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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
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![D.5 | #DELL Introducing Dell Technologies: A Leader in Innovation and Enterprise Solutions [#5 – Sep. ’24]](https://gedal.org/wp-content/uploads/2025/12/0e68f9a6-268d-4db2-a601-079184ba9698.png?w=1024)
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
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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
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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
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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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D.3 | A Deep Dive into Microsoft: Dividend Investing in a Tech Behemoth
Stock #3 | Jul ’24 | (MSFT) Understanding $MSFT: A Behemoth of Technology and a Dividend Prince By Zach Gedal | 30-minute read Part 1: Company Overview and Philosophy Part 2: Dividend Philosophy and Sustainability Introduction Microsoft Corporation (Ticker: MSFT), a pivotal player in the global technology sector, offers a broad array of software products,… Read more
My Investing Journey
Hey there, fellow investor!
About Me
Whether you’re here to uncover hidden dividend gems, level up your investing skills, or stay in the loop with the latest market events, you’ve landed in the right spot. This blog dives into the coolest corners of the universe—from practical investing tips to in-depth dividend stock reviews. So grab your portfolio, hit that follow button, and let’s conquer the world of investing together! 🚀
As an investor and lifelong student of finance, I’m passionate about demystifying the world of investing. I started this blog to explore everything from dividend investing and wealth management to broader personal finance education, always with an eye toward long-term value and continuous learning. For me, clarity is key—I love breaking down complex financial concepts into digestible insights that anyone can understand.
My goal is to be a trustworthy, approachable guide on your financial journey. I strive to be both professional and personable, sharing well-researched insights alongside personal anecdotes to show you who I am and why I care. I maintain a conversational yet informed tone because learning about finance should be engaging, not intimidating. That means demystifying the jargon without sacrificing depth or nuance, giving you insights that are both accessible and meaningful.
Above all, I never stop learning—Charlie Munger once said “the game is to keep learning”, and I take that to heart. My curiosity drives me to continually explore new strategies and ideas, so I can bring you fresh insights and time-tested principles that help you invest smarter for the long run. Ultimately, I’m committed to sharing high-quality insights and making smart investing accessible to everyone.
