Monthly Update September 25

September lived up to its reputation: the month where dividends rain, and portfolios pretend to be generous lovers. This time PEP, BAC, UNH, PLD, CVX and UPS decided to throw me some pocket money. Thanks, corporate sugar daddies.

No new positions added though, not because I suddenly became disciplined, but because Mr. Market didn’t want to drop the prices to my bloody levels. Still, KO, DPZ, TGT, SBUX, CL and CNI are circling close to my buy zone. One of them might finally fall into the trap soon.

Until then, I’ll just keep stacking dividends and waiting for Wall Street to panic properly.

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