Let me share the latest on my Daedalus portfolio as we wrap up March 2025. Work permitting, I aim to update this whenever possible. If you’re new and want to understand how I built this portfolio, take a look at "Deconstructing Daedalus Income Portfolio." Without that context, the details here might not make much sense. For all my personal planning, including income, insurance, investments, and portfolio strategies, head over to the personal notes section of my blog. You can also browse previous updates there.
Portfolio Change Since Last Update
At the end of February, the portfolio stood at $1.501 million. By the close of March, it dipped to $1.456 million, marking a $45,000 change for the month. Fast forward to April 5th, 2025, and it’s valued at $1.368 million. Here’s how the main securities have performed both for the month so far and throughout the year: The…
