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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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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