Gedal Notes

Dividend Portfolio Update #5

By

zachgedal

Published on

in

,

September 2024

This September, our portfolio demonstrated steady performance with key holdings such as Apple, Microsoft, HFBL, and a notable recent addition, Dell, showing resilience and growth potential. Here’s an updated look at our holdings and strategic movements.

Overview

Detailed Portfolio Allocation:

1. Apple Inc. (AAPL)

• Shares Held: 0.431412

• Current Value: $95.98

• Comment: Apple continues to be a pivotal component, driving growth with its innovative products and strong market presence.

2. Microsoft Corp. (MSFT)

• Shares Held: 0.124294

• Current Value: $53.12

• Comment: Microsoft’s stronghold in cloud computing and software solutions keeps it as a cornerstone in our technology investments.

3. HFBL

• Shares Held: 5.65

• Current Value: $72.56

• Comment: HFBL remains vital for its niche market potential and reliable performance metrics.

4. Costco Wholesale Corp. (COST)

• Shares Held: 0.040046

• Current Value: $36.64

• Comment: Costco’s consistent growth and dependable dividends make it a staple within our consumer staples sector.

5. Dell Technologies Inc. (DELL) – Most Recent Addition

• Shares Held: 0.036897

• Current Value: $4.13

• Comment: Dell was added most recently, enhancing our tech sector exposure with its stable growth prospects and strategic market positioning.

Strategic Adjustments:

• Focus on Tech and Consumer Staples: With recent buys into Dell and ongoing investments in Microsoft and Costco, we underscore our strategy to focus on sectors with high growth potential and stable dividends.

Forward Outlook:

We aim to maintain a balanced approach focusing on both income and capital appreciation. Market conditions are closely monitored to adapt our strategy for optimal performance.

Conclusion:

Our investment approach continues to be methodical and disciplined, aiming for diversified growth and sustainability. We appreciate your ongoing engagement and look forward to further updates.

Portfolio Snapshot:

• Total Value: $262.43

Holdings Overview:

• AAPL: 0.431412 shares, $95.98

• HFBL: 5.65 shares, $72.56

• MSFT: 0.124294 shares, $53.12

• COST: 0.040046 shares, $36.64

• DELL: 0.036897 shares, $4.13

Thank you for staying updated with our portfolio progress. Your trust in our strategic choices continues to motivate our commitment to achieving the best possible outcomes.

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