MA - My Dividend Growth Portfolio - 35 Holdings 6 Sells 2 Buys
What's New?
After a calm August, the investment pendulum swung back to an active September. At a high level I have continued to pivot my portfolio more towards growth. In the transaction section I will highlight what has changed and why it did. Some slower growing dividend names have been cut in favor of quicker earnings growth. That said, I am continually watching for great dividend investment ideas. In fact, I know opportunities will present themselves, it just may take some time.
I also split off my "alpha" ideas into their own article. This article