by Jacob Millican | Jul 9, 2026 | Performance
June marked a mixed month for equity markets. While the S&P 500 and NASDQ 100 were down in June, the DOW was up over 2.5%. While the equity markets were trying to figure out where to go, the portfolio remained focused on something different: building diversified...
by Jacob Millican | Jun 11, 2026 | Performance
Each month, I review how the Income Bucket is positioned, what influenced results during the month, and how the portfolio continues to evolve as opportunities emerge. May looked very different from April. Equity markets moved sharply higher even as headwinds in...
by Jacob Millican | May 7, 2026 | Performance
Each month, I break down how the Income Bucket is positioned, what’s driving results, and how each part of the portfolio works together to support long-term planning. Markets remained volatile in April, with continued uncertainty around interest rates, inflation, and...
by Jacob Millican | Apr 9, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady, repeatable income. Each month, I break down how the Income Bucket is positioned, what’s driving results, and how each part of the portfolio works together to support...
by Jacob Millican | Mar 7, 2026 | Performance
February continued the strong start to the year for the Income Bucket strategy. After January returned to a more normalized income profile following year-end timing effects, February’s results reflected both the steady income generation of the core holdings and...
by Jacob Millican | Feb 12, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady portfolio income. Each month, I break down how the Income Bucket is positioned, what’s driving current results, and how the different parts of the portfolio work together to...
