It’s time for our quarterly Retirement Portfolio update (December, January, & February) — this is our more conservative portfolio, built to stay steady and generate reliable dividend income.

In this episode, we keep it short, clear, and practical, because the portfolio didn’t need big changes (which is exactly what we want in a conservative account). We cover what we hold, what changed, what looks overvalued vs undervalued (watchlist-worthy), and where we have DRIP turned on or off.

We also break down the dividend results month-by-month and compare them to last quarter so you can see exactly what shifted — including why February came in lighter and the specific tickers that drove it.

In this quarterly update, we cover:

• What tickers are currently in the retirement portfolio
• What changed (and what didn’t) since last quarter
• What looks overvalued vs undervalued (ideas for a watchlist)
• Which positions have DRIP on vs off
• Dividend income results for December, January, and February
• Quarter-over-quarter comparison + what caused the dip
• Our 12-month dividend run rate and what it signals for the portfolio

📌 Spreadsheets Included:

1. Here's the ticker valuation spreadsheet for buy-up-to prices
2. Here's the dividend totals spreadsheet so you can review the numbers after listening

If you like conservative, income-focused portfolio tracking with real numbers and clear reasoning, this episode is for you.

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Questions? Email Tim at debrine9@gmail.com

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DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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