investment – Page 3

August 2024 Dividend Portfolio Update

Published on September 2, 2024April 11, 2026 by 1 Comment

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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July 2024 Financial Update

Published on August 11, 2024April 11, 2026 by 2 Comments

Welcome to our July 2024 financial update! It’s only been a couple of weeks since we posted our June 2024 financial update blog, but a lot has happened in that time.

It looks like we really getting down to the nitty gritty with our Texas home build. Last we saw the interior pieces are starting to come together. And as far as we can tell, at least through FaceTime, everything appears to be working out as planned. That’s a little weight off our shoulders. Not being on site to see everything person had us second guessing some things.

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July 2024 Dividend Portfolio Update

Published on August 3, 2024April 11, 2026 by Leave a comment

Welcome to our July 2024 dividend portfolio update! Most of our time over the last month has been spent dealing with our home build. As such, everything else has taken a back seat in priority.

With our busy schedule there hasn’t been any time to work on generating investible cash. And we certainly haven’t had the time to spend researching companies or reviewing our holdings. So everything is kind of on cruise control until we get a spare minute and some cash.

Before we get to our July numbers we need to keep in mind that our numbers will be over stated this month. This is because the June dividends for SCHD and QYLD both hit on July 1st. This month is essentially reversing the understatement we had in our June numbers. We will do our best to smooth that out below and get some true numbers.

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June 2024 Financial Update

Published on July 27, 2024April 11, 2026 by 1 Comment

Welcome to our very late, and probably brief, June 2024 Financial Update. Better late than never I guess!

We were hesitant to even write this blog given how close we are to another month end. However, with everything we have going on there is no telling when we will be able to get to that month end blog either. So we are using this brief window of free time to give our update.

Since our last update we have traveled back and forth between Utah and Texas twice. Both trips required a lot of our attention as our home build is really getting down to the details. This stage is both exciting and a little scary. Our design choices starting to get implemented into the house so hopefully everything comes together as planned. The problem is that we are now 1,200 miles away and can’t be there to make changes on the fly if something doesn’t pan out. Hopefully when we get back there we don’t have an “oh shit” moment.

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June 2024 Dividend Portfolio Update

Published on July 3, 2024April 11, 2026 by 1 Comment

With another month drawing to a close it’s time for our June 2024 dividend portfolio update. June is normally a large month for dividend distributions which we look forward to. But, for some reason many ETF’s and mutual funds are not funding distributions until July 1st this year. Maybe it has something to do with the new holiday in June?

We will have to keep this in mind when we review our numbers for June and for July as both months be skewed as a result of this anomaly. For our June 2024 dividend portfolio update we will be missing payouts from QYLD and SCHD. QYLD isn’t a huge deal as their payouts can be all over the place. However, SCHD is one of our largest holdings and the distributions are a pretty significant amount for our little portfolio.

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May 2024 Financial Update

Published on June 20, 2024April 11, 2026 by 2 Comments

Welcome to our very belated May 2024 financial update. It seems that all of the cross country travel and probably some stress finally took its toll. Traveling was nice when we were doing it in a big luxury RV. We always had food and snacks in the refrigerator readily available. And when we were tired we would just hit up a rest area and sleep in our own bed. Traveling in a car with three people that is packed full with stuff is a completely different story however.

With our son completing college and getting ready to start his new career we had to empty his college apartment. For a minimalist person he had a lot of stuff! The car was completely packed and every nook and cranny was filled. And with his entire life in the car we didn’t want to leave the vehicle unattended. So with the exception of our three day stay in Texas to check on the our home build we ended up sleeping in the car, sitting upright when we stopped for the night. Not very much fun at all!

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May 2024 Dividend Portfolio Update

Published on June 1, 2024April 11, 2026 by Leave a comment

After a wild month it’s time for our May 2024 dividend portfolio update!

May is always kind of a wild card month and it’s not unusual to get the type of swings we had. Sell in May and go away? Meh! Our dividend portfolio reached another all time high once again. Then it came crashing down shortly after and we thought that was that. Of course we were wrong because it stabilized, rebounded and bam! Another all time high at the close of the month! It was quite the roller coaster!

While it was a fun ride we took a pretty significant hit to our PADI as you will see. The expected MMM dividend cut finally happened which is a setback. It pretty much wiped out half of the progress we made this year trying to reach our $1K PADI goal. It’s a little bit of a bummer when we can only take baby steps to begin with. So while the month was positive it wasn’t great because of this set back.

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