Investments – Page 3

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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April 2024 Financial Update

Published on May 10, 2024April 11, 2026 by 2 Comments

Hello again! We are pretty late publishing our April 2024 financial update blog, but for good reason. We made the cross country trip from Utah to Pennsylvania so that we could attend our son’s college graduation! It’s crazy how quickly four years flew by and we are so proud of him! He the first person to graduate college from my side of the family and he did it with honors to boot. Obviously he gets his smarts from Mrs. RVF’s side of the family.

Thankfully, he already has an amazing job opportunity lined up starting in the fall. There’s also a good possibility that he will not be too far from our new house during a good portion of his onboarding time. So that might be a very nice bonus! In the meantime he will be taking a well deserved trip across Europe, which we are very jealous about. As for us, we will be mooch docking in his apartment until he gets back home. Then we will make the journey back across the country to Utah.

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April 2024 Dividend Portfolio Update

Published on May 5, 2024April 11, 2026 by Leave a comment

Another month is in the books and it’s time for our April 2023 dividend portfolio update!

We will try and keep this update relatively short and to the point. After driving 1,400 miles in about a day and a half, and then attending a ton of different graduation festivities for our son, we are pretty wiped out. Finding any time in our schedule to write blogs is a challenge so we will get to them when we can.

In April we made a few moves and adjustments to our portfolio. Frankly, I became annoyed with looking at turds like MPW and WBD floating in our portfolio. So I decided to flush them down the toilet and move on.

It was a long time coming for WBD as it was a spin off we inherited from AT&T. We had hoped WBD would become a content juggernaut and growth story. Instead we got a POS that never did anything but suck.

As for MPW, they might eventually turn it around, but the position was very small and turned speculative. After keeping a close eye on it for awhile I just decided I no longer wanted to play that game.

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