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Dividend Harvesting Portfolio Week 260: $26,000 Allocated, $2,803.74 In Projected Dividends

Source: SeekingAlpha

2026-02-23 08:30:00 ET

This was a better week for the markets as the S&P 500 increased by 0.97%, while the Nasdaq climbed 1.51%. The market looked favorably upon the recent economic data that was released, as PCE rose 0.4% while Q4 GDP increased 1.4% in Q4. The market seemed to have liked the rise in consumer spending, considering it was partly offset by the government shutdown. SaaS is still declining, and the hyperscalers are seeing compressed valuations as the flight to safety trade continues. This week is going to be very important as we have earnings coming out from NVIDIA Corporation (NVDA), Salesforce (CRM), and Snowflake (SNOW). I believe we need to see a combination of NVDA validating the CapEx spend from the hyperscalers and CRM to provide strong guidance to signal that the selloff in SaaS is overdone. This is a big week for the market, and a lot is riding on how the market interprets several earnings reports. I have been building an indirect position towards NVDA through several ETFs and CEFs, as I believe the A.I. revolution is just getting started. I am excited for how this week will unfold, as I believe it will be another positive week for the Dividend Harvesting Portfolio....

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Dividend Harvesting Portfolio Week 260: $26,000 Allocated, $2,803.74 In Projected Dividends
Calamos Strategic Total Return Fund

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