Our portfolio updates for the week ending on December 13, 2024 are as follows.
Sold EPR
In what many of you might think is a shocking move, I’ve sold all of our EPR position in the Van Life Portfolio.
There’s nothing wrong with this stock. Because of my projections for 2025, there are so many amazing opportunities to profit. And since we don’t have endless money, I have to pick and choose.
So, we exit EPR with a measly 14% gain to free up capital. This stock had a 7.46% yield and the stock we replaced it with has about the same yield but I think it will perform better in 2025 to 2028.
>> Tim’s Projections For 2025 <<
Bought BME
BME is the new stock that we rolled the proceeds of EPR into. This stock flourished in Trump’s first presidency term (before Covid obviously) up nearly 50% (without dividends), and I fully expect it to do so again in his second term.
BME is a monthly dividend payer that yields 7.49%, and it just raised its dividend from $0.21 to $0.26.
I put some long thought into this transaction as EPR has been amazing, but I feel the capital appreciation upside for BME is greater than EPR. If I was going to let EPR go, I wanted a similar yield.
Note:
BME trades at around $36 a share right now. If that’s out of your price range, you can get into BMZE. This stock is in the same general sector and yields a little more, but it’s not as undervalued as BME.
I also prefer the stocks that BME holds and am willing to pay more for that investment.
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