In this blog we provide an update on our financial portfolio for the 3rd quarter ending 2025. We also give our opinion on the economy and the government closure.
Mid Year Financial Update
Sitting on a flight to Washington seems like a good time to write our mid-year financial update blog. Might as well take advantage of the boredom and pass the time in a constructive way.
In January we gave our year end financial update of our portfolio. You can find that blog here if you are interested in a recap. The most amazing part of that update was that despite the outflow of cash and expense of building a home our portfolio still managed to end the year up $41,039 or 2.87%! It was perfect timing for the markets to have a nice year with everything we had going on. December could have gone better, but that’s how it goes.
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Getting Back On Track
Hello there! Yep, we are still here! It has been so long since we have had a moment to even think about this blog. We don’t even know where to start so let’s just dive in and see where we go.
Ever since we moved back into a house it has been one thing after another. But, not in a bad way. We have just been preoccupied with the seemingly endless amount of chores and maintenance of our property. Until now, this blog isn’t something we haven’t even thought about this year. To be honest, the only thing that reminded us of it was having to pay for it.
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Sorting It Out
Howdy y’all!! It’s a new year and things are getting back to normal. It’s a new normal and a new routine, but we sure are loving every minute.
It’s getting downright cold here in north central Texas! It’s moments like this where we do not miss living in our RV. Plywood and fiberglass was never conducive to a warm environment in freezing temperatures. The only thing worse than a full shitter would have been a frozen shitter. Yuck!! Thank god that never happened to us!
When we published our last blog our financial situation was clear as mud. We didn’t know how much we were paying for the house we built and already living in! We knew the cost of the construction, but that was only the starting point. None of the details had been finalized and they kept changing which made a frustrating situation even worse.
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Starting Anew
Hello there! It’s been awhile since we have posted a blog. It’s been even longer since we posted a blog that wasn’t a financial update of some sort. Over eleven months as a matter of fact. In that blog we wrote about buying our property in Texas and being excited to start building our home. Little did we know at the time we were in for a wild ride.
As we started our home building journey it quickly became clear that our original plan was not going to work out. The builder we had at that time was becoming very difficult to deal with. After discovering some questionable line items on our build budget that relationship came to a very abrupt and contentious end.
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September 2024 Dividend Portfolio Update
Welcome to our September 2024 dividend portfolio update. This month was a continuation the last couple of months with the markets eventually heading higher after a sluggish start.
The only difference this month was that we hit a point on one of our positions where it was time to cut bait and run. That position was 3M (MMM). After looking at some of the personal finance folks on social media it seems we were not the only ones looking for some sort of exit point on this stock.
We entered this position in 2021 and rode the downfall through lawsuits, lower earnings and eventually a dividend cut. The company finally seems to be getting on better footing, but it no longer fits in with our plan. With the stock making highs it was time to sell out.
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August 2024 Financial Update
Welcome to our belated August 2024 financial update blog! We didn’t know if we would ever have a chance to get to this blog. We have been over the top busy with little time to spare.
In last months blog we said that we were on the verge of heading to Texas permanently. We wanted to be present for the final stages of our build and make sure everything was moving along. Well we made the move and have been living in a hotel since the middle of August.
It’s great to be so close so we can see the progress being made in person. It has also allowed us to be present to deal with some issues that have come up. The only downside has been the cost.
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August 2024 Dividend Portfolio Update
Another month in the books which means it’s time for our August 2024 dividend portfolio update!
Much like July, the month of August was pretty crazy. Once again most of our time was spent dealing our home build. And eventually we made the long drive back to Texas to stay for good. Once we finally got settled in at our hotel and took care of a few things we were finally able to catch up on other things, like our investments.
While we didn’t have a lot of time to focus on investing we were at least able to make some moves. As usual investable funds were scarce because we have no time to focus on generating income. So we did the best with what we had which was still tough with the markets flying.
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