This week’s dividends landed, including another solid payout from MAIN — still our largest holding by a mile.

MAIN alone accounts for just over 18 % of August’s total. But the one that actually made me pause is the tiniest of the bunch: LCUT.

I bought those 100 shares purely for speculative reasons. No long-term thesis, no dividend-growth story, just a bet. The rule is simple and non-negotiable: if the stock hasn’t risen meaningfully by December 31, 2027, it’s gone. Position size stays exactly 100 shares until then — no adding, no trimming, no emotional averaging down.

It’s easy to dismiss a few dollars as irrelevant when the big positions are doing the heavy lifting. I’ve done it myself. But every single cent that hits the account is proof the machine is still running. And the small, slightly embarrassing speculative positions? They’re a useful reminder that not every decision has to be perfect — as long as the rules are clear and you actually stick to them.

What’s your strictest “this position has an expiration date” rule right now?