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September Portfolio Update: A Season of Change and Strategic Shifts
By Fire By Fourty  •  September 12, 2023
As September rolls in, it brings along a whirlpool of changes in my investment horizon. The past three months have been somewhat of a still water phase with the S&P moving along sideways. However, I took this time to reassess and realign my strategies, focusing heavily on dollar-cost averaging into Tesla and the S&P 500. Before we delve into the nitty-gritty, here's a glimpse into the significant shifts in my portfolio. Dividend Portfolio Overhaul Earlier this year, I embarked on the journey of rebuilding a dividend portfolio, having picked some winners like the Parkway Life REIT at an acquisition price of $3.73 per share. However, I decided to undertake a significant overhaul of this portfolio recently. Now, only the Maple Tree Logistics Trust and CapitaLand China Trust (CLCT) remain, and even they are lined up to be liquidated soon. Here are the three pivotal reasons behind this strategic shift:...
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By Fire By Fourty
Join me on the journey to FIRE by 40! I share insights on investing, smart money habits, and achieving financial independence. Let's reach our goals together!
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