This week, five of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,898.00 |
| GRC | 2,792.25 |
| PPG | 2,861.43 |
| SJW | 2,909.17 |
| TGT | 2,715.12 |
The lowest amount belongs to TGT which last traded at $150.84. I will acquire 2 shares of TGT on Monday morning. See the 2024-08-31 post for a slightly deeper dive into TGT’s historical performance. Below, is the purchase history and average cost calculation.
If you’re reading this, you likely have received email offers from various investment advisories or financial publishers. And once you bite, a torrent of emails from previously unheard-of services and publications follows. These marketing efforts are excessively frequent, intentionally secretive, and filled with exaggerations, even when the service itself is legitimate and worthy of subscription.
How do we separate the wheat from the chaff so we can make some dough?
…This week, six of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, TGT, and VZ.
| Ticker | Account Value |
| FMCB | 2,898.75 |
| GRC | 2,802.00 |
| PPG | 2,908.35 |
| SJW | 2,708.16 |
| TGT | 2,720.88 |
| VZ | 7,324.26 |
The lowest amount belongs to SJW which last traded at $56.42. I will acquire 5 shares of SJW when the market opens at 9:30am on Monday, literally right after SJW releases their earnings for 2024Q3. See the 2024-07-27 post for a slightly deeper dive into SJW’s historical performance. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top 10: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,902.80 |
| GRC | 2,658.12 |
| PPG | 3,011.39 |
| SJW | 2,859.36 |
| TGT | 2,823.12 |
The lowest amount above belongs to GRC which last traded at $39.09. Therefore, in order to invest a minimum of $250 in GRC, I need to purchase 7 shares on Monday. See the 2024-09-07 post for a glimpse into GRC’s long-term performance. Below, is the purchase history and average cost calculation.
In addition to the usual $250+ weekly investment, there is an additional $261.52 of uninvested income in the account. Which portfolio holding will be the recipient of this bunce? Let’s find out.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, PPG, SJW, TGT, and VZ.
| Ticker | Account Value |
| FMCB | 2,911.50 |
| PPG | 2,436.75 |
| SJW | 2,757.60 |
| TGT | 2,852.28 |
| VZ | 7,611.00 |
The lowest amount belongs to PPG which last traded at $128.25. Therefore, I will acquire 4 shares of PPG on Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, MDT, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,910.00 |
| MDT | 2,118.24 |
| PPG | 2,442.83 |
| SJW | 2,793.12 |
| TGT | 2,751.84 |
There is overweighting problems at this time. The lowest amount belongs to MDT which last traded at $88.26. Therefore, I will acquire 3 shares of MDT on Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,911.17 |
| GRC | 2,625.48 |
| PPG | 2,556.64 |
| SJW | 2,471.64 |
| TGT | 2,793.24 |
The lowest amount belongs to SJW which last traded at $57.48. I will acquire 5 shares of SJW on Monday. See my post on 2024-07-27 for a slightly deeper dive into SJW’s historical performance. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top 10: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,901.29 |
| GRC | 2,341.18 |
| PPG | 2,403.50 |
| SJW | 2,510.34 |
| TGT | 2,785.50 |
There are no balance restrictions this week. The lowest amount above belongs to GRC and it last traded at $38.38. Therefore, in order to invest a minimum of $250 in GRC, I need to purchase 7 shares on Monday. See the 2024-09-07 post for a glimpse into GRC’s long-term performance. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top 10: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,881.50 |
| GRC | 2,050.92 |
| PPG | 2,412.62 |
| SJW | 2,564.52 |
| TGT | 2,724.48 |
Due in some small part to its own upward movement over the past week, VZ has become overweighted. Therefore, it is the only stock ineligible for additional investment. There is no sector imbalance at this time. The VZ restriction does not affect us as it did not make the Top Ten. The lowest amount above belongs to GRC and it last traded at $37.98. Therefore, in order to invest a minimum of $250 in GRC, I need to purchase 7 shares on Monday. See the 2024-09-07 post for the shallowest of deep dives into GRC’s long-term performance. Below, is the purchase history and average cost calculation.
The Royal Dividends portfolio, what I refer to as the Portfolio for the Ages, is my creation. I have made every transaction as posted here since the inception of the website. I own the portfolio exactly as it appears on the Portfolio page right now.
But it is not all that I own.
I own some fixed income, some exposure to precious metals, and plenty of other dividend stocks. In fact, one can think of the Portfolio for the Ages as the most promising microcosm of this larger collection of stocks. It is a simple, refined, comprehensive, value-based selection of dividend stocks from an Empire of dividend stocks, themselves a dividendery-based distillation from a vast, less impressive universe of equities.
Royal Dividends has zero exposure to the Magnificent Seven and crypto currencies, but that is no longer true for my broader collection of investments.
…