July 2023 Dividend Portfolio Update

The summer is flying by and it’s hard to believe it’s already time for our July dividend portfolio update! Going into the month we were prepared for a weakness after a strong performance in June. However, the markets had other plans as our dividend portfolio zoomed to new highs. This time it was the big guns like J&J, Abbvie and even MMM that rebounded from lows and added some much needed spark to our portfolio. Of course there always has to be a few dogs and this month it was telecom a AT&T and Verizon fulfilling that role.

That brings us to the steaming pile of garbage that is Warner Brother Discovery. I had high hopes for this company after the spinoff from AT&T. Their presence in streaming and large portfolio of content should have push growth and set the company and investors up for success. But those hopes have pretty much been dashed as this company turned into a giant turd that can’t seem to do anything right.

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We Got A Job!

Well sort of. We have now been at the same campground for over a month and for the most part we have enjoyed our time here. While Mrs. RVF continues working her full time job I have spent most of my time doing strenious activities like hiking, fishing, vehicle maintenance and tending to our new mini dividend portfolio.

One thing you get to see when you are at a campground for an extended period of time, as opposed to just overnighting or stopping for a weekend stay, is the business side of running a campground. The daily chores, maintenance, unexpected problems, contractor delays and the never ending projects that campground owners work so hard to complete in order to better their property. All of this is going on while at the same time trying not to disrupt service or create a negative experience for their customers. It’s a delicate balance and as much fun as it sounds like it would be to own a campground it really is a tough business.

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