Dividend Sensei's Monthly Portfolio Review

First let me be very clear that this is my personal portfolio tailored to my specific financial situation, risk profile, time horizon, and personality traits.
I am NOT recommending anyone mirror this portfolio, which is merely designed to show my unique rule-based, methodical approach to value-focused, long-term, dividend growth investing.
For a detailed explanation of my methodology, please read my introductory article to the EDDGE 3.0 portfolio.
What Happened This Week It was another heavy week of buying, with cash coming in that I put to work buying Sprague Resources (SRLP), as outlined in last week's plan update.
I also started out the week with my $1,000 Uniti Group (UNIT) (which I continue to believe to be this year's best HIGH-RISK contrarian, deep value opportunity), but heavy selling continued pretty much all week, triggering numerous limit orders all the way down.
On Wednesday, the last ex-dividend day (last day to get this quarter's payout), I moved up next Monday's $1,000 purchase, given the incredibly low valuation that I expect to rise in October leading up to earnings on November 2nd (after the close).
Because of the high volatility of Uniti, I'm putting on hold any further purchases of Sprague Resources until Uniti starts climbing (or hits my risk limit), and since I made next Monday's $1,000 purchase this week, I don't currently anticipate any further purchases next week.
Buys Of The Week $7,400 Sprague... Read more