Portfolio Update
The FiveTwenty portfolio received $82.80 in dividends in the past week. OZK paid their quarterly dividend during the week.
| Past Week Dividend | $82.80 |
| Current Quarter Dividend (Q3 2023) | $340.35 |
| LifeTime Dividend | $12,806.65 |
| Estimated Annual Dividend | $10,066.15 |
The capital allocation for the week of 07/23/2023 to 07/29/2023 will be used to add to our position in Vanguard Dividend Appreciation ETF (VIG) and Vanguard International Dividend Appreciation ETF (VIGI).
VIG & VIGI – Position Update
| TTM | Prev. Update | |
| VIG Yield | 1.87 years | 1.91% |
| VIGI Yield | 2.08% | 2.08% |
Thesis
Why are we adding to our position in VIG & VIGI?
We are currently in the middle of earnings seasons. Most of the companies in the FiveTwenty portfolio and on our tracking list due to report earnings in the next couple of weeks. We are deploying capital in the 2 dividend ETFs while we wait for earnings reports.
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