Dividend Harvesting Portfolio Week 273: $27,300 Allocated, $3,021.95 In Projected Dividends

2026-05-25 08:30:00 ET

Heading into the Memorial Day weekend, the markets rallied and closed close to all-time highs. The Dow finished the week at 50,579.70, while the S&P 500 finished the week at 7,473.45. There have been rumors that the U.S. and Iran are close to a deal, and if one emerges that causes the Strait to permanently open with tankers actually moving through, we could be in store for a bullish summer. A lot is happening in the markets as NVIDIA Corporation ( NVDA ) just delivered a Q1 print , where their revenue of $81.6 billion increased 85% YoY and proved the AI revolution is far from over. The next several weeks are critical because of where oil is. If we get a deal, we could see oil move under $80 quickly and cause CPI and PPI to cool over the next several months. If that happens, the Fed could emerge from Jackson Hole dovish and start cutting in September. The worst thing that can happen is for a deal not to be reached and oil to move higher because then we have a real inflation problem on our hands that is likely to get worse, and the talks about rate hikes will increase. I believe that we will get a deal, and I am still bullish on reaching S&P 500 8,000 this year. I am taking these opportunities to add to positions that are impacted by the threats of higher rates....

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