Blue Owl was mentioned as one of the stocks that experienced a loss this past month, but the creator also added to their position.
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Inside My $137,700 Dividend Stock Portfolio | JUNE UPDATE 📊
Jun 3, 2026
The creator provides a June dividend portfolio update, detailing a tough May performance where the portfolio was down 5%, underperforming the S&P 500, NASDAQ, and SCHD. Despite overall losses, William Sonoma was the best performer, while AbbVie and Clear Secure also showed positive movement. The creator highlights that one stock was responsible for the majority of the losses.
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Tickers discussed in this post
EPD was mentioned as one of the stocks that experienced a loss this past month.
Chevron was mentioned as one of the stocks that experienced a loss this past month.
The creator added one share of Blue Owl Capital Corporation at an average cost of $11.22.
Lowe's dropped 10.2% in the past month and 13% year-to-date, but the creator finds it attractive at $214 per share.
Watskco, a large position, fell 16% in the past month but is still up 6% year-to-date, showing volatility.
Zoetis experienced a significant drop of 32.4% in the past month and is down nearly 40% year-to-date, leading the creator to sell.
Abby was another stock that performed well in May, gaining 3%, but is down 5% year-to-date.
William Sonoma was the best performing stock in the portfolio for May, gaining 12.4% and is up 8.4% year-to-date.
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Tracked calls opened from this post
ZTSsell opened Jun 3, 2026
+2.89%