In February, the largest sectors in the S&P 500 performed the worst.  These sectors included Information Technology, Financials, Communication Services and Consumer Discretionary. Since I’m underweight in 3 of those…

Can the U.S. stock market finish 2026 with a 4th consecutive year of double-digit gains?  We’ve got a long way to go to find out, but at least we are…

The U.S. stock market moved higher in December (after a mostly flat November) and now looks poised to finish the year with its 3rd consecutive year of double-digit gains.  Quite…

After months of stellar gains, the stock market experienced a small pullback in November.  Considering how far the market has traveled, it wasn’t too destructive.  However, some investors are on…

In early September, my Year-To-Date (YTD) calculations had my Portfolio out-performing the S&P 500 for the first time in a long time.  However, in a few short weeks, with the…

September turned out to be a positive month in the S&P 500, but not in my Portfolio.  After 4 consecutive months of gains in my Portfolio, I had a minor…

August turned out to be another great month for my Portfolio.  The stock market has marched higher once again – make it 4 consecutive months!  This time stock market gains…

With July bringing more positive returns, my Portfolio is looking better than ever.  Capital appreciation is occurring in tandem with the ever-reliable dividend income. As retirement draws closer, my Portfolio…

The stock market positivity we experienced in May continued throughout June.  I was happy to see that, and my Portfolio value reaped the benefits. For the S&P 500, it’s now…

The month of May brought a solid turnaround in the stock market… a much needed one after a couple of down months. Information Technology stocks led the rebound, with the…