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…
Category: Portfolio Updates
I keep a watchlist of companies I would like to add to the portfolio. These posts share and updated positions.
June 2023 Portfolio Review
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…
May 2023 Portfolio Review
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….
April 2023 Portfolio Review
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…
March 2023 Portfolio Update
March went out with a bang as the market finished up the quarter with a nice rally. The S&P is up over 7% to start the year, looks like investors are unfazed with the all the economic turmoil. Best part of dividend investing, doesn’t matter if the headlines are good news or bad news those…
February 2023 Portfolio Update
How quick time goes by, can’t believe we are already into March of 2023. Spring Training has begun and the boys of summer will start playing games that count before we know it. Dividends Received The middle month of the quarter is always the lowest as far as dividends received and…
January 2023 Portfolio Update
I can’t believe the first month of 2023 is in the rearview mirror. That went by rather quick and it seems the older you get the faster the days go by. This year the market is starting in the exact opposite of 2022, where last year it went into a straight decline so far 2023…