Market is still on. At the moment only 1.41% in the green…
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Same here. I don‘t think Wise deducts any WH from the interests on my account.
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They raised dividend by 2400%, so maybe one for your dividend growth portfolio 
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You’re right. They’ll pay a buck per share going forward. I can replace my current dividend income with just 151’928 shares of NVDA!
But … wait a minute! Given they’re paying a dividend and have just raised it … doesn’t this mean according to well established and common investor knowledge that this signals they no longer know how to best allocate capital?
I smell a dying business … 
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don’t forget the growth! if they grow dividend by 2400% each year, you’ll need considerably fewer shares!
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Microsoft’s been dying for a LONG time, as has AbbVie, J&J, KO
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Partial sale in my gambling strategy, already a year with me and already at 77.57% gain. Great guys, continue!
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I was keeping half an eye on LULU and after the stock price drop, now looks cheap. I’m bag holding on ALGN but that looks quite cheap too.
FICO stock price back down to 900s. I was too chicken last time fearing loss of their monopoly profits as Equifax and TransUnion enter the market and watched the price recover to 1400.
Now they also have FHFA on their back sending the stock price back down again:
Shares of Fair Isaac Corp., Equifax Inc. and TransUnion tumbled on Friday after Federal Housing Finance Agency Director Bill Pulte renewed his long-standing criticism of the costs of consumer credit scores.
“Equifax, Experian, and TransUnion have been overcharging Americans for far too long,” Pulte said in a post on X on Thursday, adding that “this will end soon.”
- FHFA Director Bill Pulte announced effective immediately all lenders can use rival VantageScore for Fannie Mae and Freddie Mac mortgages.
- Pulte explicitly declared on X: “FICO has enjoyed a monopoly. No more.” citing 1,800% price hikes since 2020.
- Mortgage scoring generates majority of FICO’s high-margin Scores segment revenue, making this a direct threat.
- Pulte also criticized VantageScore owners (Equifax, Experian, TransUnion) but prioritized ending FICO dominance.
If FHFA wanted to go nuclear, they should mandate bi-merge instead of tri-merge to force competition.
That’s actually being considered, apparently even single-bureau ones.
I’m surprised though, I thought VantageScore is expected to at least reduce the problem, and force FICO to undo at least some of its abusive price increases.
https://za.investing.com/news/stock-market-news/why-is-transunion-stock-sliding-today-93CH-4454384
Really bad result for NVS on Saturday, potentially knock-on effect on Ionis, Amgen, Lilly.
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Health is always special, not too much sector pull or push. But it is too high in my dividend portfolio anyhow, so I hope for a market dividend… otherwise I just cannot buy more healthcare stocks. (Market dividend I call when a stock in my dividend portfolio reaches to more than 6% of the total worth… then I sell down to 5%).
Remember, diversification is the only free lunch at the stock market.
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That was a shotgun approach for explaining VICI’s price performance. Can’t really comment as I don’t know much about what you’re talking about.
Goofy is a simple mind: VICI pays a great dividend and keeps raising it. Maybe the market knows more than I do, but I’ll keep buying them until they reach my threshold of 2% of my dividend income.
Oh, wait, they’ve just crossed that. Well, maybe I’ll stretch the rule a little bit. Again, Mr. Market is always right, but VICI keeps raising their dividend and also their estimates on AFFO. 
If I’m wrong, I’ve size limited my risk. If I’m wrong, I’ll lose up to 2.18% of my dividend income. If I’m right, lots more dividends rolling in over the coming years …
VICI: REIT are always a bit difficult to analyze. But why the hell did they issue that much new stock in the last 3 years?
The chart is typical for a company that is watering down their shares.
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I had some rules that did actually rise my risk in the dividend strategy. Until 2020 when I did change them. I did not change a rule again in the last 6 years. If I would ever change a rule again it would need to be to lower risk.
But there is no need to change any of my rules at the moment.
The rule I did change in 2020 was a 2 years holding period before selling, that was stupid and did cost me a lot of money. That was when I came up with my motto “hold as long as possible… but not longer”.
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True, share issuance looks like an issue:
It’s btw somewhat typical of REITs to issue new shares. Since they’re obliged to pay out x% of their profits, it’s kind of the only way they can raise new capital (besides new debt) if they feel they can grow their business.
OTOH they’ve managed to grow AFFO (per dilluted share) just beautifully:
If I’m mainly concerned about a safe and growing dividend, the new shares issuance does not concern me much. What do I care about them watering down their shares as long as they keep paying (and raising) their dividend?
(famous last words )
Well, what can I say?
I like a set of rules, but I frown upon a rigid set of rules. The market has some rules, but it does not have a rigid set of rules. You adapt or you die (or lose performance).
Your qualifier of not changing any rules “at the moment” suggests you’re embracing the mantra of truly The First Rule (“there are no rules”). 
For me personally, I have a set of rules loosely held, but I’ll adapt as necessary when reality persists. Ask me to spell this out in code? I cannot.
Measurement over time helps, ideally in units of years and later decades.
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Isn‘t finance the most special of all sectors? Their buisness is the same as they are evaluated by, money. So they have most knowlege to hide their true evaluation.
Does anyone consider investing in NYSE:GEO and CXW for counter cyclical properties?
I did hold CXW from 2023 until 2025 in my gambling strategy, sold with a gain of 66%.
Looks like I did miss some nice gains this summer, but the captain is always right:
Addon: in 2023 they were dirt cheap, now they have a lot of growth priced in. Aren’t there countries that offer the same service but much cheaper?
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