Here's your weekly helping of interesting investing information and insights.

Opinion

Jonathan Boyar was on The Compound and Friends podcast and had the most brilliant phrase I've heard in years - Premature Accumulation!

They were talking about Microsoft (MSFT), how cheap it's getting (FYI I'm about to hit the MSFT buy button) and that they're buying. But because we don't know where the exact bottom is, we may buy way before a stock reaches its lowest point.

I've experienced premature accumulation with Kinsale Capital (KNSL) recently because I started accumulating in the $370's and we're now in the $320's.

But this is a long-term position, and if the business fundamentals and my thesis for investing stay intact, it'll all work out. Premature accumulation in the right companies is nothing to be embarrassed about.

So, are you suffering from this condition affecting many investors? I'd love to know! 😉

What I'm Reading

Costco (COST) CEO Ron Vacharis just recommitted to keeping the $1.50 hot dog. Phew!😮‍💨 [Link to article]

Video I'm Watching

We had a fun time talking with Ryne Williams and SCHD Stan about the SCHD reconstitution and hanging out with over 400 community members in the chat! Check it out if you missed it!

Podcast I'm Listening To

The King of Coins & Collecti...

Mar 27 · The Meb Faber Show - Bet...

68:30

If you have a soft spot for collectibles (Coins, trading cards or watches), this was a SUPER insightful episode with Van Simmons, one of the founders of PCGS. He even shares why some collectible gold coins are at a great deal right now... do yourself a favor and have a listen!

Disclaimer: This is not investment advice. Do your own research before making any investment decisions.

😁THANK YOU to all who responded to the last newsletter!!

Check out the portfolio on Blossom, the podcast, or see what’s cooking on YouTube.

And now, here is this week's portfolio activity...

Dividends Received This Week ~$45.00

Main Street Capital (MAIN) | $45.00 (Special Dividend)

Dividends Received 2026 (Schwab Only)~

$833.46

Stocks Sold (AVERAGE)

None.

Stocks Bought (AVERAGE)

75 Ares Capital (ARCC) | $17.72 / I'm adding dribs and drabs of Ares when it falls below its last reported NAV (Net Asset Value) of $19.94.
6 Amplify Intl. Dividend Income ETF (IDVO) | $39.76
5 Schwab U.S. Dividend ETF (SCHD) | $30.66

💰 GOING EX-DIVIDEND THIS WEEK 💰

3/30 Novo Nordisk (NVO), 5.11% | 70S
3/31 Agree Realty (ADC), 4.23% | 70S
3/31 Illinois Tool Works (ITW), 2.49% | 81VS
3/31 Realty Income (O), 5.35% | 80S
3/31 TJX Companies (TJX), 1.24% | 80S
4/1 Comcast (CMCSA), 4.66% | 70S
4/1 CubeSmart (CUBE), 5.90% | 61S
4/1 American Express (AXP), 1.30% | 80S
4/1 Campbell's Company (CPB), 7.09% | 50BS

🎦 If you missed it, two VERY SAFE dividend growth stocks that are getting way too cheap to ignore...

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🎶Random music from the Dapper Dividends Jukebox🎶

Smashing Pumpkins - Today