#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.
