The stock market took a turn for the worse in March.  The conflict with Iran that begun on the last day of February has heightened risks in the Middle East,…

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…