The month (and quarter) has drawn to a close and am waiting for some foreign dividends to post before being able to officially call the month. It appears that the dividends are up Y/Y, down Q/Q (mostly due to a shift in pay date) and portfolio flat against the S&P. But I’ll do my normal elaboration next week.
It’s getting to be that time of the year and since I don’t think the grandkid reads this thing, I figured I’d share one of the presents she’ll be getting. Just to review, each year since she came to live with us she has received shares in a company as a gift. This gift has been purchased in a company DRIP, established as a Custodial Account of which I’m the custodian. Generally, the company is one in which she can relate, i.e., Trix was her favorite cereal as a kid hence the General Mills stock.
Six degrees of separation is the theory that everything is six or fewer steps …
“Invest in what you know (coupled with serious fundamental stock research)” attributed to Peter Lynch
“Own What You Love” Loyal3 slogan