March proved to be an ugly month for stock performance, punishing my overall Portfolio value, but at least my dividends kept piling up as usual.  These days I’m using my dividends for living expenses so it’s nice that the amount is quite predictable.

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The stock market took a turn for the worse in March.  The conflict with Iran that begun on the last day of February has heightened risks in the Middle East, driven up energy prices, raised investor uncertainty, and escalated inflation concerns.

Note – the monthly percentages noted below are through 3/23/26.

The S&P 500 is down almost 5% over th...

In the first half of March I executed some Portfolio transactions, and I’m here now to share the details of those moves.  I made 4 moves in total – 1 trim and 3 purchases of existing holdings.

For the trim, I sold a portion of one of my Communicat...