After the final April dividend was registered, the result came in better than the adjusted forecast.

To track how our new strategy is playing out, I put together a new chart comparing the portfolio’s value development against the starting point on December 31, 2025.

So far the strategy looks successful — the portfolio is clearly up since the turn of the year. That’s ultimately what matters.

…But of course the hyper-competitive idiot in me can’t stop staring at the monthly deviations between forecast and actual outcome.

And that’s exactly where we’re getting absolutely schooled. Turns out selling off a bunch of solid dividend stocks in favor of growth stocks wasn’t the genius move I thought it was in January.

Game on.

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This is a new post on the new dewlar.me blog.
You can find the old blog here:https://mrsdewlar.blogspot.com

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