Here is the update for my Daedalus portfolio for January 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing Daedalus Income Portfolio. You might not understand what I wrote below if you haven’t read this post. All my personal planning notes such as income planning, insurance planning, investment & portfolio construction will be under my personal notes section of this blog. You can also find the past updates in the section.

Portfolio Change Since Last Update

The portfolio was valued at $1.534 million at the end of January and is at $1.501 million at the end of December. We reported a portfolio change of $33,000 for February 2025. As of 6th March 2025, the portfolio is valued at $1.453 million. Here are the primary security holding returns for the month-to-date and year-to-date: The...