Dividend Harvesting Portfolio Week 248: $24,800 Allocated, $2,770.78 In Projected Dividends

2025-12-05 08:42:00 ET

This was one of the best weeks since May as the markets climbed as the probability for a Fed cut increased to around 87%. Several Fed members spoke and provided commentary that would support a rate cut in December despite the hawkish tone from Fed Chair Powells previous speech. The weekly jobless claims came in at 216,000 vs 225,000 on the expected number which indicated that the there were no major cracks in the labor market. The 10-year is hovering around 4% and it looks like capital is moving back into anything linked to AI as Alphabet ( GOOGL ), Broadcom ( AVGO ) and Meta Platforms ( META ) have a new agreement around ASIC chips. This was an AI rebound week with lower bond yields and the odds for a December rate cut increasing. I am getting extremely bullish again because the odds of a rate cut continue to increase and a lower rate environment would not only help combat unemployment but it should help lower the cost of capital which is good for the business landscape. If the Fed cuts I think we finish the year over 7,000 on the S&P 500 and that the Dividend Harvesting Portfolio will do very well....

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