Mid-Year Review of 2024 Portfolio Goals
We are already halfway through 2024, so it’s time for a review of my 2024 Portfolio Goals. I need to determine if I’m making progress on achieving these goals. If…
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Recent Transactions – AVGO, NKE, SBUX, DIS
Hello! I’ve got a handful of Portfolio transactions that I made in the first half of July that I’d like to cover. The moves started with a sale… one that…
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Monthly Dividend Income (June 2024)
I closed out the 1st half of 2024 with a bang! It’s been 15 months since my previous record dividend month, but the long wait is over. Even better… I…
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Recent Transactions – AVGO & DOX
Starting in the middle of June, I made some Portfolio transactions and have neglected to report on them. Needless to say, I haven’t been very timely with this update. So,…
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Portfolio Thoughts (June 2024)
The S&P 500 pushed higher again in June, led once again by stocks in the Information Technology sector. The index added about 3% in June and now stands with better…
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Recent Buys – MKC & BLK
Shortly after the calendar turned to June, I added shares to a couple of stocks I already own, continuing to build my Portfolio. The month is off to a fast…
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Monthly Dividend Income (May 2024)
Woohoo! It’s time to tally up my monthly dividends and prepare to smile. With May complete, I have now locked in 5 months worth of income thus far in 2024,…
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Recent Buys – ACN & DOX
During the last two days of May I made a pair of Portfolio transactions. With a new month already upon us, I figured I better take care of sharing the…
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Portfolio Thoughts (May 2024)
In May, the S&P 500 continued its 2024 climb after a 1-month hiatus. The index managed to add another 4% to its 2024 return and now tops 11% for the…
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Recent Transactions – WHR & ENB
I made a pair of Portfolio moves recently and I’m ready to share the details. There was one sale and one buy on the same day this past week. With…
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