It has been almost one month since I created my Value Portfolio. This post is my first Value Portfolio Update on a long journey of monthly updates. ...

“If a man knows not to which port he sails, no wind is favorable.” Seneca the Younger Our goal is to build a portfolio of properties and financing ...

Winter Sunrise in Oakville, Ontario, Canada I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index ...

Here’s my 2024 Year End income update as a companion post to my 2024 Year End asset allocation & performance update. Even though I don’t focus only ...

Fidus Investment: Resilient Portfolio Strategy And Health Dividend Coverage

What caught my eye this week. Was there ever a rationale way for investors with a 60/40-style equity/bond portfolio to avoid the worst of the government ...

Here’s my Year End 2024 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but ...

Well that’ll do nicely. The Slow & Steady enjoyed 9.5% growth over the past year. Not bad for a portfolio on auto-pilot. I think it’s fair to say that ...

Some of the biggest holdings in the Gates foundation's trust are surprisingly non-tech. Bill Gates would be ...

I believe real estate investment is a powerful tool for building wealth.  If you’re familiar with the Passive Income MD community, you ...