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July 2023 Portfolio Review

Posted on August 4, 2023 by invspot

Portfolio Review Summer is breezing by, the sunny days seem to pass rather quickly. Maybe it’s just from the enjoyment of spending time outdoors either the back yard or at the shore I love the summer. Time doesn’t stand still and neither does the Stock Market the S&P kept chugging along thru July and finished…

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Mistakes were made…time to cut my losses bye ATT

Posted on July 18, 2023 by invspot

Selling two under performers and replacing them with… Even the best investors make mistakes so for a little guy like me it would be no different. It’s part of the process and we can only hope to learn from our failures. When I first began to focus on a dividend portfolio back in 2021, I…

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July Mid Month Options Trading update

Posted on July 16, 2023 by invspot

Options Trading Update We are half way thru the month of July and here is an update of my options trades. I mainly use the wheel strategy, this is where you start off writing a Cash Secured Put until you are assigned. Once assigned you then reverse coarse and write a Covered Call each time…

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wealth building

Unleashing the Wealth-Brewing Potential from a $5 Cup of Coffee

Posted on July 5, 2023 by invspot

Unleashing the Wealth-Building Potential from a $5 Cup of Coffee I would love to start investing but I just don’t have the money. I hear this a lot and it’s a shame people use it as an excuse, if they only took a little time to see the big picture I’m sure they could find…

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Portfolio Review

June 2023 Portfolio Review

Posted on July 3, 2023 by invspot

Portfolio Review Market can go up, down or sideways but the dividends keep rolling in and I love the quarter ending months as they produce the sweetest fruit. The S&P just ripped thru June and finished up 6.3% if you have been sitting on the sidelines because of the “recession fear” you missed out on…

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May 2023 Portfolio Review

Posted on June 17, 2023 by invspot

My apologies for the late update, life and work has been busy and as the weather improves I tend to spend more time outdoors and enjoy it while it lasts. My overall performance was slightly down for the month at -1.62% but up or down those dividend keep rolling in and that’s all the matters….

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April 2023 Portfolio Review

Posted on April 29, 2023 by invspot

The days, weeks and months seem to be flying by. I can’t believe we are heading into May already and summer will be here soon. The market started the month is a steady uptick before leveling out for the last 2 weeks as companies began to report earnings. We continue to have some banks, mostly…

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  • July 2023 Portfolio Review
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    Unleashing the Wealth-Brewing Potential from a $5 Cup of Coffee
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    June 2023 Portfolio Review

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