Portfolio Thoughts (May 2020)
For two months now I’ve been sheltering in place at home due to the pandemic. The restrictions might be loosening up soon, but as time goes by it seems like…
Read MoreFor two months now I’ve been sheltering in place at home due to the pandemic. The restrictions might be loosening up soon, but as time goes by it seems like…
Read MoreThe year started out fairly well for our Portfolios. It looked like more of the same upward stock price trajectory that we’d become used to over the past several years….
Read MoreTime for Another Performance Check For some background on the idea behind the Performance Check, and the XIRR function used for the calculations, please see my first post in this…
Read MoreI’ve been fairly lucky to date with respect to dividend cuts/suspensions in my Portfolio. In the past few weeks, plenty of companies have taken the action to conserve cash to…
Read MoreApril brought a respite from plunging stock prices and declining Portfolio value. This was certainly good to see. However, dividend suspensions and cuts appear to be on the rise as…
Read MoreIt’s been well over a month and I’m still sheltering in place at home due to the pandemic. No end is in sight just yet, but as the weeks go…
Read MoreI recently made another small share purchase, growing one of my existing Portfolio positions. The shares I purchased were those of General Dynamics (GD). GD is a global aerospace and…
Read MoreA quick turnaround for this next ‘Article of Interest’ post. We’ve now reached the lucky 7th post in this series, with the last one appearing less than 2 weeks ago. …
Read MoreWell, it’s been 1 month since I made any Portfolio transactions. This is quite the change from all the activity I generated in Q1. However, while the activity level has…
Read MoreTime for another ‘Article of Interest’ post. This is now the 6th post in this series, with the last one appearing two months ago. This time I share another article…
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