Thought I would revisit this thread. So, outside of Amazon (which we all agreed on) everything else has sold off with the market since I joined in. SRC is being bought out by O so its actually outperformed as well (the one I put the big write up in and noted I left out the part about it being a takeover target).

The stocks that pay the really big dividends but don't grow much have done exactly that. (the BDCs and Preferred fund).

I'm still mega bullish on Amazon and its over 5% of my portfolio and my only non dividend stock. I have made a little cash off of $140 options and currently have Nov 17th $160s I hope expire (but hopefully get CLOSE to exercising). Some of my faves like LNC have not improved. USB has moved mostly sideways. I didn't mention TFC which I got bullish on and opened a position in right after we died down. Its done well and pays a 7+ dividend.