My Investing Journey

  • D.6 | #META_Unveiling Meta Platforms: A Vanguard in Social Media and Technological Integration

    D.6 | #META_Unveiling Meta Platforms: A Vanguard in Social Media and Technological Integration

    (Oct. ’24) // #6 Facebook’s Ledger: Unmasking Meta’s True Dividend Play & Social Dominance Introduction Meta Platforms, Inc. (META) stands at a pivotal juncture. As it charts its course through the evolving social media landscape and the nascent metaverse, investors are keen to understand its true dividend potential and enduring social dominance. This analysis dissects Read more

  • Dividend Portfolio Update #5

    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 • Read more

  • D.5 | #DELL Introducing Dell Technologies: A Leader in Innovation and Enterprise Solutions [#5 – Sep. ’24]

    D.5 | #DELL Introducing Dell Technologies: A Leader in Innovation and Enterprise Solutions [#5 – Sep. ’24]

    Stock #5 | Sept ’24 | (DELL) Understanding Dell Technologies: A Leader in Innovation and Enterprise SolutionsBy Zachary Gedal | 9-minute read Discussion of Dell Technologies We’re excited to introduce Dell Technologies Inc. (DELL) as our August stock selection. This addition aligns with our strategic focus on the technology sector and its potential for growth Read more

  • Portfolio Update #4 [Aug ’24]

    August 2024 Portfolio Update August brought positive performance across our portfolio, with Apple, Costco, and our new addition, Dell, demonstrating resilience and growth potential. We’ve made key strategic adjustments to further refine our strategy and remain optimistic about future returns. Read on for detailed insights and our ongoing investment outlook. Current Portfolio Allocation: 1. Apple Read more

  • D.4 | Introducing Costco: A Retail Giant with Exceptional Dividend Consistency

    D.4 | Introducing Costco: A Retail Giant with Exceptional Dividend Consistency

    Stock #4 | Aug ’24 | (COST) Holding #3 – July ’24 Addition #COST | Understanding Costco: A Retail Giant with Exceptional Dividend Consistency By Zachary Gedal Discussion of Costco Wholesale Corporation Table of Contents Part 1: Company Overview and Philosophy Part 2: Dividend Philosophy and Sustainability Part 1: Company Overview and Philosophy Introduction Costco Read more

  • Portfolio Update #3 [Jul ‘24]

    July 2024 Portfolio Update Welcome to the third update of our investment journey. This month, we’ve made Current Portfolio Allocation: 1. Apple Inc. (AAPL): $42.00 2. HFBL: $21.00 3. Microsoft (MSFT): $1.00 Detailed Overview and Strategy Updates: Apple Inc. (AAPL): • Investment: $42.00 • Strategy: We continue to leverage Apple as our foundational stock due Read more


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