En estos momentos, eso ya no es posible.
Conforme va creciendo la cartera, está muy bien el subir la cantidad que corresponde a posición completa: 500€ - 1k- 2k- 4k- 6k… Es lo que Choder llama Fase 1.
Mi problema es que ya hay alguna acción que es 2-3 veces posición completa. Empieza a verse el hecho que ellas solas crecen y se crean diferencias significativas. En AAPL o TGT por ejemplo, puse de entrada mucho menos dinero que otras que quedan por debajo.
Así pues, sigo haciendo crecer las rezagadas al nivel que corresponde a posición completa, pero después aplicaré el criterio Chowder de hacer crecer las que más me han dado. Beat&raise es un término de momentum que sigue aplicando en función de los resultados quatrimestrales (pego ejemplo que puso hace poco). Yo lo uso con el anuncio de dividendo 10% o mayor.
" Older Folk Portfolio purchases were made today. The objective was to add to companies that have beat on earnings and revenue expectations, and/or any company raising the dividend by 10% or more since the primary objective for this portfolio is income. Normally in this portfolio I add in $3k to $5k lots but at this time I am adding in $1k lots for each position.
SO … VZ … NEP … AWK.
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Southern CO (NYSE: SO): Q1 Non-GAAP EPS of $0.98 beats by $0.15; GAAP EPS of $1.07 beats by $0.23.Revenue of $5.91B (+17.7% Y/Y) beats by $380M.
Earnings drivers for the first quarter of 2021, as compared with 2020, were robust customer growth, higher residential sales and colder weather, partially offset by lower commercial and industrial sales.
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Verizon (NYSE: VZ): Q1 Non-GAAP EPS of $1.31 beats by $0.02.
Revenue of $32.9B (+4.1% Y/Y) beats by $440M.
2021, Verizon expects: Service and other revenue growth of at least 2%, including total wireless service revenue growth of at least 3%; Adjusted EPS (non-GAAP) of $5.00 to $5.15 (consensus: $5.07); Adjusted effective income tax rate (non-GAAP) in the range of 23 to 25%; Capital spending to be in the range of $17.5B to $18.5B.
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NextEra Energy Partners (NYSE: NEP).
NextEra Energy Partners now expects a Dec. 31, 2021, run rate for adjusted EBITDA in the upper end of its previously announced range of $1.44 billion to $1.62 billion and CAFD in the upper end of its previously announced range of $600 million to $680 million, reflecting calendar year 2022 expectations for the portfolio at year-end 2021.
From a base of its fourth-quarter 2020 distribution per common unit at an annualized rate of $2.46 per common unit, NextEra Energy Partners continues to expect 12% to 15% per year growth in limited partner distributions as being a reasonable range of expectations through at least 2024. NextEra Energy Partners expects the annualized rate of the fourth-quarter 2021 distribution, which is payable in February 2022, to be in a range of $2.76 to $2.83 per common unit.
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American Water Works (NYSE: AWK) declares $0.6025/share quarterly dividend, 9.5% increase from prior dividend of $0.5500."
Obviamente, también esta la opción que dices de añadir una nueva posición que desee y hacerla crecer. Alguna en la que tenga convicción. Pero hay tantas… que de momento quiero terminar lo que tengo entre manos.