Tag: PEP

Portfolio Update

The FiveTwenty portfolio received $445.46 dividends in the past week. AFL, BKH, ENB, FTS, SJM, and SWX paid their quarterly dividends during the week.

Past Week Dividend	$445.46
Current Quarter Dividend (Q2 2023)	$1,262.93
LifeTime Dividend	$11,436.51
Estimated Annual Dividend	$9,451.33

The capital allocation for the week of 06/04/2023 to 06/10/2023 will be used to add to our position in PepsiCo Inc (NASDAQ: PEP).

PEP – Position Update

Since our last check-in on PEP in week 20 of 2023, there have been no new developments. Furthermore, the share price has decreased 6.1% from $196.12 to $184.06.

Continue reading “2023 Week 23: PepsiCo Inc (NASDAQ: PEP)”

Portfolio Update

The FiveTwenty portfolio received $60.91 in dividends in the past week. APD and GD paid their quarterly dividend during the week.

Past Week Dividend	$60.91
Current Quarter Dividend (Q2 2023)	$638.86
LifeTime Dividend	$10,812.44
Estimated Annual Dividend	$9,211.17

The capital allocation for the week of 05/14/2023 to 05/20/2023 will be used to add to our position in PepsiCo Inc (NASDAQ: PEP).

PEP – Position Update

Since our last check-in on PEP in week 19 of 2023, there have been no new developments. Furthermore, the share price has increased slightly from $194.27 to $196.12.

Continue reading “2023 Week 20: PepsiCo Inc (NASDAQ: PEP)”

Portfolio Update

The FiveTwenty portfolio received $265.27 in dividends in the past week. BMY, T, and VZ paid their quarterly dividend during the week.

Past Week Dividend	$265.27
Current Quarter Dividend (Q2 2023)	$577.95
LifeTime Dividend	$10,751.33
Estimated Annual Dividend	$9,162.78

The capital allocation for the week of 05/07/2023 to 05/13/2023 will be used to add to our position in PepsiCo Inc (NASDAQ: PEP).

PEP – Position Update

Since our last check-in on PEP in week 9 of 2023, the company reported Q1 2023 earnings on 04/25/2023. Furthermore, the share price increased 10.4% from $175.95 to $194.27.

Continue reading “2023 Week 19: PepsiCo Inc (NASDAQ: PEP)”

Portfolio Update

The FiveTwenty portfolio received no dividends in the past week.

Past Week Dividend	$0
Current Quarter Dividend (Q1 2023)	$746.87
LifeTime Dividend	$8,855.31
Estimated Annual Dividend	$8,142.60

The capital allocation for the week of 02/26/2023 to 03/04/2023 will be used to add to our position in PepsiCo Inc. (NASDAQ: PEP)

Decrease in Estimated Annual Dividend

This week the FiveTwenty portfolio once again saw the Estimated Annual Dividend decrease week over week. (Previous decrease) The decline was caused by INTC reducing its quarterly payout by 66% to $0.125 per share.

What does this mean for our position in INTC? The dividend reduction brings INTC’s forward yield down to 1.99% based on share price of $25.14 at close on 02/24/2023. The new yield is considerably below our desired target and given that INTC is facing some tough quarters going forward we will close out our position in INTC and re-invest the capital over the following 2-3 weeks.

PEP – Position Update

Since our last check-in on PEP in week 8 of 2023, there have been no new developments. The share price declined slightly from $176.28 to $175.95.

Continue reading “2023 Week 9: PepsiCo Inc (NASDAQ: PEP)”