 18, 2023 $17.50 Call Options [Symbol: TDS230818C17.5]
Limit Order Price: Credit of $0.56 per share
I knew TDS would have to move up a bit from where it was at $13.70 in order for the trade to trigger at $0.56. I mentioned later in the post that I might be willing to accept $0.38 as that would still be twice the quarterly dividend. Sadly, the market gapped down before market open on Tuesday the 21st and even $0.38 wouldn’t trigger.
In fact, over the last 7 trading days, TDS has dropped nearly 12% to $12.11. Rather than wait to see whether or not it can bounce back to $14 in the coming weeks, I decided to take action.
…This week, four of the portfolio holdings ranked in the Top 10: MMM, NC, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,479.40 |
| NC | 1,021.68 |
| QCOM | 2,486.80 |
| TDS | 2,644.50 |
The lowest amount belongs to NC. In order to invest a minimum of $250 in NC, I need to purchase 7 shares this Monday. Below, is the purchase history and average cost calculation.
