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

Opinion

Have you ever sold a stock for all the right reasons and then watched it just... keep going up? I have. Once or twenty-two times.

Here's something worth thinking about — and this goes for life as much as investing: stop beating yourself up for not knowing the future. Because you couldn't have known. When I sold Lockheed Martin (LMT) and Nexstar Media (NXST), I didn't know about the geopolitical drama or the merger coming down the pike. Nobody did. Mentally beating yourself yourself with information you didn't have yet isn't reflection — it's just torture.

There's actually a name for this trap. Annie Duke calls it "resulting" in Thinking in Bets — judging a past decision based on what happened after, instead of what you knew at the time. The future is genuinely unknown and unknowable. It's said there are only two types of people: those who know they don't know the future, and those who don't know that they don't know. That's why I run a "core and explore" portfolio — 85% low-cost index funds, 15% individual stocks — because the most important variable in investing is the one nobody has access to... the future.

Think about it this way: if someone drove drunk and made it home safely, they still made a terrible decision — the outcome doesn't change that. Same logic applies here, just in reverse. A good decision with a bad outcome is still a good decision. So stop beating yourself up for not predicting the unpredictable — and I'll try to do the same.

What I'm Reading

Berkshire Hathaway's (BRK.B) new CEO Greg Abel just sent his first letter to shareholders — and his message was simple: same playbook, bigger cash pile, and still no dividends! [Link to article]

Quote I'm Thinking About

"We are trying to prove ourselves wrong as quickly as possible, because only in that way we can find progress." —Richard Feynman

Video I'm Watching

Dividend Bull shared two stocks that are yielding 10% and spoiler alert... I happen to be buying one of them!

Podcast I'm Listening To

The Anything-But-A.I. Rally....

Feb 27 · Barron's Streetwise

33:56

Is it just me that enjoys Jack Hough's dry sense of humor? Let me know, and oh yeah, he also talked about the "anything but A.I. great rotation" that looks to be taking shape. Always a fun podcast 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 ~$4.99

Amplify CWP Intl. Enhanced Dividend ETF (IDVO) | $4.99

Dividends Received 2026 (Schwab Only)~

$534.57

Stocks Sold (AVERAGE)

None.

Stocks Bought (AVERAGE)

5 Ares Capital (ARCC) | $18.95 / I'm adding dribs and drabs of Ares when it falls below its last reported NAV (Net Asset Value) of $19.94.
1 Visa (V) | $310.00

💰 GOING EX-DIVIDEND THIS WEEK 💰

3/2 Allstate (ALL), 2.01% | 80S
3/2 Lockheed Martin (LMT), 2.10% | 80S
3/2 Nike (NKE), 2.64% | 70S
3/2 Texas Pacific Land (TPL), 0.46% | 60BS
3/3 McDonald's (MCD), 2.18% | 77S
3/5 Qualcomm (QCOM), 2.50% | 80S
3/6 Genuine Parts Company (GPC), 3.56% | 60BS
3/6 Kimberly-Clark (KMB), 4.59% | 70S
3/6 PepsiCo (PEP), 3.49% | 93VS
3/6 LeMaitre Vascular (LMAT), 0.92% | 70S
3/6 Main Street Capital (MAIN), 5.49% | 62S

🎦 If you missed it, sharing nine Very Safe, cheap and fast growth dividend stocks.

🔥 Seeking Alpha Sale 🔥

I use Seeking Alpha to research stocks and find new investment ideas and right now they're offering $30 off Premium!

Premium: $269/year (save $30) + 7-day free trial

Get access to stock ratings, data-driven insights, and institutional-grade research tools.

*This is an affiliate offer, and I will receive a small commission at no additional cost when you buy a premium annual subscription after clicking the image above.

🎶Random music from the Dapper Dividends Jukebox🎶

Face to Face - Dissension (Live)