Gedal Notes

Dividend Portfolio Update #6

By

zachgedal

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#6 Adding $1 of Meta – Dividend Portfolio Update #6

This month, our portfolio saw consistent growth, with notable enhancements across all sectors, including a new minor investment in Meta. Here’s the latest on our holdings and strategic movements:

Overview

Detailed Portfolio Allocation:

1. Apple Inc. (AAPL)

• Shares Held: 0.515767

• Current Value: $118.37

• Comment: Apple remains a significant driver of our portfolio’s performance, bolstered by its latest product launches and market strategy.

2. Microsoft Corp. (MSFT)

• Shares Held: 0.168987

• Current Value: $70.48

• Comment: Microsoft’s expansion in cloud services continues to position it favorably in our tech allocation.

3. HFBL

• Shares Held: 7.08

• Current Value: $87.55

• Comment: HFBL’s performance remains strong, with stable dividends and consistent market share growth.

4. Costco Wholesale Corp. (COST)

• Shares Held: 0.061265

• Current Value: $55.60

• Comment: Costco continues to benefit from robust consumer demand, reinforcing its position in our consumer staples sector.

5. Dell Technologies Inc. (DELL)

• Shares Held: 0.198227

• Current Value: $24.19

• Comment: Dell’s strategic initiatives are paying off, showing stable returns and potential for growth.

6. Meta Platforms Inc. (META) – Most Recent Addition

• Shares Held: 0.001699

• Current Value: $1.00

• Comment: A symbolic addition to diversify into social media and digital advertising, reflecting our strategy to tap into emerging tech sectors.

Strategic Adjustments:

• Broadened Tech Focus: With the addition of Meta and further investments in Dell and Microsoft, our strategy emphasizes diversified growth in technology and stable dividends.

Forward Outlook:

Our approach remains balanced between income generation and capital appreciation. We are vigilant in monitoring market dynamics to adjust our strategies for maximum benefit.

Conclusion:

We maintain a disciplined and strategic investment approach aimed at long-term growth and resilience. Your engagement and trust are vital as we navigate through diverse market conditions.

Portfolio Snapshot:

• Total Value: $357.19

• Holdings Overview:

• AAPL: 0.515767 shares, $118.37

• HFBL: 7.08 shares, $87.55

• MSFT: 0.168987 shares, $70.48

• COST: 0.061265 shares, $55.60

• DELL: 0.198227 shares, $24.19

• META: 0.001699 shares, $1.00

Thank you for your continued support as we strive to optimize our portfolio performance and meet our strategic goals.

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