Stocks Headed for Collapse with Administration's Tariff Demolition
A demolition derby may be approaching; sell, sell, sell!
When President Joe Biden instituted a broad and wide-ranging infrastructure program four years ago, we took note. It was hard to ignore the implementation of a government program slated to spend hundreds of billions of dollars to rebuild crumbling roads, bridges and all manner of public infrastructure that for decades had been in decline.
My analysis led me to conclude that we should devote a decent sum of our cash on hand to the major players that would profit the most from such a program.
This included investments in companies that produced the steel needed to rebuild these projects, manufacturers of the heavy machinery and trucks, tires, and companies that rented these heavy-duty industrial machines.
Last week, I determined that the current administration’s decisions to slash spending on so many government programs represented a threat to those investments that we had made. I stated, “It is a possibility that infrastructure programs initiated by the former administration could easily become a large target now for slashing or complete elimination.”
You remember the old adage, “Better safe than sorry”. We decided to protect our capital and take our huge profits while they were still there for the taking.
Here is a full reconciliation of our infrastructure trades we initiated four years ago and completed with our successful exit Friday, February 21.
As you can see, we took a profit plus dividends received of $26,876.05.
Our total return was therefore:
$26,876.05 / $58,655.78 invested = 45.82%
Your Takeaway
Kenny Rogers famously sung, “You gotta know when to hold ’em, know when to fold ‘em”. Now that we have successfully exited this trade we will find a good home for over $85,000 in proceeds from this sale. We’ll be on the look-out for another accidental high-yielder. Should it give us a 10% accidentally high dividend yield, we may be on the verge of turning these proceeds into an additional $8500.00 of annual dividend income.
WIW Score (What’s It Worth)
The WIW score for this trade was $26,876.05 /$649 = 41.41
This means that this one total trade paid for more than 41 years of your subscription cost at Retire: One Dividend at a Time, our newsletter for investors who are serious about making their retirement a comfortable one.
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Best,
George Schneider, M.A.
Founder and publisher
Retirement: One Dividend At A Time
Disclaimer: This article is intended to provide information to interested parties. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks mentioned or recommended.
Disclosure: I am long all RODAT Portfolio names. The Portfolio continues to build dividend income with reliable, dependable equities which have long histories of increasing the dividend.
Copyright ©2025, George Schneider
question - in your new substack model, is it the $100 per year option i need to subscribe to to get your RODAT portfolio and periodic changes?