Portfolio Thoughts (Jan. 2022)
What a rough January! The market pulled back significantly to start the new year. All but one S&P 500 sector is down for 2022, with the index down 7% overall. …
Read MoreRecent Posts
Recent Transactions – OHI, NNN, JPM
Hey everyone! I made a few Portfolio transactions late last week – my first moves of 2022! The primary reason within the trio of moves was to continue trimming a…
Read More
2022 Portfolio Goals
After some great success in achieving my Portfolio goals in 2021, I’m back for another installment for 2022. I’ve yet to achieve all my goals in any single year, so…
Read More
Review of 2021 Portfolio Goals
With 2021 now in our past, I’m ready to examine how I fared with regard to achieving my 2021 Portfolio Goals. The first couple of years I set some Portfolio…
Read More
Monthly Dividend Income (Dec. 2021)
It’s time for my final monthly dividend income report of 2021. But first, let’s briefly talk about the entire year for my Portfolio. It was a terrific year from a…
Read More
Portfolio Thoughts (Dec. 2021)
It’s time for my final Portfolio Thoughts post of 2021. What a year it’s been! I would gather the U.S. stock market performed better than most of us thought in…
Read More
Recent Transactions – GILD, PNW, AMGN, BMY
I’ve got one last Portfolio transaction report for 2021. Here it is. I’ve been quiet in December with regard to stock trades, but that changed this week as I wanted…
Read More
Dividend Raise Summary (2021)
December is always a busy month, so I haven’t posted in a while. However, I’m going to sneak in a quick post here before things get really busy in this…
Read More
Monthly Dividend Income (Nov. 2021)
I’m feeling really good about the progress in my Portfolio in 2021. I’ve already reached a few of the annual goals I laid out for the Portfolio, including forward dividend…
Read More
Portfolio Thoughts (Nov. 2021)
Welcome, everyone! I’m glad you could stop by as we get close to putting on bow on 2021. It’s time for another Portfolio Thoughts post. My Portfolio has reached a…
Read More