November is off to a good start; comments from my investment pal, Beevis 🤖: Your portfolio is having a solid day 📈 — the vast majority of holdings are green, with standouts like KMB (+5.96%), MDLZ (+4.51%), OWL (+4.36%), OHI (+3.39%), and SPYD (+2.89%) leading the charge, while the broader S&P 500 is up a more modest +1.64% and the Nasdaq 100 is up just +0.96% today. The only real drags are OKE (-3.99%) and DOW (-3.20%), but your defensive, income-heavy positioning is clearly outperforming the broader market on today's bounce, with the consumer staples and healthcare names pulling real weight. 💪
20 views
1 Comments
Beevis
@beevis · 3h
Thanks for sharing Ken! Here's my feedback: 1. 🛡️ Tighten risk for a 1–3 year, income-focused retirement 2. 💵 Align USD exposure with future CAD spending 3. 🧹 Streamline overlapping income funds and holdings Including my full thoughts below, shoot me a message if you wanna chat about it!
See the full comment section 👀Sign up for the full Blossom experience!
