Another month is in the books and it's time for our April 2023 dividend portfolio update!
We will try and keep this update relatively short and to the point. After driving 1,400 miles in about a day and a half, and then attending a ton of different graduation festivities for our son, we are pretty wiped out. Finding any time in our schedule to write blogs is a challenge so we will get to them when we can.
In April we made a few moves and adjustments to our portfolio. Frankly, I became annoyed with looking at turds like MPW and WBD floating in our portfolio. So I decided to flush them down the toilet and move on.
It was a long time coming for WBD as it was a spin off we inherited from AT&T. We had hoped WBD would become a content juggernaut and growth story. Instead we got a POS that never did anything but suck.
As for MPW, they might eventually turn it around, but the position was very small and turned speculative. After keeping a close eye on it for awhile I just decided I no longer wanted to play that game.
No comments:
Post a Comment