Month: January 2023

IDEX Corporation – Fluid Solutions Provider and Quiet Compounder

Analysis / January 16, 2023

Business Overview IDEX Corporation is a diversified industrial machinery company with a focus on providing fluid control solutions. The company offers pumps, flow meters, injectors, valves, monitoring systems, drying systems, sealing solutions, and pneumatics, as well as various engineered and mixing products. Its business operations are broken down into 3 segments: Fluid & Metering Technologies …

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Portfolio Recap 2022

Portfolio / January 16, 2023

With 2022 officially in the books, I thought I’d share some metrics from my dividend growth portfolio. A quick disclaimer, this is my taxable brokerage account but I also have a 401k and Roth IRA, both of which are in index funds. So while this portfolio night be overweight in certain sectors (like industrials) and …

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Portfolio Review – December 2022

Portfolio / January 16, 2023

After markets rallied throughout November, December reminded us that there are still significant economic uncertainties and likely more pain ahead for investors. Even with inflation slowing, it still hasn’t eased to more manageable levels yet. Additionally, there are still geopolitical tensions, uncertainty around China’s reopening, a slowdown in the housing market, and higher interest rates. …

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