Recent Buy – ACN
Hi everybody. I made a single Portfolio transaction last week that I’d like to provide an update on. It was a purchase of an existing Portfolio holding. The buy took…
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Monthly Dividend Income (July 2025)
Thankfully, all the shifting, Year-over-Year (YoY) dividend payments that I experienced the past two months came to a stop in July. Dividends showed up in the month I expect them. …
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Recent Transactions – HSY, PCN, UNH
I made some Portfolio transactions in the final days of July that I need to post about. It was a trim of one stock and buys of two others –…
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Portfolio Thoughts (July 2025)
With July bringing more positive returns, my Portfolio is looking better than ever. Capital appreciation is occurring in tandem with the ever-reliable dividend income. As retirement draws closer, my Portfolio…
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Recent Sells – AMT & FLO
I continued with my elevated Portfolio transaction activity in July. As a result, I’ve got another pair of transactions to share now. This time around, it’s a pair of complete…
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Recent Transactions – CRM, MAIN, NNN, ACN, PCN
My Portfolio transactions have been limited the past few months. However, I ratcheted those up in the first half of July. Over the course of a few days, I made…
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Monthly Dividend Income (June 2025)
June was another good month for the stock market. My Portfolio value continued to climb higher and those reliable dividends continued to come in. And boy did the dividends come…
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Portfolio Thoughts (June 2025)
The stock market positivity we experienced in May continued throughout June. I was happy to see that, and my Portfolio value reaped the benefits. For the S&P 500, it’s now…
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Recent Buy – PCN
I’m back with another Portfolio update. It’s just one transaction to detail this time… a move I made a little over a week ago. It was an investment in a…
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Monthly Dividend Income (May 2025)
The stock market notched a rebound in May, and my Portfolio value was definitely better for it. The stock market is now attempting to recover all its losses after peaking…
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