Portfolio Thoughts (July 2024)
After months of my Portfolio lagging the S&P 500, it finally outgained the index in July. With the Information Technology and Communications Services sectors performing poorly and my Portfolio being…
Read MoreMonth: July 2024
Mid-Year Review of 2024 Portfolio Goals
We are already halfway through 2024, so it’s time for a review of my 2024 Portfolio Goals. I need to determine if I’m making progress on achieving these goals. If…
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Recent Transactions – AVGO, NKE, SBUX, DIS
Hello! I’ve got a handful of Portfolio transactions that I made in the first half of July that I’d like to cover. The moves started with a sale… one that…
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Monthly Dividend Income (June 2024)
I closed out the 1st half of 2024 with a bang! It’s been 15 months since my previous record dividend month, but the long wait is over. Even better… I…
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Recent Transactions – AVGO & DOX
Starting in the middle of June, I made some Portfolio transactions and have neglected to report on them. Needless to say, I haven’t been very timely with this update. So,…
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