Comments on: Trades – No-Cost Dividend Growth Portfolio Purchases: KO, MCD, and UL

By: writing2reality

writing2reality — Sat, 15 Mar 2014 02:44:55 +0000

First off, thanks for stopping by Steve. As for this particular portfolio with Loyal3, I am limited to the investments that are offered. If you’re looking to build a dividend growth portfolio, there are 25 equities that either meet or are nearly on David Fish’s CCC list. More information on those offerings are can be found on my post about building this no-cost dividend growth portfolio.

Now, for AT&T and Verizon, I believe that telecoms do have a place in a portfolio, and each offer different things. People choose between them for temporary value discrepancies, yield, and other market conditions. I think Verizon has the stronger brand and slightly higher upside now they have the full ownership of Verizon Wireless. Neither company offers much from a dividend growth perspective as they are fully matured companies in a very saturated market. International expansion will likely be the only place where significant growth can develop.

Again, thanks for stopping by Steve.

By: Steve

Steve — Sat, 15 Mar 2014 01:14:20 +0000

Hi! thank you for this post! I’m always looking to bump up my taxable account with good investments. Quick question; why not AT&T? or Verizon? I’m only looking for your personal opinion. I was considering AT&T because I believe they are 4ish-5%… but since I don’t understand the investments much, I don’t know why people choose one company over the other?

By: writing2reality

writing2reality — Mon, 10 Mar 2014 00:49:30 +0000

I can understand the desire to consolidate, certainly helps you to manage your financial picture and get a solid grasp on where your money is invested.

Thanks for stopping by GMS!

By: Green Money Stream

Green Money Stream — Sun, 09 Mar 2014 18:21:45 +0000

I also added to my position in KO recently. Like RBD, I’m interested in trying Loyal3 but also want to consolidate rather than open new accounts. Decisions, decisions.

By: writing2reality

writing2reality — Fri, 07 Mar 2014 20:28:37 +0000

Whoops, sorry for any confusion Evan. I am contributing $300 of fresh capital per month into this portfolio. Loyal3 has no trading fees whatsoever and allows you to make the purchases using a credit card. That is the no-cost feature and credit card arbitrage angle to this portfolio.

I hope that clears things up!

By: Evan

Evan — Fri, 07 Mar 2014 19:37:41 +0000

I am a bit confused and maybe you explained in another post, but how is it free? Do you have another portfolio that provides $300/mo in dividends that you transfer to this account?

By: writing2reality

writing2reality — Fri, 07 Mar 2014 13:48:19 +0000

Thanks Fozzy! TGT has been a pretty good pickup this year, but the recent price jump has taken some of the value out of it. Appreciate you stopping by and commenting!

By: writing2reality

writing2reality — Fri, 07 Mar 2014 13:47:36 +0000

Yes, UL is on the “Near” list by David Fish. Good luck in adding KO and UL to your portfolio soon!

By: Fozzy

Fozzy — Fri, 07 Mar 2014 12:46:37 +0000

Nice buys! We have been buying Target with Loyal3. The share price has been beaten up with the security breech. Thanks for the article.

By: Dividenden-Sammler

Dividenden-Sammler — Fri, 07 Mar 2014 11:33:19 +0000

I also think that Unilever is added to the CCC list by Dave soon.
And KO + MCD – the perfect combination for a wonderful core-portfolio!
I like all these three companies!

At the moment I have only MCD in my portfolio.
But I think about purchases from KO and UL in the next 2-6 months.

Best regards
D-S