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December 2020 Portfolio Update – A Nice Bookend

It feels odd to be writing my December portfolio update right now in late January, but it’s been a busy few weeks and it’s better late than never. The holiday period was a bit of a whirlwind, so I’m piecing this together as I watch the AFC Championship...
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Five Year Plan, Update #5 – The Grand Finale

Quite a lot can change in just a few years. The genesis of my Five Year Plan goes back to August 2015. To that point, I had been investing with a general strategy of increasing my ownership in high-quality income-producing investments (e.g., dividend paying stocks)—I refer to this...
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