Portfolio Thoughts (Dec. 2025)
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…
Read MoreThe 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…
Read MoreAfter 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…
Read MoreIn 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…
Read MoreSeptember 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…
Read MoreAugust 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…
Read MoreWith 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…
Read MoreThe 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…
Read MoreThe 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…
Read MoreLast month I talked about how the stock market accelerated to the downside in March. Well, it got even worse in April! There’s been a bit of a rebound from…
Read MoreAfter a small decline in February, the stock market accelerated to the downside in March. There were a few strong up days during the month, but they were overwhelmed by…
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