Performance Check – Air Lease (AL)
Time 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…
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Recent Transactions (Stock Swap!)
Yesterday I made an adjustment to the Portfolio, selling one stock, then buying another with the sale proceeds and a little extra cash. Here are the transaction details… Ensign…
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A Look at My Atypical Portfolio Distributions
Recently, I opened up my brokerage statement for this tax year (2017). One section of the statement was a 1099-DIV for my taxable Portfolio, showing a breakdown of the 2017…
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Monthly Dividend Income (Mar. 2018)
Spring has sprung! With the new season comes new growth, not only for the flowers in the garden, but for the dividends in my Portfolio. In March, the markets continued…
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Recent Buy – CAH
As I recently alluded to in my Portfolio Thoughts (Mar. 2018) post, adding a few shares of Cardinal Health (CAH) was a possibility. The stock price of CAH has been…
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Portfolio Thoughts (Mar. 2018)
The stock market continues to be volatile. This past month the primary contributor to the volatility appeared to be a potential trade war with our foreign trading partners, especially China. …
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Monthly Options Income (Mar. 2018)
Welcome to another Monthly Options Income post. I ended up writing 3 options this past month, 1 call option and 2 put options. These were written not too long after…
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Portfolio Breakdown
I like to look at my Portfolio construction from different aspects. It’s possible that it might uncover things that I wish to change by viewing my Portfolio in this manner. …
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Monthly Dividend Income (Feb. 2018)
After the return of volatility in the markets, February turned out to be a fairly significant downer in terms of portfolio value for me. Thankfully though, I can always count…
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Portfolio Thoughts (Feb. 2018)
At the time of my last Portfolio Thoughts post, the market had just peaked. A 10% drop swiftly ensued, followed by a fairly brisk recovery of over half of the…
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