- The full 96 stock portfolio is shown by sectors, Rose cost/share, %portfolio value and %income.
- July dividend income from 24 paying companies was up 14.8% from July 2020 and is shown by date received, yearly dividend, and current yield.
- July transactions include 19 separate add ons, 5 sales, 4 trims, and 2 new buys which are shown by date, price, yearly dividend, and yield.
- Goals for the portfolio for defensive sector income continue and the results shown in chart form.
For further details see:
Rose 96 Stock Portfolio Review: Value Up 16% YTD And Dividend Yield 4.16%