It has been a bit quite on the investing front as of late for the PIV portfolio. As I have mentioned before, activity for the portfolio, particularly that of buying equity shares, has not been as frequent as I had envisioned at the beginning of the year, primarily due to valuations that on the whole appear to rather expensive despite many believing such premiums are justified given the historically low bond yields that are often seen as the alternative investment to equities. In any event, dividends continued to trickle in during November, below is the latest summary and YoY comparison.
Monday, December 23, 2019
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