Week in Review

Blog Update

This week I finally decided to do a little housekeeping on the portfolio section of the site, getting rid of the XIRR column – which is probably meaningful only to me, and adding price (updated with roughly 20 minute delay), prior dividend, dividend frequency, ex-div date (which may or may not be retained) and cost basis.  The Div Wt column is updated when a dividend is credited and reflects the YTD weighting which is most accurate at the end of each quarter.  Basically I’m trying to reduce manual intervention.

Weather Updates

As Texas begins their recovery process from Harvey, Irma slams into Florida and Jose is lurking just behind.  One has to wonder as to the luck of Maersk (AMKBY) who diverted the Ohio from Houston (Harvey) to Freeport (Irma).   I’m also keeping an eye on Antigua and Barbuda where I’ve frequently vacationed and enjoyed their hospitality on my honeymoon years ago.  Impacted issues may include Disney (DIS) and Comcast (CMCSA) as well as the entire Florida tourism and orange businesses.

The End of the Year

As I was updating the site, I realized that two issues have already paid their final 2017 dividends.  Delving a little deeper shows all of my holdings are past the ex-dividend date for a September dividend leaving but one quarterly payment remaining.  This is only a reminder that time is running out on impacting 2017.  Generally I enter October with an eye on the strategy for the upcoming year as most of my moves will have a minimal impact on the current year.

More Dollar Weakness?

Deutsche Bank argues that more weakness is in store for the US dollar as a result of current monetary policy and a failure of the market to price in further 2017 rate hikes.  They may be onto something as hurricanes and a lack of rational policy agendas from Washington can also be added to the mix.  Now this could be good for exports but lousy for the typical consumer.

Hope your week was uneventful.

 

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