Portfolio Thoughts (May 2020)
For two months now I’ve been sheltering in place at home due to the pandemic. The restrictions might be loosening up soon, but as time goes by it seems like…
Read MoreFor two months now I’ve been sheltering in place at home due to the pandemic. The restrictions might be loosening up soon, but as time goes by it seems like…
Read MoreThe year started out fairly well for our Portfolios. It looked like more of the same upward stock price trajectory that we’d become used to over the past several years….
Read MoreTime 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…
Read MoreI’ve been fairly lucky to date with respect to dividend cuts/suspensions in my Portfolio. In the past few weeks, plenty of companies have taken the action to conserve cash to…
Read MoreApril brought a respite from plunging stock prices and declining Portfolio value. This was certainly good to see. However, dividend suspensions and cuts appear to be on the rise as…
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