04/09
I guess this thread can be updated for an end-of-quarter perspective
March was a good month with 3 of 4 core ideas (QCOM, AY and FLNG) paying out their Q4 dividend. IEP announced in Feb, but pay in April 2024.
Started an initial position in LPG, then kept adding to the stake.
Also added to AMBP a couple of times in Q1.
Closed out PDT position.
At the end of Q1 2024, basket was 26.5% of the dividend target. [Edit] I have no expectation that the quarterly payout will be the same. Actually, with IEP’s first distribution of 2024 pushed into Q2 of 2024, there will be likely be some type of domino effect.