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…
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Monthly Dividend Income (Aug. 2020)
August 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…
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Portfolio Thoughts (Aug. 2020)
As 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…
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Portfolio Treemap
Hi Everyone. This is just a brief message to let you know about an upcoming addition to my Portfolio page… a Portfolio Treemap. I plan to add the treemap starting…
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Recent Transactions – XOM, AFL, MMM
There 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…
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Performance Check – Skyworks Solutions (SWKS)
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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A of I – S&P 500’s 10 Best Dividend Stocks in 1H 2020
Here’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? …
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Performance Check – Exxon Mobil (XOM)
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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Monthly Dividend Income (July 2020)
It 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…
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Recent Transactions – KTB & ADP
I 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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