Recent Transactions – WFC, UNH, TCF
This past week I had some Portfolio activity. I had one sale and two purchases in a stock re-allocation. With my sale, I purged one of my Financial sector holdings…
Read MoreThis past week I had some Portfolio activity. I had one sale and two purchases in a stock re-allocation. With my sale, I purged one of my Financial sector holdings…
Read MoreAugust was another eventful month in my Portfolio. After registering a mixed bag of dividend-related happenings in July (including a dividend cut that set me back), August also brought some…
Read MoreAs August draws to a close, it’s time for another edition of Portfolio Thoughts! As usual, there’s plenty to discuss. After a month of climbing prices for most of my…
Read MoreThere was some Portfolio activity for me over the past 10 days that I wanted to share with you. I recorded one sale and two purchases. With regard to my…
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 MoreHere’s another ‘Article of Interest’ post. I was able to churn out the previous post in this series about a month ago… so not too long of a wait, right? …
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 MoreIt was another mixed bag for all things dividends this month. That seems to have become the new normal, unfortunately. On a positive note, the dividend income continues to roll…
Read MoreI made a couple of transactions last week and wanted to report on them before any more time slipped away. It was one sale and one purchase. The sale was…
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