Another wild month of 2026! If you don't feel it yet, you will soon. The end of a cycle is coming, whether you like it or not. Gold is the tell-tale sign, and with oil wanting to climb higher and higher, so will yields. That poses grave concern for the market, for government debt, and for other debt out there in this world of easy money. Perform one of these check-ups every quarter on your portfolio. It will be wise and prepare you for what's ahead! Some notables: - Telus has dropped all the way down to its ... what for it ... IPO PRICE! - WCN signals that the garbage business works in all cycles! - XOM + CNQ and others are the cash flow machines now! - Any pullback in capex AI spending signals better pushes from the market ... look at MSFT. But this is only temporary. There is still no returns on AI. - AAPL is looking like the genius. And more! Are you building a cash position yet?read more
This week ending on Halloween My brokerage paid $6.76, down from last week My Roth paid MAGY paid $1.10 HOOW paid $1.89 PLTW paid $1.24 NVII paid $2.02 YETH paid $1.67 XDTE paid $0.59 QLDY paid twice for $1.92read more
At the beginning of the week, my portfolio was recovering very nicely, but a sharp sell off at the end of the week knocked my portfolio off its high horse. Earlier this week, I showed that I have received 90% of my cost basis back in cash dividends since August of 2024. This week, I face a choice with what to do with the $16,000 I am going to put into my portfolio. Truthfully, I have gone back and forth on it. I could double down on CHPY and GPTY and rebuild YRAM and DRMY with the $16,000, but would I be able to get return on investment in the form of dividends within about 2 years again? I believe semiconductors and AI have a bright future in regards to performance, but I am not so sure I would be able to get ROI again within two years. Not to mention, while $CHPY and $GPTY have been doing well, if IV stays high and its underlying isn't doing extraordinarily well, you are going to see NAV erosion. It isn't a question of if these funds' NAV will erode, it's a question of when. Although, I think semiconductors are much better for these type of funds than most sectors. So, I am thinking about the long term. I want to hold CHPY and GPTY because I believe they will continue to do well going forward, but, with this new money I am putting in, I am strongly considering investing them in income funds that are not as aggressive while hanging on to what I have with CHPY and GPTY. And, if CHPY and GPTY continue to do extraordinarily well, I will still benefit heavily because I already have a bunch of money in the semi/AI sector through these funds. Another reason why I am considering putting the new money into lower yielding funds is because I am in need of less cash flow from my investments compared to what I assumed I would need. Right now, I already get paid enough in dividends to cover the necessities. I want to do better than that, of course, but I have other sources of income right now such as book royalties and gig work that I do part time as needed as I build out what's next in my career. There seems to be little point in aggressively pursuing option income with a significant new deposit when I am not in need of the income and when that income I am not using will be taxed eventually. As for the outlook of AI and semiconductors, they remain the most profitable companies in the industry. Demand remains high and AI players are keeping CapEx steady for raising CapEx. This bodes very well for semiconductors. If you are not happy with your cost basis in CHPY or GPTY and you really want to own more of the funds, or, if you have none at all, this is a VERY good time to buy. read more
Quite a few interesting companies reporting next week, and these are the ones I’ve got my eye on 👀 My watchlist for the week: 🟢 Monday – $O (Realty Income) 🔵 Tuesday – $BKNG (Booking Holdings) & $BR (Broadridge Financial) 🟢 Wednesday – $MCD (McDonald’s) & $LMAT (LeMaitre Vascular) 🟣 Thursday – $ZTS (Zoetis) 🔵 Friday – $CTRE (CareTrust REIT) There are also a few bonus companies from the earnings calendar that have caught my attention: $AAPL – Apple $YOU – Clear Secure $GRAB – Grab (already holding 350 shares!) $AMD – AMD $UBER – Uber $CELH – Celsius My main focus will always be dividend growth investing. I love finding quality companies that can grow their earnings and dividends over the long term. However, I don’t mind keeping an eye on a few growth opportunities along the way! Let’s see what next week brings. 👀 Which companies are you most looking forward to hearing from next week? read more
Well, my August 2026 $INHI buy at $11.99 looked great when I bought it as it went up to almost $18. Then queue October 30th…return is down but my dividends went up by almost $400 from September to October and that is the number I’m looking at. With some of these ETFs taking huge drops yesterday, I’m going to get back in a couple at a discount. Let’s go November!
Double-digit yields with NO price decay 🔥 $TSPY 13.9% yield | +38% total return $FTQI 12% yield | +143% total return $SEPQ 11% yield | +79% total return $OVS 10.8% yield | +114% total return $OVL 10.5% yield | +203% total return Paid monthly, and the share price held up 📈 Which one do you own? read more
