Recent Posts

Dividend Income – November 2023…

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I am reminded when engaging with various DIY investors that the context of the investing situation is often misunderstood. As investors, we often look at a situation through our own experiences and I share my progress on 3 different portfolios to put the strategy and decisions into a specific context. ...

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HCAL vs HFIN Decision…

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A reader recently asked if I considered HFIN since I hold HCAL in the corporate account. The short answer is no. When I started the account, I was focused on keeping it all simple with the banks and covered calls. Covered calls can amplify your income but also your loss ...

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Market Monday: The Week Ahead….

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Blog: December 2023 As of 12/06/2023   Indus: 36,054 -70.13 -0.2%     Trans: 15,230 -59.66 -0.4%     Utils: 879 +12.34 +1.4%     Nasdaq: 14,147 -83.20 -0.6%     S&P 500: 4,549 -17.84 -0.4%   YTD  +8.8%    +13.7%   -9.1%    +35.2%    +18.5%     34,500 or 36,400 by 12/15/2023   14,500 or 15,800 by 12/15/2023   900 or 825 by 12/15/2023   13,700 or 14,450 by 12/15/2023   4,450 or ...

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Dividend Income – October 2023…

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While October was pretty gloomy on the stock market, November did start to show some positive signs with the earning calendar in full swing. With the state of the markets we are in, there is so much discount that it’s the best time to deploy money. If you don’t have ...

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