Got rid of some tobacco stocks.
Now liquidity are my top 3 positions: BOXX, SGOV and CAOS together making 20% of portfolio.
1 Like
Still hold MO with a little gain of 70% plus a lot of years of dividends.
The tobacco alternatives smell like rat farts so I made my friend visiting from Switzerland smoke cigarettes again at my home (could have forbidden smoking at all, but then I am making money with that smokersâŚ). Not that I like the smoke but at least it does not taste that bad like those alternatives.
But it is a money maker and therefore: thank you for smoking!
2 Likes
Brilliant move by them. They can gather tons of info on how people trade without having to pay one of their minions to have meetings with clients. AI can analyze the trades and tell the banks where to monetize next!
That trading data is completely and utterly useless. Because:
- thereâs no drawback, no punishment by the market. Losing is painless, contrary to real life a failed attempt has zero negative consequences. And of course you can start an unlimited number of accounts/portfolios.
- therefore i pays to take outsized and therefore concentrated risks (which is probably why the investment universe defined as it is, it limts positions to relatively few stocks)
1 Like
So your million frank loss was originally a supposedly free job benefit. Got to exercise my options before the great fiasco.
1 Like
You seem to keep selling. I hope you donât end up with cash only 
Little chance for that, the gambling strategy is still at a margin multiplier of 123.62%. But yes, I am searching something to buy. If I donât find anything I will double down on an existing position.
1 Like
If his dad had bought $100 worth of the S&P at his birth and re-invested the dividends âŚ
Iâll see myself out.
$2,246,106 according to AI
That is ridiculously low, all the Silicon Valley guys would pay ten times that to be in his shape, even 20 years earlier.
His father (yes, I knew him) told me the story once why they moved to the valley where he lives now. But that is another story.
1 Like
Preparing for midterms chaos?
Now I got to hear it!
In the century threadâŚ
End of september, end of quarter. Here is my report:
Dividend strategy:
Portfolio: finviz
Dividends: F, CNA, CMI, JNJ, MET, IBM, PRU, DD, Q, O, RHI, VTRS, FLO, LMT, PFG, GILD
No trades. I am the managing siesta directorâŚ
Margin multiplier at 101.34%.
Carry premium 7.47%.
Performance YTD 12.37%, CAGR since 2020 14.06%, since 2014 11.27%
Positions, dividends and sectors:
And my gambling strategy:
Margin multiplier 123.95%.
Performance YTD 27.14%, CAGR since 2020 27.76%.
Table:
Remark: for my double positions I use the latest entry date and the cheapest entry price as this is relevant for my methods. Cannot find new positions at the moment, soon I will have to double down on another existing position.
Positions:
4 Likes
September lived up to its reputation from a total return perspective. Didnât lose multiple hundred, but well over a hundred. Ah well âŚ
Luckily, this did not affect my dividends.
Dividends in September: $14â177 (versus $12â817 a year ago)
Dividend changes announced in September
- Realty Income: 0.18%
- Ingredion: 1.2%
- VICI Properties: 2.46%
- McDonaldâs: 3.76%
Performance
YTD: 18.3%
CAGR (since inception in 2019, TWR): 14.9%
Trades
| Ticker | Date | Buy | Sell |
|---|---|---|---|
| OMC | 09/08/2026 | 50 | |
| PAX | 09/09/2026 | 100 | |
| MCD | 09/09/2026 | 40 | |
| TSCO | 09/09/2026 | 100 | |
| UNM | 09/10/2026 | 300 | |
| SWK | 09/10/2026 | 300 | |
| MFC | 09/10/2026 | 2200 | |
| SWKS | 09/10/2026 | 300 | |
| GWC | 09/10/2026 | 300 | |
| DPZ | 09/10/2026 | 200 | |
| MCD | 09/10/2026 | 400 | |
| O | 09/10/2026 | 100 | |
| TSCO | 09/10/2026 | 300 | |
| VICI | 09/10/2026 | 300 | |
| SJM | 09/10/2026 | 300 | |
| PPL | 09/10/2026 | 400 | |
| BND | 09/08/2026 | 625 | |
| VXUS | 09/08/2026 | 100 | |
| EPRT | 09/11/2026 | 100 | |
| VPK | 09/18/2026 | 100 | |
| ZURN | 09/18/2026 | 10 | |
| O | 09/23/2026 | 20 | |
| EIX | 09/23/2026 | 10 | |
| BATS | 09/25/2026 | 50 | |
| GIS | 09/25/2026 | 30 |
As always my detailed (dividend growth) portfolio is mostly up to date and linked at the previous post in this topic - #11 by Phil_MCR.
2 Likes
And the new month starts with a double down on Ibex for my gambling portfolio:
bot [email protected]
Again, not a favorite move for me that my captain asked me to do. The position is already 62% in the green. But then, AI probably makes their life easy, all those support bots donât need to be fed.
Instead of the boring Ibex company logo here a few of those beautiful beasts I did see the last week in Salamanca:
Addon: Chart, is at all-time high. Right moment to buy, no?
2 Likes
From todayâs WSJ Markets A.M. newsletter:
Today in Markets History
On this day in 1965, a new sports drink was tested during a football game between the University of Florida Gators and Louisiana State University Tigers. Floridaâs players held up better in the hot and humid conditions and won in an upset. The drink was nicknamed âGatorade.â
I personally think you should all drink more Gatorade to help my Pepsico holding in my portfolio âŚ
2 Likes
We havenât trash talked AI in a while.
I on Monday last used AI to adapt a script that parses firewall logs because the log format changed significantly and we switched from TLS VPN to IPSEC. It was amazing â I was done in half an hour instead of what would have taken me a couple of hours at least.
Didnât pay a dime for my use of Gemini. Donât understand how the economics work out for these companies.
1 Like
If youâre filing in Switzerland, those three donât come out the same at tax time. SGOVâs monthly distributions are taxable income, whereas BOXX pays nothing out and its return only shows up in the price, which is normally treated as a tax-free private capital gain here (as long as youâre not classed as a professional trader). BOXX isnât in the ICTax Kursliste, so Iâd keep its fact sheet and annual report handy in case the Steueramt asks. On a 20% cash sleeve, that can easily matter more than the small gap between their yields.
And a report from the oil front. A little more than a year ago I started buying up oil companies. I started with two refiners, CVI and PBF. Not much changed, they both are still on âbuyâ. On CVI I did already double down, PBF may be next.
Of course I donât like to double down after the stock almost tripled in a year, but if my captain tells me so I will do it without hesitation.
1 Like