February was the worst month for the U.S. markets since the presidential election with the market closing down almost -4%. This of course follows one of the better months for the stock market with the S&P index being up 5.6% in January. The market was in full reaction mode with the announcement of potentially new tariff’s for imported steel and aluminum.
The portfolio overall value definitely took a big size hit this month but I’m still not worried. I managed to passively make a good chunk of money due to my holding of high quality dividend stocks.
Another bit of portfolio news, HCN is now called WELL.