Portfolio Thoughts (July 2022)
I’m happy to report that my Portfolio fared better this month compared to last month. Of course, the stock market really would have been off the rails if July ended…
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Recent Transactions – GNTX & VZ
I’ve got a few transactions to share involving a pair of stocks. This past week I trimmed one of my holdings and added to another. In the grand scheme of…
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Recent Buy – MSFT
This is going to be a fairly uneventful post, but it’s nonetheless needed if I plan to document all my transactions. Early this past week, I added a single share…
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Mid-Year Review of 2022 Portfolio Goals
Since we’ve officially kicked off the second half of 2022, it’s time to review my 2022 Portfolio Goals. How am I doing with regard to progress towards those goals? Is…
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Monthly Dividend Income (June 2022)
We are halfway through 2022, and I don’t mind saying that I perhaps wish the year was already over. You see, the first half of the year was like a…
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Portfolio Thoughts (June 2022)
Sheesh! My Portfolio was punished in June. It seems there was no place to hide. All market sectors were down 4% or more this past month. Heck, even the Energy…
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Recent Buy – JPM
Late this week, I picked up a few more shares of an existing Portfolio stock. This was my 4th purchase of the stock in 2022. Each purchase has been at…
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Recent Transactions – MDT, GNTX, OMC
In the first few days of June I made a handful of Portfolio transactions. With time slipping away, I figured I better post about them soon, so here we go….
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Monthly Dividend Income (May 2022)
As we turn the calendar page and embark on a new month, it’s time to first tally up all the dividend income from the previous month. We’ve got to wrap…
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Portfolio Thoughts (May 2022)
Market volatility continues to reign supreme. Needless to say, it’s been a wild month of May. However, after the strong rally this past week the damage doesn’t look too bad….
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