Portfolio Thoughts (Sept. 2025)
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…
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…
Read MoreUncertainty in the stock market ratcheted higher in February. Stock prices trended downward for the most part, but not significantly. Investors appear to be a bit more cautious given the…
Read MoreThe stock market has gotten off to a nice start in 2025, continuing the success it’s posted over the past two calendar years. These gains translate into my Portfolio as…
Read MoreAfter a strong run into the final month of 2024, the stock market retreated some in December. It would have been very difficult to wipe out all the gains the…
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