Recent Transactions – AL & OMC
I’ve got another pair of transactions to provide details on. In this case, it’s one sale and one buy. I basically trimmed a position and used the proceeds to grow…
Read MoreI’ve got another pair of transactions to provide details on. In this case, it’s one sale and one buy. I basically trimmed a position and used the proceeds to grow…
Read MoreA couple of months ago I took a look at my Portfolio and ranked the stocks in various categories, including capital investment, reinvested dividends, cost basis, portfolio value and forward…
Read MoreI made a pair of transactions last week. The goal here is to catch you up on those moves before more time goes by. Both transactions were purchases. One establishes…
Read MoreWelcome to another monthly dividend income report for my Portfolio. This month I have a nugget of exciting news to share. I kicked off the 2nd half of 2021 with…
Read MoreJuly brought more gains to my Portfolio, offering a quick turnaround from last month’s slight dip. I won’t complain about that. I’m wary of a pullback in the markets, though. …
Read MoreHowdy, everyone! I’ve got another quick post to let you know about a Portfolio transaction I made today… the last trading day of July. I continued to build out a…
Read MoreJust a short post here…. keeping you up-to-date on my most recent Portfolio transaction. From a share count perspective, this purchase is as small as you can get without buying…
Read MoreSince we are now in the latter half of July, I wanted to review my 2021 Portfolio Goals. I don’t want the month to slip away from me before doing…
Read MoreTime for Another Performance Check For some background on the idea of a Performance Check, and for the XIRR function used for the calculations, please see my first post in…
Read MoreTime for another ‘Article of Interest’ post. This is now the 17th post in this series, with the previous one having arrived last month. This time around I’ve got an…
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