Back on deck for 2023 after a long hiatus. Hope everyone had a great break over the xmas and new year periods :)

Picks of the week from my watch list:

Dividend Stocks: $KR

Growth: $VOOG (only adding ETFs at this point in time)

Commodities: $UNG (risky)

Bonds: $IMTB

Today I added to $VOOG $IVV $VOOV $SCHX

Next fortnight I will look to add to my dividend and bonds portfolios.

Some nice gains over the past few days after a rough start to the week.

Income Portfolio: Opened new positions in $AMLP and $TSN . Increased holdings in $ARCC $OZK $AFG $DKS $HRL and $LCII . Collected dividends on $INTC $KR $CMI $RDN $RS $JNJ $PCAR and $TSCO .

Growth Portfolio: Increased holdings in $ENPH and took partial profits on $PINS leaving a small holding remaining

Speculative: Nil

Down 0.5% for the month, but slightly outperformed the SPY. Biggest gainer was $DKS up 17% for the month. Biggest loser was $SCI down 15% over the course of August.

Choppy month once again, a few adds, a few sells and $SSO hit the SL. Overall portfolio just up 0.4% against the SPY down 1%. Biggest gainer was $NVTA up 65%. Biggest loser was $SPCE down 18% for the month.

Well actually the past fortnight in review. Missed my weekly post last week as I was off spending time with family and reliving my childhood a little (see photo) :).

Income Portfolio: Opened new positions in $INVH and $ARCC . Increased holdings in $XOM $OZK $NXST $AFG and $LCII . Collected dividends on $NXST $ABR $FAX $DSL and $EMD .

Growth Portfolio: No new buys but unfortunately stopped out on $SSO down 15%. Stopped out on $ETH.X also for a 10% gain.

Speculative: Sold all $CRSP and $CCJ for small gains

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What I did this past week was enjoy a long overdue holiday with the family. A week in the mountains, great weather, snow falling. Watched the little 'uns learn to ski, and renewed my own enjoyment of the sport once again. The muscles and bones are feeling every day of my 54 years now though :)

Income Portfolio: Opened a new position in $HRL . Increased holdings in $DVY and $OZK . Collected dividends on $KMI $OKE $TXN $AOS and $HTGC .

Growth Portfolio: Opened new positions in $CELH and $SSO . Cut losses on $HALO and $BMBL. I still like both of these and will revisit another time.

Speculative: Sold all $MANA.X for a small gain.

Another nice week for my portfolios with all seeing healthy gains.

Income Portfolio: Opened a new position in $ROK . Increased holdings in $VIG and $VNQ . Collected dividends on $GD $BK $CARR and $APD . Trimmed position in $CARR

Growth Portfolio: Increased position sizes of both $ENPH and $SWAV.

Speculative: Nil.

A nice week in the markets with some of my portfolio stocks consolidating. Went on a little bit of a shopping spree based on my watch list and some stocks starting to gain momentum.

Income Portfolio: Opened new positions in $NSA $BC $NXST and $ABR . Increased holdings in $VIG and $DVY Collected dividends on $RITM $JPM and $LOW .

Growth Portfolio: Added $ENPH to my portfolio holdings.

Speculative: No buy/sell action but $CRSP continuing to perform nicely up 25% thus far.

A reasonably quiet week trading wise but a solid week for the portfolios with some nice gains across the board. Monthly wrap up to follow later this weekend. I have a 10 year reunion for a team sports championship we won in 2012 so unlikely to be in any condition to crunch the numbers today or tomorrow :)

Income Portfolio: Opened new positions in $DVN and $LCII . Collected dividends on $ROP $OZK $AFG and $CMCSA . Trimmed $PCAR with a view to being all out over the next few weeks. Sold all $JEF for a negligible gain.

Growth Portfolio: Added $SWAV to my portfolio holdings. Up 25% on my $ETH.X purchase last week. I will be keeping a close eye on this and have set a tight trailing SL.

Speculative: Nil activity once again but $MARA had a nice bounce as did $NOTV

Income Portfolio: Increased position size in $DVY and $VIG . Opened new position in $FNF . Collected dividends on $USB $STLD $FITB $LEG $WPC and $EGP .

Growth Portfolio: Added $BMBL and $ETH.X to my portfolio holdings.

Speculative: nil activity but had some nice increases to my $MARA bag

A few adds this week and as I considered in last weeks summary I made my first addition to the Growth Portfolio in months.

Income Portfolio: Increased position size in $KR . Opened new positions in $LOW and $SNA . Collected dividends on $MRK $XRAY $URA .

Growth Portfolio: Added $HALO to my portfolio holdings.

Speculative: nil