Portfolio Update - January 2024

New year, new portfolio?

Good morning investors!

Every month we publish our “Portfolio Update” — premium members get a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month.

Let’s dive in.

Portfolio Update - Mark

For those new here, premium subscribers get full access to my monthly dividend portfolio updates, which includes:

  • Portfolio Snapshot

  • Portfolio Performance

  • Stock Purchases

  • Stock Sells

  • Watchlist

*Note - this is the ONLY place where people can find my entire portfolio.

Portfolio Snapshot

As of the end of January 2024, my portfolio contained 47 total positions, an increase of 2 positions from the prior month.

You can see all the portfolio activity down below, but first, here is a snapshot of my entire portfolio:

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