Dividend Harvesting Portfolio Week 255: $25,500 Allocated, $2,739 In Projected Dividends

2026-01-23 16:31:38 ET

This was an interesting week as the market finished higher last Friday, then President Trump started discussing Greenland again. After the long weekend, the market had a -2% day on Tuesday as commentary out of Davos started to occur. When President Trump took the stage, he walked back some of his comments, causing the markets to rebound, and as Davos continued, the situation continued to improve. Technology started to move higher, and the markets regained their footing. 2026 has been off to a good start as we are hovering around the 6,900 level. At Davos, Secretary Lutnick discussed how he is expecting GDP growth in Q1 to exceed 5%. After reading through the numbers coming out of the Fed's economic projections and looking at where inflation and interest rates are, I believe that the economic backdrop is setting up well for equities. I am excited to continue allocating capital toward the Dividend Harvesting Portfolio, as I feel there are many undervalued positions heading into a lower rate environment. The narrative around the American economy out of Davos was bullish, and the combination of income and value should catch a bid as rates decline. The Dividend Harvesting Portfolio is doing exceptionally well, and I believe it will thrive in a lower rate environment....

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