Tag: Portfolio
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Simply Safe Dividends: What It Costs and Why I Use It
I started using Simply Safe Dividends in 2019, when I found it through a newspaper column by Elliott Raphaelson in the Chicago Tribune. His description matched exactly what I was trying to do with my own money at the time. I had spent years with everything sitting in money market accounts, high yield savings, and…
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The Portfolio I’d Build at 25, Knowing What I Know Now
I was never comfortable with investing in the stock market. It always felt like gambling to me because I could not understand what caused a stock to go up or down. I was a fan of passbook savings accounts when I was a kid though. And while it wasn’t explained to me then, putting money…
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Portfolio Changes
I made some structural changes to both this web site and my portfolios over the past few weeks. Nothing dramatic happened on the buying or selling side. The changes were administrative and organizational and they better reflect where I am at this stage of life. The biggest change was consolidating my Medium Yield and High…
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June Portfolio Recap
In June, my annual income rose by $87 due to dividend increases from seven holdings: Additionally, key updates: Portfolio Summary (as of June 27, 2025) Weekly Performance: Monthly Performance (since June 1): Year-to-Date Performance: Performance Since Inception:
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Portfolio reallocation time
I haven’t posted in a long time. I’ve been busy with other projects. But, I’m back! And I’m letting you know that I completed a minor reallocation of my holdings. So check out the portfolio pages for the updates. All three portfolios got updated. I have pared back some holdings and added one new one.…
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Updated all portfolios
It’s been about a year since I updated the spreadsheets on my portfolios. There have been some changes since May of last year that I never blogged about. You can view the complete portfolio here or you can see each individual portfolio following the links below. Here are some changes to my Low Yield Portfolio…