Month: May 2025
The Cleansing
Apple was kind enough to give me a 4% raise. Another welcome increase with all of the volatility in the market lately. I updated the dividend payout numbers on the Assets page for not just for AAPL, but for the funds (DIVO, JEPI, PEY, SPHD, BND, etc.) as well. JEPI seems to pay well when…
The Refined Approach
Another week. Another raise. Sysco (SYY) raised their dividend 5.9%. A question entered my mind last week. How do professional wealth advisors or asset managers or even hedge funds build a portfolio? How would they build an income portfolio? I don’t want to beat the market, but I want to try to track it or…