Dividend Wealth Blog

Income investing, worked in the open

Rebalances, strategy notes, and performance reviews — including the quarters we underperform. Every figure is pulled from the live portfolio books, not reconstructed after the fact.

July 5, 202612 min read

Rebalancing Season: 7 Adjustments, 3 New Positions, and an Honest Look at Underperformance

The Q3 rebalance of the Dividend Income Strategy, worked in the open: three drift-band trims, three rule-driven exits (including a position yielding under 0.7%), three new ~5% positions, and a benchmark change I'm publishing in the same breath as the underperformance it exposed.

Income StrategyRebalancePortfolio Management

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