Portfolio

20 comments:

  1. DivforLife,

    Thanks for the comment. You have a great portfolio as well. We have quite a few similar names.

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  2. Nice Portfolio stick with it!

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  3. Very nice - thanks for sharing your portfolio, Kody! GEO is an interesting play... just picked up a bit of that myself.

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  4. Thanks for checking out my portfolio! GEO certainly is an interesting income play that appears to be priced appropriately for the political risks.

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  5. Hello Kody,
    a very impressive job you have done here over the years, my respect.
    But I have one question: I know diversification is important, but why don't you focus on the highest yielding stocks (for example >4%)?
    Best regards,
    Michael

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  6. You sort of answered your own question regarding diversification. I like high-yielding stocks, but they tend not to be able to keep up with inflation. The lower yielding picks like MA, V, MSFT, and UNH make up for their lower starting income with huge growth potential. Thanks for the question.

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  7. Hey Kody, nice stocks. How many taxes did you have to pay for these dividends? Best regards from Germany. Stephen

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  8. Thanks for the comment. I pay a 15% tax on my qualified dividend income here in the US.

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    1. Hey Kody. That´s okay. We pay 25% taxes in Germany, but nothing for the first 1000 Euros ;-)

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    2. Interesting. Thanks for sharing!

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    3. In fact there are 25% + 1% extra tax and a little bit for the church, if you are a member of the church ;-) But only after 1000,- Euro free amount ;-)

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  9. Hi. Here in the US, the long-term capital gains tax is 0% up to $42k in income, 15% beyond that and up to $460k, and 20% after that point. Like most, I fall squarely in the 15% bucket for my capital gains rate.

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    1. Thank you. In Germany until 1000,- Euros free and after 1000,- Euros you have to pay 26% for the gains :(

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    2. Dang. That's steep taxation right there.

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    3. Net Dividend/Share is wrong for MAIN. That is at least USD 3.52 USD in 2023, more likely even more. Or do you not include special dividends?

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    4. Yes, that's correct. For the sake of conservatism, I don't include special dividends on my spreadsheet for individual stocks. Thanks for commenting.

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  10. Replies
    1. Chevron is a great business, so it is on my watch list for 2024. Thanks for the comment.

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