Dividend Harvesting Portfolio Week 261: $26,100 Allocated, $2,824.72 In Projected Dividends

2026-03-02 08:30:00 ET

This was another difficult week for investors, as Friday’s brutal selloff caused the Dow to decline by more than 600 points. This didn’t feel like a rotation, as it felt more like a repricing of risk across the board. The VIX exploded by more than 14% and is now over 20, which is signaling that there is a shift from complacency to caution as the megacaps continue to be in the doghouse. There are still AI disruption fears after the lukewarm reception of NVIDIA Corporation’s ( NVDA ) earnings despite beating estimates, as investors are questioning the sustainability of the AI buildout. The next big thing happening is the geopolitical tensions between the U.S. and Iran, as a major combat operation caused the death of the Supreme Leader. This is causing the oil markets to spike, as there are now concerns that oil disruptions through the Strait of Hormuz could occur. What really matters now is that the 10-year Treasury yield collapsed to 3.949%, the lowest level since November, while gold surged to $5,267 and oil held firm at $67. That's not normal risk-off behavior, as investors could be pricing in stagflation while fleeing to staples as a flight to safety. I believe that the developments over the weekend could cause inflation fears to increase and uncertainty in the market to spike in the short term. The Dividend Harvesting Portfolio was built for moments like this, and I feel it is constructed to navigate these levels of uncertainty while generating recurring income....

Read the full article on Seeking Alpha

For further details see: