Portfolio Thoughts (Jan. 2022)
What a rough January! The market pulled back significantly to start the new year. All but one S&P 500 sector is down for 2022, with the index down 7% overall. …
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Recent Transactions – OHI, NNN, JPM
Hey everyone! I made a few Portfolio transactions late last week – my first moves of 2022! The primary reason within the trio of moves was to continue trimming a…
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2022 Portfolio Goals
After some great success in achieving my Portfolio goals in 2021, I’m back for another installment for 2022. I’ve yet to achieve all my goals in any single year, so…
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Review of 2021 Portfolio Goals
With 2021 now in our past, I’m ready to examine how I fared with regard to achieving my 2021 Portfolio Goals. The first couple of years I set some Portfolio…
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Monthly Dividend Income (Dec. 2021)
It’s time for my final monthly dividend income report of 2021. But first, let’s briefly talk about the entire year for my Portfolio. It was a terrific year from a…
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