Portfolio

Portfolio Recap 2022

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

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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Portfolio Review – October 2022

October was a volatile month for the stock market. It started with a small but strong rally, sold off to new yearly lows, then rallied considerably over the second half of the month. We also saw the US government enact strict sanctions over advanced semiconductors and semiconductor equipment sales to China, and big tech earnings …

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Portfolio Review – September 2022

September followed a common theme mentioned in the August portfolio update: “Don’t fight the Fed.” The Federal Reserve has been signaling inflation is too high and employment is too strong. They’ve even come out and said that people need to feel some “pain” when it comes to the economy. Combine that with the ongoing energy …

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Portfolio Review – August 2022

August was an interesting month for the stock market. During the first half of the month, the market continued its rally off the June lows. However, the second half of the month brought selling pressure that intensified over the final week. Concerns have risen over the economy, the Fed’s intention to continue raising rates, and …

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Portfolio Review – July 2022

July was a busy month for buys and sells in the portfolio. I have been working towards moderately rebalancing and adjusting my industry exposure and concentration. For example, coming into the month I owned 3 retailers, all with similarities/overlap in Home Depot, Lowes, and Tractor Supply. In Pharmaceuticals, I owned AbbVie, Amgen, and Bristol-Myers. With …

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Portfolio Review – June 2022

Markets continued to trend downward over the course of June, opening up new buying opportunities in previously expensive sectors. Despite recession fears and overall uncertainty, I am continuing to build up my positions. While nobody can predict the future, I wouldn’t be surprised to see markets bottom before the actual economy. Inflation may have already …

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Portfolio Review – May 2022

The S&P 500 temporarily entered a bear market in May, with intraday lows on May 20th surpassing a 20% drop from all-time highs. Despite this mid-day drop the market actually closed slightly in the green for the month of May. The last week of May was the first green week the market had over the …

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Portfolio Review – April 2022

April was one of the worst months for the stock market we have seen in years. The Nasdaq fell about 13.3%, its worst monthly performance since October 2008. The S&P 500 lost 8.8%, its worst month since March 2020. Fears over inflation, economic growth slowing, and rising interest rates all contributed to stocks taking a …

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