In October 2019, I bought one share of Broadcom (AVGO). The reasoning was simple. The dividend yield exceeded 4%, and the Dividend Growth Rate (DGR) was over 10%. My goal was the dividend. I had no idea how much the stock price would rise, nor did I try to predict it. Fast forward six years. … Read more
How I Define FIRE When I first encountered the word FIRE, I got stuck on two words. “Early retirement.” Retirement. The word felt foreign. The image of quitting my job and doing absolutely nothing came to mind. Is dreaming of retiring in your early 40s even realistic? And is that what I really want? For … Read more
From 2007 to 2018, Eleven years. I never left the market. Individual stocks, index ETFs — I kept studying, kept investing. But the results were negligible. Barely anything to show for it. Why? Looking back now, the reason was simple. I was investing for the wrong purpose. Capital Gains Are a Bonus, Not a Salary Investing … Read more
📢 Beyond the Fog: What’s Hiding Behind the Headlines Recently, headlines have been dominated by the U.S.-Iran conflict. Investors are glued to missile trajectories in fear, and market volatility is surging as if a collapse is imminent. However, seasoned experts look past the noise to follow the flow of money. Do you remember what was … Read more
📊 1. U.S. Market Closing Index Close Daily Weekly S&P 500 6,816.89 -0.11% +3.6% Nasdaq 22,902.89 +0.35% +4.7% Dow Jones 47,916.57 -0.56% +3.0% 📌 Sector Trends Strong: Semiconductors & AI Tech (Nvidia +2.58%, Amazon +2.05%) Weak: Telecom (Verizon -3.62%), Consumer (Nike -3.14%) ✍️ Plan B’s Commentary Despite daily mixed signals, weekly returns suggest that market … Read more
TICKER: O Realty Income (O) Dividend Investment Analysis 🏢 A. Business Overview (What They Do) Realty Income (O) is the world’s largest ‘Net Lease’ REIT, owning and managing over 13,000 commercial properties across the U.S., UK, and Europe. Its core strength lies in its “triple-net” structure, where tenants cover taxes, insurance, and maintenance, ensuring high … Read more
TICKER: UNH UnitedHealth Group (UNH) Dividend Investment Analysis 26 Years of Consecutive Dividend Growth: Is the Historic Dip in the Healthcare Giant a Buying Opportunity? 🏢 A. Business Overview (What They Do) UnitedHealth Group (UNH) is the largest healthcare company in the U.S. by revenue, operating through two primary pillars. First is UnitedHealthcare — a … Read more
📊 March At a Glance Achieved ₩4.94M in after-tax dividends (98.9% of target). Amidst a volatile market where the S&P 500 and Nasdaq entered correction territory due to U.S.-Iran tensions, the total portfolio value increased by +2.30%. Recorded an actual dividend growth rate (including reinvestments) of +58.9% YoY. 💰 1. Dividend Performance March Monthly Closing … Read more