Portfolio Thoughts (Nov. 2025)
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…
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Recent Transactions – CMCSA, META, PCN
I made some Portfolio transactions this past week and I’m here to cover those now. My transactions started with the elimination of a Communication Services stock from my Portfolio. This…
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Monthly Dividend Income (Oct. 2025)
This is a special dividend income report. Why? Because it’s the 100th one of the series! Over 8 years ago, I posted my first monthly dividend income report. It was…
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Recent Buys – TXN & META
The calendar has turned to November, but I still have a pair of transactions to report on from October. So, I’m sharing now, before I’m even more delinquent. My Portfolio…
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Portfolio Thoughts (Oct. 2025)
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…
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Monthly Dividend Income (Sept. 2025)
The final month of the 3rd quarter didn’t look to shabby from a dividend perspective. I nearly posted record income. In addition, the stock market crept a bit higher, even…
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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…
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Recent Transactions – SWKS, NNN, ACN, FDX
Earlier this week I executed some Portfolio transactions, and the time has come to share the details. There were a total of 4 moves – 1 trim and 3 purchases…
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Monthly Dividend Income (Aug. 2025)
The stock market continues to melt up this summer. Another good month has left my Portfolio value higher. I’ve also got plenty of dividends to rake in and tally up…
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Portfolio Thoughts (Aug. 2025)
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…
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