Watsco experienced a slight decline of 1% for the month.
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Inside My $146,500 Dividend Stock Portfolio | SEPTEMBER UPDATE 📊
The creator provides a September update on their dividend stock portfolio, highlighting August's performance. They discuss their portfolio's slight gains, dividend income increases, and compare their performance against the S&P 500, Nasdaq, and SCHD, noting underperformance in August but overall year-to-date figures. The video also details the best and worst performing stocks in the portfolio for August, with Chevron being the top performer.
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Tickers discussed in this post
Physie Properties' stock declined by more than 3%.
W. P. Carey's stock declined by more than 3%.
The creator added approximately 24 shares of Rollins at an average cost of $36.73, continuing their dollar-cost averaging strategy.
Snap-on's stock declined by 7%.
Williams Sonoma saw a significant decline of 7.4% after reporting quarterly earnings that beat expectations and raising full-year guidance.
Clear Secure experienced a significant 22% drop due to its recent quarterly earnings report, despite beating revenue and earnings expectations.
Zoetis experienced some gains in August.
Visa experienced some gains in August.
Blue Owl Capital experienced some gains in August.
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