Portfolio Thoughts (Apr. 2018)
We’re about 1/3 of the way through 2018 and the S&P 500 is essentially flat. However, it doesn’t feel like that, does it? You mean all that movement this year…
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Monthly Options Income (Apr. 2018)
Welcome to another Monthly Options Income post. In these posts I discuss my various options activity, and report on my options income for the month, and year-to-date. This month was…
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Performance Check – Air Lease (AL)
Time for Another Performance Check For some background on the idea behind the Performance Check, and the XIRR function used for the calculations, please see my first post in this…
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Recent Transactions (Stock Swap!)
Yesterday I made an adjustment to the Portfolio, selling one stock, then buying another with the sale proceeds and a little extra cash. Here are the transaction details… Ensign…
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A Look at My Atypical Portfolio Distributions
Recently, I opened up my brokerage statement for this tax year (2017). One section of the statement was a 1099-DIV for my taxable Portfolio, showing a breakdown of the 2017…
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Monthly Dividend Income (Mar. 2018)
Spring has sprung! With the new season comes new growth, not only for the flowers in the garden, but for the dividends in my Portfolio. In March, the markets continued…
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